Active Clients
22
14 home care · 8 doula
Postpartum Messages
28
Sent automatically this month
Wellness Sessions
19
Confirmed via auto-reminder
Referrals This Month
6
From post-care sequence
Activity — Today
Postpartum Day 7 check-in sent — 3 families
Amara Davis, Tiara Reyes, and Jasmine Osei received their Day 7 wellbeing message. Tiara replied asking about postpartum swelling — flagged for review.
8:00 AM
Home visit reminder — Doris Franklin
Daily living support visit confirmed for 10:30 AM. Pre-visit checklist sent to Wellspring automatically.
9:00 AM
New inquiry — Doula services
Kezia Brown submitted inquiry form. Due date: Sept 18. Welcome message sent. Consultation link delivered.
9:41 AM
Wellness session reminder — Renee Thomas
Virtual holistic wellness session at 1 PM. Prep guide and session link sent automatically.
11:00 AM
Referral request sent — Sandra Kim
30 days post-discharge. "If you know someone who could benefit from Wellspring Home Health, a warm intro means everything." 2 referrals back so far.
11:30 AM
Three Care Tracks
Family & In-Home Care
14Visit reminders, daily routine check-ins, post-visit follow-ups, and family care coordination — sent without manual action.
Doula Support
8Birth plan check-ins, prenatal touchpoints, labor prep messages, and postpartum sequences at Days 1, 3, 7, 14, and 30.
Wellness & Education
OngoingSession reminders, herbal wellness guides, education resource delivery, and re-engagement sequences for past clients.
Active Clients
All 22 clients across three care tracks. Every active care plan has automated touchpoints running in the background.
| Client | Track | Stage | Last Contact | Next Action | Status |
|---|---|---|---|---|---|
| Amara Davis | Doula | Postpartum Day 7 | Today, 8:00 AM | Day 14 — Jun 30 | On Track |
| Tiara Reyes | Doula | Postpartum Day 7 | Today, 8:00 AM | Swelling follow-up flagged | Needs Response |
| Doris Franklin | Home Care | Daily Living Support | Today, 9:00 AM | Visit today, 10:30 AM | Visit Today |
| Renee Thomas | Wellness | Holistic Sessions | Today, 11:00 AM | Session today, 1:00 PM | Session Today |
| Sandra Kim | Home Care | Post-Discharge | Today, 11:30 AM | Referral sequence active | Discharged |
| Kezia Brown | Doula | Prenatal — 26 weeks | Today, 9:41 AM | Consultation call (Jun 28) | New Client |
| Jasmine Osei | Doula | Postpartum Day 7 | Today, 8:00 AM | Day 14 — Jul 1 | On Track |
| Leah Williams | Doula | Postpartum Day 14 | Jun 23 | Day 30 — Jul 10 | On Track |
| Rosa Fuentes | Doula | Postpartum Day 30 | Jun 23 | Sequence complete | Review Requested |
Standard Operations shows first name and scheduling context only. Full medical and care records are available in the HIPAA Protected track.
Today's Schedule
Every client reminded 24 hours out. No-shows receive an immediate rescheduling message. Pre-visit prep sent automatically.
10:30
Doris Franklin — Home Visit
Daily living support · Medication assistance · Companionship
Confirmed
1:00
Renee Thomas — Virtual Wellness Session
Holistic wellness guidance · Herbal support · Goal review
Confirmed
Sat
Kezia Brown — Doula Consultation
New doula client · Birth preferences · Service overview
Upcoming
Mon
Margaret Torres — Home Visit
Recovery support · Vitals · Family care check
Upcoming
Client Messages
Replies from automated sequences, new inquiries, and flagged responses — all in one place.
Inbox
Message Thread
Select a message
Click a thread on the left to view
Select a message to view the thread and context.
Postpartum Follow-up Queue
Every doula client receives a touchpoint at Days 1, 3, 7, 14, and 30 after birth. Automatically — no manual tracking required.
| Family | Birth Date | Stage | Last Sent | Next | Status |
|---|---|---|---|---|---|
| Amara & Marcus Davis | Jun 17 | Day 7 | Today, 8:00 AM | Day 14 — Jun 30 | Active |
| Tiara & Devon Reyes | Jun 17 | Day 7 | Today, 8:00 AM | Swelling follow-up | Replied — Needs Wellspring |
| Jasmine & Kwame Osei | Jun 17 | Day 7 | Today, 8:00 AM | Day 14 — Jul 1 | Active |
| Leah & Jordan Williams | Jun 10 | Day 14 | Jun 23 | Day 30 — Jul 10 | Active |
| Rosa & Carlos Fuentes | May 25 | Day 30 | Jun 23 | Sequence complete | Review Received |
Day 7 Message — Sent This Morning
Auto-sent at 8:00 AM to 3 families
"Hi [First name] — it's been one week, and I've been thinking about you and your family. How are you feeling — really? Body, heart, sleep, all of it. If anything feels off, or you just need someone to talk to, reply here or use the link below to get on my schedule. You're not alone in this. — Wellspring & the Wellspring Home Health team."
Tone, timing, and content all customizable. PHI is never included in outgoing messages.
Wellness & Education Services
Holistic wellness sessions, herbal guidance, education resources, and advocacy support — with automated reminders and follow-ups.
Wellness Session Flow
Virtual & In-Person · Per booking
24h
Session reminder
Reminder with session link, prep notes, and any herbal or lifestyle recommendations to complete beforehand.
2h
Day-of check-in
"Looking forward to our session today. Here's the link when you're ready." Client can reschedule if needed.
Post
After-session resources
Summary, next steps, herbal recommendations, and resource links delivered automatically after the session.
+7d
Progress check-in
"How has the past week felt since our session? Any wins or questions?" Keeps momentum going between appointments.
Education & Resource Delivery
Ongoing · Topic-based
Enroll
Welcome & resource guide
Client receives a curated welcome guide matching their care goals — prenatal nutrition, postpartum recovery, holistic wellness basics, or caregiver support.
Wk 2
Educational touchpoint
Topic-matched tip, article, or audio delivered based on where the client is in their wellness journey.
Wk 4
Goal check-in
"How are you feeling about your wellness goals? Let's talk about what's working." Gentle prompt to book a follow-up session.
+90d
Re-engagement
"We're thinking of you. What's coming up for you right now?" Keeps the relationship warm for past clients.
Automation Engine
Every sequence running across all three service tracks — without manual sends.
Postpartum Follow-up Sequence
Doula · Fires on birth date
Day 1
Welcome to the fourth trimester
Warm congratulations. Emergency contact info. Link to postpartum resource guide Wellspring prepared.
Day 3
Feeding and recovery check-in
How is feeding going? How are you feeling physically? Replies route to Wellspring's dashboard for review.
Day 7
One-week wellbeing message
Emotional and physical check-in. Offer to book a postpartum home visit or virtual support session.
Day 14
Two-week milestone
Sleep, mood, and support network check. Gentle reminder about ongoing postpartum and wellness options.
Day 30
One-month celebration + review ask
Celebrate the milestone. Review request and referral ask sent. Placenta encapsulation follow-up if applicable.
Home Visit Reminders
In-Home Care · Per appointment
24h
Appointment reminder with prep
"Your home visit from Wellspring is tomorrow at [time]." Prep checklist auto-filled based on visit type.
2h
Day-of confirmation
Same-day reminder with Wellspring's name and arrival window. Client can confirm or reschedule via link.
Post
After-visit check-in
"How are you feeling after today? Any questions about your care?" Replies visible in the Messages panel.
Referral & Review Sequence
All tracks · Fires at discharge or Day 30
Week 1
Review invitation
"If Wellspring Home Health made a difference for your family, we'd be so grateful for a few words. It helps other families find us." Link to review page.
Week 2
Referral ask
"Do you know someone who could benefit from what we do? A warm introduction goes a long way for families who need compassionate support."
Day 90
Re-engagement check-in
"Hi — just thinking of you. How has everything been? We're here if you ever need us again or your family grows." Keeps Wellspring Home Health top of mind.
Client Records
PHI — ProtectedAES-256 encryption at rest, TLS 1.3 in transit. All access logged with timestamp and user.
| Client | DOB | Track | Care Need | Insurance | PHI |
|---|---|---|---|---|---|
| Amara Davis | 03/14/1993 | Doula | Postpartum recovery, normal | Medicaid — Active | Enc |
| Tiara Reyes | 11/22/1990 | Doula | Postpartum — swelling concern | BlueCross PPO | Enc |
| Doris Franklin | 07/04/1949 | Home Care | Daily living support, mobility assist | Medicare Part A | Enc |
| Renee Thomas | 05/30/1985 | Wellness | Holistic wellness — stress, nutrition | Private Pay | Enc |
| Kezia Brown | 02/08/1998 | Doula | Prenatal — 26 weeks, low risk | Aetna PPO | Enc |
This panel is shown under a signed HIPAA Business Associate Agreement. All access events are logged with user ID, timestamp, and IP. No records stored in plain text.
Secure Client Intake
PHI — ProtectedNew clients fill a secure intake form on Wellspring Home Health's branded page. PHI stored encrypted. Care profile delivered to Wellspring before first contact.
New intake received — 9:41 AM — Secure Portal
Kezia Brown — New Doula Inquiry
Encrypted intake. TLS 1.3 transit. AES-256 storage.
Full Name
Kezia Brown PHI
Date of Birth
02/08/1998 PHI
Due Date
September 18, 2026
Insurance
Aetna PPO
Birth Intentions
Hospital birth, natural preferred PHI
Medical History
None significant PHI
Encrypted · 9:41 AM
AI Summary — Wellspring's Eyes Only
Pre-engagement profile
Click "Generate Care Profile" to process
PROCESSING — PHI ENCRYPTED — 0s
PHI Summary — Staff Only
Client Type
New — Doula
Insurance
Aetna — Verified
Due Date
Sept 18, 2026
Risk Level
Low Risk
Wellspring's care note: First-time mother, low-risk pregnancy, natural birth preference at hospital delivery. Strong candidate for full doula support through birth and postpartum Day 30. Postpartum sequence should begin automatically on birth date. Consider placenta encapsulation conversation at first consultation.
Insurance verified via Aetna in under 30 seconds. PHI never left encrypted storage. This access event has been logged to compliance with Wellspring's credentials and timestamp.
Compliance Dashboard
HIPAAEncryption status, BAA coverage, and full access log. Every PHI event recorded automatically.
Encryption
AES-256 Active
All PHI at rest encrypted
In Transit
TLS 1.3
All transfers secured
BAA Status
Active — Current
BAA signed and on file
Access Control
Role-Based
Owner & Staff tiers
Last Audit
Jun 1, 2026
No violations found
PHI Events (30d)
118 logged
All authorized
Access Log — Today
All events recorded
Wellspring R. DeversViewed intake summary — Kezia Brown (new doula client)9:48 AM
SystemInsurance verification — Kezia Brown (Aetna)9:41 AM
SystemEncrypted intake stored — Kezia Brown9:41 AM
Wellspring R. DeversViewed client record — Tiara Reyes (swelling concern flagged)8:22 AM
SystemPostpartum check-in batch sent — first name + link only, no PHI transmitted8:00 AM
All automated messages transmit only first names and scheduling links — no diagnosis, DOB, care notes, or PHI ever leaves the encrypted environment through outgoing sequences.