Take control of private duty schedules with AppointMate® to gain efficiencies that fosters your company's financial growth

AppointMate® seamlessly integrates your scheduling and telephony to foster your company’s efficient financial growth.

AppointMate’s state-of-the-art features. Keeping your agency competitive in the ever-changing healthcare world.

Improve scheduling efficiency, helping to grow your private duty home care business.


  • Provides a clear overview of all appointments on one screen
  • Matches private duty patient needs with caregivers’ skills, availability and location
  • Built-in CRM system
  • Schedules employee tasks based on organization’s protocols
  • Prevents conflicts
  • Sends and receives employee and customer appointment reminders and notifications about overdue appointments

Billing and Payroll

  • Integrates with financial software such as QuickBooks and MAS90
  • Single solution for easy payroll and accounts receivable invoicing
  • Displays balances and applies payments in a single screen


  • Validates caregivers’ calls from clients’ homes using caller ID
  • Easy access to caregivers’ and clients’ phone numbers
  • Automatic text message when caregivers do not clock in
  • Employees able to clock in and out via mobile device or telephone
  • Mobile option allows task entry and GPS verification


  • Dashboard shows hours and revenue by client in real time
  • 100+ standard reports ranging from financial to caregiver to HR
  • Reviews of conversion data


AppointMate® Private Duty Scheduling Software Benefits

Work easily. Schedule efficiently. Grow successfully.

Conflict-Free Scheduling

  • One-screen calendar prevents conflicts
  • Fewer missed or late appointments
  • Clients get treated by the caregiver based on their unique care requirements

Financials Simplified

  • Financial software integration makes invoicing simpler
  • Flexibility in employee clocking methods (phone, mobile and online) facilitates greater time capture
  • Single screen makes it easier to track funds

Real-Time Monitoring

  • Validates caregivers’ visits from clients’ home using using caller ID or GPS
  • Easy access to caregivers’ and clients’ contact information
  • Automatic text message alert when caregivers do not clock in
  • Dashboards show hours and revenue by client in real time


AppointMate® Technology

AppointMate® is compatible with both PCs and Macs.

Minimum system requirements:

  • 512 MB of RAM
  • 1.8 GHz processor
  • 50 MB disk space
  • Microsoft Windows Server 2008 SP 2 64 bit
  • Mac OS X 10.5 or higher
  • Microsoft Internet Explorer 11.0 or higher, Mozilla Firefox 20.0 or higher, Apple Safari 4.0 or higher, or Google Chrome 30.0 or higher
  • Microsoft Windows 7 or 8 (phone, tablet or PC)
  • Android 4.0 or higher (phone or tablet)
  • iOS 5.0 or higher (phone or tablet)
  • Internet Connection 2 MBit DSL
  • Adobe Acrobat Reader
  • Adobe Flash Player
  • Keyboard and mouse

Recommended system requirements:

  • 2 GB RAM
  • 2.4 GHz processor
  • 250 MB disk space
  • Microsoft Windows Server 2008 SP 2 64 bit
  • Mac OS X 10.5 or higher
  • Microsoft Internet Explorer 11.0 or higher, Mozilla Firefox 20.0 or higher, Apple Safari 4.0 or higher, or Google Chrome 30.0 or higher
  • Microsoft Windows 7 or 8 (phone, tablet or PC)
  • Android 4.0 or higher (phone or tablet)
  • iOS 5.0 or higher (phone or tablet)
  • Internet Connection 10 MBit DSL, cable or better
  • Adobe Acrobat Reader
  • Adobe Flash Player
  • Keyboard and mouse

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 solution
  • Step-by-step videos provide application training
  • Online webinars provide additional training for various application areas
  • Online support portal allows clients to submit tickets to customer service
  • Depending on your monthly service plan, telephone support and customized training may be available


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 and Professional includes 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® Enterprise and AppointMate Professional.

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

For a minimal monthly fee, AppointMate® offers telephony advanced task entry. AppointMate Companion provides an option for caregivers to clock in and out via GPS-location through their smartphones. Companion will show the caregivers the tasks associated with that appointment and allow them to document completion, incompletion or customer declination.

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®. AppointMate® Enterprise includes additional setup fees based on the enterprise customer’s needs.

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. In addition, AppointMate offers free monthly training webinars for customers on hot topics.

Q: Is there an additional fee for training?

Online training is provided as part of the monthly service fee. Additional customized training options are available for a fee.

Q: How do I get started using AppointMate®?

Contact Delta Health Technologies to receive more information or a demonstration of our AppointMate private duty software solution.

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, etc.

Q: Does AppointMate® offer mobile access?

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® Enterprise and Prosessional.

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®?

Microsoft® MapPoint® is integrated into AppointMate® to provide turn-by-turn directions, and is also utilized to determine mileage between appointments. In addition, AppointMate Companion allows caregivers to access directions to on their smartphones.

Q: Can I upload documents into AppointMate®?

For a minimal monthly fee, documents may be uploaded into AppointMate® and attached to employees, clients or contacts.

Q: Can AppointMate® track compliance?

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

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. Integration with QuickBooks online will be coming in 2015.

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