Agentic AI for At Home Nursing, Elder Care & Physio Ops
Converiqo automates sales, CSSE, ticketing, FSM, contact center, workflow, and VoC so Tier 2 home healthcare providers scale safely without losing the human touch.
Pressure points
Key Challenges for Home Healthcare & Caregiver Networks
Agentic automation unites enquiries, care plans, field operations, and safety.
Scattered Intake & Assessment Enquiries
Families ping WhatsApp, aggregator marketplaces, helplines, and referral hospitals simultaneously, creating duplicate leads and slow triage.
Manual Care Plan Coordination
Coordinators juggle nurse onboarding, physiotherapy schedules, vitals reporting, and physician escalations across spreadsheets and calls.
Equipment & Consumable Logistics
Oxygen concentrators, hospital beds, and dressings need dispatch, maintenance, and pickup tracking tied to each patient episode.
Escalations & Safety Visibility
Falls, vitals deviations, and medication misses are logged late, leaving leadership without SLA visibility or audit trails.
Contact Center Burnout
Teams answer the same questions on package pricing, visit ETAs, and caregiver documents, limiting time for high-acuity cases.
Tier 2 Growth Without Control
Expanding into new cities adds field staff, partner clinics, and payroll complexity without centralized knowledge or command centers.
How Converiqo Orchestrates Home Healthcare Ops
Sales, CSSE, ticketing, FSM, contact center, workflow, and VoC on one AI layer.
Sales & Intake Acceleration
Capture every nurse, attendant, and physiotherapy enquiry, qualify care needs, and spin up care plans without manual spreadsheets.
CSSE & Ticketing Everywhere
Give families, caregivers, and coordinators a single assistant for visit updates, escalations, and documentation.
Contact Center + Field Ops Command
Arm agents and field teams with scripts, checklists, and automated nudges so Tier 2 operations stay predictable.
Core module
Patient Enquiry & Intake Automation
Automated capture, qualification, and routing of every home healthcare enquiry across nursing, elder care, and therapy services.
Automation Flow
Sales & Care Intake Automation
Capture enquiries from WhatsApp, website chat, hospital discharge planners, insurance partners, and aggregator marketplaces in one queue.
Auto-tag each request by acuity, specialty (nursing, elder care, physio, respiratory, palliative), location, and payer type.
AI-generated intake notes summarize comorbidities, devices required, visit cadence, and caregiver preferences before counsellors call.
Trigger drip journeys with price estimates, clinical assurances, and documentation checklists until assessments are scheduled.
Sync availability of nurses, attendants, physiotherapists, and medical equipment to avoid overbooking and ghost slots.
Give leadership visibility into Tier 2 funnel metrics: leads → assessment → care plan → visits → renewals, sliced by partner, campaign, or city.
Automation Flow
Customer Self-Service & Family Command Center (CSSE)
Families ask, “Can you send a GDA for 12-hour night duty?”, “Is the nurse vaccinated?”, “When is the next vitals report?” and get instant answers 24/7.
Share onboarding packs: consumables checklist, home ICU readiness, physiotherapy prep videos, consent forms, and payment links via WhatsApp or email.
Enable reschedules, replacements, and ad-hoc visit requests without waiting on call queues; updates sync back to rosters instantly.
Show live caregiver ETA, last vitals captured, medications administered, and outstanding tasks inside a secure conversational portal.
Push nudges for medication adherence, exercise routines, device maintenance, and follow-up doctor consults with acknowledgment tracking.
Auto-create tickets for escalations (late arrival, safety issue, missing consumable) with SLA countdowns for coordinators.
Automation Flow
Field Service & Visit Scheduling (FSM)
Orchestrate daily visit routes for nurses, attendants, physiotherapists, and lab sample pickups based on skill, geography, and shift preferences.
Check caregiver credentials, contract expiry, and compliance training before assignment; prompt digital check-ins/out with geo-verification.
Send visit briefs (patient background, vitals trends, precautions) to caregiver apps and capture structured notes, media, and consumable usage.
Auto-alert supervisors when a visit is running late, a caregiver misses a check-in, or vitals cross thresholds that demand doctor review.
Connect to IoT devices (glucose monitors, SPO2, BP cuffs) to feed dashboards and trigger remote interventions for high-risk patients.
Generate payroll-ready timesheets, incentive summaries, and utilization heatmaps for Tier 2 workforce planning.
Automation Flow
Contact Center & Escalation Automation
Give agents AI prompts, scripts, and policy snippets based on caller intent: admissions, billing, complaints, safety, or remote monitoring alerts.
Auto-log every interaction into CRM/HIS, tag severity, and nudge supervisors for whisper assistance on critical calls.
Blend voice, WhatsApp, email, and portal tickets into one queue with SLA timers, ownership, and escalation ladders.
Offer click-to-trigger telemedicine consults, pharmacy refills, and ambulance dispatches directly from the contact center console.
Surface outstanding payments, consent gaps, or expired prescriptions while the agent is still on the call.
Push daily command-center dashboards: call volumes, repeat callers, unresolved escalations, and agent productivity.
Automation Flow
Ticketing, Safety & Workforce Support
Standardize incident logging for falls, bed sores, equipment failure, or caregiver absence with media uploads and severity scoring.
Route tasks to biomedical, HR, payroll, transport, or supply chain teams with contextual data and due dates.
Embed checklists for infection control, medication reconciliation, and documentation audits that staff must acknowledge.
Trigger automated communication to families and partner hospitals when safety incidents pass escalation thresholds.
Link corrective actions to training modules or policy updates so learnings stay institutionalized.
Maintain auditable histories for NABH/NABH-Home, insurer, or clinical governance reviews.
Automation Flow
Workflow, Knowledge & Compliance Automation
Digitize SOPs for wound care, tracheostomy management, ventilator troubleshooting, and pediatric rehab with quick search and contextual triggers.
Auto-build care plans: assessment → doctor orders → visit cadence → consumables → documentation, with guardrails against missed steps.
Provide coordinators a low-code builder to launch new packages (post-op ortho, oncology home chemo, palliative) without dev cycles.
Integrate with HIS/EMR, CRM, payroll, and finance systems so data flows bi-directionally without ripping core platforms.
Maintain audit logs, consent capture, and document repositories ready for insurer or regulator review.
Surface executive dashboards showing utilization, revenue per patient day, compliance status, and upcoming audit actions.
Automation Flow
Voice of Customer (VoC) & Care Experience
Send CSAT/NPS surveys after onboarding, first week of care, monthly reviews, and discharge to capture sentiment across the journey.
Offer separate forms for families, caregivers, referring doctors, and partner hospitals with role-specific questions.
Spot recurring friction—late visits, documentation gaps, empathy issues—and auto-open improvement tickets.
Publish transparent review links to build trust in Tier 2 cities while routing negative feedback to recovery workflows.
Layer AI sentiment analysis on call transcripts, WhatsApp chats, and survey text to detect early warning signals.
Feed VoC dashboards into leadership meetings with drill-down by service line, package type, or coordinator.
Stakeholder outcomes
Benefits Across Home Healthcare Leadership & Teams
Founders, coordinators, caregivers, and families operate on the same plan.
Founders & CEOs
- Command-center visibility into Tier 2 intake, utilization, and cash flows without stitching multiple tools.
- Predictable onboarding and renewal journeys cut churn and increase package upgrades.
- Data-backed expansion playbooks for new cities, partner hospitals, and channel programs.
Sales & Care Coordination Leaders
- Automated nudges ensure every enquiry moves from assessment to active care without manual chasing.
- Roster intelligence balances high-skill caregivers across complex cases and VIP clients.
- Single source of truth for visit notes, labs, prescriptions, and billing status.
Contact Center & Family Experience Teams
- Unified inbox for calls, chats, and tickets with AI prompts lowers average handle time.
- Proactive alerts keep families informed, cutting inbound noise by 35-40%.
- Escalation ladders and SLA dashboards build trust with hospital partners and insurers.
Clinical & Field Workforce
- Context-rich visit briefs reduce rework and ensure safer procedures at home.
- Digital checklists, documentation templates, and ticketing keep staff compliant.
- Automated timesheets and reimbursement workflows mean fewer payroll disputes.
Families & Patients
- One assistant for care updates, payments, equipment, and emergency escalations.
- Transparent view of who is visiting, what was done, and what is next.
- Faster response during incidents builds trust in at-home care.
IT & Digital Teams
- API-first platform plugs into existing HIS/EMR, CRM, dialer, and finance stacks.
- Role-based governance, audit logs, and PHI safeguards meet compliance expectations.
- Low-code automation reduces engineering backlog for ops change requests.
Deployment fit
Capabilities for Every Home Healthcare Setup
From single-city providers to multi-region caregiver networks.
Nurse & Attendant Providers
Coordinate 8/12/24-hour duty rosters, replacements, and compliance for GDA and certified nurses without manual chasing.
Home Physiotherapy & Rehab Networks
Automate evaluation forms, exercise plans, follow-up reminders, and outcome reporting per patient pathway.
Home ICU & Critical Care Setups
Link ventilators, monitors, and consumable stock with caregiver workflows and escalation ladders.
Elder Care & Chronic Care Programs
Deliver companionship, dementia, Parkinson’s, and chronic disease support with consistent communication loops.
Hospital-Linked Home Care Units
Provide post-discharge continuity with surgeon updates, insurance coordination, and remote monitoring data sharing.
Medical Equipment & Rental Services
Track dispatch, maintenance, and pickup of beds, oxygen concentrators, and mobility aids tied to patient journeys.
Proof of impact
Home Healthcare Leaders on Measurable CX Change
Home Healthcare Networks Run Smoother on Converiqo
42%
Faster enquiry-to-intake turnaround
67%
Drop in repeat family calls to contact center
51%
Increase in visit compliance & documentation accuracy
4.2 → 4.8
Improvement in family CSAT/NPS scores
Customer voice
“Converiqo became our digital command center. Intake, scheduling, equipment, and safety workflows run on one agentic layer, so even our Tier 2 branches operate with metro-grade predictability. Families feel informed and field teams feel supported.”
Priya Menon, COO, CareNest Home Health
Need-to-know
Frequently Asked Questions
Answers for founders, ops heads, clinical leads, and coordinators.
How can agentic AI improve home healthcare operations?
+
Agentic AI automates service enquiries, organizes home-visit scheduling, and improves communication. It helps home healthcare agencies manage nurses, caregivers, therapists, and attendants more efficiently across multiple locations and patient types.
What challenges do home healthcare companies commonly face?
+
They often struggle with patient coordination, caregiver routing, last-minute cancellations, and communication gaps. Automation centralizes service updates, reduces manual follow-ups, and ensures smoother operations for both patients and healthcare staff.
Can automation improve nurse and caregiver deployment efficiency?
+
Yes. Automation helps assign caregivers based on skill, location, and availability. It reduces travel delays, improves resource utilization, and ensures patients receive timely, high-quality in-home medical support.
How does AI improve patient and family communication?
+
AI ensures families receive clear updates on caregiver arrival, care instructions, follow-up schedules, and service changes. It reduces anxiety, builds trust, and provides a far smoother experience for long-term and short-term care cases.
What KPIs should home healthcare agencies track with automation?
+
Key KPIs include response time, visit punctuality, service completion rates, ticket resolution, and patient satisfaction. Platforms like Converiqo help agencies monitor these metrics and enhance both operational and care quality.
How does Converiqo's Lead Engine increase patient onboarding?
+
Converiqo's Lead Engine captures enquiries for nursing care, elder support, physiotherapy, and post-surgery assistance. It qualifies leads quickly and routes them to the right coordinators, improving conversion from enquiry to scheduled service.
How does Converiqo's CSSE support patient self-service needs?
+
Converiqo's Customer Self-Service allows families to check service options, caregiver details, visit schedules, and FAQs anytime. It reduces dependency on calls and creates transparency for both routine and critical care scenarios.
Why use Converiqo's Field Service Management for home visits?
+
Converiqo's Field Service Management assigns caregivers, tracks visit status, and updates completion in real time. It ensures punctuality, reduces coordination errors, and improves reliability for in-home medical and support services.
How does Converiqo's Ticketing System manage care-related issues?
+
Converiqo's Ticketing System organizes complaints, rescheduling requests, billing queries, and service adjustments. It ensures issues are resolved with proper accountability, improving patient trust and care continuity.
How do Converiqo's contact center and feedback boost quality?
+
Converiqo's Contact Center Module centralizes calls and WhatsApp enquiries for quick support. Combined with the Feedback Module, agencies receive clear insights into caregiver performance and patient satisfaction, driving continuous improvement.
Home care excellence
Ready to Automate Nurse Bookings & Family Communication?
Plug Converiqo into your home healthcare stack to orchestrate sales, CSSE, ticketing, FSM, contact center, workflow, and VoC without ripping existing systems.