Respond to families with speed, warmth, and organization; then keep care coordination moving

Deptly writes in your wording and your voice, books into your calendar, and quotes from your price book. Anything sensitive or public waits for your yes.

No. Deptly works inside ServiceTitan, Jobber, Boulevard, Clio, Tekmetric, Open Dental, Gingr, WellSky; whatever you already run.

Four control levels, set per workflow. Most owners start at approve-every-time and move things up only when they have watched them work.

No. Deptly's territory is scheduling, intake, documents, and communication logistics. If a family asks about medication, a change in condition, or anything clinical, the message routes to your care manager or nurse, or the family is pointed to the client's providers, rather than answered. That boundary is written into your rules before launch, and it doesn't loosen over time.

Yes, within your matching rules. Deptly identifies eligible caregivers by the criteria you set; client history, skills, hours, distance; sends the shift offers, and escalates to your on-call the moment nobody accepts inside your window. The family hears proactively instead of finding out at the door, and the final match sign-off stays with your scheduler or care manager wherever your rules require it.

The reply is in your voice, with wording you approve, and warmth is the point; what families punish is silence, not promptness. A family calling three agencies at 8:40 PM remembers the one that answered kindly the same evening. Conversations that carry grief or complexity get handed to a human quickly; Deptly's job is making sure the first response happens while the family is still deciding.

No. Deptly works inside the tools you already have rather than replacing them. If the schedule lives in AxisCare, it stays in AxisCare; Deptly reads real availability from your system and writes bookings, notes, and documents back to it, so your team keeps one source of truth. Which systems connect directly and which need a lighter setup gets confirmed during discovery, not promised upfront.

Access is least-privilege: Deptly touches only the information a workflow needs (schedules, contact details, document status) and sensitive care details stay in your system of record. Your data rules are mapped during onboarding, including who can see what and what never leaves your systems. Whether formal agreements like a BAA apply depends on the services you provide, and that gets settled during discovery rather than assumed.

Your care manager or scheduler, every time. Matching a caregiver to a care recipient is a judgment call about skills, temperament, and trust; it belongs to the person who knows both. Deptly does the work around the decision: pulling availability and client history, sending the offers, confirming the shifts, and carrying the outcome back to the family, including the introduction before the first visit.

Yes, as approved routine follow-up. Discharge planners and case managers refer to agencies that respond fast and close the loop, so Deptly acknowledges referrals quickly, keeps the source updated on where the start of care stands, and makes sure a thank-you actually goes out. The relationships stay yours; anything beyond the routine touches you've approved gets drafted for your review first.

That's usually the first workflow. Adult children research care after work, after dinner, and on weekends; exactly when the office is dark. Deptly answers those inquiries within the rules you approve, starts intake, and books assessments against your care manager's real availability. Anything urgent involving a current client routes straight to your on-call person, not into a queue for Monday.

Yes. Document chasing is one of the quiet leaks in this industry: the LTC insurer's forms, the power-of-attorney details, the invoice that's three weeks past due while nobody has time to call. Deptly follows up politely and persistently within your tone rules, tracks what's outstanding, and escalates to you before anything moves beyond routine reminders. It never sends an account to collections on its own.

Deptly operates on the rules you set: required disclosures included in the right communications, intake steps completed in the required order, and anything ambiguous escalated instead of improvised. Your state's requirements (licensure category, visit-verification obligations, disclosure language) get mapped with you during onboarding. Deptly doesn't provide compliance advice; it makes sure your compliance rules are actually followed on every inquiry.

Yes: the workflow just changes shape. Instead of shifts and call-outs, the loops are fast inquiry response, a guided shortlist, tour scheduling and reminders, post-tour follow-through, and keeping communities updated. The leak in placement is silence after the tour, and that's exactly the kind of unfinished loop Deptly closes, while the community recommendation itself stays with the advisor whose judgment families are paying for.