Scheduling & Care Coordination

CareSupport manages two types of scheduling: Care Schedules (recurring reminders and check-ins) and Appointment Coordination (one-time medical appointments and visits).

Care Schedules Protocol

Create and manage recurring care reminders - medication times, appointment reminders, check-ins, shift handoffs. Safety level: Standard
Requires approval: Yes (for creating/modifying schedules)

Two Types of Schedules

CareSupport uses two different schedule types depending on whether the task needs reasoning:

Agent Schedules (needs reasoning)

Use when the task requires context and adaptation:

Daily check-ins (different questions, adapts to context)
Wellness pattern analysis (weekly, looks at trends)
Needs assessment (monthly, reviews if care plan needs adjustment)

Example:

await create_care_schedule(
    family_id="family-id",
    schedule_type="agent",
    title="Morning Check-In",
    description="Read care plan, ask current caregiver about 
                 overnight. Log response.",
    cron="0 8 * * *",  # 8am daily
    notify="+15551234567",  # who to message
)

How it works:

System wakes up at scheduled time
Reads current care plan context
Composes contextual message based on recent events
Sends to appropriate caregiver
Logs response

Example message:

Good morning Sarah 🌅
How did Mom sleep last night? I noticed she had a 
rough evening yesterday.

Reminder: PT appointment today at 2pm

Script Schedules (deterministic)

Use when the task is fixed and doesn’t need context:

Medication reminders (fixed time, fixed message)
Appointment day-before reminders
Shift change alerts

Example:

await create_reminder(
    family_id="family-id",
    title="Evening Lisinopril",
    message="Time for {recipient}'s Lisinopril 10mg. 
             Reply DONE when taken ✅",
    cron="0 20 * * *",  # 8pm daily
    notify="+15551234567",
    wait_for_confirmation=True,
    escalate_after_minutes=60,  # escalate if no reply
)

How it works:

System sends exact message at scheduled time
Optionally waits for confirmation (“DONE”)
Can escalate to primary caregiver if no response
No reasoning or context needed

Default Schedules Created During Onboarding

When a new family joins, these schedules are automatically created:

Schedule	Cron	Type	Description
Morning check-in	`0 8 * * *`	Agent	Ask about overnight, today’s plan
Evening check-in	`0 20 * * *`	Agent	Day summary, tomorrow’s prep
Medication reminders	Per med schedule	Script	One per med, per time slot
Weekly summary	`0 10 * * 0`	Agent	Week in review to primary caregiver

All times are customizable per family. If someone works nights and sleeps during the day, check-ins can be rescheduled to match their rhythm.

Modifying Schedules

Schedules can be changed at any time:

List existing schedules

“What schedules do we have set up?”System lists all current schedules with times and types

Request modification

“Change morning check-in to 7am instead of 8am”Or: “Stop sending evening check-ins on weekends”

System drafts change

“Changing morning check-in from 8am to 7am. Reply YES to confirm.”

On confirmation, update executes

Schedule updated, change logged in care plan

Example conversation:

Sarah:  Can we move the morning check-in to 7am? 
        I start work at 7:30 and want to respond before then.
        
System: Changing morning check-in from 8am to 7am. 
        Reply YES to confirm.
        
Sarah:  yes
        
System: Updated ✅ Morning check-ins will now happen at 7am 
        starting tomorrow.

Quiet Hours

Respect family preferences for when NOT to send non-emergency messages: Default: 10pm - 7am (no messages during these hours) Customizable:

Per family member (aide schedules may differ from family)
Per day of week (weekends may differ from weekdays)
Emergency protocol ALWAYS overrides quiet hours

Example:

Sarah:  Please don't text me after 9pm, I'm usually asleep
        
System: Got it. Setting quiet hours for you: 9pm - 7am. 
        I'll only message during emergencies after 9pm. 
        Reply YES to confirm.
        
Sarah:  yes
        
System: Updated ✅ No non-emergency messages to you between 9pm-7am.

Emergency messages override quiet hours. If someone falls or reports chest pain at 2am, ALL relevant care team members are notified immediately regardless of quiet hours.

Appointment Coordination Protocol

Schedule, remind, confirm, and prepare for medical appointments. Safety level: Standard
Requires approval: Yes (for schedule changes)

Workflows

Adding a New Appointment

Family reports appointment

“Mom has a cardiology appointment next Tuesday at 2pm”

System checks for conflicts

Reads care plan → checks This Week schedule for conflicts

Drafts for confirmation

“Adding to Mom’s schedule: Cardiology with Dr. Smith, Tuesday 2pm. Reply YES to confirm.”

On confirmation, sets up automation

Updates This Week in care plan
Sets day-before reminder
Sets morning-of reminder
Notifies team members on shift that day

Example:

Sarah:  Mom's cardiologist appointment is next Tuesday at 2pm
        
System: Adding to Mom's schedule: Cardiology with Dr. Smith, 
        Tuesday 2pm at Main Street Medical. Reply YES to confirm.
        
Sarah:  yes
        
System: Added ✅ I'll send reminders Monday evening and Tuesday morning.

Day-Before Reminder

Automatically sent the evening before an appointment:Message includes:

Appointment type, provider, time, address
Prep checklist:
- Insurance card
- Current medication list (“I can send this”)
- Allergies (ALWAYS included from care plan)
- Questions from “For Next Visit” section
- Transportation plan (“Who is taking Mom?”)

Example:

Reminder: Mom has Cardiology with Dr. Smith tomorrow at 2pm.

Prep checklist:
✓ Insurance card
✓ Current medication list (reply MEDS if you want me to send it)
✓ Allergies: Penicillin, Sulfa drugs
✓ Questions to ask:
  - Is the dizziness related to Lisinopril?
  - When should we schedule next echocardiogram?
✓ Transportation: Who is taking her?

“For Next Visit” auto-surface: If the care plan has a “For Next Visit” section with questions or topics for this provider, they automatically appear in the day-before reminder. After the appointment, system asks if those items were addressed.

Morning-Of Reminder

Sent the morning of the appointment:Message includes:

Appointment time and provider
Address (if available)
Quick action: “Reply MEDS for medication list”

Example:

Mom's Cardiology appointment is today at 2pm with Dr. Smith.
Address: 123 Main Street Medical Center, Suite 200

Need the medication list sent to your phone? Reply MEDS.

If caregiver replies MEDS:

Current Medications for [Recipient Name]
Updated: [Date]

1. Lisinopril 20mg - Once daily (morning) - Dr. Smith
2. Metformin 500mg - Twice daily - Dr. Patel  
3. Atorvastatin 40mg - Once daily (evening) - Dr. Smith

Allergies: Penicillin (rash), Sulfa drugs (hives)
Pharmacy: Main Street Pharmacy, 555-1234

After Appointment Follow-Up

Sent within 2 hours after appointment end time:System asks:

How did Mom's appointment go?
Any changes to medications or care plan?

Routes responses appropriately:

Medication changes → medication-management protocol
New diagnoses or care changes → care-plan-updates protocol
New appointments scheduled → adds to calendar
“For Next Visit” items addressed → removes from list

Example:

System: How did Mom's cardiology appointment go?
        
Sarah:  Good! Dr. Smith increased Lisinopril to 20mg and wants 
        to see her again in 3 months
        
System: I'd like to update Mom's file: Lisinopril 10mg → 20mg, 
        per Dr. Smith. Reply YES to confirm.
        
Sarah:  yes
        
System: Updated ✅ When is the 3-month follow-up?
        
Sarah:  May 15 at 2pm
        
System: Adding to Mom's schedule: Cardiology follow-up with 
        Dr. Smith, May 15 at 2pm. Reply YES to confirm.

Canceling or Rescheduling

Family reports need to cancel

“Need to cancel Mom’s appointment Thursday”

System drafts removal

“Removing: Cardiology with Dr. Smith, Thursday 2pm. Reply YES to confirm.”

On confirmation, cleans up

Updates This Week schedule
Cancels automated reminders

Offers to help reschedule

“Want me to help reschedule?”

Example:

Sarah:  Need to cancel Thursday's cardiology appointment
        
System: Removing: Cardiology with Dr. Smith, Thursday 2pm. 
        Reply YES to confirm.
        
Sarah:  yes
        
System: Removed ✅ Want me to help reschedule?
        
Sarah:  They moved it to next Tuesday same time
        
System: Adding to Mom's schedule: Cardiology with Dr. Smith, 
        next Tuesday 2pm. Reply YES to confirm.

Integration with Provider Communication

Appointments work closely with provider communication: Before appointment:

Can prepare and send visit summary to provider’s office
Includes recent changes, current concerns, questions

After appointment:

Routes medication changes to medication-management protocol
Can send follow-up messages to provider if needed
Tracks outstanding items for next visit

Example:

System: Here's the summary for Dr. Smith's appointment:
        
        [Medication list, recent changes, questions]
        
        Want me to send this to the office ahead of time?
        
Sarah:  yes please
        
System: Sent to Dr. Smith's office at [email protected] ✅

Schedule Coordination Tips

For Primary Caregivers

Review your schedules:

Text “what schedules do we have?” to see all recurring reminders
Adjust times to match your family’s rhythm
Set quiet hours for each family member

Before appointments:

Review day-before checklist
Request medication list if needed (reply MEDS)
Add questions to “For Next Visit” section anytime: “remind me to ask Dr. Smith about the dizziness”

After appointments:

Report any medication or care plan changes
Schedule follow-up appointments immediately
System will add them to calendar and set reminders

For Care Team Members

You’ll receive:

Medication reminders if you’re on shift during med times
Appointment reminders if you’re scheduled to transport
Shift change notifications
Check-ins during your scheduled time

You can:

Confirm medications with “done” or “taken”
Report if you won’t be available: “I can’t take Mom to the appointment Tuesday”
Request schedule changes: “Can we do handoff at 3pm instead of 2pm?”

Common Schedule Patterns

Medication Reminder Schedule

Morning medications (8am):

Script schedule, daily at 8am
Message: "Time for Mom's Lisinopril 10mg. Reply DONE when taken ✅"
Escalates to primary caregiver if no response in 1 hour

Evening medications (8pm):

Script schedule, daily at 8pm  
Message: "Evening meds: Metformin 500mg and Atorvastatin 40mg. Reply DONE ✅"
Escalates to primary caregiver if no response in 1 hour

Check-In Schedule

Morning check-in (8am):

Agent schedule, daily at 8am
Reads care plan for context, asks current caregiver:
- How did [recipient] sleep?
- Any concerns this morning?
- Reminds of today's appointments/tasks

Evening check-in (8pm):

Agent schedule, daily at 8pm
Compiles day summary:
- Meal status
- Medication status  
- Mood from reports
- Tomorrow's first task
- Asks for any concerns

Weekly Summary Schedule

Sunday morning (10am):

Agent schedule, weekly on Sunday at 10am
Sent to primary caregiver:
- Week in review
- Medication compliance summary
- Wellness patterns observed
- Upcoming week preview
- Any concerns to address

Integration with Other Protocols

Scheduling works with:

Medication Management: Creates and manages medication reminder schedules
Daily Check-In: Agent schedules for morning and evening check-ins
Caregiver Handoff: Script schedules for shift change notifications
Provider Communication: Day-before and morning-of appointment reminders
Emergency Response: Can pause non-emergency schedules during crises
Hospitalization: Suspends home care schedules during inpatient stay

Next Steps

Daily Check-Ins

Learn about check-in workflows and what gets tracked

Medication Reminders

Understand medication reminder schedules in detail

Set Up Your Schedule

Configure schedules for your family

Provider Visits

Master appointment coordination

Overview

Getting Started

Core Features

Care Protocols

Family Management

Agent System

Scheduling & Care Coordination

Scheduling & Care Coordination

Care Schedules Protocol

Two Types of Schedules

Default Schedules Created During Onboarding

Modifying Schedules

Quiet Hours

Appointment Coordination Protocol

Workflows

Integration with Provider Communication

Schedule Coordination Tips

For Primary Caregivers

For Care Team Members

Common Schedule Patterns

Medication Reminder Schedule

Check-In Schedule

Weekly Summary Schedule

Integration with Other Protocols

Next Steps

Daily Check-Ins

Medication Reminders

Set Up Your Schedule

Provider Visits

Build docs developers (and LLMs) love

Overview

Getting Started

Core Features

Care Protocols

Family Management

Agent System

​Scheduling & Care Coordination

​Care Schedules Protocol

​Two Types of Schedules

​Default Schedules Created During Onboarding

​Modifying Schedules

​Quiet Hours

​Appointment Coordination Protocol

​Workflows

​Integration with Provider Communication

​Schedule Coordination Tips

​For Primary Caregivers

​For Care Team Members

​Common Schedule Patterns

​Medication Reminder Schedule

​Check-In Schedule

​Weekly Summary Schedule

​Integration with Other Protocols

​Next Steps

Daily Check-Ins

Medication Reminders

Set Up Your Schedule

Provider Visits

Build docs developers (and LLMs) love

Scheduling & Care Coordination

Care Schedules Protocol

Two Types of Schedules

Default Schedules Created During Onboarding

Modifying Schedules

Quiet Hours

Appointment Coordination Protocol

Workflows

Integration with Provider Communication

Schedule Coordination Tips

For Primary Caregivers

For Care Team Members

Common Schedule Patterns

Medication Reminder Schedule

Check-In Schedule

Weekly Summary Schedule

Integration with Other Protocols

Next Steps