Sage Care provides a HIPAA‑compliant AI receptionist, CRM, and notetaking platform designed specifically for home‑care agencies. It automatically transcribes intake calls, in‑home assessments, and client visits, organizes the data, and syncs care plans, contacts, and records directly to the agency’s scheduling software, eliminating manual entry. The service is accessible via native iOS and full‑featured desktop web apps, delivering summarized action items for quick review and approval.
Funding
Funding not disclosed
Founders
Product
Problem
Home‑care agencies must manually record intake calls, in‑home assessments, and client visits, then enter the extracted information into scheduling and documentation systems. This manual workflow is time‑consuming, prone to errors, and creates compliance risks when protected health information (PHI) is handled outside secure platforms.
Solution
Sage Care offers a HIPAA‑compliant AI platform that acts as a virtual receptionist, CRM, notetaker, and scribe for home‑care agencies. The system automatically transcribes every client interaction, extracts key data such as care plans, schedules, and contact details, and synchronizes this information directly with the agency’s scheduling software. Summaries with recommended actions are presented in native iOS and desktop web apps, allowing staff to review and approve updates without manual data entry. Two‑way integration with major agency management systems ensures that records stay current and compliant, while audit logs and encryption protect PHI throughout the workflow.
Target Audience
Primary users are home‑care agencies of all sizes that need efficient, compliant documentation and scheduling, including solo operators, small agencies, and larger organizations using systems like WellSky or AxisCare.
Features
- Automatic transcription of intake calls, in‑home assessments, and client visits with no manual note‑taking required
- AI‑driven extraction of care‑plan elements, schedules, contacts, and other PHI from conversations
- Seamless two‑way sync with agency management platforms such as WellSky and AxisCare, eliminating duplicate data entry
- Summarized action recommendations delivered for review and approval via native iOS and desktop web applications
- Full HIPAA compliance, including encryption, audit trails, and Business Associate Agreements
- Role‑based access controls and configurable data retention to meet regulatory and policy requirements