Home Care Center System
A home care company with mobile nurses visiting patients at home on scheduled care plans.
The home care plan from case assessment to billing, with visit scheduling and reports that reassure families.
No credit card required — your project is set up with the full system in under a minute
This is the system board as you'll receive it: workflow columns and starter cards showing the first steps
How does work flow in this system?
Every case starts as a card in “Assessment” where the nursing supervisor visits the patient at home and documents their health condition, needs, home environment, and required weekly visit count. The card moves to “Plan” to build the care plan: the service type in each visit — medication administration, wound care, basic physiotherapy — and the nurse responsible. After plan approval the card moves to “Visit” and stays there throughout service; after each visit the field nurse notes on the card what was done, the patient’s vital signs, and any observation requiring supervisor intervention.
After a scheduled period the card moves to “Report” where the visit log is compiled into a simplified report shared with the patient’s family, then “Family Review” where the family’s input is heard and the plan adjusted if needed — or continuation or termination decided — and finally “Billing” to close the period’s dues. Chat is the field team’s lifeline: the nurse asks the supervisor about an emergency during a visit, and the coordinator redistributes visits when a nurse is absent.
Announcements are for company circulars: home-visit protocol updates, field shift schedules, or safety alerts. Dues records monthly care packages billed to families and what is debited per visit, and nurses’ payables for completed visits — so the visit count on cards matches what is paid and what is collected.
Who does what?
The operational roles in this system and each role's responsibility in daily work — assign them to your team as-is or adapt them to your reality.
Nursing Supervisor
Performs case assessments and builds care plans, reviews daily visit reports and intervenes on any deterioration, and approves reports given to families.
Field Nurses
Carry out scheduled visits and note on the card what was done and vital signs after each visit, reporting any emergency to the supervisor immediately via Chat.
Visits Coordinator
Distributes visits to nurses by area and specialty, reschedules around absences, and follows appointment commitment with families.
Billing Officer
Reconciles completed visits with packages in Dues and issues family invoices at each period’s end in the “Billing” column.
What's prepared for you from day one?
System units
- Tasks — A kanban board with workflow columns and execution cards
- Chat — The team's fast daily coordination channel
- Announcements — The official voice of management — circulars and alerts that reach everyone
- Dues — Internal money with strict privacy — dues, advances, and expenses
Welcome announcement: «Welcome to the Home Care System»
From today every case is a card moving from “Assessment” to “Billing”, and every home visit is logged on the card in its time — that is what reassures families and protects us professionally. Chat is for field coordination and emergencies, Announcements for company protocols and shift schedules, and packages and invoices in Dues. Start by registering current cases with their plans and scheduling this week’s visits.
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