Baylily Caregiver
Day 4 · First visit
Christina Bell · Columbia, SCPrefers tea in the afternoon. News at 5. Loves her garden.
For home care agency owners
From "we need help" to "your caregiver is here,"in days not weeks.
Connect with new families the moment they reach out, while Baylily does the heavy listening and matching behind the scenes. Instead of juggling calls, notes, and paperwork, your team can stay present with prospects while Baylily captures their needs in detail and instantly surfaces the best caregiver match.
Jessica's consult companion
Tuesday · 10:00 a.m.
CallerKatie Bell · about her mom Christina
- Maria LopezSpanish · 8 yrs · dementia
- Angela TorresBilingual · 5 yrs · mobility
- Deja WilliamsEnglish · 6 yrs · companionship
$32-$36/hr · 30 hrs/wkIn-home assessment booked — Thu 2:00 p.m.
baylily Family2m ago
"Mom and I made lunch together. She told me about her garden in Columbia."
MLMaria Lopez, Caregiver
What a faster sales cycle looks like for small home care agencies.
Five clear stages threaded through one record — Lead, Consult, Assessment, Contract, Intake + Care. Jessica carries the relationship through the home; the family signs once.
Stage 02 · Consult
A 25-minute call that books a visit.
Jessica records the consult. AI transcribes live and auto-populates the CRM — conditions, ADL needs, hours, language, decision-makers. Three matched caregivers appear on her screen. A firm rate. An in-home assessment booked from her live calendar.
Stage 03 · Assessment
One warm visit in the living room.
Jessica drives to Christina's home with the tablet, the form, and the Family Portal demo. She records the conversation. Christina's exact words shape the care plan. Voice memos on the walk-through tag themselves to rooms. The family does no homework beforehand.
Stage 04 · Contract
One Care Services Agreement, signed where care will happen.
Jessica presents the agreement on her tablet at the close of the assessment. Katie and Christina sign in the living room. The contract activates on Day 4 when the RN counter-signs the care plan — clinical verification gates care delivery.
The engine under every stage
Jessica stops typing and starts listening.
Recorded consult calls. Recorded in-home assessments. Dictated voice memos on the walk-through. AI transcribes and maps the words to CRM fields and intake form fields in real time. The CRM is filled by the time Jessica hangs up. The intake form is filled by the time she walks back to her car. Christina's preferences arrive in her own phrasing, not paraphrased.
- Recorded consult populates the CRM live — conditions, ADL needs, hours, language, decision-makers.
- Recorded assessment fills 60% of the intake form — demographics, conditions, ADL needs, preferences, household details.
- Voice memos on the home walk-through tag themselves to rooms and convert to structured notes.
Katie BellShe needs help with bathing and getting dressed in the morning. And she loves gardening.
Jessica RamirezGot it. Any language preferences or specific cultural routines we should know about?
Katie BellShe speaks English but grew up speaking Spanish. Someone bilingual would mean so much to her.
Auto-filled CRM fields
- ADL needs
- Bathing, dressing
- Language
- Spanish / English
- Interests
- Gardening
- Hours needed
- 30 hrs/wk
The hidden advantage helping small home care agencies grow big.
Two surfaces for the people doing the work in the home, three quiet surfaces for the agency owner running the business.
Core Surface
baylily Caregiver
Caregiver, at the door.Maria's pocket companion. The day at a glance — calm, prepared, present. Christina's coffee order, her routine, the words she likes. Clock-in built in.
Explore Caregiver AppCore Surface
baylily Family
Family, by the phone.A warm, honest window into care for Katie in Atlanta. Plain words. Steady daily notes from Maria. The first one arrives the evening of Day 4.
Explore Family AppAgency Surface
Pair
Scheduler, at 6 a.m.Sees strain before it becomes a crisis. Surfaces tight coverage a week early. More time, more options, more calm before the phone starts ringing.
Explore Agency AppAgency Surface
Reach
Family, just called.Every inquiry gets a same-day reply. The recorded consult, the live caregiver match, the in-home assessment booked on the call. Warmth and speed when a worried family finally picks up the phone.
Explore Agency AppAgency Surface
Pulse
Owner, on call.Capacity, momentum, and signal — in plain language. The quiet confidence to sleep Sunday night and lead a Monday stand-up that already knows the week.
Explore Agency App"I used to leave assessments with three pages of notes I'd type up later. Now the form is done before I'm back in my car. I sit on Christina's couch and actually listen."
J
Jessica RamirezOwner, Ramirez Home Care · Columbia, SC
Let baylily bring in great families, at "Hello."
See the consult call, the in-home assessment, and the same-day RN intake — all on one record. We'll walk through it with you in 30 minutes.
A quiet operating system for home care agencies. Built around the moments that already matter.