In about two weeks on site, we watch how your office schedules, hires, and takes referrals. You get a written AI usage policy, an approved tool list, and a roadmap ranked by hours saved and risk.
We sit with your scheduler, HR lead, and intake coordinator and time the real work, from open shifts to referral calls.
Where client notes, care plans, caregiver records, and family contacts live, and which exports each job actually needs.
The terms of every AI tool staff use or want: whether it trains on your data, how long it keeps it, and whether a BAA is available.
A plain-language policy: what may go into which tool, what stays out of drafts, and who reviews before anything is sent.
Every assessment is scoped to your headcount, locations, and tools. Tell us how your business runs and we’ll send a scope and a quote.
A home care agency ran its schedule on a decades-old HIPAA-compliant platform with no API. We audited the office's workflows, budget, and compliance needs, then built two Claude Cowork automations: open-shift scheduling (5 minutes to 39 seconds per household) and HR email drafting (40% less time).
AI audits for small businesses run from about $1,500 to $25,000 in 2026. Here is what drives the price, what you should get for it, and how to avoid overpaying.
A practical guide to writing an AI usage policy your team will actually follow, with a plain-language starter template covering approved tools, data rules, and disclosure.
Time at the desk with the people who do the work, sample exports from your scheduling platform, and a short interview with the owners. We work around shift changes and caregiver call-outs.
No. We look at records only as needed to understand a workflow, on your systems and with your staff. The data map lists types of records and where they live, not individual clients.
Both. Caregivers often send notes and photos from client homes. The policy says what may be shared, through which app, and what never leaves the visit, in language a caregiver can read in two minutes.
It’s yours to act on. Many agencies start with training or one automation from the top of the list. Nothing in the roadmap assumes you buy a particular product.