Subscriber Admin Guide · EVV & Home Care Management Platform
Welcome to Visiting Systems, an Electronic Visit Verification (EVV) and home care management platform designed for home health agencies. This guide is for Subscriber Admins — agency owners, office managers, or coordinators who manage day-to-day operations from the admin dashboard.
As a Subscriber Admin you can create and manage clients and caregivers, schedule visits, monitor real-time compliance, export payroll, generate invoices, and review your agency subscription.
Navigate to visitingsystems.com and enter your email and password. The system will automatically direct you to the admin dashboard.
Click Reset Password on the login page and enter your email address. A reset link will be sent to your inbox. If you do not receive the email within a few minutes, check your spam folder or contact support@visitingsystems.com.
The dashboard opens on the Schedule tab, showing today's visits in a timeline view. The left sidebar provides access to all sections of the platform.
| Sidebar Item | Purpose |
|---|---|
| Schedule | Today's visit timeline; create and edit visits |
| Week View | Seven-day calendar of all scheduled visits |
| New Visit | Quick-schedule a visit for any client and caregiver |
| Clients | Manage client records and service authorizations |
| Caregivers | Manage caregiver profiles and credentials |
| Payroll | Export timesheet CSV for your payroll system |
| Alerts | Missed check-ins, late check-outs, and exceptions |
| Invoices | Generate and track payer invoices |
| Billing | Agency billing summary and payment status |
| Exceptions | Review and resolve EVV exception flags |
| Completed | History of completed visits |
| Settings | Audit log, help docs, users, and subscription |
Go to Clients in the sidebar. Each client record holds contact information, address, payer type, and geographic coordinates used for EVV location verification.
Click the client's name in the list to open their profile and update any fields.
Go to Caregivers in the sidebar. Caregiver records include contact information, employee ID, timezone, and login credentials.
Once added, caregivers can log in at visitingsystems.com with their email and password. On mobile devices they are directed to the caregiver mobile interface; on desktop they see a simplified caregiver dashboard.
Visits can be scheduled from New Visit in the sidebar or directly from the Schedule tab.
The visit will appear immediately in the schedule and in the caregiver's mobile app.
To schedule a recurring visit, set a recurrence rule (daily, weekly, etc.) and specify the number of occurrences before clicking Schedule Visits. Each occurrence is created as a separate visit record.
Open the visit from the Schedule or Week View and click Edit or Cancel Visit. Cancelled visits are removed from the caregiver's queue.
The Alerts tab surfaces visits that need attention in real time:
The Exceptions tab lists all flagged visits for formal review. Flags include location mismatches, late arrivals, and declined shifts. Each exception can be reviewed and resolved with a note.
Go to Payroll in the sidebar. Select a date range and click Export CSV. The file includes:
Import the CSV into your payroll software (QuickBooks, ADP, Paychex, etc.).
Go to Invoices to generate invoices for payers. Select a client, date range, and payer — the system will calculate billable hours from completed visits. Click Generate Invoice to create a record you can export or share.
The Billing tab shows your agency's subscription status and payment history with Visiting Systems.
The Completed tab shows all visits that have been checked out, searchable by date range, client, or caregiver.
The Audit Log (under Settings) records every administrative action taken in your account — who did what and when. This log is read-only and cannot be edited.
Go to Settings → Users to view all admin users in your account. Contact your system administrator to add or remove admin accounts or to reset admin passwords.
Visiting Systems bills your agency monthly based on your subscription tier. Your subscription details — plan name, active caregiver count, renewal date, and payment method — are visible under Settings → Subscription.
To upgrade, downgrade, or cancel your subscription, contact Visiting Systems support at support@visitingsystems.com.
The most common causes are a mistyped email address, incorrect password, or a deactivated account. Ask the caregiver to double-check their email and try the Reset Password link on the login page. If the account has been deactivated, re-enable it from the Caregivers section.
Credentials are not emailed automatically. When you create a caregiver account you set a temporary password directly — share that password with the caregiver along with the URL visitingsystems.com. Ask them to update their password after their first login.
This message appears when the email or password does not match any account. Check that the caregiver is using the exact email address entered when their account was created. Passwords are case-sensitive. Use Reset Password on the login page to issue a fresh password if needed.
After repeated failed login attempts the account is temporarily locked as a security measure. Wait a few minutes and try again, or use Reset Password to immediately regain access.
Admin account resets cannot be performed self-service. Contact support@visitingsystems.com with your agency name and the email address on the account.
Additional guides are available in Settings → Help & Docs.
For technical support, email support@visitingsystems.com. Include a description of the issue and, if possible, a screenshot.