Spoken notes become structured, compliant documentation your whole team can trust. Done right, voice-to-note cuts after-shift paperwork, improves accuracy, and gives families clear, plain-language updates—without adding clicks.
Bridgeview Home Care is a mid-sized non-medical agency in the American Midwest. Eighty-two caregivers rotate through personal care, companionship, and transportation visits for roughly 260 clients. Growth came quickly; reliable systems did not. Scheduling lived in spreadsheets and WhatsApp threads, documentation was handwritten or typed late at night, and billing teams rebuilt invoices by copying data from notes that weren’t always complete. Families phoned for updates the team didn’t have time to chase. Everyone was working hard; the work just wasn’t connected.
Who this is for
Schedulers, caregivers/DSPs, admins, and leaders who want faster, clearer documentation—tied directly to scheduling, billing, and compliance in Care On Board.
The problem we’re fixing
Before: Caregivers finish a visit, promise themselves they’ll “write it up later,” and end up typing at 10pm. Details fade, signatures get missed, and finance chases errors.
After: Caregiver speaks for 45–60 seconds at the door. Care On Board converts speech → structured note → pushes the right fields to care plans, EVV, and billing—immediately.
How voice-to-note actually works
- Capture: Caregiver taps the mic on the visit screen and speaks naturally.
- Transcribe: Automatic speech recognition creates text in seconds (multi-language supported).
- Structure: NLP extracts the fields you need (who, what, when, vitals/observations, outcomes, exceptions).
- Validate: Smart rules check for missing signatures, rate codes, goal alignment, EVV.
- Route: The final note updates the client record, care plan progress, compliance trail—and readies the visit for billing.
In Care On Board, the same note drives scheduling insights (continuity), compliance status (audit trail), and clean claims (event-driven billing). One action, many outcomes.
Why it Worked
Everything drew from the same record of care. Scheduling read real availability; documentation triggered billing and satisfied compliance in the same motion; alerts pointed to the next right action for each role. Care On Board didn’t ask people to work harder—it removed the places where effort went to waste.
