Casa | Alegria Home Care

Home › Leads

Leads

Home › Referrals

Referrals

Home › Billing

Billing

Home › Operations ›

Operations

Home › Contacts

Contacts

Home › Staff

Staff caregivers and applicants

Home › Onboarding

Onboarding from the authorization arriving to the caregiver being paid

Home › EVV

EVV visits, clock-ins and what HHAX has been told

Home › Clients

Clients

Home › ACD

ACD admitted cases dashboard — every workbook tab, live from Casa

Home › Analytics

Analytics leads, and how authorizations change over time

Home › Reports

Reports

0 / 0 active cases done

Follow-ups waiting

Everyone who's called in but isn't a real case yet — flips to a Referral, then converts into a case once there's enough to work with.

Home › Settings

Settings

Account

Your password and how you appear

My messaging

Telebroad texting and Outlook email

Agency accounts

The agencies using Casa. Add a new one, pause one, or send its admin a new sign-in link. Casa team only.

Users & roles

Who has a login, and what they can do

Tags

The tags offered on every lead

Dropdowns

Campaigns and providers in the Source lists

Lead partners

Webhook links for marketers and referral sources

Incoming leads

Everything CallRail and partners sent, replayable

Import leads & referrals (CSV)

InflowCare's lead / referral report exported as CSV — not for admitted cases

Claude (AI)

The Anthropic API key that runs authorization auto-fill, AI summaries and AI import. Admins only.

AI import

Update one person's record from files in any layout. The AI suggests, you check and save. Admins only.

Lead sources

Put the many source names into a short list of groups (JMH Google, JMH Facebook, Website form, Community Liaison...). Review, then apply.

Lead source check

Every lead source: its leads, how many became referrals, and any odd dates

Security check

The server's weekly check: security updates, SSH, HTTPS, and a test restore of the newest backup.

MCO claims setup

The organization, each payer's claim rules, the clients' billing profiles, and each week's billable units (Phase 1 of claims).

Intake metrics

Any intake rep's authorizations and payouts: mark what was paid and in which quarter, and set how they are counted.

See Casa exactly as one person does: their dashboard, tabs and records. View only.

MiHIN hospital alerts

The roster of active clients MiHIN uses to tell us when one is admitted to or discharged from a hospital.

Discharge notices

Where the email goes when a client is discharged or a staff member leaves, with their Notes upon discharge.

Company texting line

The main number's Telebroad sign-in, so new leads get their hello text from (313) 343-1613 before a rep is on them.

Live View

The photos and the song that play on the office TV when an authorization comes in.

Duplicate leads

Leads that came into Casa from CallRail or the forms while the same person already has a lead from InflowCare. Merge them into that lead.

Fill in from InflowCare

Emergency contacts, assigned caregivers, ASWs and ASW supervisors that came over in InflowCare's notes but not into the referral's fields. Fills blanks only.

Google Ads qualified leads

The link Google Ads fetches each day: every good lead that came from a Google ad, so Google learns from real leads.

Lead sources from CallRail

Check every lead's source against CallRail's own records. Fills in missing sources and lists the ones that differ.

Invoiced By from the Operations Tracker

Fill in who invoiced the earlier invoices from column AA of the workbook's Billing tab. Shows what it found first; lists the ones left blank.

Import InflowCare reports

Lead report, referral report, Admitted Cases Report (.xlsx), or the operations workbook digest (.json)

Get set up

Your name on forms, mobile number, Outlook, texting line and notifications, step by step

Bulk update

Change a field on many staff or clients at once from a spreadsheet, with a preview and undo

Import auth received dates

Fill each client's Date received on the Authorization step from InflowCare's report, with a preview first

E-sign forms

Upload a form, place what fills in and where people sign, and send it from any referral or staff member

Import a folder of documents

A folder per client (InflowCare downloads or their zip, unpacked) filed onto the right records

Import background checks

The old background check workbook and its proof PDFs, onto every caregiver's staff profile and onboarding

Team activity

Who is on Casa now, how long each person used it, and what they did

Activity log

Who did what, and when

Automations

Texts that go out on their own: new-lead alerts, hello texts, attempt follow-ups

Notifications

Who is told about what (coming soon)

Templates

Text and email templates (coming soon)

Webforms

Forms on the website that create leads (coming soon)

Locations & branches

Alegria Home Care MI, and any future branch (coming soon)

Task types

The kinds of to-dos the team tracks (coming soon)

Dashboard order

The order of sections on your dashboard

Case Worker Directory

Your company-wide case worker phone book, pulled from Inflowcare. Search by name, then copy the number into a case's Call CW field.

+ Add entry

Caregiver Directory

Every caregiver currently on file, pulled from your cases — search by name, and see which case(s) they're on.

Dashboard order

Change the order sections appear in on the Dashboard. Admitted always stays first.

My messaging

Texts and emails you send from Casa go out from your own line and your own mailbox, so replies come back to you.

Telebroad — texting Not connected

This is the same username and password you use to sign in at telebroad.com. If you sign in there with the Office 365 button instead, ask Telebroad support for API credentials — the texting API cannot use Microsoft sign-in.

Outlook — email Not connected

Sign in once with your Alegria account. Casa never sees your password, and everything it sends lands in your own Sent Items.

New-lead alerts

The cell phone Casa texts when a new lead comes in (Settings › Automations decides who gets them).

Team

Everyone with a login. People who leave are deactivated, not deleted, so their case history stays attached to their name.

Add someone

They get an email with a link to choose their own password (sent from your Outlook when it is connected; otherwise Casa gives you the link to pass on).

Import leads & referrals (CSV)

For admitted cases and billing use the other card. Export your leads from InflowCare as a CSV, then check it here before importing. Checking writes nothing — it only reports what would happen.

Incoming Leads

Everything CallRail and our lead partners have sent us, exactly as it arrived. Anything showing as Failed or Ignored is still stored here and can be replayed once the cause is fixed — nothing is ever discarded.

Lead partners

Anyone outside the office who sends us leads — a marketer with Zapier, a referral source with a form — gets their own link. Leads they post are credited to them by name and can be switched off without touching CallRail.

Tell them to send a JSON (or form) POST with these fields:

Activity Log

Who did what, and when. Records every change to a case or lead, every sign-in, every time someone viewed a client's SSN, and every full export. Nothing here can be edited or deleted.

Change password

Current password

New password (at least 12 characters)

Schedule ASW Home Visit

Dashboard

Leads

Referrals

Billing

Operations

Contacts

Staff caregivers and applicants

Onboarding from the authorization arriving to the caregiver being paid

EVV visits, clock-ins and what HHAX has been told

Clients

ACD admitted cases dashboard — every workbook tab, live from Casa

Analytics leads, and how authorizations change over time

Reports

To-Do

Settings

Case Worker Directory

Caregiver Directory

All Cases

Statistics

Dashboard

Leads

Referrals

Billing

Operations

Contacts

Staff caregivers and applicants

Onboarding from the authorization arriving to the caregiver being paid

EVV visits, clock-ins and what HHAX has been told

Clients

ACD admitted cases dashboard — every workbook tab, live from Casa

Analytics leads, and how authorizations change over time

Reports

To-Do

Settings

Case Worker Directory

Caregiver Directory

All Cases

Statistics

Billing info for