Home care resources

From AI innovation in home care, to back-office operations and marketing, stay ahead of the curve with Sage's home care agency resources.

FREE RESOURCE

Free home care templates and forms

Intake forms, assessment forms, care plans, and policy templates, collected on one page. Free to print and use, with no email required.

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Home Care Technology

A solo home care agency owner working at a small desk in a modest home office, laptop open, phone nearby, a notebook with a short client list visible, natural window light, calm and focused expression,

Aug 25, 2026

Home Care Software for Small Agencies: What Actually Matters

Sage Care Editorial

Content & Communications Team

Aug 25, 2026

Home Care Software for Small Agencies: What Actually Matters

Sage Care Editorial

Content & Communications Team

Aug 25, 2026

Home Care Software for Small Agencies: What Actually Matters

Sage Care Editorial

Content & Communications Team

A home care agency owner at a desk comparing two software platforms on a laptop screen, notebook with a checklist beside the keyboard, calm and organized small office setting, natural daylight, realistic and unstaged.

Aug 24, 2026

Home Care Agency Management Software: A 2026 Buyer's Guide

Sage Care Editorial

Content & Communications Team

Aug 24, 2026

Home Care Agency Management Software: A 2026 Buyer's Guide

Sage Care Editorial

Content & Communications Team

Aug 24, 2026

Home Care Agency Management Software: A 2026 Buyer's Guide

Sage Care Editorial

Content & Communications Team

Home care agency owner reviewing AI-generated intake summaries on a tablet at her desk.

Jul 29, 2026

The Home Care AI Adoption Curve: What 2026 Looks Like for Agencies Holding Out

Sage Care Editorial

Content & Communications Team

Jul 29, 2026

The Home Care AI Adoption Curve: What 2026 Looks Like for Agencies Holding Out

Sage Care Editorial

Content & Communications Team

Jul 29, 2026

The Home Care AI Adoption Curve: What 2026 Looks Like for Agencies Holding Out

Sage Care Editorial

Content & Communications Team

Home care agency owner reviewing AI voicemail summary on iPhone at her desk

Jul 27, 2026

AI Receptionist vs. AI Voicemail: What Home Care Agencies Should Actually Use

Sage Care Editorial

Content & Communications Team

Jul 27, 2026

AI Receptionist vs. AI Voicemail: What Home Care Agencies Should Actually Use

Sage Care Editorial

Content & Communications Team

Jul 27, 2026

AI Receptionist vs. AI Voicemail: What Home Care Agencies Should Actually Use

Sage Care Editorial

Content & Communications Team

Home care coordinator reviewing an AI-generated care plan on a tablet after a client intake call.

Jul 24, 2026

What Happens After the Intake Call: From Recording to Care Plan

Sage Care Editorial

Content & Communications Team

Jul 24, 2026

What Happens After the Intake Call: From Recording to Care Plan

Sage Care Editorial

Content & Communications Team

Jul 24, 2026

What Happens After the Intake Call: From Recording to Care Plan

Sage Care Editorial

Content & Communications Team

Home care coordinator reviewing point-of-care documentation on a tablet after a client visit.

Jul 22, 2026

Point-of-Care Documentation for Home Care: A Practical Guide

Sage Care Editorial

Content & Communications Team

Jul 22, 2026

Point-of-Care Documentation for Home Care: A Practical Guide

Sage Care Editorial

Content & Communications Team

Jul 22, 2026

Point-of-Care Documentation for Home Care: A Practical Guide

Sage Care Editorial

Content & Communications Team

Jul 21, 2026

AI Care Plan Generation: How It Works and Why It Matters

Sage Care Editorial

Content & Communications Team

Jul 21, 2026

AI Care Plan Generation: How It Works and Why It Matters

Sage Care Editorial

Content & Communications Team

Jul 21, 2026

AI Care Plan Generation: How It Works and Why It Matters

Sage Care Editorial

Content & Communications Team

An owner operated home care agency office where a younger agency owner sits at a small desk, talking on a smartphone with notes scattered nearby, while a laptop shows an AI generated call summary and follow up email on screen

Jul 16, 2026

AI Scribe for Home Care: What It Is and Why Agencies Need One

Jon Levinson

CEO & Co-Founder, Sage

Jul 16, 2026

AI Scribe for Home Care: What It Is and Why Agencies Need One

Jon Levinson

CEO & Co-Founder, Sage

Jul 16, 2026

AI Scribe for Home Care: What It Is and Why Agencies Need One

Jon Levinson

CEO & Co-Founder, Sage

Home care coordinator reviewing AI-generated care plan summary on tablet

Jul 17, 2026

Home Health Documentation Software: What to Look For in 2026

Sage Care Editorial

Content & Communications Team

Jul 17, 2026

Home Health Documentation Software: What to Look For in 2026

Sage Care Editorial

Content & Communications Team

Jul 17, 2026

Home Health Documentation Software: What to Look For in 2026

Sage Care Editorial

Content & Communications Team

Home Care Marketing

A woman in a blue blazer sits at a wooden desk by a window, looking at a laptop. The screen shows a business workflow dashboard. In front of her is a printed flowchart, and to her right is a notepad. The room has natural light and a bookshelf.

May 28, 2026

The Home Care Sales Playbook: From Inquiry to Signed Care Plan

Sage Care Editorial

Content & Communications Team

woman sitting at a wooden table with a laptop, SEO checklist, blog schedule and mug of "Home Care"

May 22, 2026

Home Care SEO: How Small Agencies Can Win in Search

Sage Care Editorial

Content & Communications Team

A woman looks at a missed call on her smartphone while sitting at a kitchen desk. Beside her is a survey sheet titled "Consumer Response Expectations" and a notepad with a handwritten "Response Time Goal" of 30 minutes.

May 15, 2026

How Fast Should a Home Care Agency Respond? Lessons from 500+ Consumer Surveys

Sage Care Editorial

Content & Communications Team

An agency owner sitting at a desk reviewing a printed "Intake Conversion Funnel" chart with handwritten conversion rates, with an open laptop displaying a pipeline dashboard beside her.

May 26, 2026

Home Care Lead Conversion Rate: What's "Good" and How to Get There

Sage Care Editorial

Content & Communications Team

Aug 27, 2026

How to Market a Home Care Agency: A Step-by-Step Guide

Sage Care Editorial

Content & Communications Team

May 26, 2026

How to Get Your First 10 Home Care Clients (Without a Marketing Budget)

Sage Care Editorial

Content & Communications Team

An older woman sits at an organized desk, reviewing a document labeled "Private Pay vs Insurance" while working on her laptop.

May 25, 2026

Private Pay vs. Insurance: How to Find and Keep High-Value Home Care Clients

Sage Care Editorial

Content & Communications Team

A home care agency owner and a hospital social worker discuss a document titled "About Our Agency" in a bright office. The scene includes a notepad with "Referral Contacts," a calendar with circled dates, and natural light from a window.

May 18, 2026

Building a Referral Pipeline for Your Home Care Agency: A Practical Guide

Sage Care Editorial

Content & Communications Team

Apr 30, 2026

The Small Agency's Guide to Competing With Home Care Franchises Online

Jon Levinson

CEO & Co-Founder, Sage

May 28, 2026

The Home Care Sales Playbook: From Inquiry to Signed Care Plan

Sage Care Editorial

Content & Communications Team

May 26, 2026

Home Care Lead Conversion Rate: What's "Good" and How to Get There

Sage Care Editorial

Content & Communications Team

May 25, 2026

Private Pay vs. Insurance: How to Find and Keep High-Value Home Care Clients

Sage Care Editorial

Content & Communications Team

May 22, 2026

Home Care SEO: How Small Agencies Can Win in Search

Sage Care Editorial

Content & Communications Team

Aug 27, 2026

How to Market a Home Care Agency: A Step-by-Step Guide

Sage Care Editorial

Content & Communications Team

May 18, 2026

Building a Referral Pipeline for Your Home Care Agency: A Practical Guide

Sage Care Editorial

Content & Communications Team

May 15, 2026

How Fast Should a Home Care Agency Respond? Lessons from 500+ Consumer Surveys

Sage Care Editorial

Content & Communications Team

May 26, 2026

How to Get Your First 10 Home Care Clients (Without a Marketing Budget)

Sage Care Editorial

Content & Communications Team

Apr 30, 2026

The Small Agency's Guide to Competing With Home Care Franchises Online

Jon Levinson

CEO & Co-Founder, Sage

Home Care Business

A woman sitting at a wooden desk by a window, reviewing a policy and procedures binder next to a laptop, coffee cup, and sticky notes in a sunlit office.

Aug 18, 2026

Free Home Care Policies and Procedures Template for New Agencies

Sage Care Editorial

Content & Communications Team

Home care coordinator doing late-night documentation at her kitchen table

Jul 20, 2026

How AI Documentation Ends Home Care Agency Admin 'Pajama Time'

Sage Care Editorial

Content & Communications Team

A home care agency owner sitting at a laptop in a small, modern office

Jul 6, 2026

The Operational Leverage Playbook: How I Grew My Agency 300% Without Tripling My Team

Becky Reel

Founder, Reel Home Care Consulting

Home care intake coordinator reviewing the client intake workflow on a laptop.

Jun 26, 2026

Home Care Intake Workflow: Mapping the Process from First Call to Care Plan

Sage Care Editorial

Content & Communications Team

Jun 6, 2026

Sage Care Wins the Home Care 100 Innovator's Bowl

Sage Care Editorial

Content & Communications Team

Jun 12, 2026

Non-Medical Home Care Intake Forms: Free Templates + Why Paper Forms Cost You Clients

Sage Care Editorial

Content & Communications Team

An adult daughter and her elderly mother sit at a kitchen table talking with a home care coordinator who is holding a clipboard and pen.

Jun 5, 2026

The Complete Home Care Client Intake Form: A 2026 Template with 17 Must-Ask Questions

Sage Care Editorial

Content & Communications Team

An overhead view of an Agency Outreach Log printed on paper with a pen, a smartphone, and a coffee mug on a wooden desk.

May 11, 2026

What We Learned Cold-Calling Over 50 Home Care Agencies

Jon Levinson

CEO & Co-Founder, Sage

An agency owner reviews a handwritten "Demo Questions" checklist while a software vendor presents a "Client Pipeline" dashboard on a laptop in a bright, professional conference room.

May 8, 2026

What Home Care Buyers Actually Ask: 12 Questions to Bring to Your Demo

Sage Care Editorial

Content & Communications Team

Downloadable Resources

The Home Care Agency Referral Growth Playbook

Unlock the step-by-step guide for creating an effective referral strategy from the ground up.

The Home Care Agency Referral Growth Playbook

Unlock the step-by-step guide for creating an effective referral strategy from the ground up.

The Skilled Nursing Facility Runbook for Beginners

Unlock the proven runbook for turning local SNFs into a reliable referral engine.

The Skilled Nursing Facility Runbook for Beginners

Unlock the proven runbook for turning local SNFs into a reliable referral engine.