GoSeedly Home Care Agency Kit
A client-to-day coverage grid for a non-medical home care agency, read against the caregivers whose recorded availability fits the shifts nobody is on yet. Kindred keeps the intake, the coverage and the family updates in one connected workspace.
YOUR KINDRED COVERAGE DESK
01 — COVERAGE
Actual interface captures with fictional sample data. Open a screenshot for a closer look.
TAKE A CLOSER LOOK
One connected workspace, with views built around the decisions your team makes each day.
01 / CoverageOne row per client whose service has started, one column for each of the seven days beginning today. A cell carries the recorded shift window and the caregiver taking it, an unassigned cell reads Open, and a shift starting inside the window you record says Urgent in words and in its own shape.
02 / ClientsA first name and last initial, an age band label and the service type labels agreed, with the family contact, the intake step, the weekly shifts, the hours recorded and the referral source beside them. No date of birth is recorded anywhere in the kit.
03 / Enquiries and assessmentsEnquiry, home visit booked, home visit done, service agreement sent and started, each with the date it was reached and the days the record has sat there. A client only takes weekly shift rows once the service starts.
04 / Open shiftsEvery call is recorded against the shift row itself, so the count travels with the shift. Hours until a shift starts are counted from midnight at the start of today, so the figure does not drift through the day.
05 / CaregiversAssigned hours against a recorded maximum written out in words before a thin meter, the days and time windows each caregiver can work, and compliance items as a plain label and an expiry date. The kit verifies nothing and stores no document.
06 / Family contacts and referral sourcesThe family updates the desk already owes, beside the hospital discharge planners, senior living communities, elder-law offices and additional family contacts recorded behind them.
07 / InsightsEach derived desk state counts the clients behind it, and opens them. Recorded counts and hours only, with no forecast anywhere.
YOUR PROCESS, YOUR STARTING POINT
4 pipelines and 9 workflow drafts. Add the parts that match your work, with a separate sample view for exploring the interface.
Use a ready-made stage sequence or connect drafts to a suitable existing pipeline.
Native trigger, task, wait, and note nodes provide editable examples. Every draft stays inactive until you review and publish it.
Explore 19 fictional client records: 14 whose service has started, holding 61 weekly shift cells of which 7 are open and 3 of those start inside the recorded 48 hours, plus 5 enquiries across the earlier intake steps. Twelve caregivers, two over their recorded maximum weekly hours, three with a compliance item expiring inside thirty days and one expired. Four of the seven open shifts have at least one caregiver whose availability fits, six family updates are due, and eight relationship records cover five referral sources and three additional family contacts. Sample edits stay in memory and reset on navigation or reload.
Starter setup checks selected kit additions before removal and preserves edited records and live work.
MORE OF THE WORKING DAY
Editable native forms and document templates give your team a practical starting point.
Choose forms individually in Setup & resources, then customize and publish them in the native form builder.
Open each template in Documents and complete it for the actual job or visit.
Record progress and notes in the kit’s operating views. Keep earlier rows by archiving them, and retain the context for the next person.
Forms collect information for staff review. They do not automatically change the kit’s custom records. Repeating setup preserves existing resource edits.
PLEASE READ
THE KIT, UNPACKED
One contact-linked opportunity is one client relationship. It holds the client label, the age band label, the service type labels, the intake step with the date it was reached, the family contact label with its relationship label and update due date, the agreed weekly hours, the referral source label, a non-clinical preference note, weekly shift rows carrying a day, a start and end time in 24-hour form, the caregiver assigned or nothing, the date the shift became open and the calls recorded against it, and an editable checklist. The caregiver roster, the relationship records and the recorded urgent window live in one account store behind a single revision guard, and a row is archived rather than dropped.
FROM KIT TO CONNECTED WORKSPACE
Run the guided setup from the extracted kit. Supported integrations can be installed directly; customized integration files get a reviewed merge.
Deploy the included helper from your authoritative backend source before connected edits. Build your web app, then choose any optional pipelines and drafts you need.
Edit agency name, descriptor and default pipeline name. Sign in with your account and verify the workflows and permissions your team uses.
Seedly CRM 5.8.4 · extension API 1. Node.js 20 or newer. The installer checks supported integration-file versions and does not deploy your web app or backend. The included original backend helpers are required for connected client record creation, edits, the workspace store and resource setup. They preserve native account permissions, unrelated custom fields and row history, run the boundary guard on the server, and check revisions before saving. Deploy them from the authoritative backend source. Pipelines and workflow drafts are optional.
The fitting-caregiver column is a plain comparison of the day of the week and the time window, capped at three and sorted oldest open first. Nothing is weighted, scored or decided for you, it does not look at hours already assigned, and putting somebody on a shift is still a call a scheduler makes. This kit is for non-medical companion and personal-assistance coordination. It records no diagnosis, condition, cognitive status, medication or medication reminder, care plan, assessment score, incident or fall report, vitals, insurance, Medicaid or Medicare number, government identifier, date of birth, or door, lockbox, alarm or gate code, and it holds no monetary field at all. An age band label is the only age information it holds, and a caregiver compliance item is a plain label and an expiry date. A server-enforced guard refuses free text that looks like any of those in every field, which is help against accidental entry rather than a guarantee. There is no scheduling engine or calendar sync, no electronic visit verification, time clock, payroll or billing, no Medicaid, Medicare or long-term-care insurance processing, no background check or credential verification, no automated reminder or message of any kind, no family login, no payments, and the kit gives no medical or care advice.
Calling, messaging, signing, payments, and external integrations depend on your Seedly installation, account permissions, plan, and configured providers. Screenshots use sample data and reference imagery. Hosting, installation, and ongoing maintenance are your responsibility.
DEVLAUNCH ALL ACCESS
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Every published kit as original editable source, with optional pipelines, workflow drafts, and guided installers. Browse the kits
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For your own compatible Seedly CRM. Seedly software, hosting and installation services are separate. Each full-interface kit uses its own web installation.
BEFORE YOU MAKE IT YOURS
No, and it does not claim to be. It is not a HIPAA compliance product, an EHR or a practice management system, and installing it does not make a practice compliant. It is a front-desk and relationship workspace for recalls, reminders, follow-up and intake progress. Keep clinical notes, diagnoses, prescriptions, test results, insurance details and other protected health information in your clinical system. The kit runs on your own Seedly CRM; DevLaunch does not host, receive or process your patient data, and your practice remains responsible for its own privacy, security and regulatory obligations.
Purchase securely through Whop. Your original source ZIP and installation documentation are delivered manually to the email used at checkout. This is a one-time purchase of this kit; Seedly software, hosting, and installation services are separate.
You obtain and configure Seedly separately. The kit adds original frontend screens, a shared theme, starter definitions, and integration instructions. It does not include Seedly’s codebase, license, hosting, or a separate CRM database.
Kindred keeps a light shell: a pale teal-grey rail carrying the seven kit views beside a white canvas, with native CRM tools in the same signed-in account and no dark chrome anywhere. Contacts, Calendar, Estimates, Documents, and other full modules retain the functionality supplied by your own Seedly installation. Existing authored content and provider screens retain their own layouts.
Yes, with a compatibility review. The installer checks the supported integration files. Changed integration files need a reviewed merge; the included AI-agent guide explains how to preserve custom extensions, permissions, providers, and routes.
No. Choose individual pipelines and workflow drafts, use a compatible existing pipeline, or install none. Workflows remain inactive until reviewed and published. They use native triggers, internal tasks, optional notes, and timed waits. A wait does not verify task completion or recheck the current stage. The included drafts do not send customer messages.
Sample records stay in memory and never create customers in your CRM. Leave sample mode to return to your account. Starter setup lets you review removal of unused kit additions; server checks retain edited or published workflows and pipelines with live work or references. Removing the frontend does not delete account records.
The current design and branding apply to the whole web installation. Subaccounts still separate data and access. Use a separate web installation for another full-interface kit; running different kit designs by subaccount in one installation requires additional customization.
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