CertifyMed
Client Portal

Participants and families view their own care plan, appointments, assessments, and care team through a restricted portal, across home, community, and institutional long-term care settings. Clinical data stays read-only, and route protection is enforced at the middleware level.

Client Experience

Transparency That Builds Trust

Give participants and families visibility into their own care journey without compromising clinical data security, the same experience whether care is delivered at home, in a nursing facility, or in an ICF.

Personalized Dashboard
A personalized greeting with stat cards for upcoming appointments, assessments, and messages, plus quick actions for the tasks participants reach for most.
Restricted Access
A separate, scoped sidebar with limited navigation. Clinical notes and provider alerts stay hidden, and each participant sees only their own record.
Care Team & Sessions
View the assigned care team alongside upcoming and past sessions, with provider names surfaced directly from the participant sidebar.
Read-Only Clinical Data
Screening results with clinical bands, care plan visibility, and profile tabs spanning Overview, Assessments, Appointments, Messages, Documents, Care Team, Transitions, and Medical. Read-only throughout, with no admin access.
Platform Overview

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.

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Assessments & Screening

InterRAI engine plus 14 validated screening tools. Scored automatically with clinical bands and safety protocols.

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Care Planning

Person-centered care plans auto-populated from assessments. CMS 42 CFR §441.725 compliant.

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Sessions & Telehealth

Video, audio, chat, in-person consultations with recording, live transcription, and scheduling.

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HCBS Settings Compliance

CHCS compliance scoring (0-100) across 6 modules for 90+ setting types.

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Incident Reporting

9 categories, 34 subcategories, automated severity scoring, and 5-stage investigation workflow.

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Workforce Compliance

Staff credentials, expiration alerts, payer enrollment, and OIG/SAM exclusion monitoring.

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Compliance Dashboard

One view of all compliance areas with priority action items and per-module health cards.

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Organization Management

Client registry, team management, roles & permissions, and 10-tab client profiles.

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Client Portal

Clients view their own care plan, appointments, and care team with restricted access.

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Available Now

Platform & Security

HIPAA compliant, end-to-end encryption, multi-role architecture, 2FA, and AI integration roadmap.

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Available Now

Assessments & Screening

InterRAI engine plus 14 validated screening tools. Scored automatically with clinical bands and safety protocols.

Learn more
Available Now

Care Planning

Person-centered care plans auto-populated from assessments. CMS 42 CFR §441.725 compliant.

Learn more
Available Now

Sessions & Telehealth

Video, audio, chat, in-person consultations with recording, live transcription, and scheduling.

Learn more
Available Now

HCBS Settings Compliance

CHCS compliance scoring (0-100) across 6 modules for 90+ setting types.

Learn more
Available Now

Incident Reporting

9 categories, 34 subcategories, automated severity scoring, and 5-stage investigation workflow.

Learn more
Available Now

Workforce Compliance

Staff credentials, expiration alerts, payer enrollment, and OIG/SAM exclusion monitoring.

Learn more
Available Now

Compliance Dashboard

One view of all compliance areas with priority action items and per-module health cards.

Learn more
Available Now

Organization Management

Client registry, team management, roles & permissions, and 10-tab client profiles.

Learn more
Available Now

Client Portal

Clients view their own care plan, appointments, and care team with restricted access.

Learn more
Available Now

Platform & Security

HIPAA compliant, end-to-end encryption, multi-role architecture, 2FA, and AI integration roadmap.

Learn more

Walk into your next survey ready.

See how state agencies, MCOs, and provider networks run assessment, care planning, and continuous compliance on one platform.