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WelcomeHome + WellSky: Convert More Inquiries Into Scheduled Care

Writer: Logan Life
Logan Life
Sep 3
2 min read

Running a personal care agency is a real-time, daily challenge. You’re engaging prospects, managing referral partners, scheduling and conducting new client assessments, and juggling dynamic caregiver schedules, often across disparate systems that can limit productivity and strategic oversight. Every time a lead moves from an inquiry to an assessment to a scheduled visit, you’re likely required to re-enter the same information somewhere new, which can be an arduous manual process that is prone to data errors and gaps.


The new WelcomeHome CRM and WellSky Personal Care integration closes those gaps.


The WelcomeHome CRM now connects directly to the WellSky Personal Care solution, so client details, inquiries, and schedules sync in near real time. Your intake team and your operations team work from the same information instead of copying it back and forth between platforms. And the integration is now available at no cost to you, reducing your operating expenses and increasing the ROI of your technology investments.


Key benefits


  • Stop manually re-entering data. Important client information doesn't require redundant manual entry. There's no more "did anyone update the other system yet?" because there's only one unified source of truth.

  • Intake and operations have the same source of truth. Information entered once in WelcomeHome carries through to WellSky. No more manual reconciliation and no inconsistencies between sales and scheduling.

  • Reporting gets more reliable and faster. When the same prospect isn't represented three slightly different ways across two systems, the data underneath your reporting is actually trustworthy — which matters as much as the time saved.

  • You get time back. Every minute not spent reconciling two systems is a minute you can spend with prospects and clients.


Once your data is flowing, WelcomeHome has tools for you to make the most of it. 


  • See which referral sources are worth your time. Lifetime client value and cost of acquisition per source, right inside your workflow. Identify referral sources that are driving growth and ones that are underperforming so you can lean in and activate them.

  • Log every call automatically. Prospect and referrer calls are auto-summarized and easily searchable without anyone typing notes by hand.

  • Upload contacts in one step. Scan a referral source’s business card, and it goes straight to your CRM without manual entry.


The numbers 


Agencies running both systems report saving six to eight hours a week toggling between systems and reconciling by hand. Results are showing up further down the funnel too: a 10.6% increase in inquiry-to-start-of-care and an 11.8% increase in inquiry-to-assessment.


Put simply: this is about giving you more time for care and growth instead of managing software.


Getting started


Are you a WellSky customer looking to understand how WelcomeHome’s CRM can supercharge your home care agency’s growth and productivity? Contact us to learn more about what’s possible.


Already using WelcomeHome and WellSky Personal Care? Reach out to your WelcomeHome Customer Success Manager to learn more.


Access the WelcomeHome - WellSky announcement to learn more.


Made easy. Made for you.

 
 
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