Professional care planning documentation — without storing a single byte of client data on our servers.

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state licensing inspector asks for the last three versions of a client's care plan — or a family complaint surfaces an outdated plan — a folder of Word documents is not a defensible answer.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.

Care Plan Builder

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.

Scored ADL/IADL Assessments

Structured Activities of Daily Living and Instrumental ADL assessments with per-item severity scoring (Independent / Needs Assistance / Dependent). Timestamped and legally defensible.

Branded PDF & Word Exports

Export in three presets: full plan (office copy), caregiver day sheet, and family summary. Your org logo and branding applied to every export.

Family-Shareable Read-Only Links

Token-authenticated, expiry-configurable read-only links for family members. No family login required. Expires automatically.

Review-Cycle Reminders

Set 30/60/90/180-day review intervals per plan. Non-identifying reminders (your reference label + due date — never client names on our servers).

Zero-PHI Architecture

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.