AI documentation for home care agencies

Record it. Transcribe it. Contract it.

Record the assessment. PALM writes the care plan, the billables, and a state-specific service contract — built from what was actually said. Minutes, not hours of paperwork.

HIPAA compliant 256-bit encryptionNo charge until the trial ends
Client assessmentReady

Starting assessment…

AI is extracting care needs, medications, and billable items…

What is PalmCare AI?

PalmCare AI is documentation software for home care agencies that turns a recorded client assessment into a state-specific service contract — automatically. Record the visit, and the AI writes the transcript, care plan, billable items, and visit notes, then generates a ready-to-sign agreement in minutes instead of hours.

New here? See how PalmCare AI compares to AI scribes and contract templates, or view simple, transparent pricing.

4-in-1

Care plan, visit notes, billables & service contract — from one recording

50 states

State-specific contract rules built in

Minutes

From a recorded assessment to a ready-to-sign contract

HIPAA

256-bit encryption, audit logs, BAA available

How it works

From conversation to contract in three steps

No forms to fill out. No data re-entry. The assessment conversation is the documentation.

01

Record

Staff records the client assessment on their phone — in person or over the phone. One tap to start.

02

Transcribe

AI transcribes the conversation, identifies speakers, and extracts care needs and billable items.

03

Contract

A complete assessment, care plan, and service agreement is generated — ready to send and sign.

Platform

Everything you need to run your agency

Built for care professionals — not retrofitted from generic software.

Voice-Powered Assessments screenshot

Voice-Powered Assessments

Record any client assessment on your phone. AI transcribes the conversation, identifies speakers, and captures care-specific terminology automatically.

Smart Contract Generation screenshot

Smart Contract Generation

AI generates a complete care plan and service agreement from a single recording with auto-populated fields and proposal-ready formatting.

Intelligent Data Extraction screenshot

Intelligent Data Extraction

Every assessment is analyzed for billable items, care needs, medications, and safety concerns, then synced into your workflow automatically.

Contract Workflow screenshot

Contract Workflow

Move from assessment to finalized contract with guided review, template support, and one-click export for signatures.

Solutions

Built for agencies of every size

Whether you serve 10 clients or 1,000+, PalmCare AI scales with your agency.

Small Agencies

Up to 30 Clients

Close faster, document smarter. Focus on building client relationships while PalmCare AI handles the paperwork. One tap — AI does the rest.

  • Voice-powered assessments
  • Contract auto-generation
  • Client CRM
  • Caregiver mobile app
  • Email support
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Medium Agencies

30 - 200 Clients

Scale your team without scaling your admin work. Improve caregiver coordination, enhance client satisfaction, and close more clients — faster.

  • Everything in Small
  • Custom templates & forms
  • Advanced reporting
  • Multi-user access
  • Priority support
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Enterprise

200+ Clients

Manage multiple locations, complex billing, and large caregiver teams — all from one AI-native platform built specifically for home care.

  • Everything in Medium
  • Multi-location management
  • Custom integrations
  • Dedicated account manager
  • SLA guarantee
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Why agencies switch

Old software digitized the paperwork. PALM removes it.

Legacy platforms turned paper forms into digital forms. You still type, re-key, and chase clauses. PALM starts from the conversation instead.

The old way

  • Type the assessment into forms — during or after the visit
  • Re-key the same data into a care plan, then again into a contract
  • Hunt down the right state-specific clauses for every agreement
  • Hours of nightly paperwork, where billing errors creep in

With PALM

  • Record the visit — in person or over the phone
  • AI writes the transcript, care plan, billables, and visit notes
  • State-specific service contracts, built from what was actually said
  • Review, send, and sign — minutes, not hours

How PALM compares

The only tool that turns the assessment into a contract

AI clinical scribes chart OASIS notes for Medicare home health. Template tools hand you a blank form. PALM is built for home care — and produces the whole packet from one recording.

CapabilityPalmCare AIAI clinical scribesContract templatesManual / by hand
Built forHome care agenciesMedicare home healthGeneral documents
Captures the visit by voiceYesYesNoNo
State-specific service contractAutomatic (50 states)NoManual editingManual
Care plan, notes & billablesYesClinical notes onlyNoManual
Time to a ready-to-sign agreementMinutesNot producedHoursHours

See the full breakdown in AI documentation tools for home care, compared.

Spend your time on care, not paperwork

Start your 14-day free trial today. Full access to every feature — cancel anytime.

HIPAA compliant · 14-day free trial · No credit card required

FAQ

Frequently asked questions

Still have questions? View all FAQs or contact our team.