Top Reports Every Home Care Agency Should be Tracking in 2025
Running a home care agency is more challenging than ever. With constant regulatory updates, tighter margins, caregiver shortages, and increasing payer scrutiny, agencies need real-time visibility into their operations. The right reports help you stay compliant, protect your revenue, and deliver high-quality care without wasting hours on manual work.
At InMyTeam, we’ve designed powerful, automated reporting tools built specifically for home care. Below are the top reports we offer, that your agency should be tracking, why they matter, and how they can transform your workflow and financial stability.
1. QA Dashboard: Automated Quality Assurance for Caregiver Notes
Documentation is the backbone of home care. It protects your agency during audits, supports timely billing, and ensures care plans are being followed correctly. However, manual QA review is slow, inconsistent, and easy to overlook, especially as your census grows.
That’s where inmyteam’s Automated QA Dashboard makes a difference.
What this report includes
Automatic evaluation of every caregiver note
“Passed,” “Failed,” or “Warning” status for each note
Flags for missing details, inconsistencies, or potential compliance risks
At-a-glance view of all verified and pending verification entries
Transparent audit trail for every visit
Built-in logic to detect common documentation errors
Why this report matters
Caregiver notes directly influence your agency’s ability to get paid. Incomplete or incorrect notes lead to claim delays, audit citations, and compliance violations. Automated QA:
✔ Ensures documentation accuracy
✔ Reduces manual review time
✔ Strengthens compliance and audit preparedness
✔ Improves patient outcomes through stronger oversight
✔ Helps maintain consistent standards across all caregivers
This report alone can save your agency hours of administrative effort every single day.
2. Billing Reports: Clear Financial Visibility for Better Decision-Making
To run a profitable home care agency, you need more than basic billing, you need insight into where your money comes from, where it leaks, and how each payer and patient affects your bottom line.
InMyTeam provides multiple essential financial reports, including:
• Profits by Patient
See exactly how much you earn or lose per patient by combining:
Billable hours
Reimbursement rates
Caregiver pay
Visit type
Payer mix
This helps agencies identify underbilling, underperforming cases, and opportunities to improve scheduling efficiency.
• Profits by Payer
Not all payers are created equal. Some reimburse quickly and fairly. Others create delays, require extensive documentation, or pay less than your cost of care.
This report helps you analyze:
Which payers are most profitable
Which contracts may need renegotiation
The financial impact of managed care organizations
Trends in reimbursement delays or short payments
• Billing Stats Overview
Your billing department can view all claims by status, including:
Paid
Partially paid
Denied
Partially denied
Visits in error
Much More!
Why these reports matter
With clear financial reporting, agencies can:
✔ Improve margins
✔ Reduce unpaid balances
✔ Optimize scheduling and hours
✔ Strengthen contracting decisions
✔ Identify profitable referral sources
✔ Spot billing problems early
This level of visibility is essential for growth and often missing in traditional home care billing systems.
3. EVV Compliance Report: Protecting Your Reimbursement
Electronic Visit Verification (EVV) isn’t just a requirement, it’s now one of the biggest factors payers use to determine reimbursement. Agencies that fall below EVV thresholds risk:
Delayed payments
Denied claims
Audits
Suspensions from certain programs
Most payers require 80%+ compliance, and several states and insurances now demand 100% EVV accuracy.
What InMyTeam’s EVV report provides
EVV compliance percentage for your whole agency
Performance insights by individual staff member
Flags for missed check-ins, location issues, or incorrect time punches
Trends showing if your percentage is improving or dropping
Tools to coach caregivers who need support
Why this report matters
High EVV compliance ensures:
✔ Faster reimbursement
✔ Fewer denied claims
✔ Stronger audit protection
✔ Better accountability
✔ Improved caregiver performance
This report helps agencies fix EVV issues before they affect your billing.
4. Staff Compliance & Credentialing Report
Every home care agency must keep staff credentials up to date, licenses, trainings, background checks, immunizations, and more. Missing or expired documents can lead to:
Fines
Failed audits
Suspended authorizations
Delayed onboarding
Jeopardized patient safety
How InMyTeam’s compliance report helps
Shows which credentials are missing, expired, or expiring soon
Tracks documents by caregiver, position, credential type, or expiration date
Sends automatic daily alerts to staff and administrators
Ensures your agency is always audit-ready
Simplifies onboarding and recurring renewals
Why this report matters
✔ Prevents compliance violations
✔ Avoids state and payer penalties
✔ Speeds up hiring and onboarding
✔ Protects patients and your agency
✔ Ensures every caregiver is fully qualified before visiting clients
This report gives you peace of mind that your entire workforce remains compliant every day.
5. Patient Eligibility Report: Eliminate Unpaid Visits
One of the costliest mistakes in home care is providing services to a patient whose insurance coverage has expired or become inactive. Agencies often don’t find out until weeks later, when the claim is denied.
InMyTeam eliminates this risk with automated eligibility reporting.
What’s included
Insurance eligibility checks twice per month
Notifications for inactive, expired, or pending coverage
Automatic updates without logging into insurance portals
Zero need for staff to spend time on hold with payers
Why this report matters
✔ Prevents unpaid services
✔ Ensures patients remain covered
✔ Reduces billing delays
✔ Saves staff hours of verification work
✔ Protects your agency’s revenue
This report alone can prevent thousands of dollars in yearly losses.
Final Thoughts: Better Reporting = Smarter, More Profitable Home Care Operations
The agencies that succeed in today’s home care environment are the ones that use data to drive decisions. With strong reporting, you can:
Stay compliant
Improve profitability
Strengthen documentation
Protect against audits
Reduce admin work
Support caregivers
Deliver excellent patient care
At InMyTeam, we built our software to give home care agencies the tools they need to operate smarter, faster, and more efficiently.
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