Create in context
Add a task from Today or a caregiver conversation. Link the relevant person and, when helpful, the visit so the next staff member knows what the follow-up is about.
Tasks & office follow-ups
Keep the follow-up with the work.
Turn an open question into a task connected to the right caregiver, client or visit. Give your office a shared record of what needs attention and what has been completed.
See it in a demoFor private-pay home care · Works with AI offheyhomecareAgency workspace
Office coordinatorNina K.Office follow-ups
Tasks & office follow-upsWhat needs the office
- 01Confirm availabilityMaria D. · Open
- 02Review visit timeRobert J. · Open
- 03Family callbackEleanor M. · Snoozed
- 04Document follow-upCompleted
One task record, available where the work happens.
Inside the workflow
The details that make the difference.
Connected to the people, visits and records your office already works with.
Work one shared list
Review open work, including snoozed items, and keep completed or dismissed tasks available. The same task record appears across the relevant views.
Respect office responsibilities
Tasks inherit the appropriate office context and use the existing permissions. A follow-up created in communications stays connected to the agency’s normal task workflow.
How it comes together
A clear next step. At every stage.
- 1
Capture the next action
Create the task while the context is fresh.
- 2
Connect the record
Link the caregiver, client or visit involved.
- 3
Resolve and record
Complete, snooze or dismiss the work as appropriate.
Built around your agency
See your workflow, connected.
Walk through tasks & office follow-ups with our team. We’ll show how it fits your agency’s people, process and business rules.