Free home health scheduling software for the referral, the assessment and the follow-up

A referral is only a referral until somebody has put a start-of-care assessment in a diary, and the hours between those two things are where agencies lose patients back to whoever moved faster. Picktime turns the referral call into a booked assessment with the details already captured, keeps every follow-up on the clinician who did the first one, and gives a video review a link without anybody driving to it.

  • Free forever plan
  • Referrals booked, not queued
  • No card required
A home health nurse setting a monitor out of her shoulder bag on a kitchen table while the patient sits alongside

Blu CareBook online

Start of care60m · RN$150.00

Therapy evaluation45m · PT$110.00

ReviewVideo · same clinicianBook

Next free9:30 AM11:15 AM2:45 PM

Referral

Booked

The hour it arrived

Deposit

$37.50

25% on the assessment

Video review

Link on the booking

Nobody drives to it

From referral to first visit

Four things that decide whether the referral becomes a patient

Scheduling software for home health care is judged on the referral rather than on the visit calendar. Each of these currently depends on somebody being at a desk at the moment a hospital discharge coordinator picks up the phone.

A referral becomes a date the same hour it arrives

Send one link and the referrer, the family or your own intake team puts the assessment straight into the diary of a clinician who is genuinely free for it. No triage inbox, no waiting to hear back.

The Blu Care booking page a referrer opens from the link: a start of care, an intake call and a therapy evaluation, each bookable straight into a clinician who is free

The clinician arrives already knowing what they are walking into

On the paid plans the booking form asks the things somebody always ends up phoning back for. The answers travel with the appointment, so the first visit is the assessment rather than the questions before it.

The start-of-care booking form answered before the visit, the diagnosis and medications question and how to get in by the key safe, with the answers attached to the Thursday appointment

A follow-up that does not need a car

Reviews and check-ins that do not need hands on a patient get a video link created with the booking. The patient opens it from the message they were already sent.

A video review booked with Ana, the nurse who did the assessment, its Jitsi Meet link created with the booking and opened by the patient from the confirmation message

Every contact in the episode sits on one record

The assessment, the reviews and the discharge conversation all sit against one patient with the answers they gave and the notes anybody has added, so nobody restarts the history at the second visit.

One patient record holding the whole episode: the start-of-care assessment, two video reviews and the discharge conversation, with two notes added by clinicians
Clinicians and disciplines

A physical therapist is not offered for a nursing assessment

Home health intake goes wrong when the wrong discipline is booked, because the visit still happens and the mistake is only discovered at the door. In Picktime each clinician has their own working hours and their own list of what they assess, so a nursing start-of-care only shows nurses and a therapy evaluation only shows therapists. Cover works the same way: somebody brought in for a fortnight is a clinician with a fortnight of hours, and their availability stops when the arrangement does rather than when somebody remembers.

A nursing start of care offered only with the two nurses, Ana and Paige, who is covering from Mon, Nov 16 to Fri, Nov 27, while Leo, a physical therapist, is not offered for it
Branches and one calendar

Several branches, one place to look at all of them

An agency covering three counties usually has three diaries and one person who understands all of them, which is the point at which home health care scheduling software stops being optional. Each branch in Picktime keeps its own opening hours, its own clinicians and its own booking page, while everything still appears in a single calendar, so the question of whether anybody has capacity for an assessment on Thursday is answered by looking rather than by ringing round. The referral link can be branch-specific, so a discharge coordinator sends the patient to the right team without knowing your internal geography.

The North and Coast branches in one Blu Care calendar for Thursday, Nov 19, showing a 2:00 PM assessment slot free at Coast, the Coast referral link sent to a discharge coordinator, and the Coast booking page open on a phone with 2:00 PM being picked
Thursday, 2:15pm

A referral came in at two and the assessment still has no date at five

Quarter past two on a Thursday. A discharge coordinator has emailed a referral for somebody going home tomorrow. It lands in a shared inbox behind eleven other things, and the person who books assessments is out doing one.

By five the patient still has no date, and by tomorrow morning the coordinator has asked somebody else. Nothing about that is recorded as a loss, because the referral is still sitting in the inbox looking like work in progress. Picktime turns the referral into a booked assessment at the moment it arrives, on a clinician who is genuinely free and of the right discipline.

Getting started

Referrals turning into booked assessments this week

What intake books, each with its own length and discipline: a start of care with a nurse, a therapy evaluation with a physical therapist, and a review marked as video
01

List what intake actually books

Intake call, nursing start-of-care, therapy evaluation, review, discharge conversation, each with the time it takes and the disciplines that do it. Mark which ones can happen over video.

Three clinicians added with their discipline, branch and hours, Paige covering at North for the fortnight from Mon, Nov 16 to Fri, Nov 27
02

Add your clinicians by discipline and branch

Set each clinician’s working hours and what they assess, and give each branch its own hours and page. Somebody covering for a fortnight is added with a fortnight of hours.

The Blu Care referral link sent to discharge planners, physicians and families and added to the Google Business profile, and an intake call booked from Google at 9:04 PM
03

Give referrers a link instead of an inbox

Send discharge planners, physicians and families a link that books straight into a real diary, and put the same link in your Google Business profile so a family looking you up at nine at night can start the conversation.

AI receptionist

The referral that comes by phone at quarter past two

Referrals still arrive as calls, and they arrive when your intake nurse is on a visit. Picktime’s AI receptionist answers around the clock and handles several calls at once, so a discharge coordinator with ten minutes between wards is not waiting for anybody. It takes the caller through what is needed, captures their details and turns the call into a confirmed assessment in your calendar, checked against the same clinician availability the booking link uses. Where the caller should be speaking to a person it transfers them to you, and every call is transcribed into your dashboard, so a referral taken at quarter past two is readable in full at six.

A discharge coordinator phoning in a referral at 2:15 PM on a Thursday, answered by the AI receptionist, the patient's details taken and a start-of-care assessment booked with a nurse on Friday at 11:15 AM, while other calls are answered and the transcript goes to the dashboard
What it costs

Start free. Pay when there are more clinicians, not more referrals.

The free plan is a plan, not a trial. Nothing in it expires, there is no card, and what you pay follows how many people and branches you have.

Free, and it stays free

What a small agency gets without paying

  • Your own booking page and referral link
  • Assessment types with their own lengths
  • A record per patient, with every contact against the name
  • Email notifications on every booking

Start free

Works with what you use

It fits the calendar, the video call and the contacts you already keep

One calendar per clinician

Assessments land in the Outlook or Google calendar the clinician already carries, and on the paid plans they move there when they move here. A review booked as a video appointment gets its link made with the booking, through Jitsi Meet on the free plan and Zoom, Google Meet or Teams on the paid ones, and contacts sync so a referral is not retyped into a second system.

It works in somebody’s hallway

Picktime runs in a browser on a phone as well as at the office, and there are iOS and Android apps, so a clinician between visits can see what is next and book the follow-up before they have left the doorstep.

Questions

Home health scheduling: common questions

What is the best home health software?

It depends which half of the job you mean. Visit rostering, timesheets and electronic visit verification belong in a system built for that. The appointments around them, the intake call, the start-of-care assessment, the review and the discharge conversation, are a booking diary, and that is what Picktime is. It is free to start and it sits alongside whatever runs your visits.

Is there free home health scheduling software?

Picktime’s free plan gives a small agency its own booking page and referral link, assessment types with their own lengths and a record per patient, with no card and no end date. Paid plans are about how many clinicians and branches you have.

Can a referrer book an assessment directly?

Yes. Send a discharge planner or a physician a link that opens on real availability for the right discipline. They pick a time, answer whatever your form asks and the assessment is confirmed, rather than emailing a referral into an inbox and waiting to hear back.

Can we run video visits as well as home visits?

Yes. Mark an appointment type as a video appointment and the joining link is created with the booking and sent to the patient in the same message. Jitsi Meet is the connection on the free plan; Zoom, Google Meet and Teams are on the paid ones. A review that does not need hands on a patient stops needing a car.

Can we stop the wrong discipline being booked?

Yes. Each clinician has their own hours and their own list of what they assess, so a nursing start-of-care only offers nurses and a therapy evaluation only offers therapists. Where a booking should be looked at before it is accepted, the paid plans can hold it for you to approve.

What is the best scheduling software for caregivers in home care?

Not this one, and the distinction is worth making before you trial anything. Software for caregivers schedules the visits themselves and has to carry rotas, mileage and electronic visit verification, because that is what the funder audits. Picktime carries none of those. It is the appointment diary around the visits (intake calls, start-of-care assessments, reviews and the office’s own meetings), which is a separate job and usually a separate tool.

Where do the details captured at booking go?

Onto the patient’s record in your account, used to run the appointment, and on the paid plans you decide what the form asks for. Requirements such as HIPAA depend on what is held, where it is held and what agreement covers it rather than on any single feature. If they apply to your agency, ask us what we hold before you set it up rather than assuming in either direction. Security and trust sets out how data is kept.

What is the best scheduling software for healthcare?

Healthcare is three purchases and the mistake is buying one tool to be all three. The clinical record is one, billing is another, and the diary that patients and referrers book against is the third, which is the one Picktime is. A practice that already has a records system is usually better off buying the diary separately than accepting the booking page bolted onto the records system. Doctors, clinics and medical practices each have a page of their own.

Is there a free EMR system?

Picktime is not one, which is the first thing to say. An EMR holds clinical notes, orders and the chart; Picktime holds the appointment, the contact record and whatever your booking form captures, and it does not write into a clinical record. We will not name a free EMR for you, because what is safe to use depends on your jurisdiction and on what agreement covers the data, and that is a decision to take with your own compliance advice. The usual arrangement is an EMR for the record and a booking diary for the appointments around it.

Give the referral a date before the afternoon is over

Free forever for a small agency. No card, no trial clock, and a referral link your discharge planners can use this week.