Jessica's consultTuesday · 10:00 a.m.Recording
CallerKatie · about her mom Christina
- MariaSpanish · 8 yrs
- AngelaBilingual · 5 yrs
- Deja WilliamsEnglish · 6 yrs
For home care agency owners
Care families can trust, backed bysoftware you can trust.
baylily gives your agency a faster way to say yes, your caregivers the details they need to show up ready, and your families the visibility to trust it's working — all in one connected suite.
baylily CaregiverDay 4 · First visit
Christina · Columbia, SC
Prefers tea in the afternoon. News at 5. Loves her garden.
baylily Family2m ago“Christina and I made lunch together. She told me about her garden in Columbia.”
Deliver reliable care within the week.
See the full flow01Lead
A family calls, and someone responds the same day.
baylily flags every inquiry instantly — no message waits overnight, no lead goes unanswered.
02Consult
30-minute call. The form starts filling itself.
Conditions, hours, and preferences are captured as they're said, and caregivers are matched before the call ends.
03Assessment
A home visit that listens more than it asks.
The conversation is recorded, and the family's own words shape the care plan — no forms to fill out afterward.
04Contract
Shared and signed in the living room.
The care plan is reviewed and signed during the same visit — no separate appointment, no delay before care can start.
05Intake + Care
The caregiver arrives already knowing what matters.
The caregiver's app shows the client's preferences and routines. The first care note reaches the family that same day.
Stop typing and start listening.
Every stage of the intake flow runs on the same voice-to-form engine. Your team hits record, and baylily transcribes and maps what was said to the right fields in the CRM and in the care plan. One record, no typing after. Your team stays in the conversation, not behind a keyboard.
Recorded consult call populates the CRM live — conditions, ADL needs, hours, language, decision-makers.- Recorded in-home assessment fills most of the intake form — preferences, household details, care plan notes in the client's own words.
- Voice memos on the walk-through tag themselves to rooms and convert to structured notes.
KatieShe needs help with bathing and getting dressed in the morning. And she loves gardening.
AgencyAny language preferences or specific cultural routines we should know about?
KatieShe speaks English but grew up speaking Spanish. Someone bilingual would mean so much to her.
Auto-filled
- ADL needs
- Bathing, dressing
- Language
- Spanish / English
- Interests
- Gardening
- Hours needed
- 30 hrs/wk
One care journey powered by three connected apps.
A daughter calls about her mother, and the visit is scheduled before she hangs up. A caregiver arrives already knowing what matters to her. Later, a note is sent to the family that the day went well. That's baylily, from start to finish.
agency.baylily.careAgency health
Week of Jul 2794↑ +2 pts
Care continuity 98%
Intake velocity 92%
Caregiver retention 88%
baylily Agency
Command center for scheduling, intake, and analytics.
Today's Shift9:00 – 5:00142 Willow Lane
Christina B.
“Tea at 3. Ask about the garden.”
baylily Caregiver
Client details and visit notes, ready before their shift.
MLMaria · visit note
“Christina had a wonderful afternoon in the garden. Finished her tea and was smiling.”
😊 Happy🌿 Active
baylily Family
Daily updates from the caregiver to the family.
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