For Serving Spirit, SmartAutomations.Care removed the extra steps that slowed communication and created gaps. Calls are documented automatically, information is shared quickly, and the team spends their time taking action instead of catching up.“It keeps everyone on the same page and in the know about clients and caregivers, no matter the time or place,” said Ashley Donato. “If this disappeared, it would feel like going back to the stone age.”
Cypress implemented SmartAutomations.Care across both phone call and in-home assessment workflows. Instead of relying on handwritten notes, memory, or manual data entry after each conversation, calls and visits are now automatically captured and organized. Key details flow into Cypress’s care management system, while relevant updates are shared with the right team members in real time.





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