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, home visits, virtual meetings, emails, and texts. SmartAutomations turns the details into notes, record updates, and follow-up—without the manual entry.
50+ hrssaved per 1,000 calls
Phone call
“Mom needs help in the mornings.”
Home visit / virtual meeting
“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
We connect to the systems you already use.
Google Chat
Dubber
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, virtual meetings, 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.
Trusted by home care teams.
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
Is SmartAutomations.Care HIPAA compliant?
Yes. SmartAutomations.Care is HIPAA compliant. We protect sensitive information with encryption in transit and at rest, role-based access controls, and audit logging. We enter into Business Associate Agreements (BAAs) with covered entities. Read our privacy policy.
Will it work with our EMR or agency management software?
We connect to the systems your agency already uses, so your team can keep working in them. Current integrations include AxisCare and WellSky. If you use another platform, tell us what you need to update—we build new integrations around agencies’ workflows.
Which phone systems can we connect?
We work with Dialpad, Aircall, Quo, RingCentral, GoTo, Zoom Phone, Dubber, 3CX, Spectrum, and Phone.com. Don’t see your provider? We’ll review your setup and what it would take to connect it.
Can we capture home visits, virtual meetings, emails, and texts too?
Yes. SmartAutomations captures phone calls, in-person visits and assessments, virtual meetings, emails, and text messages. Use ambient scribe for visit documentation, and connect Gmail, Microsoft 365 / Outlook email, Microsoft Teams, Slack, and Google Chat to bring more of your agency’s conversations together. We’ll confirm the connections needed for your workflows during setup.
What gets automated after a conversation?
SmartAutomations can create leads, save notes and intake details to your EMR, and notify the right team members. It also keeps conversation history and follow-up context with your client and referral source relationships. The actions depend on the workflows and integrations you choose.
Can we choose what gets documented and who gets notified?
Yes. We tailor the information captured, how it’s organized, and where it goes to your agency’s needs. For example, an intake call can create a lead and save care needs, while a caregiver availability update can notify your scheduling team.
How do we get started?
Book a demo and bring the names of your phone system and EMR, plus the documentation tasks you want to take off your team’s plate. We’ll walk through the relevant workflows, discuss any integrations needed, and outline setup and support for your agency.