CRM KitsNon-medical home care agencies
Every client covered. Every open shift filled.
A client-to-day coverage grid for a non-medical home care agency, read against the caregivers whose recorded availability fits the shifts nobody is on yet. Kindred keeps the intake, the coverage and the family updates in one connected workspace.
The week, client by client.
One row per client whose service has started, one column for each of the seven days beginning today. A cell carries the recorded shift window and the caregiver taking it, an unassigned cell reads Open, and a shift starting inside the window you record says Urgent in words and in its own shape.
Actual interface captures with fictional sample data. Open a screenshot to see it full size.
What’s in the kit
Screens
- Coverage grid operating view with the fitting-caregiver column
- Clients ledger operating view
- Enquiries and assessments intake view
- Open shifts operating view with recorded call counts
- Caregiver roster operating view with hours and compliance dates
- Family contacts and referral sources operating view
- Insights operating view
- A workspace store for the urgent window, the caregiver roster and the relationship records, behind one revision guard
- Three native form drafts and three editable document templates
- Editable per-client checklists and preserved row history
four pipelines
- Client relationships · 7 stages
- Enquiries and assessments · 8 stages
- Open shift coverage · 7 stages
- Families and referral sources · 7 stages
Optional. Install the ones that match your work, or connect drafts to a pipeline you already use.
nine workflow drafts
- New enquiry task
- Home visit reminder task
- Agreement follow-up
- Service started note
- Open shift fill task
- Second open shift attempt
- Caregiver compliance expiring task
- Family update due task
- Referral source thank-you task
Inactive until you review and publish them. None send customer messages.
Forms and documents
- Care enquiry
- Caregiver availability update
- Family feedback
- Open shift call sheet
- Family update call sheet
- Service start checklist
Editable native forms and document templates. Forms collect information for staff review.
Sample workspace
Explore 19 fictional client records: 14 whose service has started, holding 61 weekly shift cells of which 7 are open and 3 of those start inside the recorded 48 hours, plus 5 enquiries across the earlier intake steps. Twelve caregivers, two over their recorded maximum weekly hours, three with a compliance item expiring inside thirty days and one expired. Four of the seven open shifts have at least one caregiver whose availability fits, six family updates are due, and eight relationship records cover five referral sources and three additional family contacts. Sample edits stay in memory and reset on navigation or reload.
No sample customers are added to your CRM.
Setup and source
- Guided setup and compatibility report
- Private rollback receipt
- AI-agent guide for customized installations
- Original editable source, configuration, and tests
Please read
A front-desk workspace, not a medical record.
- This kit is not a HIPAA compliance product and does not make a practice HIPAA compliant. It is not an EHR, EMR or practice management system.
- It is built for relationship work: recalls, reminders due, follow-up, intake progress and front-desk tasks. Clinical notes, diagnoses, prescriptions, test results, insurance details and other protected health information belong in your clinical system, not here.
- You install the kit on your own Seedly CRM. DevLaunch does not host, receive or process your patient data. Your practice decides what it records in its CRM and is responsible for its own privacy, security and regulatory obligations, including any agreements with its hosting and software providers.
How setup works
Full installation guideCheck your Seedly
Extract the kit and run the guided setup. It checks your installation and flags customized files before it changes anything.
Connect the helper
Deploy the included helper from your backend source, then build your web app and choose any starter pipelines and drafts.
Make it yours
Set agency name, descriptor and default pipeline name. Then sign in and check the workflows and permissions your team uses.
Technical details and compatibility
Seedly CRM 5.8.4 · extension API 1. Node.js 20 or newer. The installer checks supported integration-file versions and does not deploy your web app or backend. The included original backend helpers are required for connected client record creation, edits, the workspace store and resource setup. They preserve native account permissions, unrelated custom fields and row history, run the boundary guard on the server, and check revisions before saving. Deploy them from the authoritative backend source. Pipelines and workflow drafts are optional.
One contact-linked opportunity is one client relationship. It holds the client label, the age band label, the service type labels, the intake step with the date it was reached, the family contact label with its relationship label and update due date, the agreed weekly hours, the referral source label, a non-clinical preference note, weekly shift rows carrying a day, a start and end time in 24-hour form, the caregiver assigned or nothing, the date the shift became open and the calls recorded against it, and an editable checklist. The caregiver roster, the relationship records and the recorded urgent window live in one account store behind a single revision guard, and a row is archived rather than dropped.
The fitting-caregiver column is a plain comparison of the day of the week and the time window, capped at three and sorted oldest open first. Nothing is weighted, scored or decided for you, it does not look at hours already assigned, and putting somebody on a shift is still a call a scheduler makes. This kit is for non-medical companion and personal-assistance coordination. It records no diagnosis, condition, cognitive status, medication or medication reminder, care plan, assessment score, incident or fall report, vitals, insurance, Medicaid or Medicare number, government identifier, date of birth, or door, lockbox, alarm or gate code, and it holds no monetary field at all. An age band label is the only age information it holds, and a caregiver compliance item is a plain label and an expiry date. A server-enforced guard refuses free text that looks like any of those in every field, which is help against accidental entry rather than a guarantee. There is no scheduling engine or calendar sync, no electronic visit verification, time clock, payroll or billing, no Medicaid, Medicare or long-term-care insurance processing, no background check or credential verification, no automated reminder or message of any kind, no family login, no payments, and the kit gives no medical or care advice.
Four optional pipeline templates and nine inactive workflow drafts. 19 fictional in-memory client records with 12 caregivers.
Calling, messaging, signing, payments, and external integrations depend on your Seedly installation, account permissions, plan, and configured providers. Screenshots use sample data and reference imagery. Hosting, installation, and ongoing maintenance are your responsibility.
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Questions
Is this kit HIPAA compliant?
No, and it does not claim to be. It is not a HIPAA compliance product, an EHR or a practice management system, and installing it does not make a practice compliant. It is a front-desk and relationship workspace for recalls, reminders, follow-up and intake progress. Keep clinical notes, diagnoses, prescriptions, test results, insurance details and other protected health information in your clinical system. The kit runs on your own Seedly CRM; DevLaunch does not host, receive or process your patient data, and your practice remains responsible for its own privacy, security and regulatory obligations.
How do I receive the kit?
Purchase securely through Whop. Your original source ZIP and installation documentation are delivered manually to the email used at checkout. This is a one-time purchase of this kit; Seedly software, hosting, and installation services are separate.
Does this include Seedly CRM?
You obtain and configure Seedly separately. The kit adds original frontend screens, a shared theme, starter definitions, and integration instructions. It does not include Seedly’s codebase, license, hosting, or a separate CRM database.
Is this one connected workspace?
Kindred keeps a light shell: a pale teal-grey rail carrying the seven kit views beside a white canvas, with native CRM tools in the same signed-in account and no dark chrome anywhere. Contacts, Calendar, Estimates, Documents, and other full modules retain the functionality supplied by your own Seedly installation. Existing authored content and provider screens retain their own layouts.
Can I use it with existing customizations?
Yes, with a compatibility review. The installer checks the supported integration files. Changed integration files need a reviewed merge; the included AI-agent guide explains how to preserve custom extensions, permissions, providers, and routes.
Do I have to import all the starter content?
No. Choose individual pipelines and workflow drafts, use a compatible existing pipeline, or install none. Workflows remain inactive until reviewed and published. They use native triggers, internal tasks, optional notes, and timed waits. A wait does not verify task completion or recheck the current stage. The included drafts do not send customer messages.
Can I remove the examples and starter content?
Sample records stay in memory and never create customers in your CRM. Leave sample mode to return to your account. Starter setup lets you review removal of unused kit additions; server checks retain edited or published workflows and pipelines with live work or references. Removing the frontend does not delete account records.
Can different subaccounts use different kits?
The current design and branding apply to the whole web installation. Subaccounts still separate data and access. Use a separate web installation for another full-interface kit; running different kit designs by subaccount in one installation requires additional customization.
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