Every inquiry tracked from first call to signed care
An inquiry arrives on a Saturday evening. Twenty-two hours later nobody has called back, and the family has already chosen someone else. Rivana shows you that gap while you can still close it.
What a home care CRM has to do
From the first conversation to signed care. Capture an inquiry from whichever channel it arrived on, show how long it has been waiting, hold the assessment and the proposal against the same record, respect any restriction on how that family may be contacted, and make the next step obvious to whoever picks the record up.
However the inquiry arrives
Phone, email, referral, website or walk-in. Captured the same way, counted the same way, so you can see which sources convert and where the referral response gap begins.
One intake journey per inquiry
Four stages on the same record, each showing what has happened and what is outstanding. That record carries into client onboarding, so whoever opens it next knows where things stand.
A family that asked not to be called won't be
The signed inquiry becomes the client record
The schedule draws from that record in Care Operations. Needs, contacts and the start plan stay attached.
Common questions
A home care CRM holds inquiries, contacts, assessments, proposals and follow-up on one record. It shows where an inquiry came from, how long it has waited, and what the office needs to do next.
The pipeline shows time without recorded contact and the next step for each inquiry. Staff can see the gap, open the record and follow up. A visible clock supports the office; it does not replace the conversation.
Website is one of the inquiry sources staff can record, alongside phone, email, referral and walk-in. This identifies the channel. It does not claim a website form automatically submits to Rivana; confirm that connection for your site separately.
A signed inquiry becomes the client record Care Operations draws from. Needs, contacts and the start plan stay attached as the office moves into onboarding and scheduling.
Yes. Recorded contact restrictions are surfaced before staff contact a family, and workflow steps recheck contact rules. Your staff must record the preference first; Rivana cannot infer an instruction nobody entered.
See CRM & Intake with your own inquiries
Twenty minutes from a Saturday phone call to a signed start plan, including what happens when nobody calls back.