One Platform.
Complete Home Visit Orchestration.
Carelee is an intelligent, real-time platform for coordinating and dispatching clinical visits to patients’ homes. It connects patient needs with available caregivers, optimizes visit assignments and routes, and provides live visibility from request through completed documentation. Easy-to-use applications keep operations teams, caregivers, and patients connected throughout every visit.
One Platform.
Complete Home Visit Orchestration.
Carelee is an intelligent, real-time platform for coordinating and dispatching clinical visits to patients’ homes. It connects patient needs with available caregivers, optimizes visit assignments and routes, and provides live visibility from request through completed documentation. Easy-to-use applications keep operations teams, caregivers, and patients connected throughout every visit.
Key Advantages
Allocate visits around clinical skills, caregiver availability, location, and patient needs. Manage priorities and service commitments, with visibility into visits that need attention as conditions change.
Optimize assignments and group visits into efficient routes, reducing unnecessary travel and helping teams make better use of available clinical capacity.
Combine automatic mission assignment with a home visit marketplace where qualified caregivers can find and claim relevant missions independently.
Give operations teams live oversight, caregivers clear assignments, and patients arrival information. Reduce follow-up calls and uncertainty from request through completion.
Connect arrival confirmation, visit notes, signatures, and completion records in one workflow. Use analytics and KPIs to understand coverage, identify delays, and improve service performance.
Coordinate visits through a central operations console and equip caregivers with an intuitive mobile application for assignments, navigation, documentation and safety.
Protect sensitive patient information with encryption, role-based access, and controlled disclosure to assigned caregivers. Auditable access records and configurable retention policies support healthcare privacy and compliance requirements.
Explore the Carelee Platform
Carelee’s orchestration engine matches visit requirements with caregiver skills, availability, location, and timing. It coordinates resource allocation, visit priorities, and service commitments to support the delivery of care across patient homes.
Automatic assignment optimizes visits and routes across the team for the operations desk to review and approve. Marketplace matching presents relevant visits to qualified caregivers who can claim them directly.
- Intelligent matching by clinical skills, availability, proximity, and visit requirements
- Automatic team assignment with operations review and approval
- Resource allocation and workload balancing
- Route optimization and grouping of nearby visits
- Visit prioritization and time-window management
- Configurable service-level targets and deadlines
- Alerts and escalation for visits at risk of delay
- Configurable visit types, skills, and service areas
The Carelee Operations Console gives coordinators and managers one place to publish visits, review assignments, and follow activity across the team. A shared visit queue and live map bring caregiver locations, visit status, and approaching deadlines into view.
Coordinators can approve optimized assignments, reassign visits, and address exceptions as the day progresses. Dashboards and analytics provide insight into coverage, timeliness, and operational performance.
- Mission creation with clinical requirements, location, priority, and time window
- Searchable visit queue with filters and bulk actions
- Live map of caregivers and visits with estimated arrival times
- Live traffic maps, traffic-aware navigation, and estimated arrival times
- Review and approval of automatically generated team assignments
- Visit reassignment and exception handling
- Priority, deadline, and escalation monitoring
- Caregiver profiles, skills, licenses, availability, and live status.
- AI operations copilot assistant for plain-language queries and proposed actions, with coordinator approval
- Analytics, KPIs and reports covering fill rates, SLA compliance, and visit cycle times
- Multilingual interface
Carelee’s Home Visit Marketplace connects published visit requests with qualified, available caregivers. Matching considers clinical skills, proximity, and availability so caregivers can find relevant opportunities and operations teams can fill coverage gaps with less manual outreach.
Caregivers can claim individual visits or grouped routes. Each claim confirms a single assignment and updates the shared visit status, while identifying patient details become available to the assigned caregiver after claiming.
- Real-time publication of available visits
- Matching by required caregiver skills, availability, and proximity
- Filters for available, urgent, and nearby visits
- Notifications to nearby, qualified caregivers
- One-tap claiming of individual visits or grouped routes
- Single confirmed assignee for each claimed visit
- Immediate assignment-status updates
- Controlled disclosure of patient details after claiming
- System checks that adding a stop won’t delay a visit with a scheduled appointment time.
The Carelee mobile application supports caregivers throughout their day, from finding and accepting visits to navigating between patients and documenting completed care. Visit details, route guidance, and status updates stay connected in one application.
Caregivers can confirm arrival, capture typed or dictated notes, and collect signatures in the field. A discreet SOS function provides a way to alert upon safety concerns when working alone in the field.
- Access to assigned visits and marketplace opportunities
- One-tap visit and route claiming
- Optimized visit sequences
- Live traffic maps, traffic-aware navigation, and estimated arrival times
- Visit status updates and GPS-based arrival verification
- Typed or dictated visit notes
- Signature capture and encrypted documentation
- Visit completion and supervisor sign-off where required
- Visit reminders and notifications
- SOS alerts with live location sharing and automatic escalation
- Capture visit outcomes, including unsuccessful visits, with supervisor sign-off for exceptions
- Optional patient–caregiver identity verification on arrival
- Multilingual interface
- Available on iOS, Android, and web
Carelee’s Patient Portal gives patients a simple way to follow their caregiver’s location and see an estimated arrival time. An SMS tracking link provides access to view arrival information without requiring a separate patient application.
The tracking page reduces uncertainty while patients wait and reduces the need to contact the operations desk for updates.
- Patient access status through an SMS tracking link
- Live tracking of the approaching caregiver
- Patients can see the caregiver’s first name, alongside location and estimated arrival time.
- Arrival information without a separate app installation
- Tracking views designed to exclude identifying patient information
Carelee’s orchestration engine matches visit requirements with caregiver skills, availability, location, and timing. It coordinates resource allocation, visit priorities, and service commitments to support the delivery of care across patient homes.
Automatic assignment optimizes visits and routes across the team for the operations desk to review and approve. Marketplace matching presents relevant visits to qualified caregivers who can claim them directly.
- Intelligent matching by clinical skills, availability, proximity, and visit requirements
- Automatic team assignment with operations review and approval
- Resource allocation and workload balancing
- Route optimization and grouping of nearby visits
- Visit prioritization and time-window management
- Configurable service-level targets and deadlines
- Alerts and escalation for visits at risk of delay
- Configurable visit types, skills, and service areas
The Carelee Operations Console gives coordinators and managers one place to publish visits, review assignments, and follow activity across the team. A shared visit queue and live map bring caregiver locations, visit status, and approaching deadlines into view.
Coordinators can approve optimized assignments, reassign visits, and address exceptions as the day progresses. Dashboards and analytics provide insight into coverage, timeliness, and operational performance.
- Mission creation with clinical requirements, location, priority, and time window
- Searchable visit queue with filters and bulk actions
- Live map of caregivers and visits with estimated arrival times
- Live traffic maps, traffic-aware navigation, and estimated arrival times
- Review and approval of automatically generated team assignments
- Visit reassignment and exception handling
- Priority, deadline, and escalation monitoring
- Caregiver profiles, skills, licenses, availability, and live status.
- AI operations copilot assistant for plain-language queries and proposed actions, with coordinator approval
- Analytics, KPIs and reports covering fill rates, SLA compliance, and visit cycle times
- Multilingual interface
Carelee’s Home Visit Marketplace connects published visit requests with qualified, available caregivers. Matching considers clinical skills, proximity, and availability so caregivers can find relevant opportunities and operations teams can fill coverage gaps with less manual outreach.
Caregivers can claim individual visits or grouped routes. Each claim confirms a single assignment and updates the shared visit status, while identifying patient details become available to the assigned caregiver after claiming.
- Real-time publication of available visits
- Matching by required caregiver skills, availability, and proximity
- Filters for available, urgent, and nearby visits
- Notifications to nearby, qualified caregivers
- One-tap claiming of individual visits or grouped routes
- Single confirmed assignee for each claimed visit
- Immediate assignment-status updates
- Controlled disclosure of patient details after claiming
- System checks that adding a stop won’t delay a visit with a scheduled appointment time.
The Carelee mobile application supports caregivers throughout their day, from finding and accepting visits to navigating between patients and documenting completed care. Visit details, route guidance, and status updates stay connected in one application.
Caregivers can confirm arrival, capture typed or dictated notes, and collect signatures in the field. A discreet SOS function provides a way to alert upon safety concerns when working alone in the field.
- Access to assigned visits and marketplace opportunities
- One-tap visit and route claiming
- Optimized visit sequences
- Live traffic maps, traffic-aware navigation, and estimated arrival times
- Visit status updates and GPS-based arrival verification
- Typed or dictated visit notes
- Signature capture and encrypted documentation
- Visit completion and supervisor sign-off where required
- Visit reminders and notifications
- SOS alerts with live location sharing and automatic escalation
- Capture visit outcomes, including unsuccessful visits, with supervisor sign-off for exceptions
- Optional patient–caregiver identity verification on arrival
- Multilingual interface
- Available on iOS, Android, and web
Carelee’s Patient Portal gives patients a simple way to follow their caregiver’s location and see an estimated arrival time. An SMS tracking link provides access to view arrival information without requiring a separate patient application.
The tracking page reduces uncertainty while patients wait and reduces the need to contact the operations desk for updates.
- Patient access status through an SMS tracking link
- Live tracking of the approaching caregiver
- Patients can see the caregiver’s first name, alongside location and estimated arrival time.
- Arrival information without a separate app installation
- Tracking views designed to exclude identifying patient information
Carelee’s orchestration engine matches visit requirements with caregiver skills, availability, location, and timing. It coordinates resource allocation, visit priorities, and service commitments to support the delivery of care across patient homes.
Automatic assignment optimizes visits and routes across the team for the operations desk to review and approve. Marketplace matching presents relevant visits to qualified caregivers who can claim them directly.
- Intelligent matching by clinical skills, availability, proximity, and visit requirements
- Automatic team assignment with operations review and approval
- Resource allocation and workload balancing
- Route optimization and grouping of nearby visits
- Visit prioritization and time-window management
- Configurable service-level targets and deadlines
- Alerts and escalation for visits at risk of delay
- Configurable visit types, skills, and service areas
The Carelee Operations Console gives coordinators and managers one place to publish visits, review assignments, and follow activity across the team. A shared visit queue and live map bring caregiver locations, visit status, and approaching deadlines into view.
Coordinators can approve optimized assignments, reassign visits, and address exceptions as the day progresses. Dashboards and analytics provide insight into coverage, timeliness, and operational performance.
- Mission creation with clinical requirements, location, priority, and time window
- Searchable visit queue with filters and bulk actions
- Live map of caregivers and visits with estimated arrival times
- Live traffic maps, traffic-aware navigation, and estimated arrival times
- Review and approval of automatically generated team assignments
- Visit reassignment and exception handling
- Priority, deadline, and escalation monitoring
- Caregiver profiles, skills, licenses, availability, and live status.
- AI operations copilot assistant for plain-language queries and proposed actions, with coordinator approval
- Analytics, KPIs and reports covering fill rates, SLA compliance, and visit cycle times
- Multilingual interface
Carelee’s Home Visit Marketplace connects published visit requests with qualified, available caregivers. Matching considers clinical skills, proximity, and availability so caregivers can find relevant opportunities and operations teams can fill coverage gaps with less manual outreach.
Caregivers can claim individual visits or grouped routes. Each claim confirms a single assignment and updates the shared visit status, while identifying patient details become available to the assigned caregiver after claiming.
- Real-time publication of available visits
- Matching by required caregiver skills, availability, and proximity
- Filters for available, urgent, and nearby visits
- Notifications to nearby, qualified caregivers
- One-tap claiming of individual visits or grouped routes
- Single confirmed assignee for each claimed visit
- Immediate assignment-status updates
- Controlled disclosure of patient details after claiming
- System checks that adding a stop won’t delay a visit with a scheduled appointment time.
The Carelee mobile application supports caregivers throughout their day, from finding and accepting visits to navigating between patients and documenting completed care. Visit details, route guidance, and status updates stay connected in one application.
Caregivers can confirm arrival, capture typed or dictated notes, and collect signatures in the field. A discreet SOS function provides a way to alert upon safety concerns when working alone in the field.
- Access to assigned visits and marketplace opportunities
- One-tap visit and route claiming
- Optimized visit sequences
- Live traffic maps, traffic-aware navigation, and estimated arrival times
- Visit status updates and GPS-based arrival verification
- Typed or dictated visit notes
- Signature capture and encrypted documentation
- Visit completion and supervisor sign-off where required
- Visit reminders and notifications
- SOS alerts with live location sharing and automatic escalation
- Capture visit outcomes, including unsuccessful visits, with supervisor sign-off for exceptions
- Optional patient–caregiver identity verification on arrival
- Multilingual interface
- Available on iOS, Android, and web
Carelee’s Patient Portal gives patients a simple way to follow their caregiver’s location and see an estimated arrival time. An SMS tracking link provides access to view arrival information without requiring a separate patient application.
The tracking page reduces uncertainty while patients wait and reduces the need to contact the operations desk for updates.
- Patient access status through an SMS tracking link
- Live tracking of the approaching caregiver
- Patients can see the caregiver’s first name, alongside location and estimated arrival time.
- Arrival information without a separate app installation
- Tracking views designed to exclude identifying patient information
Carelee’s orchestration engine matches visit requirements with caregiver skills, availability, location, and timing. It coordinates resource allocation, visit priorities, and service commitments to support the delivery of care across patient homes.
Automatic assignment optimizes visits and routes across the team for the operations desk to review and approve. Marketplace matching presents relevant visits to qualified caregivers who can claim them directly.
- Intelligent matching by clinical skills, availability, proximity, and visit requirements
- Automatic team assignment with operations review and approval
- Resource allocation and workload balancing
- Route optimization and grouping of nearby visits
- Visit prioritization and time-window management
- Configurable service-level targets and deadlines
- Alerts and escalation for visits at risk of delay
- Configurable visit types, skills, and service areas
The Carelee Operations Console gives coordinators and managers one place to publish visits, review assignments, and follow activity across the team. A shared visit queue and live map bring caregiver locations, visit status, and approaching deadlines into view.
Coordinators can approve optimized assignments, reassign visits, and address exceptions as the day progresses. Dashboards and analytics provide insight into coverage, timeliness, and operational performance.
- Mission creation with clinical requirements, location, priority, and time window
- Searchable visit queue with filters and bulk actions
- Live map of caregivers and visits with estimated arrival times
- Live traffic maps, traffic-aware navigation, and estimated arrival times
- Review and approval of automatically generated team assignments
- Visit reassignment and exception handling
- Priority, deadline, and escalation monitoring
- Caregiver profiles, skills, licenses, availability, and live status.
- AI operations copilot assistant for plain-language queries and proposed actions, with coordinator approval
- Analytics, KPIs and reports covering fill rates, SLA compliance, and visit cycle times
- Multilingual interface
Carelee’s Home Visit Marketplace connects published visit requests with qualified, available caregivers. Matching considers clinical skills, proximity, and availability so caregivers can find relevant opportunities and operations teams can fill coverage gaps with less manual outreach.
Caregivers can claim individual visits or grouped routes. Each claim confirms a single assignment and updates the shared visit status, while identifying patient details become available to the assigned caregiver after claiming.
- Real-time publication of available visits
- Matching by required caregiver skills, availability, and proximity
- Filters for available, urgent, and nearby visits
- Notifications to nearby, qualified caregivers
- One-tap claiming of individual visits or grouped routes
- Single confirmed assignee for each claimed visit
- Immediate assignment-status updates
- Controlled disclosure of patient details after claiming
- System checks that adding a stop won’t delay a visit with a scheduled appointment time.
The Carelee mobile application supports caregivers throughout their day, from finding and accepting visits to navigating between patients and documenting completed care. Visit details, route guidance, and status updates stay connected in one application.
Caregivers can confirm arrival, capture typed or dictated notes, and collect signatures in the field. A discreet SOS function provides a way to alert upon safety concerns when working alone in the field.
- Access to assigned visits and marketplace opportunities
- One-tap visit and route claiming
- Optimized visit sequences
- Live traffic maps, traffic-aware navigation, and estimated arrival times
- Visit status updates and GPS-based arrival verification
- Typed or dictated visit notes
- Signature capture and encrypted documentation
- Visit completion and supervisor sign-off where required
- Visit reminders and notifications
- SOS alerts with live location sharing and automatic escalation
- Capture visit outcomes, including unsuccessful visits, with supervisor sign-off for exceptions
- Optional patient–caregiver identity verification on arrival
- Multilingual interface
- Available on iOS, Android, and web
Carelee’s Patient Portal gives patients a simple way to follow their caregiver’s location and see an estimated arrival time. An SMS tracking link provides access to view arrival information without requiring a separate patient application.
The tracking page reduces uncertainty while patients wait and reduces the need to contact the operations desk for updates.
- Patient access status through an SMS tracking link
- Live tracking of the approaching caregiver
- Patients can see the caregiver’s first name, alongside location and estimated arrival time.
- Arrival information without a separate app installation
- Tracking views designed to exclude identifying patient information
How Does it Work?
Carelee connects visit requests, clinical resources, and healthcare systems through one intelligent platform, coordinating each home visit from assignment through completed documentation.
Bring coordinators, caregivers, and patients into one connected visit workflow. Maintain a shared view of requests, assignments, availability, and progress through the operations console, caregiver application, and patient tracking page.
Match visits with qualified, available caregivers based on location, timing, and clinical requirements. Automatically allocate assignments and optimize team routes for operations approval, or present relevant visits for caregivers to claim through the marketplace. Manage priorities, service deadlines, and escalations as visits progress.
Give each user the tools and information they need. Coordinators monitor and adjust assignments, caregivers navigate and document care in the field with an intuitive mobile app, and patients follow their caregiver’s estimated arrival and status.
Connect with electronic medical records and organizational sign-on systems. Configure visit types, required skills, service areas, and operating rules around your organization’s workflows.
Use analytics and KPIs to review visit coverage, assignment times, service-level performance, and resource utilization. Identify recurring delays and capacity gaps to improve operations.
Interact
- Operations ConsoleCoordinators
- Caregiver ApplicationCaregivers
- Patient Tracking PagePatients
Connect
One connected visit workflow
- Requests
- Assignments
- Availability
- Progress
Orchestrate
Orchestration Engine
Location · Timing · Clinical Requirements
- Intelligent Matching
- Automatic Assignment
- Route Optimization
- Home Visit Marketplace
- Priorities & Deadlines
- Alerts & Escalation
- Visit Coverage
- Assignment Times
- Service-Level Performance
- Resource Utilization
Integrate
- Electronic Medical Records
- Organizational Sign-On
- Configure
- Visit Types
- Required Skills
- Service Areas
- Operating Rules
Patient Data Protected by Design
Carelee protects sensitive patient information throughout the visit workflow, with controlled access, encrypted documentation, and auditable records of access.
- Controlled Patient Information
- Role-Based Access
- Encrypted Documentation
- Auditable Access & Retention
Compliance & Deployment
Carelee combines configurable privacy controls with flexible integration and deployment options to support your organization’s healthcare IT and compliance requirements.
- Cloud or On-Premises Deployment
- Healthcare System Integration
- Configurable Infrastructure
One Platform. Complete Home Visit Orchestration.
Automate what can be automated, intelligently orchestrate everything that moves, and make physical operations work as one.
One Platform. Complete Home Visit Orchestration.
Automate what can be automated, intelligently orchestrate everything that moves, and make physical operations work as one.