What Careficient does

Careficient, Inc. is a privately held SaaS company founded in 1999 and headquartered in Stuart, Florida, that provides a fully integrated cloud-based Electronic Medical Record (EMR) and agency management platform purpose-built for home-based care providers. The company serves 900+ customers across 1,000+ locations and 32,500+ active users in four verticals: home health, hospice, home care, and palliative care. Its core platform unifies clinical documentation (OASIS, HIS, HOPE assessments), scheduling, billing, payroll, Electronic Visit Verification (EVV), Revenue Cycle Management (RCM), and compliance tracking into a single system, replacing fragmented multi-tool stacks common in the post-acute care market. The platform holds ONC Health IT Certification (Certification ID: 15.11.05.3199.CARE.01.01.0.260302), CHAP Verified status, ACHC certification, and CHAP Age-Friendly Care at Home Verification, making it the only EMR with both CHAP and ACHC certifications.

The company monetizes through annual subscription contracts sold via direct enterprise field sales with quote-based pricing customized to agency size, number of locations, and feature requirements. Add-on services include Revenue Cycle Management, Training (Master Classes), and Consulting. The go-to-market targets mid-to-large healthcare agencies through a demo-driven consultative sales motion, supported by content marketing, webinars, and industry events. Careficient maintains an extensive integration ecosystem with 20+ technology partners including AWS (cloud infrastructure), Bamboo Health, CarePort, Change Healthcare, Inovalon, Waystar, Sandata, McKesson, and Wolters Kluwer for interoperability with hospital EMRs, payer systems, and post-acute care networks.

Careficient embeds AI-powered automation throughout the EMR rather than offering it as a separate module, with capabilities spanning intelligent associate-to-patient matching, territory-based scheduling, automated benefits verification and authorization tracking, and error reduction workflows. The company is led by CEO Gene Creach and President Brad Caldwell, with Steve Williams appointed as CTO in July 2023 to support continued growth and strategic acquisitions. The company has executed on a strategic acquisition plan and reports "tremendous growth over the past three years" across both organic expansion and inorganic moves.

Name

Careficient

Legal name

Careficient, Inc.

Website

https://careficient.com

Company type

Private

Founded year

1999

Operating status

Operating

Headcount range

11–50 employees

Short description

Careficient provides a cloud-based SaaS EMR and agency management platform for home health, hospice, home care, and palliative care agencies, serving 900+ customers across 1,000+ locations with integrated clinical, billing, and AI-powered workflow automation.

Ownership category

akta.pro rank

Product category

Healthcare Agency Management Software (Home Health / Hospice EMR)

NAICS

Software Publishers (513210), Home Health Care Services (621610), Computer Systems Design and Related Services (54151)

SIC

Services-Prepackaged Software (7372), Services-Home Health Care Services (8082), Services-Computer Programming, Data Processing, Etc. (7370)

akta.pro primary industry

Nursing, Clinical Notes & Documentation Workflow Tools (HLACAAAG)

akta.pro secondary industries

EHR/EMR Integration & Interoperability Middleware (HL7/FHIR) (HLALAKAD), EHR Implementation, Optimization, Training & Managed Services (HLACAAAL)

Keywords

• Home health EMR
• Hospice software
• Palliative care EMR
• Agency management software
• Healthcare SaaS platform

Headquarters

HQ city

Stuart

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Technology or R&D, Personnel, Infrastructure, Marketing or Sales, Operations

Revenue model

1. SaaS Subscription: Cloud-based EMR platform sold as subscription service to healthcare agencies. Recurring subscription revenue model.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core offering

Careficient sells a cloud-based SaaS Electronic Medical Records (EMR) and agency management platform purpose-built for home-based care providers, spanning home health, hospice, home care, and palliative care agencies. The integrated platform unifies clinical documentation, scheduling, billing, payroll, electronic visit verification (EVV), revenue cycle management, and AI-powered workflow automation under a single multi-tenant SaaS system with ONC Health IT Certification and CHAP/ACHC accreditations.

Product overview

Careficient offers a unified cloud-based SaaS EMR platform designed for home-based care agencies, comprising four specialized product lines—EMR for Home Health, EMR for Hospice, EMR for Home Care, and EMR for Palliative Care—that share a common core platform. The platform integrates scheduling, billing, payroll, clinical documentation (OASIS, HIS, HOPE), electronic visit verification (EVV), revenue cycle management (RCM), and purpose-built AI automation. Additional services include Training and Consulting. The unified architecture allows seamless patient transitions across care settings (e.g., palliative to hospice) with shared data and workflows.

Differentiator

Problem solved

Functional benefit

Products and services

• EMR for Home Health Specialized EMR module for Medicare-certified home health agencies, covering intake, referral, admission, OASIS documentation, scheduling, billing, and CMS regulatory compliance. Designed for home health agencies that need integrated clinical documentation and revenue cycle management.
• EMR for Hospice Comprehensive hospice EMR with streamlined document workflows, secure internal messaging, built-in compliance workflows, integrated scheduling, caregiver matching, data analysis, reporting, billing, and payroll. Built for hospice agencies requiring end-of-life care documentation, interdisciplinary team coordination, and complex regulatory compliance.
• EMR for Home Care Home care EMR that streamlines intake, referral, and admission processes with efficient document management, scheduling, data analysis, and reporting capabilities. Targets non-medical home care and private duty agencies serving personal care and companion service clients.
• EMR for Palliative Care Palliative care EMR with comprehensive documentation for MD/NP, RN, MSW, and CHP disciplines; trending reports for PPS, Karnofsky, FAST, NYHA classifications, ESAS-r, PHQ-4 & PHQ-9, and cognitive assessments; and one-click patient transitions from palliative to hospice. Built for palliative care specialists managing complex symptom and quality-of-life tracking.
• Revenue Cycle Management (RCM) Revenue Cycle Management services integrated directly into the EMR system, handling automated invoicing, accounts receivable (billed and unbilled), collections, and payer management for Medicare, Commercial, and Medicaid. Targets healthcare agencies seeking to reduce denials and accelerate collections.
• Training Services (Careficient Master Classes) Training programs including Careficient Master Classes covering healthcare compliance, QAPI programs, hospice regulations, and industry best practices. Sold as a paid service to home health, hospice, and home care agency staff.
• Consulting Services Strategic consulting services to help home-based care agencies optimize operations, improve efficiency, and scale their business using Careficient solutions. Sold as a paid engagement to agency leadership.

Quantifiable outcome

• 900+ Customers
• +2 more outcomes

Named customers4 records

Segments4 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration18 records

AI capability4 records

Feature2 records

Partnerships

14 partnerships are on record, tiered core and strategic.

• Home Health NotifycoreTechnology or Integration · 28 November 2023Strategic partnership for EMR and communications technology integration. Home Health Notify provides communication solutions integrated into Careficient's EMR platform, enabling seamless notification and communication capabilities for home health agencies.
• CareXMstrategicStrategic or Co-development PartnerStrategic partnership for collaboration in home-based care technology solutions.
• HealthRev PartnersstrategicStrategic or Co-development PartnerStrategic partnership for revenue cycle management and financial performance solutions.
• Trella HealthstrategicStrategic or Co-development PartnerStrategic partnership for healthcare analytics and market intelligence in post-acute care.
• AWScoreTechnology or IntegrationCloud infrastructure partner providing scalable, secure cloud hosting services for Careficient's SaaS EMR platform.
• Bamboo HealthcoreTechnology or IntegrationHealthcare data integration partner providing interoperability solutions for care coordination and patient data exchange.
• CarePortcoreTechnology or IntegrationCare coordination and referral management integration enabling seamless patient handoffs between care settings.
• Change HealthcarecoreTechnology or IntegrationRevenue cycle and claims processing integration for healthcare billing and reimbursement workflows.
• InovaloncoreTechnology or IntegrationHealthcare data analytics and insights platform integration for quality measures and compliance reporting.
• WaystarcoreTechnology or IntegrationRevenue cycle management and payment optimization integration for healthcare financial operations.
• SandatacoreTechnology or IntegrationHome health and hospice back-office solutions integration for scheduling, billing, and payroll.
• McKessoncoreTechnology or IntegrationHealthcare supply chain and pharmaceutical distribution integration for medication management.
• HHA ExchangecoreTechnology or IntegrationHome health association data exchange and interoperability network integration.
• Wolters KluwercoreTechnology or IntegrationClinical content and evidence-based reference integration for clinical decision support.

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Netsmart Technologies: Netsmart offers the myUnity EHR and specialty EHRs for home health, hospice, and behavioral health. It competes directly with Careficient for mid-to-large agency contracts in the post-acute market.
• WellSky: WellSky is a leading healthcare technology company with a broad post-acute care software portfolio including home health and hospice EMR (formerly HealthCare First/Brightree). Directly competes with Careficient for home health and hospice agency contracts, offering a larger enterprise suite across multiple care settings.
• Axxess: Axxess provides cloud-based EMR and agency management software for home health, hospice, and home care providers. It is a direct competitor targeting agencies of similar size and segment to Careficient, with comparable subscription SaaS delivery.
• HHAeXchange: HHAeXchange provides a home care agency management platform with EVV, scheduling, and billing, primarily serving Medicaid-managed personal care services and home health agencies. It directly overlaps with Careficient's Home Care EMR product and EVV functionality.
• KanTime: KanTime is an EMR platform serving home health, hospice, palliative care, and behavioral health agencies. It overlaps with Careficient's vertical focus and product line breadth across post-acute segments.
• MatrixCare (ResMed): MatrixCare, owned by ResMed, provides EMR and operational software for skilled nursing, home health, hospice, and senior living. It is one of Careficient's primary competitors in the post-acute care EMR market, with comparable focus on home-based care agencies.
• Homecare Homebase: Homecare Homebase (HCHB) is a dominant EMR platform built specifically for home health and hospice agencies, widely deployed among the largest U.S. providers. It is a direct enterprise competitor to Careficient in the home-based care EMR category.

Emerging players

• Trella Health: Trella Health is a strategic partner of Careficient (per partnership data) but also a market intelligence and CRM platform for post-acute providers. It addresses overlapping buyer personas (home health/hospice agencies) with adjacent go-to-market, making it a complementary emerging player.
• Alora Healthcare Systems: Alora Healthcare Systems offers a cloud-based home health and hospice EMR with scheduling, billing, and clinical documentation. It is an emerging competitor in the small-to-mid agency segment where Careficient also competes.

Broad incumbents

• Epic Systems: Epic is a dominant enterprise EHR vendor serving large hospital systems and health systems. While not specialized in home-based care, its growing ambulatory and post-acute modules (e.g., Care Everywhere interoperability) compete for referrals and integrated data exchange with home health agencies, making it an adjacent incumbent.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

Compliance4 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Careficient