Please note: Dheed is not a medical records system. It does not claim HIPAA compliance, and healthcare businesses see a notice not to enter health information. Keep care notes, medications and diagnoses in the system you use for records.
From first call to start of care
Choose Home care when you sign up and Dheed uses your words: inquiries, care proposals and caregivers. A simple pipeline might look like this:
- New inquiry
- Assessment visit booked
- Care proposal sent
- Proposal accepted
- Start of care scheduled
Each inquiry keeps its source, owner, notes and a timeline of every call, text and email. Tasks with due dates make sure the call back to the daughter who asked about weekend hours really happens. This is the heart of home care inquiry tracking: no family left waiting because a sticky note fell off the monitor.
Referral partners
Many inquiries come from discharge planners, social workers, senior living communities and past clients. Record the lead source on each inquiry and tag your partners. In-home care referral tracking then shows up in reports as leads by source and conversion, so you know which relationships to thank.
Answer families after hours
With the AI receptionist for small business add-on on Pro or Business, calls are answered with your agency's name at night and on weekends. It can take the family's details and book an assessment visit or take a request for you to approve. It should not give care advice, so keep its script to scheduling and questions about your services. Urgent calls are flagged and texted to you. Each call saves a summary, transcript and recording. The add-on is $250 a month with 500 minutes, plus a one time setup fee.
Home care agency scheduling software for caregivers
Caregiver scheduling app needs are simple to say and hard to do: the right caregiver, at the right home, at the right time. In Dheed, staff schedules set each caregiver's own hours, the services they provide and their time off. A client's regular visits can be a recurring service, from every week to once a year, booked as real appointments 45 days ahead. If a client's schedule changes or they pause service, future visits are cancelled quietly and rebooked.
Good home care agency scheduling software also respects privacy. Each caregiver with a field role sees only their own assigned work on their phone, with practical notes such as parking, the door code or the dog's name. Keep health details out of those notes.
Dheed does not handle electronic visit verification, payroll or Medicaid billing. If you need those, keep your current tools for them.
Care proposals families can sign
Families often compare agencies on hours and price. Care proposal software in Dheed lets one proposal hold up to three options, for example four hour visits three days a week, daily visits, or overnight coverage. Each option pulls from your service list with its own price. The family reads it on their phone, checks the agreement box and signs. Describe the services in plain terms and leave clinical details out.
Reminders and family updates
With the business texting software add-on, clients or family contacts who agreed to texts get visit reminders the day before and can reply C to confirm or R to ask for a call back. Texts wait during quiet hours, 9 PM to 8 AM. The add-on is $50 a month for 1,000 texts, and carrier approval usually takes a few days to a few weeks.
The customer portal for service businesses lets families see upcoming visits, pay invoices and send requests to change or cancel a visit.
Private pay invoices
Create invoices for private pay clients and let families pay by card into your own Stripe account. Card payments carry Stripe's fee plus a Dheed platform fee of 1% on Free and Starter, 0.5% on Pro or 0.25% on Business. Overdue reminders can go out at 3, 7 and 14 days.
A home care crm that grows with you
Agencies with more than one office can use workspaces, each with its own inquiries, pipeline and appointments, while the team and contacts stay shared. As a home care crm, Dheed works well when every inquiry goes in the same day. A website builder for service businesses add-on with a contact form that creates inquiries is also available. Read the CRM for service businesses overview, see plans and pricing, or start free.
Frequently asked questions
Is Dheed a home care EMR or EVV system?
No. Dheed is not a medical records system and does not do electronic visit verification, payroll or Medicaid billing. It is built for inquiries, scheduling, reminders, proposals, private pay invoices and growth. Do not enter health information in Dheed.
Does Dheed claim HIPAA compliance for home care agencies?
Dheed does not claim HIPAA compliance. Healthcare industries see a notice not to enter patient health information, so keep diagnoses, medications and care notes in the system you use for records.
Can Dheed track referrals from hospitals and senior communities?
Yes. Every inquiry has a lead source, and you can tag referral partners such as discharge planners or senior living communities. Reports show leads by source and how many convert.
Can caregivers see their own schedule on their phone?
Yes. Each worker with a field role sees only their own assigned work. Staff schedules set each caregiver's hours, the services they provide and their time off.