Home care documentation
Home care documentation software that finishes the paperwork
Updated September 28, 2026
Home care documentation software turns a client assessment into the paperwork that starts care: care plan, visit notes, billables, and a service agreement. PalmCare AI does that from one recording for non-medical agencies, with 50-state contract rules and human review before send. Plans start at $89.99/mo.
What is home care documentation software?
It is software that captures the intake visit and produces the paperwork agencies need before care starts. The category covers care plans, visit notes, billable line items, and the service agreement families sign. PalmCare AI is in that category for non-medical and private-duty agencies, not for Medicare OASIS charting.
Product facts: four documents from one recording, 50-state contract rules, and review before anything reaches a family. Plans start at $89.99/mo on pricing.
What agencies need from documentation software
Most home care teams do not need another form to fill. They need the assessment conversation to become usable paperwork without retyping the same facts into four systems.
- 1. Capture the visit by voice or notes once.
- 2. Produce a care plan and visit notes from that capture.
- 3. Extract billable services without a second pass.
- 4. Generate a service contract that matches state rules.
How PalmCare AI works
Record the assessment in person or over the phone. PalmCare AI transcribes the conversation, separates speakers, and drafts four documents: care plan, visit notes, billables, and a state-specific service contract. A staff member reviews and approves before anything goes out.
That is the job that eats nights for coordinators. It is also why searchers looking for AI tools for home care agencies often land on documentation first. See our ranked list of the best AI tools for home care agencies in 2026.
PalmCare AI vs scribes and templates
Pick the tool that matches the bottleneck. Clinical scribes and OASIS tools serve Medicare home health. Templates still leave state clauses and care details to you. PalmCare AI is for non-medical intake paperwork.
| Job | PalmCare AI | Clinical AI scribe | Contract templates |
|---|---|---|---|
| Built for | Non-medical home care intake | Clinical charting / OASIS | Generic documents |
| Voice capture of the visit | Yes | Yes | No |
| Care plan + billables + notes | Yes, from one recording | Clinical notes focus | Manual |
| State-specific service contract | 50 states, automatic | Not produced | Edit by hand |
| Time to ready-to-sign paperwork | Minutes after review | Not the job | Hours |
Full side-by-side detail lives on the compare options page, including AxisCare, WellSky, and CareTime. Agency also includes home care EVV on PalmStaff.
Pricing for documentation software
New subscriptions use three self-serve plans. Mobile ($89.99/mo) is iPhone recording and documents. Office ($149.99/mo) adds web CRM. Agency ($399.99/mo) adds scheduler, iOS EVV, and Customer Wallet. Enterprise is a custom quote. Estimate paperwork hours on the ROI calculator.
See full caps and annual pricing on the pricing page. Machine-readable numbers are at /pricing.md.
Who it is for
Non-medical home care agencies, private duty, and companion care teams that write service agreements after every intake. If your bottleneck is OASIS charting for Medicare home health, a clinical scribe is the better fit. If your bottleneck is intake paperwork and contracts, this category is the right place to look.
Browse documentation alternatives, read the paperless home care contracts guide, the billables checklist after intake, or AI documentation tools compared.
Frequently asked questions
- What is home care documentation software?
- Home care documentation software helps agencies capture assessments, care plans, visit notes, and service agreements. PalmCare AI does that from one recording: the care plan, billables, visit notes, and a state-specific contract.
- How is PalmCare AI different from a clinical AI scribe?
- Clinical scribes focus on charting for Medicare home health and similar clinical settings. PalmCare AI is built for non-medical home care agencies that need care plans, billables, and state-specific service contracts from the assessment conversation.
- Does it cover all 50 states?
- Yes. PalmCare AI includes state-specific contract rules for all 50 states so the service agreement matches the jurisdiction where care is delivered.
- How much does PalmCare AI cost?
- Mobile is $89.99/mo for iPhone documentation. Office is $149.99/mo with web CRM. Agency is $399.99/mo with scheduler, iOS EVV, and Customer Wallet. Enterprise is a custom quote. New Mobile, Office, and Agency plans include a 30-day free trial.
- Is this an AxisCare, CareTime, or WellSky replacement?
- No for full ops. PalmCare AI is documentation and contracts software. Many agencies keep AxisCare, CareTime, or WellSky for schedules and add PalmCare for intake paperwork. Agency adds PalmCare scheduling and EVV if you want those jobs in one account.
- How do I get started?
- Create an account at palmcareai.com/register, then start the 30-day free trial on web (Stripe) or in the PalmCare iOS app through Apple. Or book a demo at palmcareai.com/book-demo.
Palm It
Record the assessment. Review the drafts. Send the contract. Start at palmcareai.com.