Convert More Leads. Less Paperwork.
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HIPAA Compliant
Built by Home Care Operators
Integrates with Wellsky & AxisCare
Your Intake Process Is Costing You Clients
The average home care intake generates 7+ administrative tasks between each step: care plans, follow-up emails, record updates. Every hour of delay increases the risk of losing a prospect to a competitor who followed up faster.
Between phone calls, in-home assessments, care plan documentation, follow-up emails, and data entry, your team spends more time on paperwork than on the relationships that close deals. Leads slip through the cracks. Follow-ups get delayed.
And when documentation is rushed or incomplete, the problems compound: caregivers show up unprepared, clients lose confidence, and your agency carries liability risk from care plans that don't reflect reality. Once care starts, the problem only gets worse. Visit notes pile up, care plans go stale, and no one trusts the documentation anymore.
Automate the Busywork. Focus on Relationships.
Sage records and transcribes every call and in-home assessment, generates structured care plans, drafts follow-up emails, and syncs everything to your systems of record automatically. Prospects get faster responses, care plans capture every detail from the conversation, and your documentation becomes a reliable source of truth — not a liability. And it doesn't stop at intake. Sage records ongoing patient visits too, so care plans stay current as needs evolve.
How Sage Streamlines Your Intake
STEP 1
Record Every Conversation
Sage captures intake calls, in-home assessments, and ongoing patient visits with AI-powered recording. Every conversation is transcribed, summarized, and translated — no manual notes required.
STEP 2
Generate Care Plans & Follow-Ups
After every interaction Sage generates comprehensive care plans and drafts professional follow-up emails. Review, edit if needed, and approve — all from one place.
STEP 3
Sync to Your Systems
Care plans, client records, and follow-up emails sync directly to Wellsky, AxisCare, and your email client. No copy-pasting between apps.
Built for Your Entire Intake Workflow
AI Recording & Transcription
Record every call and in-home assessment. AI transcribes, summarizes, and translates conversations automatically — no manual notes, no missed details.
Care Plan Generation
Sage creates comprehensive, structured care plans from every conversation and keeps them updated as care progresses. Ongoing visit recordings feed back into the care plan automatically — so documentation stays current, caregiver matches improve, and your agency's liability risk drops.
Integration with Your Existing Tech
Connects directly with your VOIP provider, Wellsky, AxisCare, and other agency management systems. Care plans, client records, and intake data sync bidirectionally.
Follow-Up Email Drafts
After every call or assessment, Sage drafts a professional follow-up email personalized to the conversation. Review and send from your email client in one click.
Visit & Assessment Recording
Record intake assessments and ongoing patient visits on-site with your iOS device. Sage transcribes the full conversation, updates the care plan, and syncs structured data back to your systems of record — so nothing gets lost between the visit and the paperwork.
Lead Management CRM
Track every prospect from first contact to signed client — and beyond. Activity history, up-to-date care plans, and contact records in one place. Care plans evolve automatically with every recorded visit, giving your whole team a single source of truth. Available on web and iOS.
Sage was founded by the team behind Clara Home Care, a home care service that built and managed a network of over 3,000 caregivers. We spent years drowning in intake paperwork — care plans, data entry, follow-up emails. Sage is the tool we built to fix it.
Common Questions
Everything you need to know about getting started with Sage.
See Sage in Action
See how Sage automates your intake workflow
Learn how agencies save hours each week on care plans and paperwork
Discover how living care plans improve outcomes and reduce liability