The Platform

Everything starts with the plan.

One client, from the first assessment to what the family sees tonight.

Page 1STANDARD ASSESSMENT FORMDaily Care PlanMary JenkinsRETIRED GRADE SCHOOL TEACHERMary taught school for thirty-two years. She thrives when active and useful. She can dressherself but appreciates a quiet presence nearby.DIET & PREFERENCEEarl Grey Tea, hot with a splash of honey. Avoid coldmeals.MORNING ROUTINEStep outside at 8:30 AM to check on her yellowtomato plants.WHO SHE WAS & ISA passionate local historian. Ask her about the town’s founding families.Bathe MaryDress MaryPrepare standardized mealConversing with Mary about America’s history“Every patient’s preference is unique, and we cherish those moments over a warm cup oftea, listening to their stories and passions.”
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Start with the person.

You write your own assessment. It produces the care plan — what the client needs, how much help, what they eat, what they can still do.

  • Assessments you configure
  • Care plan drafted from the assessment, approved by a Care Manager
  • Medical records, medications, appointments in one profile
  • DNR alerts the care provider must acknowledge before the first visit
  • CareLock for documents only the right family member can open
PERSON-CENTERED CAREUnified Resident’s ProfileUpdated todayMary JenkinsDNR82 · Retired grade school teacherPRIMARY CARE NEEDSCompanionshipWheelchair assistanceAppointmentsDAILY LIVING SUPPORTMeal prepDressingBathingWalking6 medications2 appointments14 recordsCare planVersion 3 · Oct 14ApprovedMary JenkinsDrafted from the Oct 14 assessmentApproved by Grace, Care ManagerCareLockAnna only
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The care provider arrives knowing who they are visiting.

The task list comes from the care plan. This client, today — not a generic checklist.

  • Task list per visit, built from the plan
  • Instructions the care provider reads before arriving
  • Vitals and changes of condition, with alerts when something moves
  • Handover notes written before the shift closes
SMARTER CARE PLANNINGDynamic Task Lists9:00 AM visitBUILT FROM MARY’S CARE PLANHome safety checkAssist with standing stretch therapyPrepare a lightly seasoned lunchLog fluids at lunchPre-Arrival BriefingsReadPATIENT PREFERENCE“Speak clearly into her left ear (hearing aidbattery is low). Side door key code is #2091.”VitalsBP 128/82, normal
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The plan covers the whole day, not just the tasks.

Thirty days of meals from the client's diet. Activities built from who they are.

  • Meal plan from the dietary assessment
  • Family approves before it's used
  • Grocery list from the approved plan
  • Activities from the client profile, assigned as daily tasks
NUTRITION AND DAILY LIVINGMeal PlanApproved by AnnaTODAY’S LUNCH · DAY 12 OF 30Baked salmon, quinoa, roasted squash480KCALCarbs45%Protein30%Fat25%From her dietary assessment: low sodiumRead-aloud hour with LenaDaily task, from Mary’s profileGroceriesFrom the plan
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Proof the plan was followed.

  • GPS-checked clock in and out, inside a distance you set
  • All six EVV data points, every visit
  • Medications logged as given, with missed and refill alerts
  • Incidents reported from the app — Care Manager notified at once
ACCOUNTABILITY AND ALERTSClocked in9:02 AMClock outMedication RemindersMary JenkinsDonepezil 10 mg9:30 AM · Logged by Lena CruzGivenMetformin 500 mg12:00 PM · Grace alertedMissedRefill alert: Lisinopril3 days leftInstant Incident ReportsSlip in the hallwayNo injury · Mary is restingNotified10:14 AM10:14 AMReported from the app by Lena CruzGrace, Care Manager, notifiedCare providerClientServiceDateLocationStart and end timeGPS checkInside 150 ft
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They stop calling the office.

  • Updates as medications, vitals, and appointments happen
  • Care plan and meal plan, viewable any time
  • Photos taken in the app only, never downloadable
  • Direct messaging with the care team
FAMILY TRANSPARENCY AND COMMUNICATIONSecure In-App Photos3 new todayTaken in the app by Mary’s care team.Viewable there only, never downloadable.Art Therapy SessionShared by Lena CruzCare provider · 10:40 AMProtected viewDirect MessagingCare teamLena CruzCare providerYour mom had a great time painting today!Thank you for the update!Meds given9:02 AM, on time
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One place for the whole team.

  • Scheduling with conflict detection
  • Encrypted messaging and announcements
  • Open shifts your team can claim
  • ARMI when nobody can cover it — validated care providers, certification checked
  • Training assigned, tracked, and certified
TEAM OPERATIONS AND STAFFINGConflict-Free SchedulingThis weekLena CruzMary Jenkins · 9 AM–1 PMConfirmedBen OrtizOverlaps his 12 PM visitConflictOpen shiftSat 8 AM–12 PM · Mary JenkinsClaimOpen shifts announced in encrypted team chatARMI BackupSat 8 AM–12 PMNobody can cover? ARMI sends validatedcare providers, certification checked.Amy MorenoCNA · 3 miles awayCertifiedSmart TrainingAssigned, tracked, and certified.Infection Control, v285%Dementia CareCertified

Coming

Offline mode. Transition of care. Routine tracking. Home inventory. Multi-language. Care coordination with doctors.

No dates. When they ship, they move up the page.

Bring a real client

We'll build the assessment and the plan with you and show you what comes out