Why Assistly?
Care shouldn’t stall because admin gets in the way. Assistly brings the daily essentials into a single, easy workspace your team will actually use. Plan shifts, track care, stay audit-ready and keep families in the loop without hopping between tools.
Care Plans
Care Plans that Keep Up
Resident needs change; your plans should too. Notes, observations, incidents and assessments flow into a plan that surfaces what matters and flags items for quick review and sign-off.
- Templates for PCH/Adult Day/In-Home
- Linked daily notes & tasks
- Incident & risk workflows
- Review/sign-off trails
- Outcomes tracking
Compliance
Compliance that Runs Daily
Stay inspection-ready without the scramble. A clear dashboard shows status at a glance, nudges you before items go overdue and exports what inspectors need in a click.
- Medication/eMAR records
- Training & certification tracking
- Document versioning & audit logs
- Role-based access controls
- Export packs for audits
Scheduling
Smart Scheduling that Fits Real Life
Build balanced rosters in minutes. Assistly factors skills, availability, resident needs and regulations then lets you adjust on the fly to cover gaps and avoid overtime surprises.
- Skills & qualifications matching
- Availability & leave built in
- Shift swaps and gap alerts
- Clear handovers between shifts
- Timesheets & approvals
RevOps
Complete Financial Visibility. Smarter Operations.
Assistly RevOps brings billing, invoices, payroll, and financial operations together in one unified platform, giving care home operators real-time visibility into revenue, expenses, and overall financial performance so they can improve efficiency, control costs, and confidently run a more profitable facility.
- Unified billing, invoicing, and payroll management
- Real-time revenue and expense tracking
- Monitoring for care fees, monthly fees, entertainment, and medical services
- Expense oversight for payroll, groceries, utilities, and operations
- Built-in budget tracking and financial analytics
- Centralized financial visibility with operational oversight
Mobile First
Smarter Care, Connected Teams
Everything important is in your pocket – logs, tasks, rosters and handovers captured during the shift, not after. Native staff management helps you onboard faster and reduce burnout.
- iOS/Android responsive web access for all users
- Real-time access to logs, tasks, rosters, and handovers
- User profiles with roles, credentials, and permissions
- Onboarding checklists for staff and administrators
- Shift reminders and notifications to keep teams aligned
CRM
Clear Communication. Stronger Relationships.
From first inquiry to ongoing care, Assistly CRM keeps resident, family, and referral interactions organized in one place. Every touchpoint is captured, easy to access, and connected to care delivery—so nothing is missed and follow-ups stay timely.
- Centralized resident, family, and referral records
- Inquiry and referral tracking through onboarding
- Communication notes and interaction history
- Task reminders and follow-ups
- Team-wide visibility with role-based access
Reporting & KPI
Visibility for Leaders. Clarity for Managers.
Owners and managers see what’s on track and what needs attention through simple, actionable reports. Assistly turns day-to-day operations into clear insights that support faster, more confident decisions.
- KPI dashboards for occupancy, staffing, and incidents
- Real-time visibility across teams and locations
- Clear trends to identify risks and gaps early
- Data that supports proactive management
Family Portal
Clear Updates. Reassured Families.
Families receive timely updates that build trust and reduce uncertainty, without adding extra work for staff. Assistly keeps communication clear, consistent, and secure throughout the care journey.
- Family portal with clear message summaries
- Secure sharing of updates, photos, and documents
- Consent capture for media and care communication
- Fewer inbound calls and follow-ups for staff
Fast to start. Easy to grow.
Most teams go live in days. Begin with the essentials, then add modules as you expand programs, locations, or headcount.
Implementation at a glance
- Discovery: import essentials; map your workflows
- Setup: configure rosters, care plans, meds, and forms
- Training: short, hands-on sessions; quick reference guides
- Go live: real-time support through your first inspection cycle
