On Calls

For best results when doing a client intake call, we recommend:

• Clarifying spellings for key details: When collecting names, addresses, email addresses, and medication names, ask clients to spell them out.

For example: “Just to make sure everything is accurate, can you please spell your last name for me?”

This helps Sage capture precise information and reduces back-and-forth later.

Making the Most of Care Plans

Once Sage has generated a care plan from an intake or assessment, you can turn it into a powerful, reusable resource:

1. Print and bring to the in‑home assessment Print the Sage-generated care plan so you can use it as a checklist during the in‑home visit. This keeps your assessment structured and ensures you don’t miss key domains like ADLs, IADLs, safety risks, preferences, and family goals.
2. Use the in‑home recorder to add rich context During the assessment, use the in‑home recorder to capture:
   • Clarifications or changes to what the family shared on the phone.
   • Home environment notes (stairs, pets, fall risks, bathroom setup).
   • Client preferences in their own words (routines, food, communication style). This additional context helps Sage refine the plan and gives your team a fuller picture of the client.

Email Follow Ups

• Editing emails in Sage: Editing emails in Sage — i.e., tapping into the suggested email and directly editing in the Sage app, rather than in your email system (e.g., Gmail) — helps Sage’s AI learn your unique communication style and create better drafts over time. When you tweak subject lines, tone, or phrasing, Sage uses those edits as feedback to make future emails sound more like you and your agency’s brand voice.