Home care visits
Match caregivers to each client's needs and hours, log check-ins and visit notes from a phone, flag problems to a manager, and update families.
The outcome
Caregivers check in and log each visit from their phone, missed tasks are flagged, and families get a short update after every visit.
What your families get
Visit updates for families in your agency's name, not the ones every other agency sends.
Lucia was with your mom from 8:00 to 12:00. Breakfast together and a short walk. All good today.
See it working
The template itself, with its sample records. Click around before you use it.
What's inside
Everything below comes working, with sample records, ready for you to reshape.
4 tables
- Agency
7 fields
- Caregivers
9 fields
- Clients
11 fields
- Visits
16 fields
2 automations
- Family update
When a record in Visits changes
- Family update (manager sends)
When a record in Visits changes
2 apps
- Caregiver app
An app on top of the tables
- Playbook
An app on top of the tables
Connections
Needs no external accounts.
About this template
In Jocky's words.
What's inside
- Clients: visit tasks, things to know, address, and family contact
- Visits: caregiver, shift, check-in, and notes
- Caregivers: skills, area, and availability
- Visit note check (AI): flags missed tasks and safety concerns in visit notes
- Family update (automation): sends the family a short note after each visit
- Caregiver app (app): caregivers see their shifts, check in, and log the visit
Get started
- Add your caregivers. Skills, areas, and hours.
- Add your clients. Visit tasks and family contacts.
- Give caregivers the app. They check in from their phone.
Playbook. The first thing in the project walks you through every step and ticks them off as you go. Delete it once you're done.
Sign-in. Caregivers sign in with a one-time code sent to their email. You and your team sign in with Teable.
Comes with sample data for a made-up business, Kindred Home Care. Every sample email is on example.com, so nothing reaches a real person until you add your own.
1 click. 1 sentence. Yours.
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Click Use template on this page. Its 4 tables, 2 automations, and 2 apps open in your Teable already working, with sample records. Nothing to install, nothing to set up.
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Tell Teable AI what's different, the way you'd say it: “Send each family a weekly summary of the visits.” It changes the fields, steps, and screens to match.
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Its 2 automations run on their own, and your families hear back in your business's name. You just run the business.
Templates
More in healthcare
Most used first.
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Clinic appointments
Let patients request appointments online, see each provider's schedule, and send reminders before every visit.
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Dental practice
Let patients book online, confirm visits the day before, brief the dentist before each one, and invite patients back when their checkup is due.
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Vet clinic appointments
Keep a record for every pet and owner, take appointment bookings, and remind owners when vaccinations are due.
Start with Home care visits
1-click to start, 1 sentence to make it fit your business. No developers, and no app every other shop already has. Want help setting it up? Our team can work through it with you.
