Coordinate Care and Keep Families Informed via WhatsApp

Schedule caregivers, send visit reminders, update family members on patient status, manage medication schedules, and coordinate home care services - all through WhatsApp.

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65%
Fewer no-shows
Automated reminders cut missed appointments dramatically
40%
More patient retention
Automated follow-ups keep patients engaged
8+ hrs
Saved per week
Automate replies, reminders, and follow-ups
4x
More reviews
Automated review requests after every visit
The Problem

Challenges Home Healthcare Agencies Face

Families Don't Know What's Happening

Adult children worry about their elderly parents. They call constantly asking "How is mom today?" "Did the nurse come?" "Is she taking her medicine?" You're fielding calls all day.

Caregiver Scheduling is Chaotic

Nurses call in sick, shifts change, patients reschedule. Coordinating who goes where and when is a full-time job. Missed visits mean upset families.

Medication Compliance is Poor

Elderly patients forget medications. Caregivers aren't always there for every dose. Family members can't verify if medicines are being taken on time.

Post-Surgery Care Lapses

Patient discharged after surgery needs wound care, physio, dietary restrictions. Without regular follow-up, complications arise and patients end up back in hospital.

New Inquiries Need Fast Response

Family member searches for home care for their parent. They message 5 agencies. First one to respond properly gets the business. Slow response = lost patient.

Caregiver Communication Gaps

Handoff between shifts is poor. Day nurse doesn't know what night nurse observed. Important patient information falls through the cracks.

Solutions

10 Ways WhatsApp Automation Improves Home Care

Better communication, happier families, safer patients

1

Instant Service Information

Rule Starter+ $29

When families reach out, instantly provide service details, pricing, and next steps to convert inquiries into patients.

TRIGGER: "nurse" OR "care" OR "surgery" OR "elderly"
ACTION: Send service overview + next steps
THEN: Prompt for assessment booking info
CAPTURE: Collect patient details for follow-up
How it works: Fast, comprehensive response captures leads before competitors. Service list educates on full capabilities. Clear next steps remove uncertainty. Free assessment lowers barrier to engagement.

Workflow tip: Different responses for different keywords - "elderly" triggers senior care info, "physio" triggers rehabilitation details.
2

Daily Care Updates to Family

Sequence Starter+ $29

Keep family members informed with daily updates about patient condition, activities, and care provided.

SEQUENCE: Daily Family Update
TRIGGER: Active patient care
TIMING: Daily at 6 PM
CONTENT: Vitals, activities, meals, medications, nurse notes
PERSONALIZED: Per patient based on caregiver input
RECIPIENTS: All registered family members
How it works: Proactive updates eliminate worry and reduce "how is mom?" calls by 80%. Vital signs provide peace of mind. Activity details show quality of care. Nurse notes add personal touch. Family members can forward to other relatives.

Workflow tip: Caregivers fill a simple form after each shift, system auto-generates and sends the update.
3

Visit Reminders & Arrival Notifications

Sequence Starter+ $29

Notify families before each visit and when caregivers arrive and depart.

SEQUENCE: Visit Tracking
DAY -1: Visit reminder with preparation checklist
ARRIVAL: Caregiver checks in via app → notification to family
DEPARTURE: Checkout + session notes → sent to family
TRACKING: Visit logs stored for billing and records
How it works: Advance reminder reduces last-minute cancellations. Arrival notification gives families peace of mind. Departure confirmation with notes closes the loop. All visit data logged for records.

Workflow tip: Build a simple check-in/check-out system for caregivers to trigger these notifications automatically.
4

Medication Reminders

Sequence Starter+ $29

Send medication reminders to patients and/or caregivers to ensure medications are taken on time.

SEQUENCE: Medication Reminder
TIMING: Per patient's prescription schedule (8 AM, 1 PM, 8 PM)
CONTENT: Medicine names, dosages, descriptions
CONFIRMATION: Log when patient/caregiver replies YES
ALERT: If no confirmation in 1 hour, alert family member
TRACKING: Compliance data for doctor review
How it works: Timely reminders improve medication compliance. Medicine descriptions prevent confusion. Confirmation logging creates accountability. Missed dose alerts enable intervention. Compliance data valuable for doctors.

Workflow tip: Send to both patient AND caregiver for redundancy. If patient has dementia, send only to caregiver.
5

Post-Surgery Recovery Journey

Journey Starter+ $29

Guide patients through their recovery with day-by-day instructions and milestone reminders.

JOURNEY: Post-Surgery Recovery
TRIGGER: Patient discharged after surgery
TIMELINE: Customized per surgery type
WEEK 1: Rest + wound care guidance
WEEK 2: Early mobility milestones
WEEK 3-4: Increasing activity
WEEK 5+: Return to normal activities
MILESTONES: Celebrate progress at each stage
How it works: Day-by-day guidance reduces anxiety and complications. Clear dos/don'ts prevent common mistakes. Warning signs enable early intervention. Milestone celebrations keep patients motivated.

Workflow tip: Create different journeys for different surgery types - hip, knee, cardiac, cataract, etc.
6

Caregiver Shift Handoff

Rule Starter+ $29

Ensure smooth handoffs between caregivers with structured shift reports.

TRIGGER: Caregiver completes shift report form
ACTION: Send structured handoff to:
- Incoming caregiver
- Supervising nurse
- (Optional) Family member

INCLUDES: Status, meds, meals, notes, pending tasks
ARCHIVE: Save all handoffs for records
How it works: Structured handoffs prevent information loss between shifts. Special notes highlight concerns. Pending tasks ensure continuity. Contact info enables follow-up. Records valuable for incident investigation.

Workflow tip: Create a simple form for caregivers to submit via WhatsApp that auto-formats into the handoff report.
7

Emergency Alert System

Rule Starter+ $29

Enable caregivers to quickly alert supervisors and family members in case of emergencies.

TRIGGER: Message starts with "EMERGENCY"
ACTION:
1. Instant alert to supervisor + family + on-call doctor
2. Send immediate care instructions to caregiver
3. Log the emergency with timestamp
4. Auto-call supervisor if no acknowledgment in 5 minutes
How it works: Simple "EMERGENCY" keyword triggers multi-point alert. Caregiver gets immediate instructions while help is notified. All parties informed simultaneously. Auto-escalation if no response.

Workflow tip: Train all caregivers on the EMERGENCY keyword during onboarding. Practice drills monthly.
8

Family Feedback Collection

Sequence Starter+ $29

Regularly collect feedback from families to ensure care quality and catch issues early.

SEQUENCE: Family Feedback
TIMING: Weekly (every Monday)
CONTENT: Quick rating + open feedback
ANALYSIS: Track trends over time
ALERTS: If any rating below 3, alert Care Coordinator immediately
ACTION: Follow up on all specific concerns within 24 hours
How it works: Regular feedback catches issues before they escalate. Simple rating format gets high response. Open feedback captures specific concerns. Low ratings trigger immediate attention. Trends over time show improvement or decline.

Workflow tip: Share positive feedback with caregivers for motivation. Address concerns quickly - speed matters.
9

Billing & Payment Updates

Campaign Starter+ $29

Send monthly invoices, payment reminders, and receipts automatically.

CAMPAIGN: Monthly Billing
TIMING: 1st of every month
CONTENT: Itemized invoice + payment options
REMINDERS: Day 3, Day 5 if unpaid
RECEIPT: Automatic after payment received
RECORDS: All invoices stored for reference
How it works: Timely invoices improve cash flow. Itemized details reduce disputes. Multiple payment options remove friction. Automated reminders reduce manual follow-up. Instant receipts provide documentation.

Workflow tip: Include a service summary - families appreciate seeing what they're paying for.
10

Referral & Review Program

Sequence Starter+ $29

Convert satisfied families into referral sources and collect testimonials.

TRIGGER: 3 months of active care + positive feedback history
ACTION: Send referral program + testimonial request
REFERRAL TRACKING: Unique codes per family
REWARD: Credit applied to next invoice
TESTIMONIALS: Collected for website/marketing
How it works: Happy families are your best marketers. Timing (3 months) ensures they've experienced your quality. Referral incentives motivate action. Testimonials build credibility for new leads.

Workflow tip: Feature testimonials on your website. Ask permission to use family names for authenticity.
CRM

Track Every Patient Journey

Manage your entire patient pipeline from first inquiry to loyal customer

New Inquiry
First contact
Booked
Appointment set
Consultation
First visit done
In Treatment
Active care
Follow-up
Post-care
Loyal Patient
Regular visitor

CRM Lite add-on: +$10/mo on Pro plan, included in Business

RECOMMENDED FOR HOME HEALTHCARE

Pro Plan - $99/month

Prices in USD. View pricing in your local currency →

Ideal for home healthcare agencies managing multiple patients. Includes daily updates, medication reminders, caregiver coordination, and family communication.

Up to 5,000 patients
5 team members
Daily care updates
Medication tracking
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Small agency or independent nurse? Starter Plan ($29/mo) covers visit reminders and basic family updates. Large agency with many caregivers? Business Plan ($470/mo) for full team coordination.

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Join home healthcare agencies using WhatsApp to keep families informed and deliver better patient care.

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