Scheduling & AppointmentsPurpose
1.2. Ensure visit details (arrival, departure, activities performed) are captured in real-time and available for audit or quality review.
1.3. Integrate logs with scheduling, notifications, document storage, and reporting systems for holistic care management and streamlined workflows.
Trigger Conditions
2.2. Geofencing detects caregiver arrival at client location.
2.3. Manual check-in/out by caregiver through mobile app or SMS.
2.4. Completion of an assigned care task from a care plan.
2.5. Scheduled reporting intervals (e.g., end of each shift or daily summary).
Platform Variants
3.1. Google Sheets
- Feature/Setting: Google Sheets API, Append Row function to log visits automatically when triggered.
3.2. Microsoft Power Automate
- Feature/Setting: "When an event is added, updated or deleted" (Outlook), configure actions to update SharePoint list with visit details.
3.3. Salesforce
- Feature/Setting: Custom Object API, enable create/update actions for "Visit Log" records.
3.4. Airtable
- Feature/Setting: Airtable API, "Create Record" endpoint for real-time visit entries.
3.5. Zapier
- Feature/Setting: "Schedule by Zapier" or "Webhooks by Zapier", connect events to database or notification actions.
3.6. Twilio SMS
- Feature/Setting: Programmable Messaging API, SMS-based check-in triggers creating log entries.
3.7. SendGrid
- Feature/Setting: Email API, triggers when caregiver sends “Check In/Out” email, parse content, log event.
3.8. DocuSign
- Feature/Setting: Envelopes API, capture digital signature at visit completion, log document via webhook.
3.9. AWS Lambda
- Feature/Setting: HTTP triggers, process visit logs and save to database upon event.
3.10. Google Calendar
- Feature/Setting: Calendar API, “Event Start/End” triggers push log data to integrated datastore.
3.11. Smartsheet
- Feature/Setting: API, “Add Row” action to submit visit entries automatically.
3.12. Notion
- Feature/Setting: Notion API, create/update visit logs in a database for scheduled visits.
3.13. Slack
- Feature/Setting: Incoming Webhooks or Bot, caregivers post visit data to a channel; workflow posts to database.
3.14. HubSpot
- Feature/Setting: Engagements API, log notes or call activities as visit entries.
3.15. MongoDB Atlas
- Feature/Setting: Data API, insert documents for each visit event.
3.16. Monday.com
- Feature/Setting: Board API, Item Create/Update on caregiver activity board.
3.17. Asana
- Feature/Setting: Tasks API, auto-create task completion logs for each visit.
3.18. Trello
- Feature/Setting: Cards API, add card to “Visit Logs” list with caregiver/event details.
3.19. Dropbox
- Feature/Setting: API, upload generated PDF/CSV log files at interval.
3.20. Pipedrive
- Feature/Setting: Activities API, record call/visit as activity on client’s record.
3.21. Quickbase
- Feature/Setting: API, create or update “Visit Log” records for real-time and batch entries.
Benefits
4.2. Reduces manual paperwork, freeing staff to focus on care delivery.
4.3. Integrates seamlessly with existing communication, CRM, and reporting platforms.
4.4. Enables automated alerts, reminders, and oversight for late/missed visits.
4.5. Scalable and customizable for diverse operational requirements in adult foster care.