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Price list — September 2026

CareConnect — Plans, add-ons and claims automation

I run a home-care agency. I built CareConnect because WellSky cost far more than a small agency should pay, and CareSmart 360 was terrible to live with every day. The part I care about most is claims. We used to send every claim through Availity and then call TriWest to find out what happened to it. CareConnect sends claims straight to PGBA/TriWest and reads the response files they send back, so you see the answer on your own screen. This document lists what each plan costs, what each add-on costs, and the three ways you can get claims out the door. These are our standard prices, meant as a starting estimate. Call (208) 495-0868 for a quote for your agency.

Plans

Seven plans. Pick by how many people log in and how many clients you serve. Every plan includes a support level, and you can pay to move up to a higher one.

Plan Monthly Annual Users Clients Storage Support included Who it is for
Starter $149 $1,490 5 15 5 GB Basic Small home-care agencies
Essentials $229 $2,290 10 30 16 GB Basic Core plus the everyday operations modules
Professional $349 $3,490 20 60 40 GB Professional Growing agencies with more clients. EDI Claims is included.
Professional Plus $499 $4,990 30 100 80 GB Professional Professional with most add-ons switched on
Enhanced $699 $6,990 50 200 200 GB Professional Medium-sized agencies
Enterprise $999 $9,990 75 300 350 GB Premium Large organizations
Enterprise Plus (All Features) $1,499 $14,999 250 10,000 800 GB Premium Every feature switched on, including full claims automation

Annual billing: the annual price is ten times the monthly price, so you get two months free. The one exception is Enterprise Plus, which is $14,999 a year rather than ten times its monthly price.

Our recommendation for an agency with 5 to 15 caregivers: start on Professional ($349 a month, 20 users, 60 clients). It has room for every caregiver plus your office staff, and EDI Claims is already included, so you can send claims directly to PGBA/TriWest from day one.

Save by paying for the year up front

Pay for a full year in advance and you get about two months free, roughly 17% off.

PlanMonthly12 months paid monthlyPaid yearly up frontYou saveDiscount
Starter$149$1,788$1,490$29817%
Essentials$229$2,748$2,290$45817%
Professional$349$4,188$3,490$69817%
Professional Plus$499$5,988$4,990$99817%
Enhanced$699$8,388$6,990$1,39817%
Enterprise$999$11,988$9,990$1,99817%
Enterprise Plus$1,499$17,988$14,999$2,98917%

What is switched on in each plan

The plans build on each other. Anything not listed for your plan can be added as a paid add-on (prices in the Add-ons section).

PlanAdd-ons already switched onStill available as a paid add-on
StarterThe core features only (see the next section)Every add-on
EssentialsAdvanced Reporting, e-Fax, Messaging, Automatic Reminders, Text Messaging (SMS)API Access, Audit & Compliance, Automatic Billing, EDI Claims, Eligibility Checks, Employee Auto-Onboarding, Encrypted Email, Full Automation, Multi-Location, Video Meetings, Workflow Automation
ProfessionalEverything in Essentials plus Automatic Billing, EDI Claims, Eligibility Checks, Employee Auto-Onboarding, Encrypted Email, Video MeetingsAPI Access, Audit & Compliance, Full Automation, Multi-Location, Workflow Automation
Professional PlusEverything in Professional plus API Access, Audit & Compliance, Workflow AutomationFull Automation, Multi-Location
EnhancedEverything in Professional Plus plus Multi-LocationFull Automation
EnterpriseSame set as EnhancedFull Automation
Enterprise PlusEverything, including Full Automation, AI Help, weekly and nightly backups, the email client and email templatesNothing left to add

What every plan includes

These twelve core features carry no monthly charge on any plan.

  • Client management — one record per client: contacts, authorizations, care details, history.
  • Scheduling — build the week, assign caregivers, see gaps and conflicts before they happen.
  • Billing — the billing queue, invoices and the claim builder.
  • Reporting — the standard reports on visits, hours, billing and staff.
  • EVV (Electronic Visit Verification) — caregivers clock in and out on their phone with location and a signature. These records are your proof of care.
  • Mobile app — the caregiver app for Android, used for EVV, schedules and notes.
  • Email — CareConnect sends notices and documents from your own agency address.
  • Messaging — in-app messages between the office and caregivers. Switched on from Essentials up; costs nothing to add on Starter.
  • Document management — storage and e-signatures for care plans, forms and agreements.
  • Custom branding — your logo and colours on the screens and the documents you send out.
  • Manual backups — take a backup of your data whenever you want one. Listed in Enterprise Plus today; ask us if you want it on another plan.
  • Email client — read and send your agency mail inside CareConnect. Listed in Enterprise Plus today; ask us if you want it on another plan.

Add-ons

Each add-on has a monthly price. Some have a one-time setup fee, shown in amber. Two of them have a usage charge after an included volume, and that is spelled out on the card.

Billing & claims

EDI Claims

$39 / month or $399 / year
Setup fee $99

Send claims straight to PGBA/TriWest over your own payer connection and read the response files they send back. No calling TriWest to ask what happened. Included on Professional and above.

Automatic Billing

$39 / month or $390 / year
Setup fee $99

Automatic invoice generation from completed visits, and scheduling of claim submission. Included on Professional and above.

Eligibility Checks

$29 / month or $290 / year

Ask the payer whether a client is eligible before you schedule the visit (a 270/271 inquiry). Included on Professional and above.

50 inquiries a month included, then $0.10 per inquiry.

Claims automation (assisted or full)

$79 or $149 / month
Requires EDI Claims

CareConnect drafts your claims every night, or drafts and sends them on a schedule. See Claims processing for what each level does and what it costs.

QuickBooks connection

$0 / month
Included

Connects CareConnect to your QuickBooks Online company. You need your own QuickBooks Online subscription.

Communication

e-Fax

$12 / month or $99 / year
Setup fee $25

Send and receive faxes from inside CareConnect. We will set up a fax number for you, or configure your existing fax number with our partners. Included on Essentials and above.

Text messaging (SMS)

$25 / month or $250 / year
Setup fee $10

Text messages to caregivers and clients from a number set up for your agency. Included on Essentials and above.

2,000 message segments a month included, then $0.03 per segment.

Encrypted email

$10 / month or $99 / year
Certificate fee $200

Sign and encrypt outgoing email with a security certificate issued in your agency's name. Included on Professional and above.

The $200 certificate fee is charged each time the certificate expires and has to be bought again.

Video meetings

$15 / month or $175 / year
Setup fee $10

Hosted video calls with clients, families and staff. Included on Professional and above.

Automatic reminders

$19 / month or $190 / year

Reminders go out on their own instead of someone in the office sending them. Included on Essentials and above.

Email templates

$0 / month
Included

Ready-made emails you can edit and reuse.

Compliance & reporting

Advanced reporting

$29 / month or $290 / year

The deeper reports beyond the standard set. Included on Essentials and above.

Audit & compliance

$39 / month or $390 / year

The audit and compliance tools for when a payer or the state asks you to show your records. Included on Professional Plus and above.

Platform & data

AI help

$5 / month

A help assistant inside CareConnect that answers questions about the software. Powered by Claude Haiku 4.5.

Employee auto-onboarding

$10 / month or $99 / year
Setup fee $25

New hires work through their paperwork on their own instead of the office chasing each form. Included on Professional and above.

Workflow automation

$59 / month or $590 / year
Setup fee $99

Set up rules so routine office steps happen without someone doing them by hand. Included on Professional Plus and above.

Multi-location

$79 / month or $790 / year

Run more than one office in the same CareConnect account. Included on Enhanced and above.

API access

$10 / month or $99 / year
Setup fee $25

Lets your other software read from and write to CareConnect. Included on Professional Plus and above.

Weekly backups

$29 / month or $299 / year

We take a backup of your data every week and keep it for you.

Nightly backups

$49 / month or $499 / year

We take a backup of your data every night and keep it for you.

Add-on and support savings when paid yearly

Most add-ons also cost less when you pay for the year up front. The savings range from 3% (video meetings) to 31% (e-Fax), depending on the add-on. Claims automation and AI help are sold monthly only, and the add-ons marked $0 are free.

Add-on or support levelMonthly12 months paid monthlyPaid yearly up frontYou saveDiscount
EDI Claims$39$468$399$6915%
Automatic Billing$39$468$390$7817%
Eligibility Checks$29$348$290$5817%
e-Fax$12$144$99$4531%
Text messaging (SMS)$25$300$250$5017%
Encrypted email$10$120$99$2118%
Video meetings$15$180$175$53%
Automatic reminders$19$228$190$3817%
Advanced reporting$29$348$290$5817%
Audit & compliance$39$468$390$7817%
Employee auto-onboarding$10$120$99$2118%
Workflow automation$59$708$590$11817%
Multi-location$79$948$790$15817%
API access$10$120$99$2118%
Weekly backups$29$348$299$4914%
Nightly backups$49$588$499$8915%
Professional support$79$948$790$15817%
Premium support$199$2,388$1,990$39817%

Add-ons we set up for you vs add-ons you bring

Some add-ons need something from an outside company: a phone number, a fax number, a certificate, a video host. We can set that up and charge the one-time setup fee. Or, if you already have your own account with that company, you can plug it in.

Add-ons we set up for you versus add-ons you bring We provision it (one-time setup fee) You bring your own account (no setup fee) Fax number (e-Fax) Setup fee $25 Text-messaging number (SMS) Setup fee $10 Encrypted-email certificate $200 each time it expires Video hosting (Video meetings) Setup fee $10 We open the account, get the number or certificate, and connect it to your CareConnect. You pay the setup fee once. Your own Twilio account (text messaging) Your own FaxAge account (e-Fax) Your own Whereby key (video meetings) Your own payer SFTP credentials (PGBA / TriWest claims) Your own encrypted-email certificate, mail server or AI key You enter your own account details in Settings. The monthly add-on price still applies.
Left: things we obtain for you and charge a one-time setup fee. Right: accounts you already hold and connect yourself.

If you bring your own account, there is no setup fee for that add-on.

Claims processing: manual, assisted or full automatic

This is the part I built CareConnect for. Getting a claim from a caregiver's clock-out to a paid claim used to take a person at every step. Here are the three ways it can work.

Every claim starts the same way: the caregiver clocks in and out on the app, and the timesheet is approved. From there, you choose how much of the rest CareConnect does for you. In every mode, CareConnect reads the response files that come back from PGBA/TriWest, so you never have to call to find out where a claim stands.

Manual claims

$39 / month
Setup fee $99 Included on Professional and above

This is the EDI Claims add-on. You build the billing queue, draft the claims and send them yourself from inside CareConnect. The response files from PGBA/TriWest are read for you, so every claim shows its real status without a phone call.

Assisted automation

$79 / month
Requires EDI Claims

Every night CareConnect builds the billing queue from approved, EVV-compliant visits, drafts the claims, and lists anything that needs a person as an Action Item. In the morning you look over the drafts and press send. Nothing goes to the payer until you do.

Full automatic

$149 / month
Requires EDI Claims

CareConnect drafts and sends claims on the schedule you set, then reads the response files as they come back. Your only work is the Action Items list. Safety controls you set yourself: limit a run to chosen clients and a date window, cap how many claims one run can send, pin the payer route it uses, pause it with one switch, and keep an audit trail for every run.

What happens when something needs a human

Automation is not magic. Some visits will be missing a signature, some authorizations will have run out, some clients will have no payer on file. CareConnect does not guess. It stops on that item, tells you why in plain words, and keeps going with the rest.

On-premises: run CareConnect on your own server

Some agencies want their records on a server in their own office. We can place a CareConnect server there. You get the same software and the same plans. The server stays our property; we supply it, set it up and maintain it.

Installation

$2,500 one time

We supply the server and install CareConnect on it. We set up the database, the secure web address, nightly backups, and the claims connection to PGBA/TriWest. We then walk your office through the first login.

Annual licence

1.5 × the hosted yearly price

Includes every update we release and support at the level of your plan. You pay once a year. See the table below for each plan.

Add-ons

Same prices

Every add-on in this price list works on-premises at the same monthly price and setup fee.

PlanUsersOn-premises, per yearHosted by us, per year
Starter5$2,235$1,490
Essentials10$3,435$2,290
Professional20$5,235$3,490
Professional Plus30$7,485$4,990
Enhanced50$10,485$6,990
Enterprise75$14,985$9,990
Enterprise Plus250$22,499$14,999

Licence terms

On-premises requires a signed licence agreement. CareConnect and the server it runs on remain our property. The licence lets your agency use them in your office. It does not allow copying, resale, sharing with another company, or changing or reverse-engineering the software. The licence covers one agency and the users of its plan.

The server we supply

What you provide

Which should you choose? For most agencies, hosted is simpler. We handle the server, backups and uptime for you. On-premises is for agencies whose policy requires records on their own hardware. It costs more because a copy of the software runs outside our control, and because we supply and maintain the server at your site.

Support plans

Every plan comes with a support level, included in the plan price. You can move up to a higher level for the price shown below.

Support levelPrice if bought aloneWhat you getIncluded with
Basic $0 Email support during business hours. Starter, Essentials
Professional $79 / month or $790 / year Priority email and phone, chat, and help with onboarding. Professional, Professional Plus, Enhanced
Premium $199 / month or $1,990 / year A dedicated account manager, 24/7 priority support, and quarterly reviews. Enterprise, Enterprise Plus

The "price if bought alone" column is what you pay to move up to a higher support level than your plan includes. The level your plan includes costs nothing extra.

How to get started

Four steps. None of them require you to stop using what you have today until you are ready.

  1. Pick a plan. Count the people who will log in and the clients you serve, and choose from the Plans table. Most agencies with 5 to 15 caregivers start on Professional.
  2. Pick a support level. Every plan includes a support level: Basic with Starter and Essentials, Professional with Professional, Professional Plus and Enhanced, and Premium with Enterprise and Enterprise Plus. If you want more help than your plan includes, you can move up a level at the price in the Support plans table.
  3. Choose your add-ons. Tell us which add-ons you want and which accounts you already have (fax, texting, video, payer credentials). We set up the rest and charge the one-time setup fees once. Add-ons can be tried free for 30 or 60 days first.
  4. Send your first claim. With EDI Claims switched on and your payer credentials entered, your first claim goes straight to PGBA/TriWest and the response comes back into CareConnect. When you are comfortable, turn on assisted or full automation.

Questions we get asked

Short answers. If your question is not here, ask us.

Do I pay extra for support?
Not for the support level your plan includes. Basic comes with Starter and Essentials, Professional with Professional, Professional Plus and Enhanced, and Premium with Enterprise and Enterprise Plus. If you want a higher level than your plan includes, you pay the price shown in the Support plans table: Professional support is $79 a month or $790 a year, and Premium support is $199 a month or $1,990 a year. For example, an agency on the Starter plan gets Basic support. If it wants Premium support, it pays $149 a month for Starter plus $199 a month for Premium, $348 a month in total.
Can I try an add-on before I pay for it?
Yes. An add-on can be put on a free trial for 30 days or 60 days. We send reminders before a trial ends.
Do I need EDI Claims to use claims automation?
Yes. Both assisted and full-automatic modes require EDI Claims on the same account. Automation drafts and sends claims through that connection.
What do I save by paying annually?
Two months. The annual price is ten times the monthly price on every plan except Enterprise Plus, which is $14,999 a year.
Can I use my own Twilio, FaxAge or Whereby account?
Yes. You can enter your own account details for text messaging, e-fax and video meetings, and you always hold your own payer credentials for claims. The monthly add-on price still applies.