INOQ IQ.Care – A Comprehensive Process for Managing Recruitment and Caregiver Support in the Home Care Industry
The process begins with the first client contact and continues through caregiver selection, ending with the organization of the caregiver’s trip to the client.
Efficient Client Acquisition – Automation of the First Contact
• Automatic registration of inquiries – all client requests are instantly recorded in the system and assigned to the appropriate consultant.
• Offer generation in seconds – based on the client’s information, the system automatically creates and sends a tailored offer, eliminating manual document preparation.
• Contact reminders – using our custom extension in Bitrix24, the system logs all client interactions and sends reminders about follow-up tasks such as calls or emails.
• Client categorization – the ability to segment clients into groups allows for better collaboration management and more accurate caregiver matching.
This helps companies convert inquiries into contracts faster while improving organization and service quality.
Effective Caregiver Recruitment – Precise Candidate Matching
In the home care industry, finding the right caregiver for a client is essential and requires thorough selection and matching. Our custom-built process in Bitrix24 automates this workflow by offering:
• A database of active and historical caregivers – the system allows quick access to caregivers who have previously worked with a client, along with their performance history.
• Advanced candidate filtering – recruiters can instantly find caregivers who meet specific requirements (e.g., language skills, experience, references).
• Candidate status monitoring – the system reminds staff to contact caregivers, update their availability, or verify documents.
• Candidate verification – each recruitment process is documented, and every caregiver goes through predefined stages: initial screening, qualification check, and client matching.
This model saves time and ensures accurate matches between caregivers and clients, improving satisfaction on both sides.
Transparent Communication – Fast Contact and Effective Client Service
Efficient communication between the client, the company, and the caregiver is vital for success in the home care industry. IQ.Care powered by Bitrix24 supports this through:
• Automatic caregiver proposals sent to clients – the system generates professional emails with caregiver profiles and sends them to the client.
• Tracking the client’s decision – if the client does not respond within the expected timeframe, the system sends reminders to follow up and resubmit the offer.
• Flexible recruitment flow – if a caregiver is rejected, the system automatically redirects the recruiter to search for a new candidate.
• Client database and preference management – all interactions and client preferences are stored, enabling long-term relationship building and better matching in the future.
This ensures full transparency and more efficient operations across the company.
Efficient Handling of Formalities – Contracts and Documentation Without Errors
• Automatic contract generation – the system creates contracts, annexes, and other documents based on data entered during recruitment.
• Deadline control – IQ.Care monitors document validity (e.g., A1, EKUZ) and reminds staff when updates are required.
• Digital document archiving – all contracts, attachments, and formal documents are stored securely in the system and accessible to authorized personnel.
• Insurance and ZUS processing support – the system automatically verifies caregiver status, eliminating manual checks.
This eliminates errors, accelerates administrative tasks, and ensures full legal compliance.
Organizing Caregiver Travel – Full Control Over Logistics
Planning and managing caregiver travel requires excellent coordination. IQ.Care improves this workflow by providing:
• Automatic caregiver assignment to clients – the system logs trip start and end dates and generates reminders for renewals or replacements.
• Quality monitoring during assignments – the system sends reminders to contact both the client and the caregiver during the assignment, ensuring ongoing quality control.
• Future trip planning – the system creates schedules and reminds staff when a new caregiver must be assigned.
• Flexible change management – if a caregiver’s trip is extended, shortened, or canceled, the system automatically updates relevant contracts and records.
This gives the company full control over caregiver rotations and ensures continuity of care for clients.
IQ.Care with Bitrix24 as a Key Tool for the Home Care Industry
💡 Automated recruitment and client service – fast processing of inquiries and efficient caregiver matching.
💡 Effective communication – complete interaction history and automated reminders.
💡 Full control over contracts – document generation and formalities managed within a single system.
💡 Optimized caregiver travel – monitoring deadlines and automatic replacement management.
With our solution in Bitrix24, your company can work faster, more efficiently, and more professionally. 🚀
📞 Want to learn more? Contact us and discover how INOQ can transform your business!
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