Features/Care Requests & Referrals
A small operation can run on memory--who charges what, who the client preferred, who was excluded, who speaks Spanish, who’s pet‑friendly. A notebook works… for a while.
But as volume increases, the basics get buried. You’re searching across texts, spreadsheets, and emails to confirm referrals, acceptance, agreed rates, and changes. One client question can send you on a multi‑app hunt.
Every visit request lands in one place
When a request lives in texts, you’ll be piecing it together later. In Omassist, it lives in the Visit Hub - your all‑in‑one weekly view of every visit: unmatched, requested, matched, en‑route, late, in progress, completed, approved, billed, and paid. One record. One timeline. One source of truth your whole team can rely on.
Finding the right caregiver without the guesswork
Office staff often rely on memory to match caregivers -- availability, distance, skills, past ratings, budget, and more. OmaMatch analyzes the same 20+ factors automatically, including the Freshness Factor, and surfaces the best options. The caregiver and client decide the match; the business simply connects.
Invite many. Get quick responses. Match open visits in real time!
Send one request to multiple caregivers -- no login barriers. Each caregiver receives a unique link to accept or pass. You eliminate the phone‑tree marathon, and the caregiver and client decide if the visit moves forward.
Visits contractors actually show up for
Set contractor reminders and see caregivers en route - no more “I forgot” moments. Omassist sends automatic reminders at 24 hours, 2 hours, and 30 minutes before the visit. Your team spends less time tracking people down and more time keeping the day moving.
- Clear visit‑matching history with no confusion about who responded.
- If a caregiver passes, the next match request can be sent instantly.
- Everyone sees the same real‑time status, from the front desk to the field.
- Your workflow stops relying on one coordinator’s mental notes.
You can actually see what's happening
No more hunting through messages
Request details, caregiver responses, and status updates all live in the same record - not scattered across texts, emails, and a spreadsheet you can't find on a Saturday.
Fast answers when a family calls
A daughter can open Omassist anytime to see visit details or request a new one. If she calls the office, her HIPAA code unlocks the same information for your team - and with Impersonation, you can see exactly what she sees and walk her through it in seconds.
Your office stays in sync
In the office, on the road, covering a weekend - everyone sees the same request and referral activity in real time. No more "wait, who did we send?"
Common questions
Omassist isn’t a calendar or a spreadsheet. It’s the entire 1099 caregiver referral workflow in one place. It tracks every visit status, every caregiver response, every preference, every compliance detail, and every change as it happens. No text‑thread hunting, no guessing, no relying on one person’s memory. Families can check their own details, staff can mirror their view with Impersonation, and the whole team works from one real‑time source of truth. It’s everything a referral business needs -- connected, compliant, and built for how these businesses actually run.
Yes. When a caregiver declines or a request changes, Omassist lets you send a Quick Match invitation to qualified, available caregivers who can accept or pass through a unique link --no login required. Coverage moves fast! Contractors no longer call asking “What does the client need?” because they only see unmatched visits that match their skill set, and they can preview the client‑directed care plan before they request the visit. That alone eliminates a huge amount of back‑and‑forth. Automated reminders go out at 24 hours, 2 hours, and 30 minutes before every visit, helping contractors stay on track and reducing the “I forgot” calls. The result: fewer missed visits, fewer scrambling phone calls, and a clear, documented record of who was offered the visit and how they responded--all in one place, in real-time.
OmaMatch evaluates over 20 factors for each unmatched client visit request and ranks caregivers by overall fit. Inputs include availability, skill compatibility with the client's care plan, distance from the client's location, past ratings, and how the caregiver's rate aligns with the client's budget. The result is a short list of best-fit caregivers, which your team reviews before extending a referral. Caregivers always remain free to accept or decline, preserving the contractor referral model
No. Quick Match sends SMS or email invitations with unique links. Caregivers accept or decline in a tap - no app download, no password reset calls to the office.
Absolutely. Omassist was designed side‑by‑side with working referral businesses, so it’s simple enough for a two‑person office to run their entire workflow without overwhelm, and structured enough to support you as your volume grows. And it’s not just for small teams. Omassist scales with you, with features that boost efficiency at every stage of growth: automated visit matching, real‑time visit status, contractor‑only visibility into qualified unmatched visits, care‑plan previews before requesting, and tools that eliminate the constant “What does the client need?” calls. Whether you’re a two‑person startup or a high‑volume operation, Omassist gives you the clarity, automation, and workflow support to grow without adding chaos.
Book a walkthrough and we'll show you how referral businesses are taking requests, referrals, and caregiver coordination off their plate with Omassist.
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