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Santrax Agency Management

by Sandata Technologies · Since 1978
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ActiveAvailable globallyCloud
Quick facts
VendorSandata Technologies
Year launched1978
StatusActive
Location26 Harbor Park Drive, Port Washington, NY 11050, US
Countries servedGlobal
Languages6
Integrations
Free tier
Free trial
Contact salesYES

About Santrax Agency Management

Santrax Agency Management is an agency management software from Sandata Technologies that supports homecare agency operations. It combines workforce management, revenue cycle management, and business intelligence so agencies can manage their resources effectively. This platform provides functionalities tailored for homecare agencies, including support for individuals with intellectual and developmental disabilities (I/DD). Santrax helps track patient care, manage billing processes, and generate insights for better decision-making. Key capabilities: workforce management revenue cycle management business intelligence patient care tracking billing and invoicing Best for: homecare agencies that need comprehensive management solutions to improve operational efficiency and financial performance.

Santrax Agency Management by Sandata Technologies is a robust home health care software platform designed to streamline operational, clinical, and administrative processes for home care and personal care agencies. Its primary purpose is to optimize caregiver scheduling, ensure compliance with state and federal regulations, and automate documentation and billing workflows. Key features include electronic visit verification (EVV), care plan management, automated scheduling, payroll integration, and comprehensive reporting dashboards that provide actionable insights for agency administrators and managers. The user interface of Santrax Agency Management is clean, organized, and tailored to support both office staff and field caregivers. Administrators have access to an intuitive dashboard that displays active visits, open shifts, compliance alerts, and pending approvals. Caregivers interact with a mobile-friendly interface that simplifies clock-ins, visit notes, and client tasks, ensuring ease of use even for staff with limited technical experience. Navigation is logical, with well-structured menus and color-coded indicators that highlight priorities and pending tasks, enhancing productivity and minimizing errors.

Pros & Cons

What users like
  • +It seems great for agencies needing serious help with revenue and getting paid faster.
  • +The solution simplifies complex regulatory requirements like Cures Act EVV, which is a massive time saver.
  • +Caregivers benefit from in-app training and point-of-care tools, improving their daily workflow.
  • +Consolidating billing, scheduling, and EVV into one system reduces messy data entry errors.
  • +Decades of proven homecare expertise suggest a reliable, industry-focused platform.
What users flag
  • Implementing such a comprehensive system could be costly and require significant staff training.
  • Reliance on their native tools and tight integrations might limit customization options.
  • Existing workforce shortages and burnout issues persist in the industry.
  • Advanced features like Business Intelligence may be too complex for smaller agencies to utilize fully.
  • The platform's success heavily relies on the quality and reliability of its advanced integrations.

Features

Key features

Electronic Visit Verification (EVV)
This feature ensures Cures Act compliance and captures essential visit data elements through multiple point-of-care solutions.
Revenue Cycle Management (RCM)
Maximizes revenue and collections while improving cash flow and reducing operational costs for the agency.
Workforce Optimization
Provides tools for managing and communicating with the care team, ensuring preparedness through in-app training and enablement.
Business Intelligence & Analytics
Offers executive-level strategic insights and tactical information via dashboards for informed decision-making across the agency.
Improved Data Accuracy & Scalability
Utilizes advanced integrations for key functions like EVV, scheduling, and billing to reduce errors and duplicate data entry.
Point-of-Care Data Collection
Enables caregivers to collect both clinical and non-clinical data and access remote charts right at the client's location.

Additional features

Workforce Management and Communication
Tools to effectively manage and communicate with the care team to ensure quality service delivery.
In-app Training and Enablement
Ensures the agency's team is always prepared and up-to-date through integrated learning modules.
Advanced Integrations for EVV
Specifically mentioned integrations to ensure Cures Act compliance and accurate data capture.
Advanced Integrations for Scheduling
Integration capabilities to manage and optimize caregiver and client scheduling efficiently.
Advanced Integrations for Billing
Tools that ensure a seamless flow of accurate information for the billing and payment processes.
Revenue Cycle Management
Services designed to maximize an agency's revenue, collections, and overall cash flow.
Business Intelligence Dashboards
Provides visual, data-driven tools to offer strategic and tactical insights for better decision-making.
Electronic Visit Verification (EVV)
A leading solution for compliance, task collection, member verification, and handling multiple languages.
Multiple Point-of-Care Solutions
Various methods offered to ensure EVV data collection occurs reliably at the service location.

Pricing

Free trial
Free version
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Countries & Languages

Global
Countries served
6
Interface languages
11
Billing currencies

Interface languages

EnglishSpanishFrenchGermanItalianPortuguese

Billing currencies

🇺🇸USD🇪🇺EUR🇬🇧GBP🇦🇺AUD🇨🇦CAD🇯🇵JPY🇨🇭CHF🇸🇪SEK🇳🇴NOK🇩🇰DKK🇮🇩IDR

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