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baylily AgencyThe Intake Flow

From first call to first visit within a week

baylily produces one record that carries every detail forward, from the first family introduction to the caregiver arriving at the door. Nothing gets lost, and no one has to repeat themselves.

Lead

A family calls, and someone responds the same day.

Katie reaches out about her mother Christina, who has early-onset dementia and needs unexpected care. The inquiry is flagged right away, and Jessica, the agency owner, is able to call Katie back within a few hours. No lead sits overnight.

Response time under 4 hours. No lead falls through the cracks.
New inquiry · Reach
Katie

About her mom Christina · Columbia, SC · non-medical in-home

Looking for someone who can help mornings and maybe afternoons. Christina speaks English and Spanish. She's 78 and needs help with meds.

Received 11:02 a.m.Auto-queued for follow-up
Consult

30-minute call. The form starts filling itself.

On this call, Christina's condition, ADL needs, hours, and preferences are captured as Katie describes them. By the time they hang up, three caregivers are matched based on availability, skills, and experience. An estimated rate of service also appears on Jessica's screen. As a next step, the in-home assessment is scheduled before the call ends.

CRM complete by the time she hangs up. No typing after.
Recording · Auto-filling00:18:32
ADL needs
Bathing, dressing
Language
Spanish / English
Hours
30 hrs / week
Rate
$32–$36 / hr
In-home assessment bookedThu 2:00 p.m.
Assessment

A home visit that listens more than it asks.

Jessica sits with Christina in her own living room with just a tablet with baylily Agency open. Their conversation is recorded, and Christina's exact words feed into the working care plan. No follow-up forms required. Jessica continues to collect the information she needs to complete the care plan.

60% of the intake form complete before Jessica leaves the driveway.
baylily assessmentThu 2:14 p.m.
Christina's living room · voice memo (00:42)

"Christina prefers tea in the afternoon, watches the news at five. Keep the TV volume low in the morning."

PreferencesRoutinesBedroomKitchenBathroom
Contract

Shared and signed in the living room.

One the same day, Katie and Christina review the care plan and sign the contract together. Nothing gets left for later, and nothing gets lost between visits. Before Jessica leaves, she also provides Katie with a quick demo of baylily Family. They schedule an RN intake visit as the next step.

One signature. One visit. No follow-up PDFs.
Care Services AgreementReady to sign
Client
Christina
Start date
Monday, Day 4
Schedule
Mon–Fri · 9 AM–5 PM
Rate
$34/hr · 30 hrs/wk
Caregiver
Maria
Signature · Katie (Family)

Katie

Co-signed · Jessica (Agency)
Intake + Care

The caregiver arrives already knowing what matters.

Maria, the assigned caregiver, opens baylily Caregiver on her phone and sees Christina's profile as well as the care plan. Once she signs off on it, care begins then and there. Later that evening, Katie receives an update about her mother through baylily Family and is reassured that the day went well.

Same-day RN intake. First care note delivered to the family that evening.
RN Intake Visit · Day 4Mon 9:00 a.m.
Care plan sign-off
  • Medical history reviewed
  • Medication reconciliation
  • ADL assessment completed
  • Emergency contact confirmed
RN sign-off · care beginsSigned · 10:14 a.m.

See how fast your next family could be cared for.

We'll map this exact flow, from initial lead to providing care, to your agency's current process. No generic demo script.

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