The activities performed and supplies used during each visit are recorded in a visit time sheet. Inventory "macros" enable quick entry of commonly used kits and lists of items (e.g. hemophilia supplies). After the visit timesheet is entered, an invoice can be created automatically in the system ready to be reviewed. Per-visit and per-hour pricing are supported, as well as pricing based on a factor times AWP, last cost, and/or list price; pricing can also vary by user-defined visit type. Upcoming visits can be scheduled easily and quickly.

Each therapy for each patient is tracked separately.

Each prescription or nursing visit is linked to a patient therapy; in addition other user-definable interventions, outcomes, and events (such as catheter occlusions, infections, etc.) are tracked and optionally linked to one or more therapies.

Data such as patient and physician information can be merged into user-defined word processing forms to produce care plans, patient followup letters, etc. without re-entry of data.

Electronic chart notes provide a permanent record; Oracle security prevents even the person who entered a note from modifying or deleting it after it is saved.

Chart notes can be printed for inclusion in a hardcopy file, e-mailed to other staff members, and of course requeried online at any time. Commonly used chart note "templates" can be defined, then copied in, modified, and saved as a chart note.