Build forms for your agency, clients, or employees in under 15 minutes. No coding. No IT delays.

HIPAA-first documentation workflow

Build Any Form Your Agency Needs in Minutes

Intake forms, service plans, employee onboarding, and consent records. Build with drag-and-drop or send your paper form to our specialists for setup.

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CareAutomate forms operations view — Live operations view

1,800+

HCBS providers using CareAutomate

487K+

Forms submitted this year

99%

Reported audit pass rate

8-12 hrs

Saved per team per week

Why providers switch

The paperwork problem has a real dollar cost

These are not edge cases. Teams on paper or generic tools absorb these costs every month.

$50K-$200K at risk from one audit gap

A signed intake collected this week goes missing before audit prep. Missing records can trigger recoupments, corrective action plans, and weeks of remediation.

Typical impact: revenue is at risk before billing review starts.

8-12 hours a week spent chasing signatures

Case managers follow up repeatedly with clients, guardians, and supervisors just to close one document cycle.

Typical impact: up to 1.5 FTE per year absorbed by paperwork loops.

Wrong form tools create compliance exposure

Consumer-grade tools can leave healthcare agencies exposed when legal and audit requirements are not handled correctly by default.

Typical impact: hidden legal risk inside daily documentation operations.

How it works

Audit-ready in four steps starting today

Build or request forms, send instantly, collect signatures on any device, and automate every reminder.

Build it yourself or have us build it

Use a drag-and-drop editor with conditional logic, or submit your paper form and let our specialists configure it.

Send forms from anywhere

Share by email, SMS, or direct links. Send one-by-one or in bulk and track progress in real time.

Collect signatures on any device

Recipients can complete and sign on phone, tablet, or desktop with a full timestamped audit trail.

Set it and never chase again

Recurring reminders keep documents moving so deadlines are met without manual follow-up.

Schedule Reminders

Auto email and SMS on schedule
Tracks completion per recipient
Overdue alerts so nothing gets missed

CareAutomate drag and drop form builder — Builder canvas

Built for your program

Every HCBS program type one form platform

If your workflow touches Medicaid documentation, this is designed for your process, not retrofitted from generic software.

PCS

Personal Care Services agencies

Collect plan signatures in the field so teams do not chase paperwork back in the office.

Mobile ready

HCBS

HCBS waiver providers (1915c / 1915i)

Route service plans for client, guardian, and case manager signatures in one workflow.

Multi-party signing

IDD

IDD and supported living programs

Track high-volume ISP signature cycles with overdue alerts and completion visibility.

High signature volume

Behavioral health and outpatient clinics

Capture consent, ROI, and safety-plan signatures before service delivery starts.

Consent heavy

SUD

Substance use disorder programs

Maintain audit-ready disclosure authorization documentation with compliant trails.

42 CFR Part 2

HSG

Supportive housing and housing-first teams

Manage IHSP, lease addendum, and community supports documentation in one place.

CalAIM and HSS ready

EMP

Supported employment programs

Store employment plans and Medicaid billing forms with one-click retrieval.

IEP ready

HHA

Home health aide agencies

Collect care-plan amendments in-home and sync records without office handoffs.

Field staff

CareAutomate completion dashboard — Live completion dashboard

What you can build

Every form your program needs ready in minutes

Build forms yourself or submit current documents and let our team configure them for you.

Client forms

Intake and eligibility screening
Person-centered service plans
Consent and rights acknowledgments
Incident reports
Progress notes and assessments
Change-in-condition reports

Employee forms

Applications and onboarding packets
W-4 and I-9 documentation
Background check authorizations
Training acknowledgments
Performance reviews
Policy sign-offs

Compliance forms

Service plan authorizations
Medicaid billing attestations
EVV exception documentation
42 CFR Part 2 disclosures
Rights restriction documentation
Audit response packets

State program forms

CalAIM Community Supports
ForwardHealth 1915i
AHCCCS H2O program
NY HRSN and SCN
STAR+PLUS Texas
Any state Medicaid program

Competitive advantage

Built for HCBS not retrofitted from generic tools

Compare where generic form tools stop and where healthcare-specific workflow support starts.

Capability	Generic tools	CareAutomate Forms
HCBS-specific templates	No - generic forms only	Yes - Medicaid-focused template library
Legally binding e-signatures	Limited or separate tool required	Yes - ESIGN and UETA-aligned audit trail
Automated reminders	Manual follow-up required	Yes - email and SMS schedules
Custom date scheduling	Not available in most tools	Yes - quarterly, annual, or custom dates
Audit-ready export	Manual assembly	Yes - one-click client audit package
Mobile field completion	Inconsistent mobile behavior	Yes - optimized for field use
Multi-party signature routing	Unavailable on most base tiers	Yes - client, guardian, CM, supervisor routing
Specialist form setup support	Self-serve only	Yes - submit your form and we configure it
Average setup time	Hours to days	5-15 minutes

Pricing

No hidden fees no compliance add-ons

All plans include e-signatures and reminder automation from day one.

Starter

$29/month

10 active forms and 100 submissions per month
Best for small agencies moving off paper forms.

10 active forms
100 submissions per month
ESIGN-ready e-signatures
Email reminders
Basic audit log
Mobile-optimized forms
Email support

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Real questions straight answers

Generic forms tools do not provide the same healthcare-ready signature trail, workflow controls, and reminder automation needed for Medicaid documentation compliance.

"We went from chasing signatures for weeks to closing service-plan signatures in under 48 hours."

Director of Programs, HCBS Waiver Provider

Your first form can be live in 15 minutes.

Build it today, send it today, and get it signed today.

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