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InsightMatterAMS

InsightMatterAMS Setup Guide

Welcome! This guide walks you through everything you'll need to set up your agency workspace. The onboarding takes about 10–15 minutes. Gather the information below, and you'll be up and running in no time.

Takes 10–15 minutes No technical skills needed Estimates are fine — update later

What to have ready before you start

Don't worry about exact numbers — close estimates work perfectly. You can update any of this later from your dashboard settings.

Your business logo as an image file (PNG or JPG, under 5MB)
Current number of staff / team members
List of services your agency offers
Geographic service area you cover
Monthly revenue target (estimate is fine)
Maximum number of clients you can serve per month
Monthly take-home / profit target
Current cash on hand (approximate)
Average monthly expenses (approximate)
Main expense categories (e.g. payroll, insurance, fuel)
How you schedule work (single jobs, recurring, or both)
How you bill clients (hourly, flat rate, recurring, or mixed)
Staff role titles used in your organization
Any compliance or regulatory requirements you must meet
1

Business Type

Your workspace is configured for home care — care plans, EVV, compliance, and caregiver workflow.

Home Care
2

Business Basics

Tell us who you are. Have your logo ready as an image file (PNG or JPG).

Business name — Acme Home Care
Business logo — Upload an image file
Number of staff — 6
Services offered — Personal care, companionship, respite
Service area — Greater Austin, TX
3

Financial Basics

These numbers power your Business Pulse dashboard, capacity meter, and runway calculations. Estimates are fine — you can update them later.

Monthly revenue target ($) — 40,000
Max clients per month — 30
Monthly take-home target ($) — 8,000
Cash on hand ($) — 25,000
Monthly expenses ($) — 30,000
Expense categories — Payroll, insurance, software, fuel
4

Operational Basics

How you schedule and bill. Choose what fits — you can always adjust these settings later.

Scheduling needs — Single jobs / Recurring / Both
Billing model — Hourly / Flat rate / Recurring / Mixed
Staff roles — Caregivers, scheduler, RN
Compliance needs — State licensing, EVV, background checks

What happens next

1

Choose your plan

Pick Solo, Team, or Agency — monthly or annual billing via Stripe.

2

Workspace is created

Your branded dashboard loads with your logo, name, and configured modules.

3

Start adding data

Add clients, staff, schedule visits, and send invoices — all in one place.

Tips for a smooth setup

  • You don't need exact financial figures — your best estimates are fine. You can refine them later from the Subscription page.
  • If you don't have a logo yet, skip it for now. You can upload one anytime from your dashboard settings.
  • Your home care workspace includes care plans, EVV, compliance, and caregiver workflow, alongside all universal modules.
  • After onboarding, you'll be directed to choose a subscription plan. You can preview the dashboard first before paying.

InsightMatterAMS · Onboarding Setup Guide · Need help? Contact your account administrator.