Patient & Caregiver Task Lists for Home-Based Care

Patient and Caregiver Task Lists for Home-Based Care

Assign the list. Watch it finish.

Quincy Tasks: bundle e-signatures, forms, surveys, photo uploads, and education into one task list with a deadline, sent by text to a patient, family caregiver, or staff member. Recipients tap through to done. Senders watch completion in real time.

HIPAA COMPLIANT SOC 2 TYPE II

How it works

From scattered asks to one finished list.

Bundle the work

Pick the tasks (an e-signature, a form, a scored survey, a photo upload, an education module), set the deadline, and save the list for reuse across intake, onboarding, or training.

Send it by text

The recipient gets one link and one clear list, no app, in their own language. Each task opens, completes, and checks itself off.

Watch it complete

Per-task and per-list completion updates live. Automatic nudges chase the deadline so your staff never has to, and overdue lists escalate to your team.

Why it matters

Checklists finish what requests start.

Home-based care runs on multi-step handoffs: intake packets, family caregiver training, aide onboarding, therapy starts. Send the steps separately and some never come back. Bundle them into one tracked list with a deadline and completion becomes visible, nudgeable, and provable.

✓Intake readiness: consents, insurance card photos, history forms, and pre-visit surveys arrive as one list due before the first visit, so start of care starts on time
✓Family caregiver training: education modules plus a teach-back survey, completed and documented. That is the exact experience the CAHPS caregiver training measures ask families about
✓Aide onboarding that retains: 57% of caregiver turnover happens in the first 90 days, and only 29% of care staff call their onboarding structured. A tap-through onboarding list is structure, delivered to their phone
✓The retention math: structured onboarding improves retention by 82% (Brandon Hall Group), against a $2,600 to $5,000 replacement cost every time a caregiver walks
✓Completion you can see: no more did-they-finish phone calls. The sender watches who is done, who is close, and who needs the nudge

"We stopped chasing paperwork and started watching a progress bar."Director of Intake

The handoff, before & after

Intake packet statusUNKNOWN → 2 OF 4 · LIVE

Chasing completionPHONE CALLS → AUTO-NUDGES

Aide onboarding, week onePAPER STACK → TAP-THROUGH LIST

Deadline riskFOUND LATE → VISIBLE EARLY

Common questions

Task Lists, answered.

What can a task be?

Any Quincy action: an e-signature, a digital form, a scored survey, a photo upload (an insurance card, a credential document), an education module, or a custom to-do. Tasks bundle into reusable lists with deadlines.

Who can receive a task list?

Patients, family caregivers, and staff such as aides and new hires. Anyone with a phone, no app required, in their own language.

What does the sender see?

Live completion by task and by list, deadline status, and automatic reminders. Overdue lists can escalate to your team in QliqCHAT with the incomplete items attached.