Build guide
Home Care & Family Doctor Agency OS
Home Care & Family Doctor Agency OS: care plans and gp home visits, connected to clients, people & pets in care and visits & shifts - calculations, views and example rows already set up.
For: Home care agencies, childminders and daycares, pet sitters, dog walkers and cleaning services
- Linked databases
- 7
- Connections
- 6
- Automatic calculations
- 6
- Ready-made views
- 15
What it saves you
- Each person's care needs, visit frequency and funding - plans due for their 6-monthly review are listed.
- Doctor home visits with reason, findings and prescriptions - follow-ups due are visible to the care team.
- Visit hours and charges total per client for invoicing
- Carer checks and certifications count down to renewal
- Incidents are logged with follow-up and never lost in messages
- Care notes and needs are one click from every visit
How the parts work together
- Onboard: Create the client account with rate → Add each person or pet with needs and emergency contact
- Care: Schedule visits on the rota → Carers complete visits with tasks and notes → Log any incident the same day
- Admin: Invoice from "To invoice" → Renew anything in "Checks due"
Databases inside
Clients
Families, residents or pet owners who pay for care, with visit hours and charges rolled up for invoicing.
8 fields · 2 calculated automatically · linked to People & Pets in Care, Visits & Shifts
Views: Accounts, To invoice
People & Pets in Care
The person, child or animal you care for, with needs, routines, medication notes and emergency contacts.
7 fields · linked to Clients, Incidents, Care Plans, GP Home Visits
Views: All in care, By type
Visits & Shifts
Each visit or shift with carer, hours, tasks done and notes - the daily record families and managers can trust.
9 fields · 1 calculated automatically · linked to Clients, Carers
Views: Rota, Today, By status
Carers
Your team with background checks and training expiry dates. Hours worked roll up from visits for payroll.
6 fields · 2 calculated automatically · linked to Visits & Shifts
Views: Team, Checks due
Incidents
Falls, injuries, near-misses and complaints with actions and sign-off, so nothing is handled only by text message.
8 fields · linked to People & Pets in Care
Views: Open incidents, All incidents
Care Plans
Each person's care needs, visit frequency and funding - plans due for their 6-monthly review are listed.
7 fields · 1 calculated automatically · linked to People & Pets in Care
Views: Review due, By funding
GP Home Visits
Doctor home visits with reason, findings and prescriptions - follow-ups due are visible to the care team.
7 fields · linked to People & Pets in Care
Views: Recent visits, Follow-ups
You get the finished workspace, not homework.
Buy it once for $29 or get it with your membership, then duplicate it into Notion with every field, link, formula, view and example row already set up.
See Home Care & Family Doctor Agency OS →