Features
Purpose-built for private-pay home care agencies and independent geriatric care managers — not a full operations platform.
What: All care plan content, client identities, ADL/IADL assessments, medication schedules, and version history persist exclusively in browser storage and user-exported local files. Rovaryn never stores it.
Why it matters: Eliminates the HIPAA/PHIPA Business Associate Agreement evaluation — the #1 purchase barrier for small private-pay agencies and solo GCMs without privacy officers. No BAA, no compliance review, nothing to run past a privacy officer.
What: Create structured care plans from blank, org template (Team/Agency), or stock CareWorkbook template (all tiers). Configurable sections: client profile, ADL/IADL assessments, home safety assessment, medication reminder/organization, caregiver instructions, emergency info, review history.
Why it matters: Replaces 2–3 hours of copy-paste Word template work with a structured, versioned builder that produces consistent documentation every time.
What: Activities of Daily Living (bathing, dressing, grooming, mobility, toileting, eating) and Instrumental ADL (meal preparation, housekeeping, laundry, transportation, medication management, finances) with per-item severity scoring: Independent / Needs Assistance / Dependent. Each session timestamped.
Why it matters: Turns subjective intake observations into documentable, comparable, legally defensible records. Mirrors the public-domain Katz Index and Lawton-Brody structures.
What: Falls risk, home hazards, and wandering risk with binary + notes fields, scored and timestamped per assessment session.
Why it matters: A structured, timestamped safety record for every client — documentation agencies need for risk management and regulatory review.
What: Care plan status workflow (Draft → Active → Under Review → Updated → Archived). Each "Finalize" action creates an immutable dated version snapshot in browser storage. Prior versions are readable but not editable. Full status transition log.
Why it matters: When a licensing inspector asks for prior care plan versions, you have them. When a family disputes what was documented, you have the timestamped record.
What: Full Plan (office copy), Caregiver Day Sheet (task/instructions subset), Family Summary (communication subset). Org logo and branding applied to all exports. GCM billable-report export templates (CW-12 parity) on all tiers. Word (.docx) available in all three presets.
Why it matters: Families make professional judgments on documentation quality at intake. Professional branded exports win those decisions.
What: Token-authenticated, expiry-configurable (7/14/30/60 days or custom) read-only view of the active care plan. No family login or account creation required. Token-expired state shown when link expires.
Why it matters: Families expect to see the plan governing their relative's care. Generating a link takes one click — no email attachment, no login barrier for family members.
What: Per-plan review intervals (30/60/90/180/custom days). Non-identifying email reminders (reference label + due date — never client names on Rovaryn servers). Org-wide review dashboard (Team/Agency tiers) showing upcoming and overdue reviews.
Why it matters: Missing a scheduled care plan review is a documentation liability. The dashboard catches overdue plans before a licensing audit or family inquiry does.
What: Shared org-level non-PHI libraries for reusable plan section structures and care items (Team/Agency tiers). Admin-only template governance on the Agency tier. Stock CareWorkbook library (20 catalog items) available on all tiers.
Why it matters: Stops coordinators from using different ADL assessment form versions. Once the standard is in the org library, every plan uses it.
What: Geriatric care manager-specific structured assessment (CW-11 parity) and billable-report export templates (CW-12 parity) on all tiers, including Solo.
Why it matters: Care Plan Builder is the first tool purpose-fit for independent GCM practice. Every all-in-one platform targets agencies — GCMs are served here.
| Before Care Plan Builder | After Care Plan Builder |
|---|---|
| 2–3 hours per new client intake | Structured plan created in 20–30 min from a template |
| Word files named ClientName_Plan_v3_FINAL_2.docx | Dated, immutable version snapshots with full audit trail |
| "What template version did you use?" | Every plan draws from the same org library |
| Paying $300–$500/month for a platform you use for one feature | $59–$299/month for the one feature you actually need |
| Client data stored on a vendor's servers (BAA required) | Zero-PHI: all plan content stays on your device |
| Family calls asking "What does her plan say?" | One-click family-share link, no login required |
"Before Care Plan Builder, Margaret's team spent most of their documentation time re-creating care plans from an ever-expanding collection of Word templates. After a state licensing audit request for historical plan versions, she needed a better system. Now she creates plans from the org template library, exports branded PDFs for intake meetings, and reviews the dashboard every Monday for upcoming review deadlines."
"Sandra manages 18 clients as a solo practitioner. She needs structured assessment tools, professional billable-report exports for families, and zero cloud exposure for her clients' sensitive information. Care Plan Builder's Solo tier gives her GCM-specific assessment and report templates and a zero-PHI architecture — no BAA evaluation, no privacy officer needed."