Lily G

Client intake for a home health provider

Jul 2026 - Nov 2026 • 4 mos

Situation: A home health provider collected new client details through paper forms and emails, then retyped everything into their system, which caused delays and missing information. Responsibility: Design and configure a single intake workflow from first inquiry to active client record. Approach: I reviewed each form and handoff, removed duplicate steps, and decided which details had to be captured before a client could be scheduled. Solution: Built a structured intake process with required fields, automatic record creation, and task assignments for the office team. Outcome: New clients moved from inquiry to first visit with fewer follow-up calls and cleaner records. Need intake that runs on its own? Send me a message.

Caregiver scheduling for a growing home care agency

Oct 2026 - Nov 2026 • 1 mo

Situation: A growing home care agency was building weekly schedules by hand, which led to overlapping visits, last-minute gaps, and constant phone calls between coordinators and caregivers. Responsibility: Set up and automate the caregiver scheduling process inside their scheduling platform. Approach: I mapped how shifts were assigned, where errors started, and which steps repeated every week, then rebuilt the flow around those points. Solution: Configured scheduling rules, visit templates, and automated notifications so open shifts and changes reached the right people without manual follow-up. Outcome: Coordinators spent less time fixing schedules and more time supporting caregivers and clients. If your schedule still runs on calls and spreadsheets, message me and we can fix it.