Industry point of view

Home care runs on a dozen systems. The winners run on one scoreboard.

Scheduling, recruiting, payroll, clinical notes, referrals — every agency accumulates platforms out of necessity. The operators pulling ahead aren't the ones with more software. They're the ones whose leadership meetings start from a single, real-time picture of the business.

What we see across the industry

Home care is a margin business run by mission-driven people, and its operating data lives in more places than almost any industry we serve: WellSky for scheduling, Paradox for recruiting, QuickBooks for the books, spreadsheets for everything in between. The consequence shows up every Monday — leadership meetings that begin with hours of report-pulling and end with departments debating whose numbers are right.

Meanwhile the levers that decide growth — caregiver hiring funnels, referral close rates, client acquisition cost, margin by business unit — move weekly. An owner looking at last month's reconciled spreadsheet is, in one client's words, “flying blind and looking in the rearview mirror — and even the rearview mirror's fogged.”

The agencies winning right now treat their data the way they treat care plans: one source of truth, updated continuously, visible to everyone who needs it. They A/B test hiring-funnel changes and know within a week whether applicant show-rates moved. They watch leading sales indicators and act before revenue feels it. They give managers who “aren't data people” a scoreboard so clear the data stops being a specialist skill.

Our track record here

Trusted across the Right at Home network

29
Right at Home territories served across 11 states — Massachusetts to Washington, Texas to Maine
700+
employees at the largest home care client running on an OBIS scoreboard
~5 yrs
of continuous referrals from the first office that found us
In home care, you've got all these different pockets of data in a dozen different places… working with the OBIS team, we've been able to put those data sources together and tell a consistent story — in a huge time-saving way.
Ryan NaegeleCo-owner, Right at Home Chattanooga

Case study

Right at Home: one scoreboard for territories from Boston to Seattle

One data partner, adopted office by office across a national home care franchise

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Jacqueline DeStefano-Tangorra

Led by Jacqueline DeStefano-Tangorra, CPA, CFE, CDMP

Founder & CEO, Omni Business Intelligence Solutions

Forbes Technology Council member · Featured by the Wall Street Journal, Business Insider, CNBC, NASDAQ, and Microsoft

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