Co-agent workflow for home care agencies

Answers are general operational information only — not legal, tax, regulatory, clinical, privacy, immigration, or professional advice. Requirements vary by matter, client, and regulator.

Frequently asked questions

What is a co-agent in hivi-x?

A secondary business user with scoped access to specific client files — useful when a coordinator and scheduler share intake workload.

Can co-agents approve document uploads?

Co-agent permissions follow your account setup. Coordinators typically retain approve/reject authority on intake items.

Is co-agent included on all plans?

Co-agent workflows are highlighted on the Enterprise tier. Check current pricing for your agency size.

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