Home care agency automation · done for you

Home care agency automation that frees your coordinators for people, not paperwork.

Home care agency automation takes the repeatable office work off your coordinators: answering new client inquiries, following up with referral sources, screening and onboarding caregivers, tracking expiring credentials, filling open shifts and keeping families informed. PURIST builds these workflows around the agency software you already use, such as WellSky, AxisCare, AlayaCare or HHAeXchange, keeps care records inside that system, and routes anything clinical to your staff.

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Updated September 28, 2026 · Written by Steve, founder of PURIST · Prices below are our real prices

Why home care offices are always behind

A home care agency runs on two pipelines at once: clients and caregivers. Inquiries arrive from families, hospitals, case managers and referral partners, often outside office hours, and the agency that answers first with a clear next step usually wins the client. At the same time, recruiting never stops, because caregivers are hard to find and turnover is constant.

Coordinators end up juggling phone calls, applicant screening, onboarding paperwork, expiring certifications, last-minute call-outs and family questions, all while keeping schedules and visit records correct. The admin load grows with every new client, and it is the first thing that slips when someone is out sick.

Agency management software handles scheduling, visit verification and billing well, but the work between systems stays manual: the web form that must become an intake, the applicant who needs a reminder to upload documents, the open shift that needs ten texts to fill. That is where automation helps most.

What we automate for home care agencies

Client inquiry response and intake

Inquiries from your website, phone, directories and referral partners get a fast, caring reply and an intake call booked, with the details logged in your CRM or agency software.

Referral source follow-up

Thank-you messages and status updates to hospitals, case managers and partners, plus reminders to your team to keep those relationships active.

Caregiver recruiting pipeline

Applicants from job boards and your careers page get an instant reply, a short screening questionnaire and an interview slot, and the promising ones are flagged to your recruiter.

Onboarding and credential tracking

Document checklists, reminders to upload certifications and background check steps, and alerts well before a license, CPR card or TB test expires.

Open-shift fill

When a shift opens, qualified and available caregivers are texted in order of fit, the first confirmed acceptance is sent to your scheduler, and the others are told it is filled.

Family communication

Welcome messages, care-plan meeting reminders and non-clinical updates, sent in a consistent tone, with any concern routed to a coordinator.

Reviews and referrals

Satisfaction check-ins and review requests at the right moment, and simple referral messages for families who opt in.

What your manual work costs you today

Enter your own numbers. Nothing is sent anywhere; the maths runs in your browser.

People doing the task Hours each, per week Loaded cost per hour ($)

Per year

Hours per year

Automation rarely removes 100% of a task. Plan on the part that is pure copy-paste, chasing and re-typing.

How we build it for your agency

Map the office workload

Where inquiries and applicants come from, how shifts are filled today, and which tasks eat your coordinators' week.

Agree the data boundary

Care notes, visit verification and clinical information stay in your agency software; automations use contact, scheduling and status data only, reviewed with your administrator.

Build and test

Messages in your agency's voice, tested on real scenarios, with opt-out handling for texts and a clear hand-off to staff.

Monitor and refine

We track response times, applicant conversion and shift fill time, and adjust the workflows with you each month.

What it costs

The same plans and prices as our pricing page. Pay monthly, with maintenance, monitoring and updates included, or choose a one-time deployment. Every plan has a 30-day money-back guarantee, and the first step, the audit, is free.

START HERE

YOUR FIRST AUTOMATIONS

Starter

3 production-ready workflows on your biggest time sink. Scoped on a 15-minute call, live in 7 days.

€390 /month

Or €790 one-time deployment

€130

per workflow

7 days

to go live

3 workflows

1 integration

48h SLA

Best for: A first win on one bottleneck

✓ 3 production-ready workflows on your biggest time sink
✓ Connected to the tools you already use
✓ 24/7 monitoring and fixes included
✓ Move up to Automation Pro anytime
✓ 30-day money-back guarantee

Get started → Or book a free 15-minute call

Automation Pro

12 production-ready workflows in a single deployment. Built with certified automation engineers.

€890 /month

Or €1,450 one-time deployment

€74

per workflow

5–7 days

to go live

12 workflows

2 integrations

24h SLA

Best for: Running the whole back office on autopilot

✓ Replaces 12 manual processes and disconnected tools
✓ Designed to target ~95% less manual data entry, ~85% faster response time, ~80% fewer errors
✓ n8n, Make & Zapier certified
✓ 30-day money-back guarantee

Get started → Or book a free 15-minute call

NEXT-LEVEL AI

INTELLIGENT AUTOMATION

AI Agent Deploy

Custom AI agents. One deployment. Handles every repetitive task your team wastes hours on.

€1,090 /month

Or €1,990 one-time deployment

€218

per AI agent

7–10 days

to go live

5 AI agents

2 integrations

24h SLA

Best for: Replies, qualification and support handled by AI

✓ Handles every repetitive task your team does manually
✓ AI-powered lead qualification, support and scheduling
✓ Integrates with your existing CRM, email and tools
✓ 30-day money-back guarantee

Get started → Or book a free 15-minute call

BEST VALUE · COMPLETE SYSTEM

AUTOMATION + AI AGENTS

The Full Stack

Automation workflows plus AI agents. One complete system designed for today's operations and tomorrow's scale.

€1,650 /month

Or €2,750 one-time deployment

€97

per workflow or agent

7–10 days

to go live

12+ workflows

5+ AI agents

Unlimited

12h SLA

Best for: Workflows and AI agents as one system

✓ The complete system automation today, AI agents tomorrow
✓ 30-day money-back guarantee
✓ Includes $300 of PURIST Studio credit for AI ads, video & UGC
✓ n8n, Make & Zapier certified workflows
✓ Replaces over €4,400 a year of disconnected SaaS tools

Get started → Or book a free 15-minute call

Home care automation: your realistic options

Most agencies combine these. The question is which one covers the gaps that still keep your office late.

Option	Where it works	What to watch
Your agency management software	Scheduling, electronic visit verification, care records, billing and payroll exports.	Inquiry follow-up, recruiting outreach and cross-system reminders are often limited or manual.
Home care CRM add-on	Tracking inquiries and referral sources in one place.	Another subscription and login; it still needs to be connected to recruiting and scheduling.
Hiring another coordinator	Phone coverage and the personal touch families expect.	A full salary, and the repetitive steps are still done by hand, now by two people.
Done-for-you automation (PURIST)	Connects inquiries, recruiting, credentials, shift fill and family updates around your software, with staff hand-off built in.	Not a clinical system: care decisions, charting and visit verification stay in your agency platform.

Works with home care software

We connect to the platforms you already use, through their APIs, integrations or exports, and use n8n to link them.

WellSky Personal CareAxisCareAlayaCareHHAeXchangeHomecare HomebaseKanTimeCareTimeIndeedWorkableHubSpotGoHighLevelGoogle WorkspaceMicrosoft 365DocuSignTwilio SMSSlackClaude (Anthropic)n8n

A good fit if…

✓Inquiries or applicants wait hours for a first reply.
✓Filling a call-out takes a round of calls and texts.
✓Credential expiry is tracked in a spreadsheet or by memory.

Not the right fit if…

✕You want automation to make care or clinical decisions.
✕You are a very small agency where the owner still handles every call personally and prefers it.

Questions people ask

What is the best software for home care agencies?

Common choices include WellSky Personal Care, AxisCare, AlayaCare, HHAeXchange and Homecare Homebase, depending on whether you are private-pay, Medicaid-funded or home health, and on your size. The best one is the platform your team uses well; automation then covers the work around it.

What is the best scheduling software for caregivers in home care?

Most agencies schedule inside their agency management platform, because it ties shifts to clients, visit verification and payroll. Automation adds what those tools often lack, such as texting available caregivers to fill open shifts and reminding them of upcoming visits.

What are some examples of healthcare automation?

Appointment and visit reminders, online intake forms, referral processing, credential and license tracking, recruiting follow-up, billing reminders and routing messages to the right staff member. In home care, shift fill and family updates are especially useful.

Is it HIPAA compliant?

We design for it: care notes and protected health information stay in your agency software, automations use the minimum data needed, and where health information must flow it goes only through tools that offer a business associate agreement, with your administrator signing off on the design.

Does it work with electronic visit verification (EVV)?

EVV stays in your agency platform or state aggregator, where it belongs. We do not replace or alter visit verification; automations can remind caregivers to clock in and out and alert coordinators to missed check-ins, based on data your platform exposes.

How much does home care automation cost?

At PURIST, plans start at €390 per month for three workflows, or €790 as a one-time deployment. Automation Pro covers twelve workflows, for example intake, recruiting, credentials, shift fill and family updates, for €890 per month. Every plan has a 30-day money-back guarantee.

Can automation help with caregiver turnover?

It cannot fix pay or workload, but it helps with the parts under your control: faster replies to applicants, a smoother onboarding, timely credential reminders, recognition messages and quick shift confirmations, which all make the job easier to start and stay in.

How long does setup take?

A first workflow such as inquiry response or applicant follow-up is usually live within a week. Credential tracking, shift fill and family updates are added over the following weeks.

Which home care tasks should we automate first?

Start where speed wins business: replying to client inquiries and applicants within minutes. Then automate open-shift fill, because every unfilled shift is a missed visit or overtime, and credential reminders, because an expired certification can take a caregiver off the schedule. Family updates and reviews come once the core office flow is stable.

Does it work for home health and hospice agencies too?

Yes for the office workflows, such as referrals, intake scheduling, recruiting, credentials and reminders. Clinical documentation, OASIS assessments and billing rules stay in your home health platform, and we only connect to them where the platform allows it.

Workflow automation consulting Med spa automation Dental practice automation Staffing agency automation Missed call text back Automation for home care nurses

Start with a free audit

Tell us how leads and work flow through your business today. We come back with the 3 automations worth building first, what each would cost, and what it would save. No commitment.

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