Keep each patient’s history, contacts, preferences and care timeline together. Move from the agency caseload into an individual’s full context.
CareOS Pro
An agentic CRM. For every care manager.
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.
Start an agency pilotExplore the care-manager workspace
CareOS ProYour workspace / AnitaAKYour workspace / Today
17 / 09Caseload
Patients24
Check-ins18
Open follow-ups03
Red · Urgent reviewYellow · Follow upGreen · Routine monitoring
Needs reviewToday · 09:41
Daily check-in10:30Scheduled
Relevant context only01 / 06
CareOS Pro · Agentic CRM
The whole picture. Not another inbox.
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.
CareOS Pro · Agentic CRM
Patient management
Review check-ins, changes in sleep, appetite, mood and reported medication adherence. A prioritised queue helps your team decide who needs attention.
Maintain visit notes, transcripts and monitoring records. Upload reports and prescriptions, review extracted details and keep the source document close.
Dictate an update, retrieve patient context and prepare the next step. CareOS Memory supports continuity; Actions keeps follow-ups and responsibilities visible.
Arrange check-in calls around each patient’s needs in 17 languages. Review the transcript, summary and checklist. Escalation alerts support your team’s response.
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 · 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 · Workspace
An agentic CRM. For every care manager.
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
CareOS Pro
One system. Every person supported.
Agency leaders
See the caseload, monitoring activity and work waiting for review. Give your care managers a consistent system to work in.
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 Voice AI · 17
The conversation is only the beginning.
Calls around the care plan
Set a patient’s language, local time and cadence. Check in daily, several times a day or on selected days, according to their needs.
From a call to a care record
Conversations become transcripts, reviewable summaries and action checklists, connected to the patient rather than lost in a separate calling tool.
A route back to people
Urgent concerns can raise alerts during a call. With the right setup and consent, an opt-in conference bridge can bring an emergency contact onto the line.
Monitoring support, not diagnosis or an emergency-response service. Care teams review and decide what happens next.
Pro + Family
One care relationship. Two connected views.
Your team coordinates in Pro. Families see the updates and next steps meant for them in CareOS Family. Share the relevant context, not the entire internal record.
Explore CareOS FamilyCareOS 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.