AI-assisted review & insights

Find the context. Keep your judgment.

Use optional AI to help review care notes, summarize calls, prepare client context and ask questions about agency reports. Give the team a starting point for review while keeping the source records available.

See it in a demoOptional AI · Your business rules and approvals
heyhomecareOptional agentic workflow
Dorothy A., illustrative client
ClientDorothy A.Care record for staff review
AI-assisted review & insightsReady for staff review
  1. 1
    Care noteConcern flagged
  2. 2
    Call recordSummary available
  3. 3
    Client contextBrief before callback
  4. 4
    ReportsAsk your numbers
Optional AI supports review; staff retain judgment.
Illustrative workflow · Sample data · AI is optional
Inside the workflow

The details that make the difference.

Connected to the people, visits and records your office already works with.

01

Review what needs attention

Optional care-note review can flag falls, refusals and concerns for the office. It supports staff review of caregiver-submitted documentation without writing the caregiver’s notes for them.

02

Prepare for a conversation

Use a client brief and call summaries to gather relevant context. The office can return to the underlying record when it needs the full details.

03

Ask about your numbers

When enabled, ask supported reporting questions in plain language. Standard reports and the report builder remain available with the AI features switched off.

How it comes together

A clear next step. At every stage.

  1. 1

    Choose the feature

    Enable the specific AI capability your agency wants to use.

  2. 2

    Review the output

    Read the summary, flag or report answer alongside its context.

  3. 3

    Decide the next step

    Let an authorized person decide what to do with the information.

One connected workspace
All features
Agency managementReporting & agency insightsCare operationsCare plans & documentationCare operationsClient management

Keeping your current CRM? Review the connection options with our team; availability depends on the vendor and required approvals. After-hours providers work in a separate workspace for each agency.

Built around your agency

See your workflow, connected.

Walk through ai-assisted review & insights with our team. We’ll show how it fits your agency’s people, process and business rules.

Talk to salesExplore all features