CRM KitsSkilled home health agencies
Every period covered. Every order signed.
A certification period board for a skilled home health agency. One row per admitted episode with the current 60-day period drawn as nine weeks of visits planned against visits recorded, the recertification window marked, and every order still waiting on a physician signature beside it. Interval is built for nurses and therapists visiting under physician orders, not for non-medical home care shifts.
Every period, week by week.
One row per admitted episode, most urgent first: a period that ended with no next period recorded, then days 56 to 60, then short weeks, then planned discharges. Each of the nine week cells reads visits recorded as made against visits planned for each discipline, and a past week below plan says Short. The orders awaiting signature sit beside the board, longest outstanding first.
Actual interface captures with fictional sample data. Open a screenshot to see it full size.
What’s in the kit
Screens
- Certification period board with nine week cells per episode and the orders awaiting signature beside it
- Referrals operating view from received to start of care
- Visits operating view by clinician and day
- Orders operating view by physician office with the recorded threshold
- Referral sources operating view with monthly referral and admission counts
- Clinicians operating view with recorded caseload against a recorded maximum
- Insights operating view of recorded counts only
- An account store for the order threshold, clinicians and referral sources behind one revision guard
- Three closed-choice native form drafts and three editable letter templates
- Editable per-record start of care checklists and preserved row history
four pipelines
- Patient episodes · 8 stages
- Referral intake · 7 stages
- Referral source development · 7 stages
- Clinician recruiting · 7 stages
Optional. Install the ones that match your work, or connect drafts to a pipeline you already use.
nine workflow drafts
- New referral contact task
- Eligibility recorded task
- Start of care scheduled note
- Start of care admin checklist task
- Plan of care signature chase
- Recertification reminder task
- Discharge planned task
- Liaison touch task
- Clinician interest follow-up
Inactive until you review and publish them. None send customer messages.
Forms and documents
- Referral source inquiry: name, organization, email and phone, then the type of organization, services of interest, areas served, the best time for a liaison visit and the best way to reach you, all as fixed choices
- Family callback request: name, email and phone, then who is asking, the days and time for a callback, what to talk about and whether a referral was already sent, all as fixed choices
- Clinician job interest: name, email and phone, then discipline, areas, hours wanted and years in home health, all as fixed choices, with no license number
- Referral acknowledgement
- Start of care welcome letter
- Recertification reminder to a physician office
Editable native forms and document templates. Forms collect information for staff review.
Sample workspace
Explore 24 fictional episodes: 12 admitted, of which 1 has passed day 60 with no next period recorded, 3 are in the recertification window, 3 carry recorded short weeks and 2 have a discharge planned, plus 7 referrals in intake, 2 not admitted and 3 discharged. Seven fictional clinicians with one over the recorded caseload maximum, six referral sources, 215 visit rows with 6 recorded as missed, and 21 orders of which 11 await signature and 4 are overdue at 21 days. 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 episode creation, edits, the account store and resource setup. They preserve native account permissions, unrelated custom fields and row history, run the 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 patient episode, from a received referral through admission to discharge or a recorded reason it was not admitted. It holds the patient label of a first name and last initial, a program label, the stage with the date it was reached, the referral, contact, eligibility recorded, scheduled start of care, start of care and current period start dates, a planned discharge, the referral source and physician office names, a coverage area, a visit plan by discipline with nine weekly planned counts, visits as dated rows with a discipline, a clinician and planned, made or missed, orders by category with sent and returned dates, and an editable start of care checklist. The order threshold, the clinicians and the referral sources live in one account store behind a single revision guard.
A period is 60 days from a recorded period start that is the start of care or a whole number of 60-day periods after it. The recertification window is days 56 to 60 inclusive, counted from that start and today’s date. A past week is Short when the visits recorded as made are below the visits planned for any discipline; the current week never is. An order is Overdue when it has been outstanding for more days than the threshold you record, 21 by default. Every boundary is tested. This is skilled home health, not non-medical home care, and Interval records only what the office typed: it is not OASIS, not electronic visit verification, not a scheduling engine, not billing, claims, PDGM or payer processing, not an eligibility check and not an e-signature service, and it sends no messages to patients, families or physician offices. It stores no diagnosis, clinical or visit note, OASIS answer, medication, vital sign, Medicare Beneficiary Identifier, insurance or Social Security number, license number or date of birth, and a server-enforced guard refuses text that looks like one in every note and label, which is help against accidental entry rather than a guarantee. None of the three public forms has a message box, because a form submission never passes through the kit’s guard.
Four optional pipeline templates and nine inactive workflow drafts. 24 fictional in-memory episodes with 7 clinicians and 21 orders.
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?
Interval keeps one deep plum-grey top bar across the kit views and native CRM tools in the same signed-in account, over a light canvas with the period board using the full width of the screen. 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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