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GoSeedly Home Care Agency Kit / INSTALLATION

A clear path
to your workspace.

Bring the kit into your compatible Seedly installation, preserve existing work, and choose the starter content that fits your team.

01

Start with your Seedly project.

Use your separately obtained Seedly CRM 5.8.4 installation with extension API 1, a configured backend, and working authentication. Keep a private source checkpoint, including existing customizations. Use Node.js 20 or newer.

02

Run guided setup.

Extract the kit outside the Seedly source folder. From the kit directory, run node setup.mjs. The check identifies supported integration files, changed files, and destination conflicts before installation.

03

Build and connect.

Deploy the included required helper from your authoritative backend source before connected edits. Follow QUICKSTART.md with your project’s existing package manager. Build the web app, sign in, and open your existing /location/YOUR_LOCATION_ID address. Verify access, navigation, and your important CRM flows.

Install the interface.
Choose the starting content.

Frontend installation and optional account content are separate. 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. Follow QUICKSTART.md and STARTER_CONTENT.md for the exact integration. The frontend installer does not deploy your backend.

Pick your starting structure.

Starter setup offers Client relationships, Enquiries and assessments, Open shift coverage, Families and referral sources. Select individual pipelines and drafts, or use a suitable existing pipeline with the exact stage needed by the chosen draft.

Adapt each workflow.

All nine workflows remain inactive drafts. Review their native triggers, internal tasks, notes, timing, and assignments before publishing in Seedly. Timed waits do not check whether a task is complete or the stage has changed. These examples do not send customer messages.

Explore sample mode.

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. Add ?example=1 to the home or custom-view URL. Leave sample mode to return to your real account.

MORE OF THE WORKING DAY

From the first inquiry
to the final handoff.

Editable native forms and document templates give your team a practical starting point.

01 / INTAKE & FOLLOW-UP

Three ready-to-edit forms.

  • Care enquiry
  • Caregiver availability update
  • Family feedback

Choose forms individually in Setup & resources, then customize and publish them in the native form builder.

02 / WORKING DOCUMENTS

Three reusable templates.

  • Open shift call sheet
  • Family update call sheet
  • Service start checklist

Open each template in Documents and complete it for the actual job or visit.

03 / THE NEXT STEP

Checklists alongside the work.

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

A front-desk workspace, not a medical record.

  • This kit is not a HIPAA compliance product and does not make a practice HIPAA compliant. It is not an EHR, EMR or practice management system.
  • It is built for relationship work: recalls, reminders due, follow-up, intake progress and front-desk tasks. Clinical notes, diagnoses, prescriptions, test results, insurance details and other protected health information belong in your clinical system, not here.
  • You install the kit on your own Seedly CRM. DevLaunch does not host, receive or process your patient data. Your practice decides what it records in its CRM and is responsible for its own privacy, security and regulatory obligations, including any agreements with its hosting and software providers.

INSTALLING WITH AN AI AGENT?

Give it the context.
Keep your custom work.

Existing records and unrelated custom source do not require starting over. Modified integration files need a deliberate merge.

Start with the copy-and-paste prompt in INSTALL_WITH_AI.md.
Read AGENT_INSTALL.md for routes, permissions, provider wiring, backend contracts, and compatibility requirements.
Run node setup.mjs check "/path/to/seedly" before modifying files.
Preserve existing extensions, providers, account controls, custom pages, and unrelated data.
Use a reviewed merge for changed integration files; never replace them with clean copies or bypass the installer’s fingerprints.
Deploy the required write helper from the authoritative backend source before connected edits; preserve existing functions and authorization.
Build and verify account access, original CRM modules, new screens, saving, and reload behavior before publishing.

Make the workspace
feel like your team.

Edit apps/web/components/devlaunch-home-care-agency/config.ts to set agency name, descriptor and default pipeline name, then rebuild. The design applies to the entire web installation. Use separate web installations to evaluate different full-interface kits, rather than stacking their installers.

Starter removal, updates, and rollback

Review unused starter additions for removal in Starter setup before removing the frontend. Server checks preserve edited or published workflows and pipelines with jobs or references. The process targets recorded kit additions rather than sweeping account records.

Preserve your local configuration and source edits. Preview frontend removal with node setup.mjs remove "/path/to/seedly" --dry-run. The automatic uninstaller uses a private restoration receipt and refuses to overwrite later edits. Keep that receipt private and out of public hosting or source exports. Removing frontend files does not remove account data or undeploy backend functions.

For an update, follow the documented removal/install process and reapply your preserved changes. A manually merged installation needs its own private change ledger and reviewed source rollback.

What the workspace records

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.

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.

The kit’s original operational screens share the frame with full CRM modules from your own Seedly source. Existing account permissions, feature gates, and configured providers still determine access to those modules.