Remote client operations—powered by people + process.
Responsive operations—powered by people + process.
Remote client operations for care-first agencies & organizations.
HIPAA-aligned, non-medical operations support for intake, scheduling, documentation, and after-hours coverage—built to reduce interruptions for your care team.
Intake & Hand-offs
Scheduling & Dispatch
After-hours coverage
Sunrise Summaries
CareBridge Connects
Optional: We are designed to extend your capacity. We follow your scripts, policies, and escalation rules. You stay in control of decisions and clinical direction.
Cost efficiency: Right-sized coverage without the overhead of adding a full-time role.
We scope and price based on your volume, workflows, and the follow-through cadence you want.
We scope and price based on your volume, workflows, and the follow-through cadence you want.
Three proof points:
- Documented follow-through — Sunrise Summaries + shift notes on a defined cadence.
- Workflow-aligned — we operate from your scripts, policies, and escalation rules.
- Responsiveness you can rely on — steady handoffs, fewer interruptions.
Schedule a quick Fit Check (30 min)
Get a sample Sunrise Summary and a quick plan before you decide.
calendly.com/carebridge-fit-check/30min
Call (916) 907-7254
Email care@carebridgeconsulting.org
Website carebridgeconsulting.org
Professional, human-first remote operations.
Defined coverage blocks—no vague “always on.”
What we do
We become your remote client operations team.
CareBridge supports agencies, small businesses, and organizations that need strong call handling, calmer scheduling, and better shift-to-shift visibility—without staffing a full-time internal call center or team. We have you covered.
Clean hand-offs. Clear escalation. Calm communication.
Core services
- Intake & hand-offs — consistent questions, respectful tone, documented details.
- Scheduling & dispatch — updates, confirmations, caregiver coordination, on-call routing by your rules.
- Client support triage — address questions fast and escalate the right issues.
- Sunrise summaries — concise shift recap: what happened, what changed, what needs action.
- QA & documentation — consistent logging and quality checks.
Why it matters
When you trust an external team with your phones, you’re trusting them with your reputation.
- Fewer missed handoffs
- Less burnout for internal staff
- Better continuity across shifts
- Calmer experience for families and caregivers
Our philosophy: calm systems, clean documentation, dependable follow‑through.
Decision-maker snapshot
Lean roster → high responsiveness
Documented follow-through: Sunrise Summary
Script-aligned execution: your policies + escalation rules
30‑min Fit Check
Book a Fit Check
CareBridge Connects
Your shared command center—without the noise.
CareBridge Connects is our internal operations hub and client portal used to keep both teams aligned. We keep visibility clear: shift logs, Sunrise summaries, and next-step follow‑through—without burying you in dashboards.
Portal visuals are intentionally blurred.
Visibility your team can act on.
Sunrise summaries
Overnight recap delivered before your morning huddle.
Shift logs
Who called, what changed, and what still needs action.
Account notes
Your rules and escalation paths—followed consistently.
AI posture: AI supports internal summarization and pattern-spotting. Client-facing communication is handled by trained humans following your policies.
Decision-maker snapshot
Lean roster → high responsiveness
Documented follow-through: Sunrise Summary
Script-aligned execution: your policies + escalation rules
30‑min Fit Check
Book a Fit Check
How we work
Defined coverage. Documented handoffs. Dependable follow-through.
Coverage is defined by your subscription tier and scheduled blocks (core office hours, extended weekday coverage, and planned weekend/holiday blocks). No open-ended “24/7 by default.”
Reliable after-hours handling—by contract, by plan.
What You Get
- Consistent responsiveness inside your agreed coverage windows
- Documented follow-through (Sunrise Summaries, shift notes, clean handoffs)
- Clarity + cadence using your scripts, policies, and escalation rules
- Calm execution—fewer fires, fewer dropped steps
Decision-maker snapshot
Lean roster → high responsiveness
Documented follow-through: Sunrise Summary
Script-aligned execution: your policies + escalation rules
30‑min Fit Check
Book a Fit Check
Options & guardrails
Light admin add-on + compliance-first operations.
Add help where you need it—without losing control of your workflows.
Light Admin Support Add‑On
- Inbox triage + routing
- Scheduling confirmations + reminders
- Document requests + follow-up tracking
- Client-ready recap notes
Compliance & systems
- HIPAA-aligned workflows
- BAAs available during onboarding when applicable
- Work inside your tools—or alongside them
- Scope controls to keep data organized between shifts
Who we support: non‑medical home care agencies, human services organizations, and mission‑driven teams who need reliable operations support.
Decision-maker snapshot
Lean roster → high responsiveness
Documented follow-through: Sunrise Summary
Script-aligned execution: your policies + escalation rules
30‑min Fit Check
Book a Fit Check
Leadership
People-first operations leadership, built for care-first teams.
Founder-led engagement with a small bench—so decisions stay clear, follow-through stays documented, and service stays consistent.
Angela Finley
Founder & Director of Operations + Strategy
- Operations strategy, workflows, and service cadence
- Quality assurance, reporting standards, and client success
- Escalation alignment + stakeholder communication
Angela’s focus: Protect follow-through—so care teams don’t get stuck managing dropped handoffs.
Nikki Naze
Director of Operations + Compliance
- Documentation discipline + intake / scheduling support
- SOP adoption, checklists, and audit-ready organization
- Consistency across handoffs, tickets, and follow-ups
Nikki’s focus: Keep operations compliant, organized, and repeatable—without adding friction.
Capacity-Limited by Design
We intentionally keep our client roster lean so we can deliver consistent responsiveness, documented follow-through, and a level of service that exceeds expectations—without friction. We do not take every request. We onboard only when we can support your scope with clarity, cadence, and accountability.
A note from Angela Finley, Founder
CareBridge exists to protect follow-through—because care teams can’t afford dropped handoffs. We work from documented workflows, your scripts, and clear escalation rules. We keep our client roster intentionally lean so every engagement gets consistent, above-and-beyond support.
“If it isn’t documented, it didn’t happen. We make follow-through visible.”
Next steps
Request a consult (and we’ll share access).
Tell us about your call volume, coverage needs, and tools. We’ll follow up with a brief consult and a clear next-step plan.
Book a 30‑minute Fit Check
Agenda:
- Confirm scope, volume, and coverage window
- Review intake / scheduling workflow + scripts
- Identify 2–3 quick wins + handoff gaps
- Walk through a sample Sunrise Summary + cadence
- Next steps + recommended support tier
Fewer fires. Better visibility. More calm for your team.
Contact
(916) 907-7254
care@carebridgeconsulting.org
carebridgeconsulting.org
Important note
CareBridge provides non-medical administrative & operations support and is not a licensed home health agency or medical provider.
HIPAA-aligned workflows; BAAs available as part of onboarding when applicable.
Proprietary & Confidential. This brochure contains CareBridge proprietary methods, workflows, templates, and materials (including Sunrise Summary). Do not copy, reproduce, distribute, or forward without written permission. Provided for informational purposes only and not legal, financial, or medical advice.
Book a Fit Check • calendly.com/carebridge-fit-check/30min