The Days of Dual Entry from Phone Call to Scheduling Software Are Over (Spencer Roth)

Technology is ending the era of dual-entry between phone calls and scheduling platforms in home care. Spencer joined the family-owned home care business three years ago and identified a handful of manual processes that needed attention immediately. Fast forward, he’s built a tool called SmartAutomations.Care that connects the phone system to your scheduling software and automates the documentation and communication of every single call that comes into the office so that nothing gets missed. He explains the workflows, the data that’s captured, success stories, and the results. This is the future of home care—removing dual entry, increasing efficiency, making office members 2-4x more efficient, and elevating the quality of care.
58
 min
Nov 11, 2025

The Days of Dual Entry from Phone Call to Scheduling Software Are Over (Spencer Roth)

The Days of Dual Entry from Phone Call to Scheduling Software Are Over (Spencer Roth)

Miriam Allred (00:47)
Welcome back to the Home Care Strategy Lab. I'm your host Miriam Allred. Today in the lab, I'm joined by Spencer Roth, the Chief of Staff at Cypress Home Care Solutions and also the co-founder at SmartAutomations.care. Spencer, welcome to the show.

Spencer Roth (01:04)
Awesome. Thanks, Miriam. I'm excited to be here and talk to you today.

Miriam Allred (01:08)
Likewise, you were on a webinar yesterday. I am guessing this is your first podcast, is it?

Spencer Roth (01:15)
Luckily, I work with a guy who's into the podcast realm, so I got to guest appear for a short one, but this is definitely my first lengthy podcast feature that I've gotten to do.

Miriam Allred (01:26)
Awesome. I know you do a bit of public speaking at this point with all the success that you're driving. So this shouldn't be too uncomfortable or out of the box. And like I said, dude, it's just a conversation you and me. Let's let everyone get to know you a little bit before we jump into the topic. What is your background pre-home care? What were you up to before you got into the family business?

Spencer Roth (01:46)
Yeah, so pre home care, I worked for a big health insurance company for a handful of years, got to do a variety of things there, but really on the innovation side, they were really forward thinking organization and I got to work on some really, really cool projects, helping manage these projects and programs, which interestingly kind of run like their own business within a business. So, but they were all called something reimagined. So they were all trying to really revolutionize the thinking of how we were doing things and.

⁓ Really got to work with great, brilliant minds who were rethinking the healthcare realm. And I think a lot of that's really parlayed into the work that I got to do at Cypress in terms of rethinking how we're doing home care and bringing the operations into the kind of 21st century.

Miriam Allred (02:31)
And more specifically, was your background in like project management or what was kind of your day to day in your wheelhouse?

Spencer Roth (02:37)
Yeah, project management big programs where, you know, there were like 15 to 20 little projects that all roll up a part of a big program and making sure that, you know, everything's working together flowing seamlessly and we're hitting milestones and getting to our end goals at the end of the day.

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The Days of Dual Entry from Phone Call to Scheduling Software Are Over (Spencer Roth)
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