Agree the scope
Complete the assessment. Confirm covered patients, the setup fee and the 5% terms.
CUSTOMER ONBOARDING
Your path to a pilot
A named owner, an agreed customer group and clear launch criteria.
Configure your agency
Confirm branding, service area, caregiver roster, prices and role permissions.
Approve participation
Record patient consent for family access. Agree who receives updates and how to revoke access.
Test a complete visit
Verify booking, caregiver acceptance, notifications, visit time and payment reconciliation in the agreed scope.
Train your team
Name the agency lead and escalation contact. Train staff and confirm support arrangements.
Review the pilot
Track calls per 100 visits, repeat bookings and response times. Review results before expanding.