For Evaluators
Don't switch on trust. Make us prove it.
Switching agency software is a serious decision, and the right posture is skepticism. This is the 10-point checklist we think you should bring to any vendor — with exactly how CareGeo answers each item: demonstrated live, put in writing, or proven during a free month running parallel to your current system.
1. My state's Medicaid EVV requirements
In writingTell us your state and program; we'll confirm in writing how CareGeo meets its EVV requirements — including what's certified, in progress, or not yet supported. Idaho status: full six-data-point capture, Sandata Alt-EVV integration in progress. See the integration matrix for the honest current state.
2. My EVV aggregator
In writingNamed per state on our public integration matrix — with real statuses, not demo promises. If your aggregator isn't covered yet, you'll get a straight timeline from the founder, not a sales yes.
3. My payers
In writingBring your payer list to the walkthrough; we'll map each to CareGeo's billing (client-level billing types, service codes, invoice generation) and tell you plainly if any payer's workflow needs work.
4. My billing workflow
Live demoWe'll walk your actual flow end to end: verified visits → service codes and billing types per client → invoice generation. Your scenarios, not canned data.
5. My payroll workflow
Live demoVerified punches → timesheets with flags → overtime, night and differential rates → your pay period calculated → export in your format (Gusto, ADP, QuickBooks, or CSV). Demonstrated with your rules.
6. GPS / geofencing behavior
Live demoWatch a real clock-in: the geofence check, the "in range" confirmation with distance, and what an out-of-range attempt looks like — including the flag it raises on your dashboard.
7. Offline caregiver workflow
Live demoWe put the phone in airplane mode in front of you: clock in, log tasks and medications, track a drive — then reconnect and watch it sync. Rural-route reality, demonstrated.
8. Missed / incorrect EVV correction process
Live demoThe full correction loop: a flagged visit (out of range, duplicate coordinates, missed punch) → dashboard review → correction with a logged reason → recalculated hours and pay. Every correction is attributed and auditable.
9. Data export if I leave
In writingOn our security page and in your agreement: your data is always exportable — payroll, mileage, EVV records, reports, audit packets — to standard files, at any time, including on the way out. No lock-in is a written commitment, not a verbal one.
10. Customer support response times
Your pilot monthYou get the founder's direct line (385-253-2318, text or call) and email — typically answered the same business day. The in-dashboard AI assistant answers how-to questions instantly, any hour. Judge our real response times during your free month; that's the honest test.
Bring this list. We'll go item by item.
A 15-minute walkthrough of your exact workflows — then a free month to verify everything we said, alongside whatever you use today.
The written answers referenced above: Integration matrix · Security & trust · EVV in depth · Video demos