From Days to Minutes: How At Home Solutions Automated Caregiver Qualification & Missed-Call Check In
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Who is At Home Solutions?
At Home Solutions is a New York-based licensed home care services agency that provides nursing, personal care, home health aide, and other in-home support services. Its care model helps individuals receive personalized assistance while remaining in the comfort of their own homes.
To deliver these services, At Home Solutions recruits and manages caregivers across New York. This makes efficient applicant qualification and responsive communication essential to maintaining a dependable care network and supporting the people who rely on its services.
Industry Snapshot
Home care providers operate in a fast-moving, highly regulated environment where both workforce readiness and timely communication matter. Organizations must continuously recruit qualified caregivers, verify professional credentials, respond to prospective clients and employees, and coordinate information across multiple systems.
Many of these processes still depend on employees manually checking government registries, reviewing application records, monitoring missed calls, and transferring information between platforms. These repetitive steps can delay hiring decisions, create administrative backlogs, and make it harder for internal teams to respond quickly as demand grows.
For healthcare organizations, automation must also be implemented with security and compliance in mind. Any technology handling sensitive operational or applicant information must support the safeguards expected within the healthcare industry.
The Challenge
At Home Solutions faced delays in two important areas of its operations: qualifying caregiver applications and following up on missed calls.
When a caregiver submitted an application, the team needed to review the applicant’s information and confirm their license status through a New York website. Completing these checks manually delayed the qualification process, which could take a couple of days before an applicant was identified as qualified or disqualified.
At Home Solutions also needed a more efficient way to manage missed calls. Its existing process relied on an outsourced call-handling team to receive or handle missed-call information before it reached the appropriate internal employees. This added an external layer to the process and limited the internal team’s ability to review missed calls directly within the system it already used to manage its work.
At Home Solutions needed a solution that could:
Accelerate caregiver license verification
Apply a consistent qualification process to each applicant
Capture missed calls without relying on outsourced administrative support
Centralize information in Monday.com for internal review
Work securely within a healthcare environment
HIPAA compliance and SOC 2 Type II compliance were important considerations when At Home Solutions selected an automation partner.
The Wrk Solution
Wrk built two separate automated workflows for At Home Solutions. One streamlined caregiver qualification by connecting Monday.com with a New York State licence verification website. The second connected RingCentral with Monday.com to improve missed-call management.
Together, the workflows combined Web Robotic Process Automation (Web RPA) and API integrations to automate repetitive work across the systems At Home Solutions already used.
Workflow 1: Automated Caregiver Licence Verification
The first workflow begins when a caregiver submits an application through At Home Solutions’ existing application process. Once the applicant’s record is added to Monday.com, it automatically triggers Wrk.
The workflow then:
Retrieves the applicant information from Monday.com
Uses Web RPA to access the appropriate New York State licence verification website
Searches for the applicant’s professional licence information
Retrieves the official licence details
Applies At Home Solutions’ qualification criteria
Updates the applicant’s status in Monday.com as certified or not yet certified based on the licence information returned
Web RPA allowed Wrk to complete the verification directly through the government website, even though the process was not being handled through a direct API integration. The automation completed the same structured steps for each applicant and returned the result to the platform already used by the At Home Solutions team.
Workflow 2: Automated Missed-Call Routing
The second workflow automated the movement of missed-call information from RingCentral into Monday.com.
Using API integrations, Wrk retrieved the relevant missed-call information from RingCentral and added it to the appropriate Monday.com board. This gave the internal team a centralized place to review missed calls and determine the next action without depending on the outsourced call-handling team to transfer or manage the information.
By working with At Home Solutions’ existing RingCentral and Monday.com environments, Wrk improved the flow of information without requiring employees to adopt another platform.
Both workflows operated within Wrk’s secure platform, which is HIPAA and SOC 2 Type II compliant.
Key Results
Through two focused workflows, At Home Solutions reduced delays in caregiver qualification and brought missed-call management back under the visibility of its internal team. The automations demonstrated how targeted changes to high-volume administrative processes can create a meaningful operational impact without replacing the systems employees already use.
Caregiver Qualification Reduced from Days to Minutes
→ License verification and applicant qualification previously took a couple of days. Wrk reduced the process to minutes by automatically retrieving applicant information, checking the New York State website, and returning the qualification result to Monday.com.
Reliance on an External Team Eliminated
→ The RingCentral workflow replaced the process previously handled by an outsourced call-handling team. Missed-call information was captured automatically and added to Monday.com for At Home Solutions’ internal employees to review.
Faster, More Consistent Applicant Review
→ Web RPA followed the same defined verification process for every applicant. This helped reduce administrative delays while ensuring qualification decisions were based on the official licence information returned by the state website.
Greater Internal Visibility and Control
→ Applicant results and missed-call information were centralized in Monday.com, giving the internal team direct visibility into both processes and allowing employees to focus on decisions and follow-up rather than transferring information manually.
Existing Systems Remained in Place
→ Wrk connected Monday.com, RingCentral, and the New York State licence website without requiring At Home Solutions to introduce a new operational platform or retrain employees on an unfamiliar system.
A Scalable Model for Healthcare Operations
→ The caregiver qualification workflow can be adapted to help other healthcare providers process clinicians and caregivers at greater volume. The same automation model can also support related workforce processes, including credential verification, onboarding, and scheduling.
Building Faster, More Responsive Home Care Operations
By partnering with Wrk, At Home Solutions transformed two recurring administrative processes into secure, automated workflows. Caregiver qualifications moved from a multi-day process to one completed in minutes, while missed-call information was routed directly from RingCentral into Monday.com for internal review.
The result was a faster and more consistent way to qualify caregivers, greater visibility into missed calls, and less reliance on manual or outsourced administrative work. By combining Web RPA and API integrations, Wrk connected the systems At Home Solutions already used and demonstrated how focused automation can strengthen critical healthcare operations without adding complexity for employees.
For home care and healthcare organizations managing similar challenges, these workflows provide a scalable model for processing clinicians, verifying credentials, routing communications, and supporting growing teams while maintaining appropriate security and compliance safeguards.
