Resources & Guides

A comprehensive, fillable care plan template covering goals, ADL support, medication management, and emergency protocols.

Standardized intake assessment covering medical history, functional status, home environment, and care preferences.

A per-client checklist of all required documents, review dates, and responsible staff. Ideal for monthly audits.

Step-by-step guide for care coordinators on uploading, categorizing, and tracking client documents in the platform.

Plain-language overview of HIPAA requirements, what counts as PHI, and how to handle client information securely.

Monthly medication administration log with fields for dosage, time, route, and caregiver signature.

Evidence-based fall risk screening tool for home care clients, including environmental hazard checklist.

A structured onboarding guide covering platform access, documentation standards, client privacy, and reporting procedures.

How to write clear, objective, and legally defensible progress notes. Includes examples of strong vs. weak documentation.

Step-by-step emergency procedures for common home care situations: falls, medical emergencies, and behavioral incidents.

Customizable authorization letter template for insurance and Medicaid/Medicare service authorizations.

Explains the Admin, Coordinator, and Viewer roles — what each can access, upload, and manage in the platform.

A client-facing document outlining their rights, how to file a grievance, and what to expect from care services.

Comprehensive agency-level audit checklist covering documentation, staff credentials, client records, and policy reviews.

Practical communication strategies for working with clients who have Alzheimer's or other forms of dementia.