Looper, your AI-powered assistant, is now available to caregivers in the Careswitch iOS and Android apps. Instead of tapping through multiple screens to clock in, view shifts, or check care plans, you can now simply chat with Looper in plain language to get things done.

Ask Looper questions in your own words and get instant, context-aware responses. It remembers what you’re talking about, so you can say “What about tomorrow?” right after checking today’s schedule.

Use Looper to:

When you clock in or out, Looper automatically handles location checks and required signatures, prompting you for any notes or explanations needed for compliance.

Looper makes care plan follow-through easier:

Need to get to your next visit? Ask Looper for directions and open one-tap links to Apple Maps or Google Maps from your client’s address.

Adding context helps Looper act faster and more accurately. For example, say “Clock me in for my 2pm shift with Sarah Johnson” instead of just “clock in.”

We’ve redefined how services are modeled in the system. Instead of broad service Lines that have been deprecated, each Workspace Service represents a service with a single rate type, and your Client Services reference these directly. This model improves pricing clarity, simplifies reporting, and reduces manual work to rename client services and apply the relevant service lines after service creation.

All Service Lines have been converted to Workspace Services. Client Services now point to these Workspace Services. All settings defined at the workspace service are copied to the client service, unless edited at the client level. When adding a Client Service, you’ll select a Workspace Service from a dropdown (there’s no default like before).

Each Workspace Service supports a single rate type e.g. Hourly, Live-In, or Visit. However, within the single rate per service, you can still define multiple rates for that rate type.

Existing client services that previously used multiple rate types will continue to work. Over time, we recommend splitting them into separate Workspace Services for clarity.

In the Sales channel and Services view, “Service Line” now appears as "Service" along with specifying the rate type for the service. To add a service to the Sales channel, you need to select the Workspace service for the intended client.

Pay & Bill settings within workspace service settings will temporarily be disabled during this rollout and these settings will continue working as usual. Eventually, they will impact what items can be marked payable and billable for shifts of that service.

5.. Adding a client and service to the Sales channel

We’re rolling out a set of changes that tighten up our terminology and streamline how you create and manage people in the portal. “Care Recipients” are now “Clients” across the platform, and we’ve overhauled the client creation and editing experience to be faster, clearer, and less error-prone.

Platform-wide rename in navigation, tables, filters, forms, exports, notifications, and settings. There will be no loss of data; it has just been renamed.

Adding a client creates just the client. Services are added later—when there’s an actual service to provide.

The client profile is segmented into clear sections for Basic Details and Demographics to avoid accidental changes to fields.

The Sales channel won’t populate on client create. It appears only after you add a Service to that client.

We're excited to introduce , a new feature that enables care recipients and their family members to securely access important care information through a dedicated web portal. This feature enhances transparency and communication between families and care teams while maintaining strict security and privacy controls.

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Care recipients and authorized contacts can now access a personalized web portal to view:

Workspace administrators can easily grant guest access to contacts and care recipients through a streamlined process:

Guest users receive secure login credentials and can only access information related to their connections, ensuring privacy and data security.

We've significantly expanded Looper's access to your workspace data, enabling deeper insights and more comprehensive answers to your business questions. Looper can now:

Looper now provides clearer feedback during analysis by showing you what it's doing, such as:

You can now ask Looper questions like:

These enhancements make Looper a more powerful tool for accessing and understanding your organization's data, providing faster and more accurate answers to your business questions.

We've enhanced the shift hover card to provide better visibility into shift status changes. Now you can quickly see who last updated a shift, the reason why it was updated, and any additional notes about its current status. When hovering over a shift in either the profile schedule tab or the main shifts calendar, you can now:

To keep everyone informed, any time a shift is modified, you'll be presented with options to:

We've also implemented pre-defined status reasons to ensure consistent reporting across your organization. For example:

We've enhanced location management for care recipient profiles:

We're excited to introduce our new Job Board feature, making it easier than ever to fill open shifts and connect caregivers with available work opportunities. Here's how it works:

When you have an unassigned shift, you can now post it to the Job Board directly from the shift details page. You have two options:

If you choose to post "this and all following shifts", the system will automatically create a new schedule ID for these shifts. This helps us keep everything organized behind the scenes while maintaining a seamless experience for caregivers.

While creating your post, you'll see a multi-select dropdown where you can choose which employee roles should see this opportunity. For example, you may only want people with the "Caregiver" role to see a particular shift. This ensures the right caregivers are seeing relevant opportunities.

Need to make a shift more attractive? You can now add pay rate modifiers to unassigned shifts before posting them. These modifiers will be visible to caregivers when they view the shift, helping to incentivize coverage for harder-to-fill shifts. This works for:

On the shift detail page, you'll find a new open shift tile that shows you:

If you need to withdraw an open shift post, just click the withdraw button. The shift(s) will return to an "unassigned" status.

Caregivers will see a new Job Board tab in their mobile app that lists of all open and claimed shifts, ordered by date with quick-view information including:

Tapping on a shift reveals:

Caregivers have two options when viewing a shift:

When claiming a recurring shift, they'll get all future occurrences of that shift automatically added to their schedule.

The system automatically sends notifications in several situations:

Don't want these notifications? No problem - they can be muted in your account settings.

To keep things tidy, the system automatically handles a few situations:

This new system is designed to make filling open shifts easier and more efficient for everyone. Schedulers get better tools for managing coverage, while caregivers get an easy way to find additional work opportunities to increase their hours.

We've launched a centralized payroll management system that transforms how you process your payroll. The new payroll page provides a clear overview of all your Payroll Runs, with each run showing its current status (Draft, Processing, or Paid). You'll find comprehensive summaries showing total hours and amounts for regular time, overtime, double time, and travel time.

Each Payroll Run displays an intuitive progress bar that helps you track:

This visual system helps you quickly identify which Payroll Runs need attention and track your progress through the payroll process.

Once you've completed processing a Payroll Run, you can mark it as "Paid" to prevent accidental modifications. This creates a reliable audit trail and ensures that processed payroll remains consistent with what was exported to your payroll provider.

To ensure accuracy in overtime calculations and maintain data consistency, the export process includes important safeguards:

Employee timesheets are now available in two convenient locations:

This dual access ensures you can review timesheets in the context that makes most sense for your task - whether you're processing payroll or reviewing an individual employee's history.

Each employee's timesheet now features a visual timeline that makes it easy to understand their work patterns and overtime. The timeline uses a color-coded system:

You can hover over any time block to see detailed shift information, making it simple to track hours and verify accuracy.

The system now automatically handles shifts that cross pay period boundaries. When a shift spans multiple pay periods, it's automatically split and allocated to the appropriate periods while maintaining accurate overtime calculations. This ensures accurate payment without manual intervention.

The system includes safeguards to prevent unintended changes:

We've introduced new flexibility in handling canceled shifts:

When an employee is terminated, the system automatically creates a special "dismissal payroll run" that consolidates all their outstanding pay from current and previous pay periods. This separation makes it easy to process final paychecks without affecting your regular payroll cycle.

Select a professional status within the "Inactive" stage to inactive to initiate a dismissal payroll.

Building on our successful billing review system, we've expanded our AI capabilities to include payroll processing. This enhancement brings the same level of automation and accuracy to your payroll workflow that you've experienced with billing. How it works:

The new shift detail page now shows exceptions exactly where they matter:

When addressing exceptions:

You can approve individual payroll items or completed shifts in 3 different places:

The system maintains the integrity of your approvals by warning you when changes might affect other approved items. For example, if you modify a pay rate that would affect an approved overtime calculation, you'll receive a detailed warning explaining the impact before proceeding.

The AI system now evaluates an expanded set of data points when reviewing shifts, enabling more sophisticated and accurate automated reviews.

Payroll Data

Professional Profiles

Client Profiles & Service Information

Communication

Our AI system becomes more powerful when configured with rules that match your agency's workflows. Here are example rules showing how to combine data points for common home care scenarios.

New Client Shift Review

Care Summary Keywords

Hospital Discharge Notes

Priority Client Verification

Late Visit Rule

Rural Travel Verification

Training Period Pay

Overtime Review

Consider creating rules that check for:

We're building a community of innovative home care agencies who are using AI rules to improve their operations. Have you created rules that are making a real difference in your agency? We'd love to hear about them! Your insights could help agencies like yours save time, improve compliance, and deliver better care.

Contact our support team to schedule a consultation for building effective rules, or to share rules that are working well for your agency.

Transform any AI-generated service form into a professional PDF document with our new export functionality.

Now when you hover over any shift in a calendar view, you'll instantly see:

Find the new hover cards across all calendar views:

Enhanced profile creation process with new features and default settings:

Profile creation source determines initial stage:

New communication features during profile creation:

Enhanced status change process for professional profiles:

Seamless transition between recruiting and workforce:

Refined shifts calendar view:

Standardized the "Create Service" form in care recipient profiles: