Care Plans

Care plans that stay connected to every shift

Build a per-recipient care plan with ADL and IADL support needs, keep it visible to the whole care team, and match caregivers to it by the credentials they actually hold.

What’s included

One plan per recipient, kept current

Every care recipient has a single care plan documenting their activities-of-daily-living (ADL) and instrumental-activities-of-daily-living (IADL) support needs — bathing, mobility, medication reminders, meal prep, and the rest — instead of details scattered across notes and phone calls.

Care plans caregivers actually see

Caregivers can see the recipient’s current care plan right alongside their shift, so the ADL and IADL support needs documented there inform the work they’re doing — not buried in a file the office keeps to itself. Shift tasks can reference the care plan directly, keeping the two connected without a separate lookup.

Credential tracking tied to assignment

Caregiver credentials are tracked in the same system used to assign shifts, so a recipient’s care plan can require the qualifications it actually needs, and scheduling can reflect who is currently eligible to provide that care.

Visibility for the whole care team

Agency staff, caregivers, and families with access can see the current care plan and what it requires, so everyone coordinating a recipient’s care is working from the same information.

Frequently asked questions

What’s the difference between ADL and IADL tracking?

ADLs are basic self-care tasks like bathing, dressing, and mobility. IADLs are the more complex tasks needed to live independently, like medication reminders, meal preparation, and light housekeeping. A care plan documents support needs across both.

Do shift tasks come from the care plan automatically?

Not automatically — tasks are added to each shift by the office or scheduler, and any task can be linked back to the recipient’s care plan. Caregivers see the current care plan alongside their shift, so even tasks that aren’t explicitly plan-linked are done with that context in view.

How does credential tracking affect who gets assigned?

Caregiver credentials are tracked centrally, so when a recipient’s care needs call for a specific qualification, scheduling can reflect which caregivers currently hold it — reducing the chance of assigning someone who isn’t qualified for that care.

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