CUSTOMER STORY Serving Spirit
167hours
saved every month
Across automated call documentation and visit confirmations.
Read Serving Spirit’s storyTHE CONVERSATION LAYER FOR HOME CARE
The conversation
ends.
The record gets
updated.
Calls, visits, emails, and texts. SmartAutomations turns the details into notes, record updates, and follow-up—without the manual entry.
Phone call
“Mom needs help in the mornings.”
Home visit
“Help with dressing and breakfast.”
Email
“Monday through Friday works best.”
Text message
“Please keep my daughter updated.”
SmartAutomationsEM
Elaine Miller
Synced to EMRClient record
CARE NEEDSDressing & breakfast
PREFERRED SCHEDULEWeekday mornings
✓ Care notes updated Done
✓ Preferences saved Done
✓ Care team notified Done
HOW IT WORKS
Your team talks.
We handle what happens next.
01 / CAPTURE
Be in the conversation.
Leave the note-taking to us.
Capture phone calls, home visits, assessments, emails, and text messages without re-entering the details.
KEEP CARE HUMAN
Keep the human
conversation.
Automate everything
around it.
Your team stays focused on clients, families, and caregivers. SmartAutomations handles the documentation, record updates, and follow-up.
USE CASES
Every conversation.
Automatically put to work.
CUSTOMER RESULTS
Give your team
their time back.
CUSTOMER STORY Cypress HomeCare Solutions
60%
less time from inquiry
to first caregiver visit
Read Cypress’s story I am no longer afraid of missing the details.
I am in the moment.
MM
Read the full customer story ↗Megan MyersDirector of Care Services
Cypress HomeCare Solutions
Cypress HomeCare Solutions
50+ hourssaved per 1,000 calls¹
10% moreinbound calls answered at Serving Spirit²
Company-reported results; individual outcomes vary.
¹ SmartAutomations overview · ² Customer story
Will SmartAutomations work with our phone system and EMR?
We build around the systems your agency uses. Current integrations include AxisCare and WellSky for care management, and Dialpad, Aircall, Quo, RingCentral, GoTo, Zoom Phone, Dubber, and 3CX for phone systems. Don’t see yours? We build new integrations for agencies. Tell us what you use, and we’ll talk through how to connect it.
Does it work for in-person conversations?
Yes. Ambient scribe turns recorded visits and assessments into documentation.
Can the workflows match how our agency operates?
Yes. We configure documentation, call types, and team notifications around your agency’s workflows.
How do you handle sensitive care information?
SmartAutomations states that its service is HIPAA-compliant. Ask the team about security practices, data handling, and the requirements for your agency’s setup. Read the privacy policy.