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How to Set Up Mobile Device Management at a Home Care Agency

This guide explains why mobile device management (MDM) is a critical priority for home-based care agencies, how to build a process on your own, and how IT Total Care takes that burden off your plate entirely.​

Why Mobile Device Management Matters for Home-Based Care Agencies

Unlike office-based businesses, home-based care agencies operate with a workforce that is almost entirely in the field. Caregivers and coordinators use smartphones and tablets daily to document visits, access scheduling platforms, and in many cases view electronic protected health information. That creates significant risk when devices are not formally managed.​

Why It Matters for Bay Area SMBs:

Asset Visibility Gaps: Untracked devices can be lost, reassigned, or retired without IT oversight, creating security and cost risks that are difficult to detect.​

Limited Visibility: Without MDM, most agencies have no way to see which devices are accessing company systems or what data those devices can reach.​

High Turnover Risk: Without MDM, offboarded employees may retain access to company apps and sensitive data long after their last day.​

HIPAA Compliance Risk: Agencies accessing ePHI on mobile devices have Security Rule obligations. Unmanaged devices create direct compliance exposure.​

Lost or Stolen Devices: Field-based devices face a higher risk of loss or theft. Without remote wipe, a missing device can quickly become a reportable data breach.​

How to Manage MDM Yourself

If you are taking on hardware lifecycle management without a managed IT provider, you will need a process that covers both the initial setup and the ongoing discipline required to maintain it. Here is a step-by-step approach your agency can follow:​

Step 1: Define Your Device Policy

  • Decide whether your agency will use company-owned devices, BYOD, or a hybrid approach. Document the policy in writing and communicate it clearly to all staff.​

Step 2: Select an MDM Platform

  • Research platforms suited to small and mid-sized organizations. Common options include Apple Business Manager, Microsoft Intune, and Jump Cloud. Assign an internal owner to manage enrollment and policy updates.​

Step 3: Enroll Devices and Configure Security Policies

  • Enroll all work devices and configure baseline policies including screen lock, encryption, and passcode requirements to establish a consistent security standard across your fleet.​

Step 4: Enable Remote Lock and Remote Wipe

  • Configure and test remote lock and remote wipe capabilities. For a field-based workforce, the ability to secure a missing device immediately is essential.​

Step 5: Integrate MDM Into Onboarding and Offboarding

  • Tie device preparation into onboarding so devices are ready on day one. Include device wipe and access revocation in your offboarding checklist so departing staff cannot retain access.​

Step 6: Audit Your Device Inventory Quarterly

  • At minimum quarterly, reconcile enrolled devices against your inventory to catch gaps from missed offboarding’s or undocumented changes before they create compliance problems.​

Limitations: Managing mobile devices internally is time-consuming. Missed enrollments, inconsistent policy enforcement, or delayed responses when a device is lost or an employee exits can leave meaningful gaps in your agency’s security posture.​

How IT Total Care Manages Mobile Device Security for Home-Based Care

As a Bay Area MSP specializing in home-based care, IT Total Care builds and manages the complete mobile device management process for your agency so your team can stay focused on delivering care.​

Our Mobile Device Management Process Includes:

  • Device Policy Assessment: We assess your current device landscape and define a written policy suited to your agency’s size, workflow, and compliance requirements.​
  • MDM Platform Selection and Implementation: We recommend and implement the right MDM platform for your organization, handling all configuration so your team does not have to navigate it independently.​
  • Enrollment and Security Policy Configuration: We handle device enrollment and configure all security policies so encryption, screen lock, and passcode requirements are consistently enforced across your fleet.​
  • Remote Lock and Wipe Setup: We configure and test remote lock and wipe so your agency can act immediately if a device is ever lost or stolen in the field.​
  • Onboarding and Offboarding Integration: We integrate MDM into your onboarding process so devices are ready on day one, and into your offboarding process so access is revoked and devices are wiped when staff leave.​
  • Ongoing Monitoring and Field Support: We provide ongoing compliance monitoring and serve as your dedicated point of contact for any device issues your caregivers and clinicians encounter in the field.​

“We regularly see that home-based care agencies who effectively utilize a mobile device management solution fare far better than their competitors in HIPAA inspections, reduced employee turnover, and in receiving high care scores. In today’s day and age taking the time to correctly configure and manage a MDM solution is a must for those in the home care, home health, and home hospice industries”.

Brendan Duebner, President, IT Total Care

Ready to Take Control of Your Agency’s Mobile Devices?

At IT Total Care, we partner with home health, home care, and home hospice agencies across the San Francisco Bay Area to manage the full mobile device lifecycle, from policy development and MDM implementation through ongoing monitoring and field support. Let us take device management off your plate so your agency can stay focused on its mission. Contact Us today to get started.​

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