Back to Features

Get started in minutes, not months.

Bulk imports, OCR scanning, and AI-powered form building make onboarding painless. Bring your existing data and be up and running fast.

Patient Intake Form

Effortless Setup

Tools that make migration and onboarding simple

Bulk Patient Import

Import hundreds of patients at once from CSV, Excel, or existing systems. Smart mapping automatically matches your data fields.

OCR Document Scanning

Scan paper documents and let our AI extract the data automatically. Turn physical files into searchable digital records instantly.

AI Form Builder

Describe the form you need in plain English and watch it appear. Create intake forms, assessments, and disclosures in seconds.

Document Templates

Pre-built templates for common home care documents. Customize as needed and ensure compliance from day one.

Everything you need to migrate

Whether you're coming from another system or starting fresh, we make it easy to get your data into AveeCare.

Import patients from spreadsheets
Bulk caregiver enrollment
OCR scanning for paper records
AI-powered form generation
Digital signature collection
Automated compliance checks
Custom disclosure templates
Data validation and cleanup
Form Creation

Simple three-step process

From signup to fully operational in record time

1

Upload your data

Import patients, caregivers, and existing records via CSV or our smart import tools.

2

Configure your forms

Use AI to generate custom forms or choose from our compliance-ready templates.

3

Start scheduling

Begin creating visits and let your caregivers download the mobile app.

Ready to get started?

Experience the easiest onboarding in home care software.

Import

Bring clients, caregivers and visits from your old system

The Import page turns spreadsheets from your previous software into AveeCare records, with a full preview before anything is created.

CSV and Excel files

Drop in a .csv, .xlsx or .xls export. Columns match up on their own, HomeTrak exports are recognised on sight, and anything unrecognised can be matched by hand.

Recurring schedules

Visits are matched to your clients and caregivers by name, and recurring schedules come across with their visit times intact.

Every row before it lands

Rows with problems or duplicates are flagged with a plain reason and left out unless you say otherwise. Anything not imported comes back as a report you can fix and re-import.

Import patient records

Frequently asked questions

Most agencies are operational in hours rather than weeks. The process is three steps: upload your data, configure your forms, and start scheduling.
Yes. Bulk import brings in hundreds of patients at once from CSV, Excel, or existing systems, and smart mapping automatically matches your data fields.
OCR document scanning lets you scan paper documents and have the AI extract the data automatically, turning physical files into searchable digital records.
No. Onboarding uses guided tools such as smart import, the AI form builder, and pre-built compliance-ready document templates, and requires no technical skills.