Home care

Home care automation templates

12 ready-made workflows for Home care. Each one handles a real job your team does every week, right inside the tools you already use. The apps that come up most here: Slack, Gmail and Google Sheets.

Home care
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Automated Home Care Weekly Census Report
Every Monday, WebRun pulls the current active-client census from WellSky, breaks it down by service type, payer, and geography, and posts a concise digest to Slack and a detailed sheet to Google Sheets for leadership review.
WellSky›Google Sheets›Slack
Automated Home Care Open Shift Filling
When an open shift appears in AlayaCare, WebRun identifies qualified available caregivers, drafts individual outreach messages for a coordinator to review, and logs the fill attempt in Google Sheets.
AlayaCare›Google Sheets›Gmail
Automated Home Care Private-Pay Invoice Chaser
Every Monday, WebRun finds overdue private-pay invoices in QuickBooks, and drafts a polite payment reminder email for each family for a billing coordinator to review and send.
QuickBooks›Google Sheets›Gmail
Automated Caregiver Overtime Risk Digest
Every morning, WebRun scans AxisCare for caregivers approaching weekly overtime thresholds and posts an internal Slack digest so schedulers can rebalance shifts before overtime costs accrue.
AxisCare›Google Sheets›Slack
Automated Home Care Referral Intake Routing
When a new referral arrives in WellSky, WebRun reads the referral details, checks for intake capacity, assigns it to the right coordinator, and posts an internal Slack notification so the team can act within the hour.
WellSky›Google Sheets›Slack
Automated Missed EVV Clock-In Alerts for Home Care
WebRun monitors AxisCare for scheduled visits where the caregiver has not clocked in on time, and immediately posts an internal alert to Slack so a coordinator can intervene before the client is left without care.
AxisCare›Slack
Automated Home Care Visit Notes Documentation Chaser
Every morning, WebRun finds visits in Aaniie with incomplete or missing documentation and drafts a reminder message to the caregiver for a supervisor to review and send before the billing window closes.
Aaniie›Slack›Gmail
Automated Home Care Family Update Drafts
After each completed visit, WebRun reads the visit notes in AlayaCare and drafts a warm, plain-language family status update in Gmail for a care coordinator to review and send.
AlayaCare›Gmail
Automated Caregiver Birthday and Anniversary Recognition
Each morning, WebRun checks AxisCare for caregiver birthdays and work anniversaries happening today or this week, and drafts a personal recognition message in Gmail for the supervisor to review and send.
AxisCare›Gmail›Slack
Automated Caregiver Credential Expiry Alerts
WebRun scans AxisCare for caregiver licenses, CPR cards, and certifications nearing expiry, posts an internal alert to Slack, and drafts renewal reminder emails for a coordinator to review before sending.
AxisCare›Slack›Gmail
Automated Home Care Plan Reauthorization Reminders
WebRun monitors AlayaCare for care plans due for review or reauthorization within 30 days, posts an internal Slack reminder, and drafts a summary for the clinician to approve before sending to the payer.
AlayaCare›Slack›Gmail
Automated Home Care Payer Authorization Tracking
WebRun checks WellSky for payer authorizations expiring within 30 days, posts an internal Slack digest to the billing team, and drafts a renewal request for each at-risk client for a coordinator to review before submitting.
WellSky›Slack›Gmail

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