Your Shop Desk
Home Health Care · Custom Shop Desk CRM

A Custom CRM for Home Care Agencies

For agencies sending caregivers into homes, often with a family that needs someone by Friday. Yours would answer fast, match the right caregiver, keep every shift covered and let the family see who is coming.

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A Shop Desk set up the way a home health care business would run it
A Shop Desk set up the way a home health care business would run it

Shown: Lumenara Med Spa, a demo desk with invented customers. Yours wears your name and your words.

The line

From the First Call to Paid, in Home Health Care Words

Every new client moves down the same line. We name each stop the way your crew already does.

  1. 01Inquiry
  2. 02Home Visit
  3. 03Care Agreement Signed
  4. 04Caregiver Matched
  5. 05First Shift
  6. 06Invoiced
  7. 07Paid

A new client on your desk hangs off the client and their family.

So the card asks for what you actually need, and nothing a home health care business would never fill in.

  • Hours per week wanted
  • Who pays
  • Caregiver matched
  • Start date
  • Schedule days
  • Family contact
Where it leaks

Where Home Health Care Businesses Lose Work

Discharge Calls Missed

A family calls the day before Mom leaves the hospital. If you call back tomorrow, another agency already has the case.

Shifts With No Caregiver

A caregiver calls out and nobody sees the gap until the family calls. That one missed shift can cost you the client.

Referral Partners Nobody Thanks

Discharge planners and social workers send families your way. If you never track them, you never know who to thank or who stopped sending.

What we would build

Fitted to How You Already Work

  • A Caregiver Match Board

    See open cases next to available caregivers with their days, area and skills. Match in minutes and confirm with a text.

  • A Shift Schedule Without Gaps

    Every shift shows who is covering. Call outs light up so your scheduler fills them before the family notices.

  • A Family Page

    Families see who is coming today, the schedule and the invoice. They message you from the same page.

  • No Care Notes on the Desk

    The desk holds scheduling, billing and family contact, not care plans or medical notes. We set up consent, opt outs and who sees what with you.

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Questions

What Home Health Care Owners Ask

Does it hold care plans or medical notes?
No. Clinical and care documentation stays in your clinical system. The desk handles intake, scheduling, family updates and billing.
Can families see who's coming today?
Yes. Each family gets a page with the schedule and the caregiver's name. Changes show up as soon as your scheduler makes them.
Can discharge planners send us referrals?
Yes. Each partner gets a simple form or link, and every referral is tagged with who sent it.
How long does a custom desk take?
Most businesses are running on their desk in about six weeks. A simple fit can be faster, and we tell you up front which one you are.
Do we own it?
Yes. The software, the data and the accounts are in your business name. Nothing of yours is ever held hostage.

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Tell Us How Your Home Health Care Business Runs

We will tell you honestly what a desk fitted to it would take.

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