Choose the response
Configure each supported scenario around your agency’s process. Decide when the team is contacted and which actions need approval before they proceed.
Business rules & automations
Your way of working. Written into the workflow.
Set what happens when a caregiver calls off, a visit needs review or a form needs attention. Your conditions, notifications and approvals guide the work, with or without the AI layer.
See it in a demoFor private-pay home care · Works with AI offheyhomecareBusiness rules
Business rules & automationsCall-off business rule
- WhenA caregiver confirms a call-off
- First stepAsk on-call
- Coverage outreachAfter approval
- RecordKeep the action history
The agency chooses the rule and approval.
Inside the workflow
The details that make the difference.
Connected to the people, visits and records your office already works with.
Route the right notification
Connect office responsibilities, on-call contacts and notification settings. Client contact preferences and caregiver quiet hours remain part of the decision.
Use rules without AI
Rules-based automations can notify a scheduler or queue work for review without using a model. Optional AI adds conversation and information gathering where enabled.
How it comes together
A clear next step. At every stage.
- 1
Set the conditions
Choose the situation and when the rule should apply.
- 2
Choose the follow-up
Define the notification, action and approval.
- 3
Review the result
Use the official record to see what happened and why.
Built around your agency
See your workflow, connected.
Walk through business rules & automations with our team. We’ll show how it fits your agency’s people, process and business rules.