# Patient & Caregiver Task Lists for Home-Based Care | QliqSOFT

> Bundle e-signatures, forms, surveys, photos, and education into one task list with a deadline, sent by text to a patient, caregiver, or staff member.

[Platform](https://www.qliqsoft.com/platform/) / [Quincy](https://www.qliqsoft.com/solutions/quincy-digital-engagement-platform/) / Task Lists

# 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](https://www.qliqsoft.com/security/) [SOC 2 TYPE II](https://www.qliqsoft.com/security/)

[Book a demo](https://www.qliqsoft.com/request-demo/) [How it works](https://www.qliqsoft.com/feature/patient-caregiver-tasks/#how)

An intake task list, live

1\. Sign service consent DONE · 10:42 AM

2\. Insurance card photo DONE · 10:44 AM

3\. Health history form IN PROGRESS

4\. Pre-visit survey PENDING

Deadline Friday 5 PM ON TRACK · 2 OF 4

How it works

## From scattered asks to one finished list.

1

### 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.

2

### 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.

3

### 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 status UNKNOWN → 2 OF 4 · LIVE

Chasing completion PHONE CALLS → AUTO-NUDGES

Aide onboarding, week one PAPER STACK → TAP-THROUGH LIST

Deadline risk FOUND LATE → VISIBLE EARLY

Part of Quincy

## One capability of a connected system.

[Patient Secure Texting](https://www.qliqsoft.com/solutions/patient-engagement/) [e-Signatures](https://www.qliqsoft.com/feature/hipaa-compliant-online-forms/) [Digital Forms](https://www.qliqsoft.com/feature/hipaa-compliant-online-forms/) [Scored Assessments & Surveys](https://www.qliqsoft.com/feature/patient-scored-forms/) [Real-Time Translation](https://www.qliqsoft.com/feature/real-time-translation/) [Virtual Visits](https://www.qliqsoft.com/solutions/virtual-visits/) [Patient Reviews](https://www.qliqsoft.com/solutions/quincy-patient-reviews/) [Bereavement Engagement](https://www.qliqsoft.com/solutions/hospice-bereavement-solution/) [See all of Quincy →](https://www.qliqsoft.com/solutions/quincy-digital-engagement-platform/)

Used across home-based care

## Thirty minutes, task lists, live in the product.

[Home Health](https://www.qliqsoft.com/industries/home-health-communication-workflow-platform/) [Hospice & Palliative](https://www.qliqsoft.com/industries/hospice-communication-workflow-platform/) [Home Care](https://www.qliqsoft.com/industries/home-care-communication-workflow-platform/) [Home Infusion](https://www.qliqsoft.com/industries/home-infusion/) [Specialty Pharmacy](https://www.qliqsoft.com/industries/specialty-pharmacy/)

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.

## Send the list. See it finish.

Watch an intake list, a caregiver training list, and an aide onboarding list go from sent to complete in one demo.

[Book a demo](https://www.qliqsoft.com/request-demo/) [Explore all of Quincy](https://www.qliqsoft.com/solutions/quincy-digital-engagement-platform/)

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