No upcoming appointments
No outstanding advances
All documents current
| Month | Invoices | Submitted | Received | Pending | CG Paid | Net |
|---|
| Patient ↕ | Phone | Monthly Hours ↕ | Weekly Units | Assigned Caregiver | Caseworker | Status ▾ |
|---|
| Caregiver ↕ | Phone | Pay Rate ↕ | Patients Assigned | Caseworker(s) | Status ▾ |
|---|
| Name | Phone | Supervisor | Patients | County |
|---|
| Payment Date | Sent Date | Patients | Caregivers | Amount | Actions |
|---|
| Import Date | Payment Date | Patients | Caregivers | Amount | Advances Reconciled | EFT/Check # | Actions |
|---|
Event will sync to your Google Calendar
Upload your Excel file (.xlsx or .xls). amana Homecare CRM will read the first sheet and help you match columns to the right fields.
Drag & drop your Excel file here
or click to browse • Supports .xlsx and .xls
💡 Tip: Your spreadsheet should have column headers in the first row. Column names like "First Name", "Last Name", "Phone", "SSN", "Address", etc. will be auto-detected.
Upload the PDF from the state listing client payments. amana Homecare CRM will extract names, amounts, and dates, then match them to your patient records.
Drag & drop your state payment PDF here
or click to browse • The system will scan for client names and dollar amounts
💡 Tip: Payment amounts are verified by dividing the state amount by 27 and comparing to the client's monthly hours. A ✓ means the payment is correct; ⚠ means there's a discrepancy to review.
Upload a billing invoice PDF or .docx file. PDFs are imported as-is. .docx invoices also extract checkbox data to build the client's task schedule for future invoice generation.
Click or drag & drop invoice PDF or .docx
PDF invoices and MSA-1904 .docx templates supported
Upload your AL_HANAN master Excel file. This reads your exact format — Sheet1 for patients/caregivers/caseworkers, ZENA sheet for pay rates.
Drag & drop your Excel file here
or click to browse • .xlsx or .xls — reads Sheet1 + ZENA automatically
💡 Tip: Use {name} to personalize with recipient's name
💡 SMS sent via Twilio. Standard message rates apply. Keep messages under 160 characters for best delivery.
💡 Tip: Use {name} to personalize with recipient's name
💰 Estimated cost: ~$0.00 (0 messages × $0.0079)