AppointMate’s State-of-the-Art Features

Manage and Grow Your Business

Our intuitive, easy-to-use private duty solution seamlessly manages all aspects of your agency workflow, maximizing your efficiency so you can quickly grow your business.

Schedule Effortlessly

  • Provides a clear overview of all home care appointments on one screen
  • Matches private duty client needs with caregivers’ skills, availability and locations
  • Schedules employee tasks based on organization’s protocols
  • Prevents conflicts
  • Sends and receives employee and customer appointment reminders and notifications about overdue appointments

Manage Efficiently

  • Offers a variety of options for tracking non-medical home care overtime rules
  • Integrates with financial software, such as QuickBooks and MAS 90
  • Provides single solution for easy payroll and accounts receivable invoicing
  • Displays balances and applies payments in a single screen

Care Seamlessly

  • Validates caregivers’ calls from clients’ homes via caller ID
  • Provides easy access to caregivers’ and clients’ phone numbers
  • Lets home care employees clock in and out via mobile device or telephone
  • Allows mobile option task entry and GPS verification
  • Makes telephony, portal and mobile options available for tracking care plan compliance

Grow Quickly

  • Shows hours and revenue by client in real time via dashboard
  • Provides 175+ standard reports, ranging from financial, to caregiver, to HR
  • Reviews conversion data
  • Includes built-in CRM system



AppointMate® Private Duty Scheduling Software Benefits

Work easily. Schedule efficiently. Grow successfully.

Conflict-free Scheduling

  • Prevents conflicts via one-screen calendar
  • Results in fewer missed or late appointments
  • Assigns clients to a caregiver based on their unique care requirements

Trouble-free Compliance Management

  • Easily tracks and manages complex overtime rules
  • Oversees care plan compliance through telephony, portals and reporting
  • Measures your full-time and full-time-equivalent employees through easy ACA reports

Simplified Financials

  • Makes invoicing simpler through financial software integration
  • Offers flexibility in employee clocking methods (phone, mobile and online) to facilitate greater time capture
  • Makes it easier to track funds via single screen

Real-time Monitoring

  • Validates caregivers’ visits from clients’ homes using caller ID or GPS
  • Allows easy access to caregivers’ and clients’ contact information
  • Provides automatic text message alert when caregivers do not clock in
  • Shows hours and revenue by client in real time via dashboards


AppointMate® Technology

AppointMate® is compatible with both PCs and Macs.

Minimum System Requirements:

  • 2 GB of RAM
  • I5 processor
  • 100 MB disk space
  • Microsoft Windows 7 32 bit, Microsoft Windows 8 32 bit, Mac OS Mountain Lion (10.8)
  • Microsoft Internet Explorer 11.0, Mozilla Firefox 20.0, Safari 4.0, Chrome 3.0
  • *Internet Connection 10 MBit DSL/Cable
  • Adobe Acrobat Reader
  • Adobe Flash Player

*Internet connection requirements are an average and are dependent on the needs of individual offices.

Recommended System Requirements:

  • 8 GB RAM
  • I7 processor
  • 250 MB disk space
  • Microsoft Windows 8 64 bit, Mac OS Yosemite (10.10)
  • Microsoft Internet Explorer, Firefox, Safari and Chrome: Current Version
  • *Internet Connection 20 MBit DSL/Cable or Higher
  • Adobe Acrobat Reader: Current Version
  • Adobe Flash Player: Current Version

*Internet connection requirements are an average and are dependent on the needs of individual offices.

Mobile Operating System:

  • Windows 7 or higher
  • Android 4.0 or higher
  • iOS 5 or higher

AppointMate® Training and Support

At Delta Health Technologies®, we allow you to schedule non-medical services easily and seamlessly, making it simple for you to get the most out of AppointMate®. Our online training and support teams are there for you every step of the way.

  • “Getting Started” guide assists in the implementation process.
  • Online user manual helps clients maximize solutions.
  • Step-by-step videos provide application training.
  • Online webinars provide additional training for various application areas.
  • Telephone and online support portal allow customers to submit tickets to our customer support team.
  • Customized training options are available for an additional fee.


Below are the answers to some frequently asked questions about AppointMate® online in-home care scheduling software.

Q: Do you have integrated telephony?

AppointMate® Enterprise include integrated telephony that allows caregivers to clock in and clock out. This integrated function was developed by Delta Health Technologies®.

Q: Is there an extra fee for telephony?

Telephony is included in both AppointMate® Professional and Enterprise.

Q: Can caregivers document the tasks that are completed during an appointment?

For a minimal monthly fee, AppointMate® offers telephony advanced task entry.

Q: What is included in the monthly fee?

The monthly fee includes the use of the AppointMate® service (scheduling, client and employee management, reporting, billing and/or payroll integration) and online support and training. AppointMate® Enterprise also include integrated telephony and client and employee portals.

Q: Is there a start-up fee?

There is a nominal one-time fee equal to one month of service. This fee includes setup and configuration for the client and data import into AppointMate®. The start-up fee for AppointMate® Enterprise also includes setting up the toll-free number for integrated telephony.

Q: Do I have to sign a contract?

AppointMate® Enterprise requires a minimum one-year contract.

Q: What training is provided?

AppointMate® provides online training within the application.

Q: Is there an additional fee for training?

Online training is provided as part of the monthly service fee.

Q: How do I get started using AppointMate®?

Simply sign up online and return the signed agreement to Delta Health Technologies®, either via mail at 400 Lakemont Park Blvd., Altoona, PA 16602, or by fax at (814) 942-4618.

Q: Does AppointMate® suggest available employees to fill an open shift?

AppointMate® will suggest available employees based on whether they have hours available to work, times of day/days of the week they are available, special client needs and requests, distance to a client’s home, availability of client, etc.

Q: Does AppointMate® offer mobile support?

Yes, as long as the mobile device has the ability to access the Internet.

Q: Does AppointMate® offer client or employee portals?

Client and employee portals are included with AppointMate® Professional and Enterprise.

Q: Can data be imported from our existing system?

AppointMate® accepts imports from files using a standard Excel format.

Q: Can I send text messages from AppointMate® to my employees?

AppointMate® enables you to send text messages both to a particular employee or to a group of employees.

Q: Can I get turn-by-turn directions with AppointMate®?

AppointMate® provides turn-by-turn directions, and it is also utilized to determine mileage between appointments.

Q: Can I upload documents into AppointMate®?

For a minimal monthly fee, documents may be uploaded into AppointMate® and categorized by employee, client or contact.

Q: Can AppointMate® track compliance?

AppointMate® allows employers to track employee education requirements, driver’s license/certification expirations and more.

Q: Can AppointMate® generate a 485?

For a minimal monthly fee, clients may easily generate a 485 within AppointMate®.

Q: Can you bill from AppointMate®?

You can generate invoices from AppointMate® and/or export to a third-party billing system like QuickBooks, etc.

Q: Can you do payroll from AppointMate®?

Although AppointMate® does not generate actual paychecks, payroll data may be generated from AppointMate® and exported to a third-party payroll system like ADP, QuickBooks, Paychex, etc.

Q: Do you integrate with QuickBooks Online?

At this time, AppointMate® only integrates with QuickBooks Pro and Premium.

“AppointMate® helps us accomplish our goals.”
Home Staff CEO