Workflow Automation in Home Care: Reducing Redundancy and Elevating Human Impact

Join home care industry innovator Bob Roth and technology expert Ruby Mehta for a focused discussion on leveraging workflow automation to transform your agency. They will tackle the daily challenges of administrative burden and caregiver burnout, showing how intelligent technology can streamline operations, reduce human error, and—most importantly—reclaim time for meaningful, high-touch human connection.

In this session, our expert speakers will dive into how agencies are moving from manual, reactive processes to proactive, automated workflows. You’ll discover how to leverage machine learning to optimize everything from scheduling to compliance, freeing up your team to focus on what truly matters: delivering exceptional care.

Key discussion points

• A clear breakdown of how to streamline your agency’s administrative tasks, from automating client onboarding and billing to real-time compliance tracking.
• Actionable strategies for empowering your caregivers by automating daily logs, reminders, and reporting, reducing paperwork, and allowing them to focus on client interaction.
• Insights into leveraging AI and ML to predict client needs, optimize scheduling, and proactively flag inefficiencies before they impact care delivery.
• A framework for building trust in technology, where automation serves as an assistant, not a replacement, ensuring human oversight, dignity, and accountability are always at the forefront.

Webinar takeaways

• Understand the immense value of automating both office-side and caregiver-side workflows to boost efficiency and enhance care quality.
• Discover how technology can reduce caregiver burnout and improve job satisfaction, leading to a more loyal and engaged workforce.
• Explore how to apply intelligent automation tools to free your staff and caregivers from redundant tasks, allowing them to devote their energy to meaningful, high-touch interactions with clients and families.
• Learn how to implement automation with the necessary “guardrails” to maintain a human-centered approach, ensuring accountability and transparency in every process.

About keynote speakers

Bob Roth, Managing Partner, Cypress HomeCare Solutions

With 40 years of experience in consumer products, healthcare, and technology, Bob Roth is a dedicated advocate for enhancing care in the home. Bob is a pioneer in caregiver training, establishing the Joan S. Roth Caregiver Training Lab to provide high-quality, in-house training—a testament to his family’s commitment to care.

An award-winning leader, Bob’s focus is on finding solutions that allow seniors to thrive in the comfort of their homes, and his company boasts a caregiver retention rate significantly higher than the national average.

Ruby Mehta, Vice President of Sales, CareSmartz360

Ruby partners with home care agencies to solve growth, compliance, and workforce challenges with modern, AI-powered operations technology. As a leader in revenue strategy for CareSmartz360’s end-to-end platform, she champions solutions like AI-based caregiver retention, smart scheduling, and automated billing, helping care providers streamline workflows and improve care quality.

Ruby brings a deep understanding of home care agencies’ operational pain points and is dedicated to helping them leverage technology to improve caregiver engagement and satisfaction.

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