A five-step plan builder auto-populated from assessment results, screening scores, and active conditions. Goals in the person's own words, measurable objectives, risk supports, and full version history. Built to CMS 42 CFR 441.725 for HCBS person-centered service plans, and structured for institutional and ICF/IID care planning.
Every Component of a Compliant Service Plan
Identify needs, set goals, plan interventions, manage risk, then review and activate. Each step carries forward the clinical record so the plan reflects the assessment, not a blank form.
One Platform. Every Module You Need.
Ten integrated modules that replace scattered tools, spreadsheets, and paper binders - so you can focus on your clients, not your compliance gaps.
Assessments & Screening
InterRAI engine plus 14 validated screening tools. Scored automatically with clinical bands and safety protocols.
Care Planning
Person-centered care plans auto-populated from assessments. CMS 42 CFR §441.725 compliant.
Sessions & Telehealth
Video, audio, chat, in-person consultations with recording, live transcription, and scheduling.
HCBS Settings Compliance
CHCS compliance scoring (0-100) across 6 modules for 90+ setting types.
Incident Reporting
9 categories, 34 subcategories, automated severity scoring, and 5-stage investigation workflow.
Workforce Compliance
Staff credentials, expiration alerts, payer enrollment, and OIG/SAM exclusion monitoring.
Compliance Dashboard
One view of all compliance areas with priority action items and per-module health cards.
Organization Management
Client registry, team management, roles & permissions, and 10-tab client profiles.
Client Portal
Clients view their own care plan, appointments, and care team with restricted access.
Platform & Security
HIPAA compliant, end-to-end encryption, multi-role architecture, 2FA, and AI integration roadmap.
Assessments & Screening
InterRAI engine plus 14 validated screening tools. Scored automatically with clinical bands and safety protocols.
Care Planning
Person-centered care plans auto-populated from assessments. CMS 42 CFR §441.725 compliant.
Sessions & Telehealth
Video, audio, chat, in-person consultations with recording, live transcription, and scheduling.
HCBS Settings Compliance
CHCS compliance scoring (0-100) across 6 modules for 90+ setting types.
Incident Reporting
9 categories, 34 subcategories, automated severity scoring, and 5-stage investigation workflow.
Workforce Compliance
Staff credentials, expiration alerts, payer enrollment, and OIG/SAM exclusion monitoring.
Compliance Dashboard
One view of all compliance areas with priority action items and per-module health cards.
Organization Management
Client registry, team management, roles & permissions, and 10-tab client profiles.
Client Portal
Clients view their own care plan, appointments, and care team with restricted access.
Platform & Security
HIPAA compliant, end-to-end encryption, multi-role architecture, 2FA, and AI integration roadmap.
Walk into your next survey ready.
See how state agencies, MCOs, and provider networks run assessment, care planning, and continuous compliance on one platform.