“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 Ramirez
Owner, Ramirez Home Care · Columbia, SCCustomers
Agency owners running the four-day flow.
From single-owner agencies to growing multi-caregiver operations — the people who use baylily every day.
- Ramirez Home Care
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Case Study
Ramirez Home Care: from three-week intake to a four-day cycle.
Jessica Ramirez runs a small home care agency in Columbia, SC. Before baylily, every consult meant an hour of typing afterward. Every assessment meant three pages of notes to transcribe that evening. The gap between the first call and the first visit stretched to nearly three weeks.
Today, Jessica records the consult. The CRM fills itself. She drives to Christina's home on Thursday, records the assessment, and the intake form is 60% complete before she's back in her car. Katie and Christina sign the Care Services Agreement in the living room. Maria arrives Monday morning.
“I sit on Christina's couch and actually listen. That's new. That's baylily.”
— Jessica Ramirez, Owner · Ramirez Home Care
- 4days
- Lead to first visit
- −85%
- Time charting
- 60%
- Intake auto-filled
- 1Day 1Lead
Katie calls about her mom Christina. Reach logs the inquiry. Jessica responds same morning.
- 2Day 1Consult
25-minute recorded call. CRM fills live. In-home assessment booked for Thursday.
- 3Day 3Assessment
Jessica visits Christina's home. Voice memos tag to rooms. Katie and Christina sign in the living room.
- 4Day 4Intake + Care
RN counter-signs. Maria arrives at 9 a.m. First care note reaches Katie that evening.
More voices from agency owners
“The care note arrives the same evening as the first visit. Families stop guessing. That alone changes the relationship.”
D
Diane Okafor
Owner, Okafor Care Services · Atlanta, GA“Katie called me after her mom's first week and said she felt more connected to her mom's care than ever before. That's baylily Family doing its job.”
S
Sarah L.
Agency Owner · Charlotte, NC“The caregiver match on the first call is what sold me. Mom got a Spanish-speaking caregiver who had worked with dementia for eight years. That's the win.”
M
Marcus Tillman
Owner, Tillman Home Care · Charlotte, NC“The voice transcription on the assessment is the thing. I used to dread the write-up afterward. Now it just happens while I'm still in the house.”
C
Camille Andrews
Owner, Andrews Home Care · Greenville, SC“We used to spend hours plugging holes in the schedule every morning. Pair does it automatically while we sleep. Our team is calmer and our retention is up.”
M
Michael Chen
Operations Director · Caring GroveYour agency's first four-day cycle.
We'll walk you through a live consult call, assessment, and same-day intake — all on one record. Thirty minutes.
Experience Baylily