TRACKING SYSTEMS

Quick overview of some systems we need to create to better track progress and communication with families and caregivers while we’re still “slow”.

  • Name
  • Location
  • Source – fellow caregiver, Indeed Ad, Facebook, etc.
  • Contact Info
  • Initial Contact Made (from caregiver)
  • Credentials
  • Gender
  • Initial Call / Email introducing them to BubbieCare Made
    • Interest Level from Caregiver
    • Date to follow-up via Phone, Text or Email if profile not started
  • Contact Made With Caregiver for Follow-up – Email, Text or Phone Call entered in as a date to keep track of last contact method
  • Number of Times Contacted
  • Profile Started – listed as date
  • Stage of Profile – last page completed of profile (can be noted as actual page or ¼, ½, ¾)
  • Profile Completed – listed as date
  • Interview Time/Date & Care Coordinator Assigned To
    • Or we can simply forward information to the Care Coordinators so they can contact the caregiver to schedule
  • Background Check Sent
  • Notes