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Business-type guide

Home care guide

Visits at the patient’s address: the roster, proof from the doorstep, the family kept in.

Day one

Installed on day one

What a home-care team cannot open without: sign-up installs these with the practice. Setup then recommends more, and you choose.

Patient RegistryRegister patients and find their recordsFirst step: Register in under a minuteSlotGridBook and manage appointmentsFirst step: Book into a real diaryBillDeskMake bills, take payments, give refundsFirst step: The bill builds itselfCarePingsSend visit reminders and messages to patientsFirst step: Consent comes firstPulseBoardSee visits, revenue and wait times in one reportFirst step: Open Reports for todayHomeNursingHome nursing visits, rostered and provenFirst step: Open a care packageCarePlansPut patients on care programmes with due dates, transplant biopsies includedFirst step: Define the plan once
First week

A first week, day by day

  1. Day 1 — sign up as this businessChoose “Home care” when you sign up. 7 essentials are installed for you on day one: Patient Registry, SlotGrid, BillDesk, CarePings, PulseBoard, HomeNursing, CarePlans.
  2. Day 1 — finish setupSign-up lands you in Setup: specialties, apps, team, where and when, what you do and paperwork. Type it, or press Talk me through it and Rain asks the questions.
  3. Day 2 — bring your records inPatients first, then money owed, appointments, stock and prices, from CSV files through the import desk — each one read as a dry run before anything is written.
  4. Day 3 — invite your teamInvite each person from Team with the role they do. The roles this business’s own apps are built around: doctor, care coordinator, business development, operations manager, finance manager, front desk.
  5. Days 4–5 — run a real day on Patient RegistryRegister in under a minute, then Find anyone from anywhere, then Open the one record.
The store

Everything else it sees

The store shows a home-care team 135 live apps, back office included. These 56 are its own; install any of them when you need it.

Front office
Clinical
Revenue cycle
Engagement
Operations
Compliance
Business
The team

Role guides for this business

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