Care Plan Builder gives private-pay home care agencies and independent geriatric care managers structured care plans, scored assessments, branded PDF exports, and family-share links — all built on zero-PHI architecture. No HIPAA BAA required.
Five ways the folder of Word templates and review spreadsheets you copy for every new client quietly drains small agencies and solo geriatric care managers.
Care coordinators spend 2–3 hours creating each new client care plan by copying and renaming Word templates. For a 30-client agency at $22/hour coordinator rate, that's $1,320–$1,980/year in care plan creation time alone — before counting updates and rework.
When a state licensing inspector asks for the last three versions of a client's care plan — or a family complaint surfaces an outdated plan — a folder of Word documents is not a defensible answer. One documentation incident costs $500–$5,000 in administrative and legal time.
Agencies paying $300–$500/month for AxisCare or Aaniie are paying for Electronic Visit Verification, payroll, and Medicaid billing workflows they'll never use. That's $2,400–$6,000/year for one feature buried inside 20.
Every cloud-based care planning tool stores your clients' data on the vendor's servers — which immediately creates a HIPAA Business Associate Agreement evaluation. Solo GCMs and small agencies don't have privacy officers. The BAA evaluation alone kills trials before they start.
Families comparing agencies make professional judgments on documentation quality. Losing 1–2 clients/year to a competitor with better-presented care plans represents $2,000–$8,000/year in foregone revenue at typical private-pay rates.
Create structured care plans from blank, org template, or stock CareWorkbook template. Configurable sections: ADL/IADL assessments, medication schedule, caregiver instructions, emergency contacts, review history.
Structured Activities of Daily Living and Instrumental ADL assessments with per-item severity scoring (Independent / Needs Assistance / Dependent). Timestamped and legally defensible.
Export in three presets: full plan (office copy), caregiver day sheet, and family summary. Your org logo and branding applied to every export.
Token-authenticated, expiry-configurable read-only links for family members. No family login required. Expires automatically.
Set 30/60/90/180-day review intervals per plan. Non-identifying reminders (your reference label + due date — never client names on our servers).
All plan content, client identities, and version history persist only in browser storage and your exported local files. Nothing to run past a privacy officer.
Start from a blank plan, your org's shared template, or a stock CareWorkbook template matching your catalog toolkit. Fill in client profile, assessments, and caregiver instructions.
Complete scored ADL/IADL assessments, home safety assessments, and medication schedules. Finalize the plan to create an immutable dated version snapshot.
Export branded PDFs for office records, caregiver day sheets, and family summaries. Share a read-only link with the family. Set a review reminder so nothing falls through the cracks.
Estimated annual documentation labor cost
$3,575+
Purpose-built ADL/IADL and geriatric assessment forms for independent GCMs.
Every template you need to launch a professional home care agency. $399.
Care planning tips, ADL/IADL frameworks, and GCM tools.
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In some states and Medicaid-adjacent programs, the person receiving care is called a 'consumer,' not a client or patient. Here's where that term comes from and how it should show up in your service agreement.
A 30/60/90-day cycle gives your reviews a rhythm. How to structure it and keep the whole roster on schedule.
One price for your whole team — no per-caregiver escalation.
$59/mo
1 seat
$149/mo
5 seats
$299/mo
Unlimited seats
507,000+ home care businesses in the US · $137.2B industry · 17% projected job growth 2024–2034
$7,000–$22,000/year
the documented cost of manual care planning for a 20–30 client agency
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