Getting Started with CareWave
This guide walks you through setting up your agency on CareWave and shows what each part of the platform does.
Welcome to CareWave
CareWave runs the office side of a home care agency: scheduling, EVV, visit notes, billing, and payroll from one set of verified hours. It works for a single-office agency and for agencies with several locations.
User management
Staff profiles, roles, and permissions
Smart scheduling
Shift matching and open-shift fill
Caregiver app
Schedule, clock-in, and voice visit notes on the phone
What you get
- Built for home care agency workflows
- HIPAA compliance with a BAA on every plan
- WaveAI visit notes that caregivers review and approve
- One web app for the office, one mobile app for caregivers
- Real-time team messaging and alerts
- Performance dashboards and the weekly Wave Digest
Quick start checklist
Follow this checklist to get your agency set up on CareWave:
Complete account setup
Verify your email, set up your organization profile, and configure basic settings.
View setup guide →Add your team
Invite staff members, set up roles and permissions, and configure user profiles.
How staff & client management works →Configure scheduling
Set up your scheduling preferences, create shift templates, and configure notifications.
How scheduling works →Get the caregiver app
The CareWave app for iOS and Android is coming to the stores. See what caregivers will use it for.
About the app →Setup complete
Once these steps are done, your agency is ready to schedule, clock in, and bill from CareWave. If you get stuck at any point, email hello@carewave.us and we'll help.
Core features overview
Here is what the platform covers, and where each piece lives:
Staff management
- User roles and permissions
- Caregiver profiles and credentials
- Transparent staff ratings
- Certification and compliance tracking
Smart scheduling
- Shift matching by availability and skills
- Open-shift fill with Lisa, the AI voice agent
- Real-time schedule updates
- Conflict detection
Caregiver app
- Schedule and client care needs
- GPS-verified clock-in and clock-out (EVV)
- Two-minute voice visit notes
- Real-time messaging
Compliance & security
- HIPAA-compliant infrastructure with a BAA on every plan
- Certification and compliance tracking
- Audit trails and logging
- Data encryption and backups
Also included
- WaveAI visit reports from the caregiver's voice note
- Wave Digest, a weekly plain-English summary of your numbers
- Performance dashboards and reports
- API and webhook access on Growth plans and up
- Family portal with same-day care reports
- Automated payroll and client invoicing from verified hours
- Staff ratings caregivers can see and understand
- Multi-location support on Pro and Enterprise plans
Next steps
Once the basics are in place, here is where to go next:
Go further
Keep going
Start with the basics and add the rest as your agency grows. The next guide covers system requirements and account setup.