At a glance

AttributeDetail
What it isA predictive Matching AI agent built on the Caregence platform
What it doesMatches caregivers to patients by skill, geography, workload, and preference, then keeps the schedule balanced as conditions change
Sits on top ofYour existing scheduling, HR, and EHR systems
Reads fromScheduling data, HR records, EHR/EMR, GPS and travel data, caregiver certifications, patient care plans
Matching factorsSkill and certification fit, drive time, workload balance, patient preference, caregiver performance history
OutputRanked caregiver recommendations, auto-filled shift assignments, burnout risk alerts
DeliveryCaregiver mobile app, scheduler dashboard, in-app notification, care coordinator routing
Time to matchSeconds after a shift opens or a referral comes in
ComplianceHIPAA compliant, PHI stays inside your environment

The problem

A full schedule doesn't mean the right caregiver is on it.

Most home care scheduling softwaresolves for one thing: an empty slot. They don’t ask whether that caregiver speaks the client’s language, handles the commute, or has done wound care before. Coordinators fill that gap with memory, phone calls, and gut instinct. Then a caregiver calls out late on a Friday, and the fastest available match wins over the best one, thus putting caregivers and patients in disarray.

The gap between an open shift and the right caregiver is where turnover starts.

How it works

The five-step process of the Predictive Matching Agent

The agent runs five steps end to end. From an open shift or a new referral to a caregiver notified and briefed, the full sequence completes in seconds.

Step 1.
Data in

Patient needs, caregiver skills, availability, geography, and current workload are pulled from your scheduling, HR, and EHR systems.

Step 2.
AI matching analysis

The agentscores every available caregiver against the visit: skill and certification fit, drive time, current caseload, patient preference, and past performance with similar patients.

Step 3.
Match ranking

Caregivers are ranked by overall fit, not just who's free first. Ties break on continuity of care and travel efficiency.

Step 4.
Action performed

a. For open shifts and new referrals
The agent recommends the top-ranked caregiver, or auto-assigns the visit if your rules allow it, then adjusts the surrounding schedule to keep caseloads even.
b. For caregivers nearing a burnout threshold
The agent flags the risk and shifts upcoming visits to someone else before caregiver burnout.

Step 5.
Action delivered

The caregiver gets a visit brief and patient profile through the mobile app. Schedulers and care coordinators are notified instantly, and the outcome of the match feeds back into the model for next time.
Our agent resolves the matching issues that stall home care scheduling, like caregivers nearing burnout, patients needing a language or gender match, and last-minute call-outs, by ranking and reassigning the right caregiver automatically, in seconds.

Built for every care setting

Adapts to what the setting needs, from a handoff to end-of-life continuity

Hospitals

Matches a discharging patient to a vetted home caregiver before they leave the building, so continuity of care starts on day one instead of after a missed follow-up call.

Home care

Fills every open shift with the caregiver who actually fits the client, not just whoever’s free first.

Home healthcare

Pairs skilled-need patients to caregivers by certification and acuity, so a wound-care visit never lands on an aide who isn’t qualified for it.

Hospice

Keeps one caregiver with a family through the entire journey, because continuity matters most when time is running out.

Security and compliance

HIPAA compliant, deployed inside your environment

PHI never leaves your environment or your cloud tenancy

Role-based access aligned to your existing scheduling and HR permissions

Complete audit trail for every match, reassignment, and override

HIPAA-compliant. The agent recommends, your coordinators approve. Scheduling authority stays with your team.

Outcomes

Better matching fixes scheduling headaches and shows up in numbers that matter

Maximized margins

Shorter drive times and smarter routing pull operating costs down, visit after visit.

Fewer resignations

Fair, predictable workloads keep your best caregivers instead of losing them to burnout.

Improved continuity of care

The same caregiver keeps returning to the same patient, and trust compounds with every visit.

Better patient experience

Care feels personalized, not just efficient.

Bias removal

The patients get matched with their caregivers based on data, not bias.

Better caregiver retention

Ensures fair, predictable assignments that keep caregivers longer than before.

See it in action

See how the Predictive Matching Agent fills shifts, balances caseloads, and keeps your best caregivers/ nurses from walking out the door.

Book a meeting with our team