01 / Home-care and small-clinic visit scheduling
Step 1 · Where it starts
A booking request a client or family member can send by phone or web form, with the visit type and any special needs captured up front.
Step 2 · What gets automated
Requests are matched to staff availability and flagged if a visit falls outside normal scheduling windows, so nothing is double-booked.
Step 3 · The process it plugs into
A daily visit schedule is built automatically and adjusted the moment a cancellation or urgent request comes in.
Step 4 · SolaceSentry review
A staff scheduler confirms every visit assignment before a caregiver is sent out.
Step 5 · What leaves the system
A clean daily schedule with client needs attached, instead of a paper calendar reconstructed each morning.
Proof metric: Missed or double-booked visits, tracked month over month.