Your agency has a lot going on.
But tracking it all should be easy.
Executive Dashboard
Run your agency from
one screen.
Revenue, profit margin, client growth, and compliance health, all updated in real time. No more digging through reports to get the full picture.
Your agency has a lot going on.
But tracking it all should be easy.
Be better prepared for audits.
Watch revenue grow.
Don't let authorizations expire ever again.
Eight metrics.
One dashboard.
Everything your agency needs, updated in real time.
Compliance score
One number for schedule, authorization, and visit-adjustment health, so problems surface before an audit does.
Revenue vs. billed
See authorized, scheduled, completed, and billed amounts side by side, so you know exactly where revenue is getting stuck.
Gross profit margin
Total revenue minus payroll cost, so you know if you're actually growing or just staying afloat.
Active clients
Clients scheduled for care this month, the fastest way to spot a dip before it hits revenue.
New clients
Clients added to your caseload this month, a quick read on whether referrals are keeping pace.
Units utilized
Used, remaining, and unscheduled units at a glance, so authorized care doesn't go unbooked.
Unadjusted visits
Which visits were left untouched, adjusted, or logged by an admin — a signal for EVV audit risk.
Expiring authorizations
What's expiring this month and next, so renewals happen before a visit becomes unbillable.
Compliance Score
See your agency's compliance health at a glance.
One simple score gives you a clearer picture of where your agency stands.
GEOH brings together unadjusted visits, schedule adherence, and authorization adherence into one easy-to-read score, ranging from Poor to Excellent.
Instead of digging through multiple reports to find out where something may be slipping, you can see potential issues faster and know where to focus your attention.
Think of it as an early warning system for your agency, helping you catch compliance gaps before they turn into denied claims, payment issues, or bigger problems during an audit.
Try it yourself. Drag any slider to see how it moves the needle.
Visits completed by the caregiver that no admin has modified since check-out.
Visits where the caregiver's actual time matched the scheduled duration.
Authorizations where scheduled and used units stayed within the approved limit.
Potential Revenue vs. Billed
Watch revenue move through every stage.
See exactly where money is getting left behind by comparing what's authorized against what's actually billed at the end of the month.
Maybe it's visits that never got scheduled. Maybe it's care that was delivered but hasn't been billed yet. Either way, catching that gap early means the revenue you've already earned actually shows up in your bank account, instead of getting written off months later.
Authorized
Client authorizations with an effective date range for the selected month.
Scheduled
Clients' total scheduled units for the month.
Completed
Clients' total billable units for the given time frame.
Billed
Sourced from units marked ready to bill, aggregated into total paid amounts.
Margin
+3% from August 2026
Total Revenue: $128,400
Know what's actually left over.
Revenue tells you what came in. This tells you what your agency actually kept.
See how your bottom line changes month to month so you can understand what is really driving your agency's financial health.
You can quickly see whether a rate increase made a difference, a new hire affected your margins, or a slower month had a bigger impact than expected.
Instead of waiting until tax time to get a snapshot of your finances, you get an ongoing view of how your agency is performing, what's changing, and whether you're simply covering expenses or actually growing.
Track your caseload, month over month.
Two numbers can tell you a lot: is your agency growing, or standing still?
Tracking active clients and new admissions month to month gives you a clearer picture of where your caseload is headed. If active clients start to drop and new admissions are not keeping up, it can be an early sign that referrals, staffing, or retention need attention. Catching those changes early gives you more time to adjust before they start affecting your revenue.
34
+3 active clients from August 2026
3
September 2026
Units Utilized
Stop leaving authorized revenue on the table.
See how much approved care is scheduled, completed, or still sitting unused.
One simple view shows exactly where your authorized units stand across the agency. Unscheduled units make it easy to spot clients who still have approved hours that have not made it onto the calendar. That means you can catch missed opportunities earlier, help clients receive the care they are approved for, and make sure authorized revenue does not get left on the table.
Total Authorized Units: 5,740
Drag to see how utilization shifts the breakdown.
Visits
+4% from August 2026
Total Visits: 400
Unadjusted Visits
Spot visit issues before they become compliance problems.
Every completed visit is grouped into one of three categories, making it easy to see how clean your visit data really is at a glance.
If adjusted or admin-logged visits start creeping up, it can be an early sign that caregivers need a refresher on clocking in and out or that schedules are not matching what is actually happening in the home. Catching those patterns early gives you time to fix them before they lead to billing issues, added EVV scrutiny, or bigger problems during an audit.
Birthday Reminders
Never miss a birthday.
Add client and employee birthdays to GEOH and they'll show up right on your to-do list as a reminder, so a small touch like a birthday card or shoutout never gets lost in the shuffle.
| Doe, Jane | Reminder | Upcoming | Sep 12, 2026 |
| Doe, John | Reminder | Completed | Aug 3, 2026 |
Ready to see your agency's full picture?
Schedule a call with a home care strategist and see the Executive Dashboard in action.
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