Enquiry record
At every step.
Booking journey
New client: for home care and care homes
The request arrives, the client’s details and needs are recorded and a responsible carer is assigned. The first assessment visit is scheduled.
- German, French, Italian and English
- CHF, VAT and tourist tax
- Data protection under revFADP
The first contact starts in order
A request comes by phone, form or relative and is gathered in one record; contact, insurer and relatives’ details are taken. The responsible carer plans the first assessment visit and the outcome becomes the care plan.
Your benefits
How we work
- 1
Clarify requirements
By e-mail we discuss your property, your workflows and your goals and agree on the scope.
- 2
Build and connect
We build the solution to fit your hotel and connect it to your existing systems.
- 3
Test and launch
We test with real workflows, train your team and only go live when everything is right.
Swiss specifics
Admission terms, capacity and acceptance criteria are set by the organisation; the system records the process.
Frequently asked questions
Is a waiting list kept?
Yes; when capacity frees up, a reminder goes out for the next request.
Related topics
Care planning
From the assessment a service and frequency plan emerges; it is distributed to rounds and the carers concerned are informed.
Learn moreClient file
Contacts, relatives, representative and alert notes sit in one client file.
Learn moreRound planning
Visits are distributed to rounds by place, duration and staff skills.
Learn more