Home care
Home care keeps your patients, their care plans and your appointments in one place, so you and your carers know who to see, when, and what to do at each home.
For a home care service, from a nurse who works alone to an agency with branches: care plans, appointments started and ended on the phone, an alert when an appointment starts late, and a portal where the relatives see the appointments and a weekly summary that an AI agent writes.
Try it
Contacts, Appointments, Business details, Relatives, Family summaries, Patients, Care plans
Try it freeWhat it does for you
Each patient has one care plan: what they need, the tasks at each appointment, their medication, the risks and what they like. An appointment on the phone shows the tasks of the plan, and the base refuses a second appointment of one carer at the same time.
- At the door the carer taps Start the appointment, and the appointment is In progress; on leaving the carer taps End the appointment with the care notes and a short note for the family, and it is Done. The base records both times, so nobody types them later, and refuses an end that is earlier than the start. If an appointment has not started 15 minutes after its time, the base mails an alert.
- With a team, your coordinators book every appointment on Week by carer and keep the care plans, and each carer sees only their own appointments and patients. With several branches, each patient and appointment has its branch, and a new or changed care plan waits for the branch manager's check. For an appointment that nobody has yet, Suggest a carer asks an AI agent, the Home care scheduler, who is free, who already knows the patient and who has the lightest week; it comments up to three carers and puts the first in Suggested carer, and you pick Take the suggestion. The list Open appointments shows what is still open, and Suggest carers for the week does it for each open appointment of the next 7 days.
- The relatives of your patients sign in to see the appointments: the times, who came and the note for the family, never the care notes or the medical details. Every Monday an AI agent writes each family a warm summary of last week's appointments. With the check on, as in the sample data, the summary waits for a coordinator or a manager, who reads it, edits it if needed and picks Mark checked; the base then mails it to the family.
- With Invoices added, a coordinator, a manager or the admin picks Invoice the done appointments on a patient: one draft invoice for the one who pays (Paid for by, else the patient), with a line for each Done appointment that has no invoice yet, its day, its carer and its hours from Time spent. Each billed appointment keeps its invoice, so the next press bills only what was done since, and carers and relatives never see it. An hour costs the Hourly rate of Business details; with Price lists added too, it costs the price of the product Home care hour on the payer's own price list, else the product's Price.
Make it yours
Your business is not quite like any other. Ask the assistant for what is missing, in your own words: a new step, an email, a list, a rule. Every change is shown before it happens, and any change can be undone.
Mail the relatives the note for the family when an appointment ends.Let me read the weekly summary before the base mails it to the family.Add the patient's doctor and their phone number to patients.
Add-ons that change it
Each of these adds one more thing to your base. Tick the ones you want when you create your base, and add or remove them later in Settings, Modules.
Invoices
Invoices to contacts, with their lines, card payments of unpaid invoices, and each customer's balance and statement.
Locations
The places where the business works: shops, branches, clinics, warehouses, depots, venues and vans.
Reports
The reports that agents write each week or month.
Staff
Contacts who work for the business: their job, their place and their team.