Home care assessments
Home care assessment software that finishes the packet
Updated October 13, 2026
Home care assessment software captures a client intake visit and turns it into the paperwork that starts care. PalmCare AI records the conversation, then drafts the care plan, billables, visit notes, and a state-specific service contract for human review. Plans start at $89.99/mo.
What is home care assessment software?
It is software built around the intake visit. Good assessment software helps you collect needs, goals, schedule, and safety details, then turn that visit into documents the office can use. PalmCare AI starts from a recording of the assessment, not from another blank form.
Product facts: four documents from one recording, 50-state contract rules, and review before send. Related category page: home care documentation software.
What the assessment must produce
- 1. A care plan caregivers can follow.
- 2. Billable services that match what was discussed.
- 3. Visit notes from the same conversation.
- 4. A state-specific service agreement ready for review and signature.
If those four still get retyped at night, the assessment tool is incomplete. Use the client assessment checklist and the intake timing guide to keep the visit complete without rushing the family.
How PalmCare AI runs the assessment
Record the intake on iPhone or by phone call. PalmCare AI transcribes the conversation, labels speakers, and drafts the care plan, billables, notes, and contract. Your team edits anything that needs a human judgment call, then sends.
For the voice-to-care-plan path in plain English, read voice assessment to care plan for home care. For care plan structure, use the care plan template.
Assessment software vs forms vs OASIS tools
Buy for the bottleneck you have. Digital forms digitize typing. OASIS tools serve Medicare home health. PalmCare AI is for non-medical intake that must become a signed service agreement.
| Job | PalmCare AI | Assessment forms | OASIS / clinical AI |
|---|---|---|---|
| Primary job | Intake assessment to packet | Fill digital forms | Medicare OASIS charting |
| Voice capture | Yes, then structured docs | Usually typing | Ambient or dictation for clinical items |
| Care plan + billables + notes | Drafted from one recording | Manual or separate tools | Clinical notes focus |
| State-specific service contract | 50 states, automatic draft | Upload or template | Not the product |
| Best for | Non-medical / private duty | Agencies that want checklists only | Medicare home health |
More side-by-sides: vs AxisCare, vs WellSky, vs CareTime, and private duty vs OASIS.
Pricing
Mobile ($89.99/mo) is iPhone assessment docs. Office ($149.99/mo) adds web CRM. Agency ($399.99/mo) adds scheduler, iOS EVV, and Customer Wallet. See pricing or estimate hours on the ROI calculator.
Frequently asked questions
- What is home care assessment software?
- It is software that helps agencies run and document a client intake assessment. PalmCare AI records the visit and drafts the care plan, billables, notes, and service contract from that conversation.
- Is this the same as OASIS assessment software?
- No. OASIS tools serve Medicare-certified home health. PalmCare AI is for non-medical and private-duty agencies that need care plans and service agreements, not OASIS charting.
- Can I use voice instead of typing forms?
- Yes. Staff record the assessment on iPhone or by call. PalmCare AI transcribes, separates speakers, and drafts the packet. A coordinator still reviews before send.
- Does it replace AxisCare or my scheduler?
- No for full ops on Mobile or Office. Keep your scheduler for staffing. Add PalmCare when intake paperwork and contracts are the bottleneck. See PalmCare vs AxisCare for the side-by-side.
- How much does it cost?
- Mobile is $89.99/mo, Office is $149.99/mo, Agency is $399.99/mo. New plans include a 30-day free trial. Full caps are on the pricing page.
- How do I get started?
- Create an account at palmcareai.com/register, start the trial on web or iPhone, or book a demo at palmcareai.com/book-demo.
Palm It
Record the assessment. Review the drafts. Send the contract.