Stay in the conversation. Forget the paperwork.

baylily is built around the recorded word. Every consult and every assessment gets transcribed automatically, mapping what's said directly into the care record, without a single extra keystroke.

What's said becomes what's saved.

Hit record and baylily will listen, transcribe, and map what is said to the right fields in real time — conditions, ADL needs, hours, language preferences, decision-makers. By the end of a call, the record is filled.

  • Needs, care hours, and language preferences are captured without the typing.
  • Matched caregivers surface on screen before the call ends.
  • The same record flows into the assessment, the care plan, and baylily Caregiver.
CRM auto-filling · Consult call

KatieShe needs help bathing and getting dressed. Maybe 30 hours a week to start.

JessicaAny language preferences? Someone bilingual might work well.

KatieYes — she grew up speaking Spanish. That would mean a lot to her.

AUTO-FILLED INTO CRMADL needsBathing, dressingHours / week30 hrsLanguageSpanish / EnglishRate$32–$36 / hrAssessmentThu 2:00 p.m.Matched caregivers3 found

Most of the intake is already done by the first visit.

By the end of a consult call, the record already reflects the client's needs. By the end of an in-home assessment, the care plan is drafted in the client's own words — no separate write-up required.

  • The consult call populates the CRM. The assessment populates the care plan. The caregiver's tasks come from the same record.
  • Preferences arrive in her own phrasing — not a summary, not a translation. What is said is what gets recorded.
  • Time stays with the family, not the form. baylily handles the paperwork in the background.
LIVE_TRANSCRIPT.TXT

KATIE (DAUGHTER)"My mother Christina is 78. She's mostly independent but she's started forgetting her morning medications. She loves her garden and really prefers having her tea in the afternoon while watching the birds."

BAYLILY ENGINEMapped to Record: ADL_Needs: Medication management; Interests: Gardening; Preferences: Afternoon tea, Bird watching.

ADL NEEDSINTERESTSSCHEDULE

Every room gets its own note, without a return trip.

During an in-home assessment, Jessica narrates while walking through the home. Each voice memo tags itself to the room it's recorded in and converts into a structured note — no manual filing, no follow-up visit to fill in details.

  • Record a memo in any room — baylily tags it to the right location automatically.
  • Narrated observations convert to structured notes: routines, hazards, preferences, and accessibility needs.
  • Every room note feeds directly into the care plan, ready for the caregiver before their first visit.
Walk-through In-home assessment
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BEDROOMtagged automatically

Grab bars needed by the bed. Prefers the window blinds open in the morning.

AccessibilityPreferences
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KITCHENtagged automatically

Tea kettle on the left burner — every afternoon. Medications in the top right cabinet.

RoutineMedication
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BATHROOMtagged automatically

Non-slip mat already in place. Shower chair helpful but not required.

SafetyMobility

The forms that used to follow Jessica home.

Before the voice engine, every consult call meant an hour of typing afterward. Every assessment meant three pages of notes to transcribe that evening. Every walk-through meant a dozen sticky notes to organize.

Now the record is done before Jessica is back in her car. The family gets a faster first visit. The agency gets a faster close.

  • 1 hour typing up consult notesCRM filled live during the call
  • 3 pages of handwritten assessment notes60% of intake form filled on the walk
  • Sticky notes from the home walk-throughRoom-tagged structured notes, automatically
I used to leave assessments with three pages of notes I'd type up later. Now the form is done before I'm back in my car. I sit on Christina's couch and actually listen.
Jessica RamirezOwner, Ramirez Home Care · Columbia, SC

See the engine work with your own intake process.

We'll walk through a live consult call and show you exactly what lands in the record — no script, no rehearsal.

Book a demo