CRM for Home Health Care Agencies

• The problem

  A daughter calls on Friday about care starting Monday, and the callback comes too late.

  In Kompot.ai

  The call is recorded and becomes a contact with an opportunity: inquiry, assessment booked, agreement signed, care started. A task with today's date puts the callback in front of the intake coordinator, and the board shows which families are still waiting for an assessment.

• The problem

  A caregiver calls off before a morning shift and the scheduler starts phoning around.

  In Kompot.ai

  Every visit is a job with an assignee, a time window and the client's address, shown on the shared calendar. The scheduler sees who is free that morning, and past jobs on the client's page show which caregivers already know the house.

• The problem

  What a caregiver needs at the door lives in the last caregiver's head.

  In Kompot.ai

  Keep the practical details as custom fields and notes on the client: the door code, where the key is, the dog's name, which entrance has no steps, who to phone first. The caregiver opens the visit on a phone and reads them before ringing the bell.

• The problem

  The family lives in another city and phones the office to ask how the week is going.

  In Kompot.ai

  Create a project for the client and share it with the family by link. They see the tasks you have set up — a schedule change, a supply run, a ride to an appointment — and comment there, and every message they send is in one conversation history.

• The problem

  Weekly invoices are typed up from paper visit sheets, and the family pays by mailed check.

  In Kompot.ai

  A fixed weekly schedule goes out as a subscription invoice billed weekly. The invoice is addressed to the family member who pays, with a payment link for card payment, and an overdue week is flagged before the next one is added to it.

What you keep on record

Client and family contacts

Who decides, who pays and who to call first, each as a contact, with the relationship noted in a field.

Home details

Door code, key location, pets, parking and the entrance to use, as custom fields on the client.

Service agreement

Signed online by the client and a family member, stored as PDF with its audit trail.

Visit schedule

Jobs with caregiver, time window and address, on a board by stage and on the shared calendar.

Questions owners ask

Can caregivers see their visits without coming to the office?

Yes. They open Kompot.ai in the browser of their own phone. A caregiver sees the jobs assigned to them with the time window and address, reads the home details and notes, and adds a note after the visit.

Can the invoice go to a daughter or son instead of the client?

Yes. Keep the family member who pays as their own contact and address the invoice to them. They receive a payment link, pay by card through Stripe or PayPal, and the payment is recorded against that week's invoice.

Can a regular weekly schedule be billed without retyping it?

Yes. Set it up as a subscription invoice billed weekly from your price list of care services. Extra visits in a given week are added as a separate invoice, and overdue invoices are flagged.

Who answers when a family calls in the middle of the night?

On the Full Service plan, the voice agent does, at any hour. It follows your instructions, transfers to the on-call coordinator when needed, and saves a recording, a transcript and a summary on the record.