Dimension scores are derived from public data and fields; weighted into the composite. Reference only.
FirstVisit is a SaaS platform for private duty home care agencies, created by founders with hands-on experience running home care organizations. It is not positioned as a generic CRM or scheduling tool, but as a platform that brings together the day-to-day operational needs of a care agency—clients, caregivers, scheduling, clock-in/out, care plans, EVV, reporting, and invoicing. Its goal is to reduce administrative work and improve the efficiency of care delivery.
Based on the available content, FirstVisit offers a fairly comprehensive set of core modules: a caregiver mobile app, Scheduling, Client Management, Caregiver Management, Alerts, Reporting & Invoicing, EVV, Security, and Integrations. The mobile app allows caregivers to view schedules, client history, care plans, and related documents; complete ADLs; clock in and out on mobile; request time off; and receive shift notifications. On the back-office side, the platform emphasizes client intake, matching clients with suitable caregivers, managing credential expirations and availability, reviewing hours, and handling reporting and invoicing workflows.
Pricing is based on the number of active clients. The Mid Level plan is designed for 6–99 active clients: the first 10 clients cost $75/month, with each additional active client costing $8/month. Monthly billing requires a one-time $500 onboarding fee, while annual billing waives the onboarding fee. Starter and Enterprise plans both require contacting the company for a quote. The platform offers a free 30-minute consultation/demo, but no free version or self-service trial was found. Each subscription includes an Account Manager responsible for onboarding, data import, custom setup, and ongoing support.
The strengths are its strong vertical fit and its coverage of the main workflows for care agencies, from scheduling to payroll, invoicing, and EVV. Ease of use is repeatedly emphasized, and the caregiver app claims to require no training. On the security side, the company discloses measures such as HIPAA compliance, encryption in transit and at rest, nightly backups, and BAAs. The drawbacks are that publicly listed integration partners appear limited, with only QuickBooks and Google Maps clearly mentioned; permission roles, audit logs, and enterprise-grade multi-location support are either still on the roadmap or not disclosed; and Starter and Enterprise pricing is not transparent.
FirstVisit is better suited to North American private-pay, non-medical home care agencies, especially small and midsize teams looking to replace paper-based processes, Excel, and multiple fragmented tools. If an organization relies heavily on China’s local payment, communication, or regulatory systems, the publicly available information is insufficient to confirm compatibility. Access from mainland China is unknown, and the product’s compliance context is primarily centered on HIPAA.
⚠ This review is compiled from public sources and does not constitute a purchase recommendation. Verify all facts on the vendor's official site. Verify on firstvisitsoftware.com official site.
firstvisitsoftware.com is an United States Health provider. TG4G tracks its product information, an overall rating of 6.0/10, and a China-accessibility score of Limited (proxy recommended). Click "Visit Official Site" to reach firstvisitsoftware.com directly.