Home Care Booking System: Assessments and Recurring Care Visits

A home care booking system books two things: the first assessment visit, which should happen within a day or two of the call, and the recurring care visits that follow at the same times every week. Mythex builds one from your description, with referral forms, assessment slots, recurring visit patterns and an office view, and publishes it with a real database.

Who it's for

Home care agencies that take referrals by phone and email, book assessments in a diary and set up recurring visits in a rota spreadsheet, and that want families and referrers to request care online.

What you can build

An assessment request form for families, hospitals and social workers
Assessment slots offered within the next two working days
Recurring visits: four calls a day, seven days a week, at set times
Must-not-miss visits flagged, such as medication support
Respite blocks booked for a set number of days
An office list of new requests with time since received

Book the assessment first, and fast

Families are often calling several agencies after a hospital stay, and the one that visits first usually gets the work. The request form should ask who the person is, where they live, what help they need, the start date wanted and who is referring. The office sees each request with the time since it arrived, and assessment slots are offered within two working days.

Referrer type and contact
Care needs and start date
Postcode checked against your area
Time since request shown

Recurring visits, not one-off slots

After the assessment, care is a pattern: for example 8:00 for 45 minutes, 12:30 for 30, 17:00 for 30 and 21:00 for 30, every day. Set it once and the visits generate each week. Flag visits that must never be missed, like medication support or a double-handed transfer, so they are covered first when the rota changes.

Mistakes to avoid

Do not let the online form promise a start date you cannot staff; say you will confirm after the assessment. Do not collect detailed medical history on a public form; gather it at the assessment. And check the postcode at the start so people outside your area are told kindly and early.

What to set up first

Publish the assessment request form and the office list, set assessor availability, and enter current clients' visit patterns. Connect the patterns to your carer rota in the same project when ready, and add a family portal later.

A prompt to start from

Build a booking system for my home care agency. Families, hospitals and social workers request an assessment with the person's name, postcode, care needs, preferred start date and referrer details; postcodes outside our area get a polite message. The office sees requests with time since received and books an assessment slot within 2 working days. After assessment, set a recurring visit pattern with times and lengths, and flag must-not-miss visits.

Questions

Can hospitals and social workers send referrals online?

Yes. The request form can have a referrer type, and the office sees each referral with its source and how long it has waited.

Can I set up visits that repeat every day?

Yes. Describe the pattern, such as four calls a day at set times, and visits are created each week.

Is it safe for health information?

Keep detailed health information for the assessment, behind staff logins. Mythex does not claim healthcare certifications, so check your regulator's rules.

Can families book care themselves?

They can request an assessment or extra visits, which the office confirms. Most agencies confirm rather than let families book carers directly.

Do I need to code?

No. You describe how your agency takes referrals and change it in chat. There is a free plan to begin with, and Pro costs $25 monthly.

Templates to start from

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