Wysera ships hospice-specific intake, caregiver onboarding and clinical chart review inside one CRM. HIPAA readiness and SOC 2 are both in progress, so check where they stand before planning a PHI workflow around them.
That is everything for tonight. Our admissions nurse will be in touch in the morning.
Saved as you go
Next
AdmissionsExample
James R. · for his fatherIntake complete · 9:24 PM
Welcome drafted · waiting for Laura
The same evening, twice
James just heard the word hospice. What happens next is up to you.
Without Wysera
The family who needed you most went somewhere else.
Not because your care was worse. Because the first step was too hard on the worst night of their year.
His father’s doctor mentioned hospice today. James finds your website and starts the intake form.
Page four of the PDF asks for details he does not have in front of him. He closes the laptop.
He means to come back. Instead the hospital’s discharge planner gives him another agency’s number.
They admit his father. James never finished your form, so you never knew he started it.
Watch it run
From a family’s first question to an admission, step by step.
What your admissions team and clinical lead get, in the order it happens. Click any time on the line, or let it play.
Evening9:12 PMFamily
InquiriesExample9:12 PM
James R.9:12 PM
Website form
Dad’s doctor mentioned hospice today. We don’t know what happens next or where to start.
Source: physician referralLogged
IntakeExample9:13 PM
Question 2What did his doctor say today?He mentioned hospice today. We don’t know where to start.
Intake · James R. for his father
Patient and primary caregiver
Diagnosis and referring physician
Medicare details
Best time for a first visit
AdmissionsExample9:24 PM
To James R. · Email
Drafted by Wyse · for Laura’s approval
Waiting for Laura in the morning
Morning briefExample6:00 AM
Overnight changes
Medication added · 2 patients
Vitals outside range · 1 patient
Family asked for a call back · 2
No change · remaining charts
AdmissionsExample7:55 AM
Laura approves · to James R. · Email
Drafted by Wyse
Hi James, thank you for trusting us with your father’s care. Our admissions nurse, Laura, will call you at 9 tomorrow morning to talk through next steps. You don’t need to prepare anything.
Waiting for your approval
CallExample9:00 AM
James R.Call with Laura · 9:00 AM
00:00
What Laura already knows
For his fatherReferred by his physicianMedicare details on fileA first visit, mornings
From last night’s intakeNothing asked twice
Caregiver onboardingExample10:00 AM
Onboarding · new caregiver
Credentials captured
TB test reminder sent
Background check
Training · module 2 of 5
Physician updateExample11:30 AM
To Dr. Hale’s office · Email
Drafted by Wyse
Waiting for Admissions
Monthly reportExampleMonth end
This month
31Inquiries
26Intakes completed
14Admissions
Physician referrals41%
Hospital discharge33%
Website and search18%
Other8%
Illustration. Names, times and figures are examples, not customer results.
Watch it run
From a family’s first question to an admission, step by step.
What your admissions team and clinical lead get, in the order it happens.
9:12 PMExample
A family reaches out after a hard appointment
Calls, forms and physician referrals land in one place with their source, instead of across a voicemail box and three inboxes.
James R.9:12 PM
Website form
Dad’s doctor mentioned hospice today. We don’t know what happens next or where to start.
Source: physician referralLogged
9:13 PMExample
Intake a tired family can actually finish
A conversational intake replaces the long paper form, one plain question at a time, on a phone.
Question 2What did his doctor say today?He mentioned hospice today. We don’t know where to start.
Intake · James R. for his father
Patient and primary caregiver
Diagnosis and referring physician
Medicare details
Best time for a first visit
9:24 PMExample
Routed to admissions, with a welcome drafted
The completed intake goes to your admissions nurse with a welcome message already drafted. It waits for their approval.
To James R. · Email
Drafted by Wyse · for Laura’s approval
Hi James, thank you for trusting us with your father’s care. Our admissions nurse, Laura, will call you at 9 tomorrow morning to talk through next steps. You don’t need to prepare anything.
Waiting for Laura in the morning
6:00 AMExample
The clinical lead starts with what changed
Wyse reads overnight chart updates and surfaces what needs attention, so the clinical lead reviews a brief instead of opening every chart.
Overnight changes
Medication added · 2 patients
Vitals outside range · 1 patient
Family asked for a call back · 2
No change · remaining charts
7:55 AMExample
Laura approves the welcome
Nothing reaches a family until a person signs off. Laura reads the draft, approves it, and James has it before he has made coffee.
Laura approves · to James R. · Email
Drafted by Wyse
Hi James, thank you for trusting us with your father’s care. Our admissions nurse, Laura, will call you at 9 tomorrow morning to talk through next steps. You don’t need to prepare anything.
9:00 AMExample
She calls, and she already knows
Everything James answered last night is in front of Laura, so he is not explaining it all again.
James R.Call with Laura · 9:00 AM
02:14
What Laura already knows
For his fatherReferred by his physicianMedicare details on fileA first visit, mornings
From last night’s intakeNothing asked twice
10:00 AMExample
A new caregiver moves through onboarding
Credentials, training, TB test and background check tracked in one workflow, with reminders going out on their own.
Onboarding · new caregiver
Credentials captured
TB test reminder sent
Background check
Training · module 2 of 5
11:30 AMExample
The referring physician hears you moved first
A short update to the referring office is drafted after the first call. Admissions approves it, and it goes by email.
To Dr. Hale’s office · Email
Drafted by Wyse
Dr. Hale, thank you for the referral. The family completed our intake last night, and our admissions nurse spoke with them this morning. We will update your office after the first visit.
Month endExample
Where admissions came from, in one view
Inquiries, completed intakes and admissions by source, so you know which referral relationships to invest in.
This month
31Inquiries
26Intakes completed
14Admissions
Physician referrals41%
Hospital discharge33%
Website and search18%
Other8%
Illustration. Names, times and figures are examples, not customer results.
Hospice intake still runs on long paper and PDF forms, and tired families stop partway through. Caregiver onboarding pulls clinical leads away from patients for hours on every hire. The CRM your last admin chose probably can’t sign a BAA. Wysera ships hospice-specific surfaces for all of these inside one platform.
The short answer
Wysera ships hospice-specific intake, caregiver onboarding and clinical chart review inside one CRM. HIPAA readiness and SOC 2 are both in progress, so check where they stand before planning a PHI workflow around them.
Hospice agencies with 5 to 100 caregivers, 50 to 500 active patients, and an admissions team tired of paper forms and caregiver onboarding chaos.
Not built for
Hospital-system hospice with deep Epic, Cerner, or Allscripts integration requirements. Stay on the EMR’s adjacent CRM module or run Salesforce Health Cloud.
Category
Healthcare vertical
Replaces
A separate CRMMarketing toolContent stack
Pricing
One subscription from $99 a month, two months free on yearly
Approval model
Wyse drafts, a human approves before anything ships
Wyse draftsA human approves
Live worksheet
What the leaks are worth in your hospice
Referrals lost to slow intake and caregivers lost to slow onboarding both show up in census. Both are measurable.
Your recovered census
$167,026a year
$13,919 a month, on the numbers you entered.
+4.5admissions a month if every family heard back the same day
Admissions won on response time$108,000Spread across the episode.
Staff hours returned from paperwork$18,706Intake collected before the visit.
Caregiver days not lost to onboarding$40,320Every open role, every month.
These are your numbers, not our claims. Every field marked your estimate is something you are guessing at, and the total moves with it. Nothing here is a promise about what Wysera will do for you.
Caregiver onboarding workflows live in spreadsheets and email threads, with credentials, training records, and TB tests scattered across several tools.
HubSpotNo BAA
SalesforceNo BAA
PipedriveNo BAA
PHI
HubSpot, Salesforce and Pipedrive cannot legally store PHI without a signed BAA, and they do not offer one to SMB hospice agencies at standard pricing tiers, which leaves the CRM side of the operation working around the EMR.
Example
Clinical leadUnread charts0
Chart review
Chart reviews backlog because the clinical lead is the only person who reads them, and there is no agent surfacing what changed.
The fix
How Wysera handles it
Question 2Who is his primary caregiver?
Me, his son
His wife
Someone else
OpsWyse module
Hospice intake
Conversational intake forms that capture demographics, diagnosis, primary caregiver, and Medicare details one plain question at a time, instead of a long paper packet. Family-friendly UX. Auto-routes to admissions nurse with a Wyse-drafted welcome message ready for approval.
Onboarding · new caregiver
Credentials captured
Training · module 2 of 5
TB test reminder sent
Background check
Equipment assigned
OpsWyse HR module
Caregiver onboarding
Pre-built workflow for caregiver hires: credentials capture, training tracking, TB test reminders, background check status, equipment assignment. The clinical lead reviews each milestone instead of running every step by hand.
Overnight changes · 6:00 AM
Medication added · 2 patients
Vitals outside range · 1
Family asked for a call back · 2
No change · remaining charts
OpsWyse module
Clinical chart review
Wyse reads new chart updates overnight and surfaces what changed: med additions, vitals out of range, family communication flags. The clinical lead reviews a synthesized morning brief instead of opening every chart.
Where it stands
Encryption in transit and at restLive
Role-based access controlLive
Audit loggingLive
Business Associate AgreementOn request
HIPAA readinessIn progress
SOC 2 Type IIIn progress
SSO, SAML, data residencyRoadmap
Trust
Where compliance actually stands
SOC 2 Type II is in progress with the audit underway, and HIPAA readiness is in progress alongside it. A Business Associate Agreement is available on request for healthcare customers. Live now: encryption in transit and at rest, role-based access control, and audit logging. SSO, SAML and data residency controls are on the roadmap. Current status is published on the trust page rather than promised here.
Honest context
Why not HubSpot, Salesforce, or a generic EMR alone?
HubSpot and Salesforce SMB tiers do not sign BAAs, which is a non-starter for any PHI. Salesforce Health Cloud signs BAAs but starts at $300/seat/month and requires an implementation partner. Standalone EMRs (Hospicelink, Suncoast, MatrixCare) handle clinical workflows well but leave you with a separate CRM, separate intake forms, and no agent drafting communications. Wysera bundles intake, CRM, HR onboarding and chart-review synthesis at one subscription instead of a stack, with a BAA available on request. SOC 2 Type II is still in progress, so if your procurement needs the report in hand rather than the audit underway, say so early and we will tell you where it stands.
A stack around the EMR
HubSpot or Salesforce SMBCRM, no BAANo PHI
Salesforce Health CloudBAA, $300/seat/month, a partner to implement
Separate intake formsPDFs and paper
Drafting communicationsBy handNo agent
Your EMRHospicelink, Suncoast, MatrixCare
One layer beside it
Wysera
Intake
CRM
HR onboarding
Chart-review synthesis
BAA on request
Your EMRStays the clinical system of record
Fit
Right pick, or not the right pick
Wysera is the right pick for
Hospice agencies with 5 to 100 caregivers, 50 to 500 active patients, and an admissions team tired of paper forms and caregiver onboarding chaos.
Caregivers5 to 100
0200+
Active patients50 to 500
01,000+
Hospital-system hospice
EpicCernerAllscripts
Deep integration requirements
Wysera is not the right pick for
Hospital-system hospice with deep Epic, Cerner, or Allscripts integration requirements. Stay on the EMR’s adjacent CRM module or run Salesforce Health Cloud.
For hospice ops
See how Wysera handles hospice intake end to end.
Hospice intake demo: the conversational form, a Wyse-drafted welcome to the family, and the caregiver onboarding workflow. Live walkthrough in 20 minutes.
Wysera is built to be HIPAA-conscious, and the work is not finished. A HIPAA Business Associate Agreement is available on request for healthcare customers, and field-level redaction of PHI before AI processing is supported. HIPAA readiness work and the SOC 2 Type II audit are both still in progress, so the honest answer is that the contract is available and the certification is not finished. Live today: encryption in transit and at rest, role-based access control, and audit logging. The trust page carries the current status.
A paper or PDF packet asks for everything at once, often when the family does not have the details in front of them. Wysera’s conversational intake asks one plain question at a time, on a phone, and routes the finished intake to your admissions nurse with a welcome drafted for approval. Bring your current packet to the walkthrough and compare the two side by side.
No. EMRs handle clinical documentation, medication management, billing claims, and regulatory reporting. Wysera handles the CRM, intake, caregiver onboarding, chart-review synthesis, and family communications around the EMR. Most hospice agencies run both, with Wysera as the operator surface and the EMR as the clinical system of record.
OpsWyse ships a hospice-shaped HR workflow: credentials capture, training tracking, TB and background check reminders, equipment assignment, supervisor pairing. The clinical lead reviews each onboarding milestone via Wyse-drafted summaries instead of running every step manually.
Wysera is one subscription instead of a stack, covering CRM, intake, HR and content. Plans run from Starter at $99 a month through Growth at $249 and Pro at $549, and Enterprise adds cross-org administration and the tighter compliance controls. Yearly billing gives two months free.
Starter $99Growth $249Pro $549Enterprise
Yes for the core surfaces (intake submission, training acknowledgment, schedule view). The full caregiver mobile experience is on the 2026 roadmap. For now, most agencies use Wysera primarily on the admin and clinical-lead side, with caregivers receiving email updates Wyse drafts.
Without Wysera
Laura approves · to James R. · Email
To Dr. Hale’s office · Email
Clinical leadUnread charts0
