Agency leaders
See the caseload, monitoring activity and work waiting for review. Give your care managers a consistent system to work in.
CareOS Pro · Pilot
Put more care into the working day.
Try CareOS Pro with one care manager, a small group of consenting households and one recurring workflow. Start where your team loses time today: rewriting visit notes, reviewing check-ins or chasing family updates.
A $35/month founding pilot for the first 10 care organisations. Grow into enterprise when you are ready.
Who it’s for
One system. Every person supported.
CareOS Pro brings the daily work of a care agency together. Patient profiles, scheduled calls, clinical documents, caregiver notes and family communication belong in one connected workspace.
Care managers
Your patients, your records, your agent. Move from an emerging concern to reviewed documentation and follow-through.
Caregivers
Capture what happened during care through notes and dictation. Give the next person useful context, not another message to decipher.
CareOS Pro · Pilot
A focused start. A useful working routine.
Capture once, review once, then keep the right people informed. Every follow-up needs an owner, a next step and a recorded outcome.
Choose the work to improve
Bring one recurring coordination problem and a named care manager. Agree which households will participate, what information can be shared and how you will judge the result.
Set up the care context
Add the relevant patient information, contacts and care routines. Agree call languages and schedules, review responsibilities and who receives family updates.
Use it in the working day
Capture updates, review draft records and prioritise the queue. Track each follow-up to an outcome, then review what saved time and what still needed manual work.
CareOS Pro · Monitoring
Know who needs you. And what needs to happen next.
A full caseload should not mean reading every transcript to find the concern. CareOS brings reported changes into a red, yellow and green queue, with the original update and patient context close at hand.
Red · Urgent review
A potentially urgent concern needs immediate human attention. Open the source, contact the right people and follow your agency’s escalation process.
Yellow · Follow up
A change in routine, missed medication or an unresolved concern needs a closer look. Assign the next step and keep it visible until there is an outcome.
Green · Routine monitoring
No urgent concern was flagged in the latest update. Review the summary and continue the agreed care plan and check-in schedule.
Priorities guide your team’s review. The care decision stays with the people responsible.
CareOS Pro · Agentic CRM
Explore the care-manager workspace
CareOS Pro brings the daily work of a care agency together. Patient profiles, scheduled calls, clinical documents, caregiver notes and family communication belong in one connected workspace.
Explore the care-manager workspace
CareOS ProYour workspace / AnitaAKYour workspace / Today
17 / 09Care records
Meera KapoorCare records · 03
DraftDaily check-in · 17 / 09
Care records
Reported knee discomfort. Review the call and follow up with the care team.
MedicationNeeds reviewMealsReviewedSleepReviewed
Source · Call transcript · 09:30
Patient-reported information, not a diagnosis.
Relevant context only03 / 06
Care records & documents
Maintain visit notes, transcripts and monitoring records. Upload reports and prescriptions, review extracted details and keep the source document close.
Your care-management agent
Dictate an update, retrieve patient context and prepare the next step. CareOS Memory supports continuity; Actions keeps follow-ups and responsibilities visible.
Controlled data sharing
Prepare clear updates for families and the people involved in care. Review the recipient and relevant information before sharing, without exposing the entire internal record.
CareOS Pro · Pilot
Judge it by the work it takes off your team.
Time back
Compare time spent writing records, finding context and repeating updates, including the time needed to check AI drafts.
Follow-through
Review completed follow-ups, overdue responsibilities and whether the next caregiver knew what to do.
Clearer communication
Track repeat status requests, corrections and whether families received the information they needed.
CareOS Pro · Agentic CRM
One system. Every person supported.
Give every care manager their own AI-powered workspace. Manage patient information, monitor wellbeing, maintain care records and share the right updates, with an agent that helps turn care context into the next step.