Intelligent Visit Scheduling
Plan Smarter, Care Better
Take control of your scheduling with powerful, flexible, and conflict-free tools — built natively on Salesforce for real-time coordination and visibility.
Coordinating home visits across dozens of clients and caregivers is no easy task — especially when done manually. That’s why we’ve built an Intelligent Visit Scheduling system designed specifically for care teams.
With drag-and-drop simplicity, built-in conflict detection, and recurring run templates, you can schedule a week (or month) of visits in minutes — not hours.
Give Your Team a 360° View of Every Client
Recurring Visit Planning
Create single or multiple visits over a custom date range. Set preferred times, durations, and caregiver preferences, and apply them weekly or monthly.
Drag-and-Drop Scheduling Interface
Visually assign, move, or cancel visits with a modern, user-friendly calendar. View by day, week, or caregiver.
Built-in Conflict Detection
Avoid overlaps, double-bookings, and caregiver overload with real-time alerts and smart suggestions to resolve conflicts instantly.
Location-Aware Assignment
Assign caregivers based on proximity, availability, and workload — reducing travel time and improving service delivery.
AI-Based Suggestions
Leverage AI to auto-assign visits to the most appropriate caregiver based on matching skills, client preference, location, and availability.
Bulk Visit Tools
Plan entire shifts in one go with batch scheduling. Duplicate or reassign multiple visits at once to save time and reduce errors.
🧩 Seamlessly Integrated
Because this is built on Salesforce, all visit data is instantly reflected across:
- Client Dashboards
- Caregiver Mobile View
- Reports and KPIs
- Timesheets and Billing
- There’s no duplication, delay, or lost communication.
Built for Everyone on Your Team
Care Coordinators: Plan faster, adjust on the fly, and reduce manual errors.
Managers: Get visibility across zones and coverage.
Caregivers: Receive real-time visit updates and tasks through the mobile app.
Take the Guesswork Out of Care
Let’s show you how our intelligent visit planner can transform your care operations. From rota creation to real-time adjustments — we help you deliver the right care, at the right time, every time.