Case Study/Visiting Angels Case Study
From manual work and unreliable reporting to a referral-first workflow.
Visiting Angels of Plant City had outgrown their old platform. Matching was manual and inaccurate, billing was unreliable, and the office team was spending hours every week just acting as a human backup for broken tools. They needed software built for how a 1099 caregiver referral business actually operates.
Before Omassist, running the business meant fighting the tools as much as doing the work.
- Manual & inaccurate matching - The old software consistently produced inaccurate results - showing caregivers who lacked required skill sets and miscalculating mileage. Matching was highly manual, eating up hours every week.
- Wasted payout and office time - Inaccurate matching led to wasted time and unnecessary payout costs - with the office team reading care plans over the phone just to secure a match.
- Unreliable billing - The previous system frequently miscalculated caregiver payouts and changed flat platform fees without warning after updates - creating rework and eroding confidence.
- Reporting nightmares - Reports rarely matched deposits, and hours displayed differently depending on the screen viewed - causing confusion and hours of reconciliation work.
- The 'time clock' burden - The office team lost hours every week manually entering visit times because caregivers couldn't properly check in or out on the old platform - creating delayed approvals, inaccurate hours, and after-hours calls.
Optimized matching assurance and a seamless, compliance-driven workflow.
Zero downtime
Despite initial expected challenges, there was absolutely no downtime during the transition to Omassist. The business continued to operate seamlessly.
Senior-friendly setup
A major concern regarding confusing ACH microdeposits for senior clients was entirely eliminated by Omassist's automatic bank account verification program.
Effortless adoption
Caregivers picked up the system quickly and confidently because Omassist is simple, intuitive, and designed from the caregiver's point of view.
Responsive development
The Omassist development team provided unprecedented support - adding enhancements almost immediately whenever roadblocks or opportunities for improvement were identified.
Built for the way a referral business actually runs
Visible care plans
Caregivers can view care plans directly inside unmatched visits before requesting them. This eliminates wasted time and drastically improves match accuracy.
AHCA-focused compliance
Automated tools - such as auto-faxing physician notification letters and CEMP level tracking - reduce manual work and ensure documentation is always audit-ready.
The Impersonation Tool
The office team can impersonate a client or caregiver to see exactly what they see in real time. That means instant, efficient troubleshooting without guessing.
“The transition was smooth, the learning curve was minimal, and the improvements were immediate.”
Founder
Visiting Angels - Plant City
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