Best Home Health Scheduling Software in 2026: A Buyer's Guide for Small Agencies

Home health scheduling is not clinic scheduling. A physician or allowed practitioner orders the visits. Each discipline has its own frequency. Every patient has a 60-day certification period. And the clinician drives to every visit.

This guide is for owners and schedulers of small home health agencies choosing software in 2026. It covers what the software must do, the three kinds you will see, six vendors in their own words, and how to choose.

We make Logicly, one of the six. Its profile says only what it does today and the price on our pricing page. Every other vendor is quoted from its own site, read on October 26, 2026.

A note on labels. A CMS rule is a federal regulation, and we cite the paragraph. An agency convention is common practice, not a rule. Vendor words are quoted from the vendor's own page with the date we read it. We publish no estimate of another vendor's price.

The Short Answer

• Pick by what you need in one system, not by the longest feature list.
• If you want clinical notes, OASIS and billing in one system, look at a full home health EHR such as Axxess, WellSky, MatrixCare or AlayaCare, and ask each one to show OASIS and Medicare billing in the demo.
• If your documentation and billing already work and scheduling eats your week, look at a scheduling-first tool such as Logicly.
• If most of your visits are Medicaid home care, HHAeXchange is built for that.
• Only Logicly showed a price on the pages we read. The other five offer a demo instead.

Who This Guide Is For

Small home health agencies. By small we mean fewer than about 25 clinicians. That line is our framing, not a CMS or industry definition.

Solo clinicians who schedule their own visits can use the same checklist.

What Home Health Scheduling Software Must Do

Turn the ordered frequency into visits

CMS rule. The orders on the plan of care "must specify the medical treatments to be furnished as well as the type of home health discipline that will furnish the ordered services and at what frequency the services will be furnished" (42 CFR 409.43(b)). The plan of care must include "the frequency and duration of visits to be made" (42 CFR 484.60(a)(2)(iv)). When a range is ordered, "the upper limit of the range is considered the specific frequency" (42 CFR 409.43(b)).

Agency convention. Frequencies are written in shorthand. "3W2 2W4" means 3 visits a week for 2 weeks, then 2 visits a week for 4 weeks.

The software should read that line, place the visits, and count the visits done against the visits ordered.

Keep each discipline on its own order

Orders name the discipline as well as the frequency (42 CFR 409.43(b)). One patient can have nursing, therapy and aide visits, each on its own frequency. The scheduler should show every discipline's visits for a patient in one place and stop two visits from landing on top of each other.

Track the 60-day certification period

CMS rule. "Recertification is required at least every 60 days when there is a need for continuous home health care after an initial 60-day episode" (42 CFR 424.22(b)(1)). The plan of care is reviewed "no less frequently than once every 60 days, beginning with the start of care date" (42 CFR 484.60(c)(1)). The OASIS update falls in "the last 5 days of every 60 days beginning with the start-of-care date" (42 CFR 484.55(d)(1)).

The software should show each patient's period end date, warn you before those last five days arrive, and keep the ordered visits inside the period.

Watch the 48-hour window for new referrals

CMS rule. "The initial assessment visit must be held either within 48 hours of referral, or within 48 hours of the patient's return home, or on the physician or allowed practitioner-ordered start of care date" (42 CFR 484.55(a)(1)).

The software should start a clock when the referral arrives and show which patients are closest to running out of time.

Cut the drive between visits

Federal wage rule. Travel "from job site to job site during the workday" must be counted as hours worked (29 CFR 785.38). That covers staff under federal wage and hour rules.

So the order of each clinician's day shows up in payroll. The software should group visits by location and show the drive before you commit to it.

Three Kinds of Software You Will See

Full home health EHR with scheduling

One system for intake, scheduling, clinical documentation and billing. Axxess, WellSky, MatrixCare and AlayaCare sell this kind. On the pages we read, Axxess and WellSky name OASIS as a feature, and WellSky names Medicare claims. Ask MatrixCare and AlayaCare to show OASIS and Medicare billing in the demo. Scheduling is one part of a larger product.

What their pages list beyond scheduling (read October 26, 2026):

• OASIS review: "side-by-side OASIS analysis" (Axxess); "real-time OASIS issue identification" (WellSky)
• Eligibility: "optimizes intake, eligibility, and scheduling" (WellSky)
• Physician orders: "Connect clinical information, communications, orders, scheduling, and supporting workflows" (MatrixCare)
• Claims: "Accelerate claim submission with automated workflows" (Axxess); "expedites the claims process for managed care and Medicare patients" (WellSky)
• Payment posting and denials: "accelerate payment posting" and "minimize denials" (Axxess)

Choose it when you want one vendor for everything and you bill Medicare in-house.

Scheduling-first

Built around the calendar: frequencies, routes, certification periods and visit check-in. Logicly is this kind. It has notes, and OASIS on the Agency plan, but it does not send Medicare claims.

Choose it when your documentation and billing already work and scheduling is where the hours go.

General tools

A shared calendar or a spreadsheet. They store appointments. They do not read a frequency order, count visits against it, or know when a certification period ends. Someone does that by hand every week.

One more kind sits beside these: platforms built for Medicaid home care, such as HHAeXchange. Their sites lead with personal care, EVV and state Medicaid programs rather than OASIS.

Six Vendors in Their Own Words

Logicly

We make it. It is a scheduling-first system for home health, started by an occupational therapist who worked in home health.

What it does today:

• Reads ordered frequencies written in the usual shorthand, such as 2W4, and builds the visits
• Auto-schedules a week by discipline, availability and location
• Drag-and-drop calendar
• Orders each clinician's day by distance
• Visit check-in and check-out with a GPS location check (EVV)
• A mobile-friendly interface. Check-in and check-out are saved on the device when the signal drops and sent when it returns. Offline documentation is not built yet
• Shows each patient's certification period and warns as the recertification window approaches
• Counts down the 48-hour window for the start-of-care visit
• SOAP notes on both plans; OASIS assessments, signed-note management and team roles on the Agency plan
• A HIPAA business associate agreement (BAA) on both plans

Pricing: Published on our pricing page. Clinician is $24/month. Agency is a flat monthly rate by team size, from $199/month for 1 to 10 clinicians and $399/month for 11 to 25. Month-to-month.

What it does not do: It does not send Medicare claims. If you bill in-house, you keep a billing system next to it.

Axxess

What its site says: "Axxess Home Health is the enterprise platform designed to help organizations strengthen compliance, improve performance and achieve sustainable growth." Its home page says: "Manage intake, scheduling, human resources, documentation, family communication, and billing with one simple solution." It also says "Join 10,000+ Organizations Growing with Axxess."

What it lists: In the field, "Offline access, integrated EVV and a connected ecosystem of mobile applications support productivity and patient care in the field." On routes, "Cut drive time and maximize clinician productivity through AI-powered solutions." On OASIS, "Navigate OASIS and regulatory requirements with confidence." On billing, "Accelerate claim submission with automated workflows."

What it publishes about price: No price on the home health page we read. It offers a demo.

Ask in the demo: Its own word is "enterprise." Ask how long setup takes for an agency your size, and what you pay for modules you will not use.

WellSky

What its site says: "More than 4,500 home health, private duty, therapy, and hospice agencies use WellSky solutions."

What it lists: On scheduling, "Consolidate inbound referrals, manage authorizations, and schedule entire episodes of care in seconds." In the field, "Our home health software supports care coordination with HIPAA-compliant messaging, simplified schedules, real-time EVV, and offline access." On OASIS, "real-time OASIS issue identification." On billing, "Our home health software solution expedites the claims process for managed care and Medicare patients to shorten and improve your home health billing revenue cycle."

What it publishes about price: No price on the home health page we read. It offers "Request a demo."

Ask in the demo: The page lists WellSky Resource Manager among the products that "Extend the power of WellSky Home Health software," and says it can "Optimize scheduling and resource management." Ask which scheduling features come with the base system.

MatrixCare

What its site says: "Patient care is hard enough. Your EHR should make it easier." The page title calls it "Home Health EHR Software," and the page says it was "Acknowledged as 2026 Best in KLAS for EHR Home Health and Hospice." The company serves more than home health: "Thousands of facility-based and home-based care organizations trust us to help them improve efficiency and provide exceptional care."

What it lists: On scheduling, "Match patients, clinicians, visits, and resources more effectively." In the field, "Work confidently in areas with limited connectivity." On billing, "Move from completed care to accurate claims with fewer avoidable interruptions." It names OASIS once, in a case study: "a significant decrease in the number of non-billable OASIS discharge events."

What it publishes about price: No price on the home health and hospice page we read. It offers "a personalized demo."

Ask in the demo: If you also run hospice or a facility, ask how one patient moves between them in the system.

HHAeXchange

What its site says: Its home page title is "Homecare Software for Providers & Payers." It says it "brings together the entire homecare ecosystem with proven technology and decades of experience to sustain and advance HCBS nationwide," and that it is "Trusted by over 32,000 US providers, 180+ MCOs, and 30 State Medicaid Programs." Its provider menu names Personal Care, I/DD and Self Direction.

What it lists: "Our caregiver mobile app and connected provider platform eliminate paperwork, give caregivers control over their schedules, and let agencies see the details of every visit." Its menu lists EVV.

What it publishes about price: No price on the home page we read. It offers "Request a Demo."

Ask in the demo: The page we read names neither OASIS nor Medicare home health. Look here if most of your visits are Medicaid home care. If they are Medicare skilled visits, ask how it handles OASIS and the 60-day certification period.

AlayaCare

What its site says: "AlayaCare is the intelligent operating system for home care, helping providers deliver better outcomes at scale." Its FAQ says the platform is "purpose-built for home health, private duty nursing, and infusion therapy providers." Its pricing page says it is "Trusted by more than 700 customers and thousands of users around the world."

What it lists: On scheduling, "Visit Optimizer cuts travel time, balances caseloads, and supports care continuity." Its menu lists Electronic Visit Verification (EVV), and its FAQ names "AI-powered scheduling, automated billing, clinical documentation, caregiver management, and real-time analytics."

What it publishes about price: Its pricing page names three packages (Building and Upgrading, Growing and Scaling, Transforming and Optimizing) and no dollar figure. It asks you to "Book a Demo."

Ask in the demo: The pages we read name neither OASIS nor Medicare. Ask it to show both, which parts a small Medicare agency needs, and what each one costs.

Side by Side

"Listed" means the vendor's own page names it (read October 26, 2026). "Not listed" means the page we read did not name it. It does not mean the product lacks it.

How to Choose

Step 1: Write down what you need in one system

Ask every vendor for a signed business associate agreement (BAA) before any patient data goes in. Ask whether each user gets a unique login, whether sessions log off on their own, and whether it keeps an audit log. The HIPAA Security Rule lists unique user identification (required), automatic logoff (addressable) and audit controls (45 CFR 164.312(a)(2)(i), (a)(2)(iii) and (b)). Our HIPAA checklist has the rest of the vendor questions.

Step 2: Ask for a demo with your own scenarios

Do not just watch the sales demo. Bring sample cases, with no patient names, and ask them to:

1. Enter a frequency order such as 3W2 2W4 and show the visits it creates
2. Schedule a week for one clinician with six patients across three disciplines
3. Handle a callout by moving five visits to other clinicians
4. Take a new referral from intake to the start-of-care visit, with the 48-hour clock showing
5. Show a patient whose certification period ends next week
6. Pull a report of visits done against visits ordered
7. If you need it, complete an OASIS assessment on a tablet or phone

Step 3: Talk to agencies that use it

Ask the vendor for references. Then find users on your own: home health groups on LinkedIn, your state home health association, and agencies in markets that do not compete with yours.

Ask them:

• How long did setup take?
• How long did clinicians take to get comfortable?
• How fast does support answer?
• What do they wish they had known before switching?

Step 4: Add up the whole cost

You will see four pricing models: per user per month, per patient per month, a flat monthly rate, and a percentage of collections for billing services.

Ask every vendor about the costs that are easy to miss:

• Setup and training fees
• Moving your data in
• Fees to connect other systems
• The price of modules you may add later
• Contract length and what it costs to leave

Our pricing guide lists what each vendor and the review sites publish about price, with dates.

Mistakes to avoid

• Buying for the agency you hope to be in five years. Solve today's problem first. You can add or switch later.
• Choosing on price alone. A cheap system your clinicians work around costs you in their time.
• Ignoring the clinicians. They use it more than anyone. Put one in every demo.
• Not asking about growth. Ask what the price is at twice your size, and whether adding users needs a new contract.

If you are switching systems

1. Export your patients, clinicians, open orders and authorizations
2. Run both systems side by side for a short overlap
3. Train schedulers first, then clinicians
4. Keep the vendor's support on call for the first week
5. After 30 days, ask clinicians what still slows them down

Frequently Asked Questions

What is the best home health scheduling software for a small agency?

There is no single best. Pick by what you need in one system. If you want clinical notes, OASIS and billing in one system, look at a full home health EHR such as Axxess, WellSky, MatrixCare or AlayaCare, and ask each one to show OASIS and Medicare billing in the demo. If your documentation and billing already work and scheduling is where the hours go, look at a scheduling-first tool such as Logicly. If most of your visits are Medicaid home care, look at HHAeXchange. Whatever you pick must read the ordered frequency, track the 60-day certification period and keep each discipline's visits straight.

How much does home health scheduling software cost?

Of the six vendors in this guide, only Logicly showed a dollar price on the pages we read on October 26, 2026. Its Clinician plan is $24 a month, and its Agency plan starts at $199 a month for 1 to 10 clinicians. Axxess, WellSky, MatrixCare and HHAeXchange showed no price and offered a demo. AlayaCare's pricing page names three packages without a price. Our pricing guide collects what each vendor and the review sites publish, with dates.

What is the difference between home health software and home health scheduling software?

Home health software is the whole stack: scheduling, clinical documentation with OASIS, and billing. Scheduling software is the part that turns physician orders into visits on clinicians' calendars. Some vendors sell all three in one system. Others start from scheduling and leave Medicare billing to another system.

Can I schedule home health visits with a general calendar or a spreadsheet?

You can store the appointments. A general calendar will not read a frequency order like 2W4, count visits against it, warn you before a 60-day certification period ends, or show that the 48-hour window for a new referral is closing. Someone has to do all of that by hand, every week.

Does Logicly do OASIS and billing?

Logicly has SOAP notes on both plans and OASIS assessments on the Agency plan. It does not send Medicare claims. An agency that bills in-house keeps a billing system next to it.

Sources

Federal rules (Cornell LII):

• 42 CFR §409.43, Plan of care requirements: paragraph (b), the discipline and frequency in the orders, and the upper limit of a range
• 42 CFR §424.22, Requirements for home health services: paragraph (b)(1), recertification at least every 60 days
• 42 CFR §484.55, Comprehensive assessment of patients: paragraph (a)(1), the 48-hour initial assessment visit; paragraph (d)(1), the last 5 days of every 60 days
• 42 CFR §484.60, Care planning, coordination of services, and quality of care: paragraph (a)(2)(iv), frequency and duration of visits; paragraph (c)(1), review every 60 days
• 29 CFR §785.38, Travel that is part of duty
• 45 CFR §164.312, Technical safeguards: paragraph (a)(2)(i), unique user identification; (a)(2)(iii), automatic logoff; (b), audit controls

Vendor pages, each read on October 26, 2026:

• Axxess home page
• Axxess, Home Health Software
• WellSky, Home Health Care Software
• MatrixCare, Home Health EHR Software
• HHAeXchange home page
• AlayaCare home page and FAQ
• AlayaCare, Pricing

Logicly:

• Logicly plans and prices