How we book in-home assessments for your agency

Families often reach out at night and on weekends, when your office is closed. Here's what happens from the moment they ask about care to the moment you walk in.

How it works

From inquiry to in-home assessment without you picking up the phone.

Families reach out at 10 PM on a Saturday. A lot of agencies call back Monday, and by then the family may have hired someone else. We call while they're still looking.

Our part

  • Meta ads in your service area
  • Text-back and callback, 7 days
  • Qualifying every family
  • Booking and reminders
  • 30-day follow-up
  • Weekly report

Your part

  • Confirm with the family within 1 hour
  • Do the assessment within 72 hours
  • Staff the case
  1. 0:00

    A family sees your ad

    We run Meta ads to adult children looking for care for a parent in your area.

  2. 0:60

    They get a text within 60 seconds

    Every inquiry gets a personal text right away, day or night, while the family is still on their phone.

  3. 5 min

    A real person calls and qualifies

    Our team asks the questions you'd ask and screens out the inquiries you can't take.

    Who needs careHours per weekHow they'll payStart dateIn your area
    Medicaid-onlyOut of areaJob seekers
  4. Same call

    The assessment goes on your calendar

    Qualified families are booked straight into your calendar with their notes attached. Reminders go out the day before and the morning of.

  5. Monday

    You get a plain weekly report

    Inquiries, assessments booked, assessments held and starts of care. Families who aren't ready yet get 30 days of follow-up.

  6. Your turn

    You walk in and do the assessment

    That's the only part we can't do for you.

Book a 15-minute call We'll walk you through the system live.
Who we work with

A good fit for some agencies, not all.

We'd rather tell you up front than waste your time.

A good fit if you

  • Run a private-pay home care agency
  • Have caregivers ready to take on new clients
  • Want more families without hiring a marketer
  • Can do an in-home assessment within a few days

Probably not a fit if you

  • Mostly serve Medicaid clients
  • Are short on caregivers right now
  • Offer home health or skilled nursing
  • Want a list of leads to call yourself
Book a call

See if your area is still open.

A 15-minute call with the person who'd run your account.

  • 0 to 5Your census, hours and payer mix today
  • 5 to 10The system, shown live on a real phone
  • 10 to 15Pricing for your area, and whether it's taken

Request a call

Tell us a little about your agency. We'll reply within 1 business day with times.

We never share your details.