Taskingos App Store
Home Care Client Operations
Coordinate clients, caregiver assignments, visit readiness, document requests, family updates, and follow-ups.
Built for operators
Launch the workflow first, then refine it around your team.
A home care and nursing operations starter for agencies that need client intake, caregiver coordination, visit readiness, document collection, family updates, and non-clinical follow-up work in one workspace.
Keep Clients and follow-up work in one view.
A home care and nursing operations starter for agencies that need client intake, caregiver coordination, visit readiness, document collection, family updates, and non-clinical follow-up work in one workspace.
01Give every handoff an owner and a next step.
Keep client operations organized
02Use Clients By Care Status to catch stuck work early.
Operators can review queues, open work, owner workload, and exceptions before customers feel the delay.
03Portal-lite included
Give clients a clean place to send information back.
This app installs with a configurable portal for secure account access, public forms, requested uploads, status views, and account-scoped records. Admins can decide which internal records, fields, forms, and files appear outside the workspace.
Forms and uploads flow into the installed app with mapping back to records.
Only approved fields, statuses, pages, and files are visible to the signed-in portal user.
Workspace admins tune portal labels, accent color, email subjects, modules, and data scope.
What installs
A ready operating system, not a blank template.
Install the starter and get the working surfaces first: records, workflow stages, reports, and integrations. Then adjust fields, owners, and timing around your real team.
01
The shared source of truth
Records
Give the team clean places to keep the operational details that drive the workflow.- Clients
- Caregivers
- Visits
- Document Requests
02
The process your team follows
Workflows
Move work through visible stages with owners, timing, and follow-up queues.- Client Intake
- Caregiver Assignment
- Visit Readiness
- Document Collection
03
The views operators check
Reports
Surface open work, stuck follow-ups, aging queues, and the next priorities.- Clients By Care Status
- Visits Needing Readiness Review
- Missing Documents
- Follow Ups By Owner
04
The handoffs around the app
Integrations
Connect the starter to the tools your team already uses for communication and files.- Calendar
- Files
- Slack
How it works
Start from a complete app, then make it feel native to your business.
Install the starter, review the included structure, then customize ownership, timing, saved views, notifications, and reporting before the team starts using it.
Client Intake
Start with the core information your team needs, then adjust fields and required handoffs for Home Care Client Operations.
Caregiver Assignment
Use the starter as the first version, then tune ownership, timing, statuses, and notifications around your team.
Visit Readiness
Use the starter as the first version, then tune ownership, timing, statuses, and notifications around your team.
Document Collection
Use the starter as the first version, then tune ownership, timing, statuses, and notifications around your team.
Operator customization
Ask the operator to shape this app around your exact business.
The starter gives you the structure. The operator helps translate it into your real roles, approval rules, customer language, follow-up timing, and weekly reporting rhythm.
- Keep client operations organized
- Make caregiver handoffs visible
- Collect information through portal-lite without building a custom portal
Customize this home care operations app with client intake questions, caregiver assignment fields, visit readiness checks, document upload requests, family update rules, and follow-up reporting.
Use this app as your starting system.
Start with the included structure, then tune the app around your customers, team, workflows, integrations, and reports.