Everything you need. Nothing you don't.
Four things, done really well, so no family slips through the cracks.
One pipeline, from first call to first visit.
Every lead moves through five clear stages: New, Contacted, Qualified, Intake, Active Patient. You always know exactly where each family stands and what happens next.
- ✓Every call, text, and note is logged so the lead’s history is never lost
- ✓Qualifying asks for what matters: care needs, payment, hours
- ✓New leads are shared round-robin, so workload stays fair
- ✓When a lead leaves the funnel, the reason is always captured
A lead advances through the funnel and the next follow-up is scheduled automatically.
One place for every note, update, and next step.
Each lead has a clear timeline of calls, notes, status changes, and follow-ups. Anyone on your team can open it and know exactly what has happened and what to do next.
- ✓A clean timeline keeps every update in one place
- ✓Status changes and notes are logged as you work the lead
- ✓Follow-ups and assigned coordinators are always visible
An intake that never misses a step.
You decide what a complete intake looks like: signed agreement, assessment, care plan, insurance authorization. TildyCare won't start service until it's all done.
- ✓Mark items mandatory or optional as your process evolves
- ✓Required items must be done before a lead becomes a patient
See your whole funnel at a glance.
Track how leads move through each stage, where families drop off, and why they leave. Reports turn your pipeline into clear numbers you can act on.
- ✓Stage-by-stage conversion and drop-off by date range
- ✓Reasons captured when a lead leaves the funnel
- ✓HIPAA-ready: encrypted, audited, and covered by a BAA
Built to close the gap between first call and first visit.
Try TildyCare free for 30 days. No setup calls. Just a calmer intake.
Start Free Trial