Designed for Ease-of-Use
Customizable & Scalable
A Fully Mobile Software Solution
Complete Resource Reliability
Client Management
- Flexible scheduling tools – easy set up of daily, weekly, biweekly, monthly scheduling patterns; color coded calendars specifically engineered for home care
- Care plans – create customized assessments in the field
- Task recording – record daily activities through the phone or
mobile app - People matching – Availability, authorization, and skills matching
to ensure right fit between client and caregiver - Client portal – Review schedule details
Telephony & EVV
- Field visibility – automated no show alerts, real time shift details,
automatic shift verification - Communications – broadcast messages, personal messages,
voice mail recording - Activity monitoring – task prompting and recording through
phone or mobile app - GPS location capabilities – log-in from mobile device, location mapping
Billing
- QB connection – our 2 way (API) sync with QuickBooks™ allow you to
seamlessly send billing information back and forth from Rosemark - Printable Invoices – Bill shifts, mileage, reimbursable expenses
- Integrated long term care insurance and VA forms – CMS-1500
& UB-04 - Electronic Medicaid billing – 837p & 837i capabilities
Payroll
- QB connection – our 2 way (API) sync with QuickBooks allow you to
seamlessly send timesheet information back and forth from Rosemark - 3rd party payroll exports – Data files, .csv spreadsheets for
Paychex, ADP, PayChoice, etc. - Payroll reports – customizable summary and detailed reports
tracking multiple pay rates, Overtime pay, Travel time pay, mileage,
reimbursable expenses
CG Management Tools
- Credentials tracking – customizable licensing and certification
monitoring, automatic expiration reminders - Caregiver portal – review schedules, view client care notes, accept/
refuse shift offers, record tasks - Employee retention tools – track recruiting, retaining, and
rewarding caregivers - Integrated job application – Links to website or job board,
automatic creation of new applicant file, email notification alerts
HIPAA Compliance
- Shoshana Technologies agrees not to use or disclose Protected
Health Information other than as permitted or required by this
Agreement or as Required By Law.
Communications Suite
- Multiple messaging options – Email, SMS text, Email-to-text, phone
- Group messaging – mass messages, create groups from contact lists
- Shift Offers – immediate send and response, message qualified
caregivers by individual or group - Broadcast messages – specific to an individual client, caregiver, or
all caregivers, recording delivered upon caregiver log in - Automated shift reminders – daily notification of next day
schedule sent to caregivers as text, email, or both
Contact Relations Tools
- Log calls – record and organize call activity by client, caregiver,
referrer, etc. - Log and monitor daily office activities – real-time scheduling edits,
caregiver interviews, trainings, employee disciplinary actions - Plan & measure marketing efforts – business introductions, lead
generation, revenue reports - Track referrals – identify key relationships, record nurturing
processes
Reporting
- Minute to minute reporting of shift activities – log ins/log outs,
caller id, tasks, reimbursables - Checks & balances – unbillable shifts, unpayable shifts, OT problems
- Statistics – hours by service, hours by caregiver, unscheduled
shift hours - Strategic business numbers – new client inquires, lead to close
rates, margins by client, full time equivalency (FTE) stats
Data Security
- Server security – Physical site security, 24/7/365 monitoring, access
control, redundant HVAC, full firewall, power and fire protection. - SSH Password protection – Secure Shell (SSH). Each Rosemark
account database is entirely separate from any other; access to
one’s account in no way gives access to any other account. - Data encryption – SSL RSA with RC4 128-bit SHA encryption.
- Backups – database transactions are mirrored in real-time to at
least 3 other production servers. This transaction-by-transaction
redundancy essentially eliminates the possibility of data loss.
Nightly disk backups provide archive data snapshots.
Superior Customer Care
- Dedicated customer care manager – personal account
representative focusing on the success of your agency - One on one technical support – immediate access to full staff
through phone or email, on call 24/7 - Multi-dimensional training – individual or group training, videos,
weekly webinars
Strategic Counsel
- Owner to owner conversations that get to the heart of your
business growth - Regular webinars that include best business practices
