CRM Client

Role: lead designer


This is an enterprise software for home care companies that we've designed for a large home health care company based in California, with branches across the United States and Canada. We have first met with this company because they hired recently hired a CTO and was looking for custom software that can handle a home care agency's daily operations and a flexible API for them to build additional features on top of. The software they've been using so far is provided by a third party based on the SaaS model. They are feeling the limitations of relying on someone else's software as they grow and compete in the very competitive home health care space.

The entire software is broken down into a few key components:

  • scheduling (link)
  • client management (this post)
  • billing and payroll (link)

The following is a set of design mockups that we've designed for care managers at a home care company to manage all current clients.

List of current clients
Client's profile view
A client's upcoming visits view
Visit notes from each caregiver
Client's medical information
Common tasks for the client
Add a new client
Client's personal information
Service rate for the new client
Add client's family members
Add client's medical conditions
Basic home assessment

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