CertifyMed
Organization Management

A complete client registry with search and filtering, team management with role assignments, and a 10-tab client profile that gives every staff member the full picture across your long-term care programs.

Client & Team Management

Everything About Every Client. One Place.

A complete picture of every client and every team member, with the permissions and access controls to keep protected data secure across HCBS, nursing facility, and ICF/IID populations.

10-Tab Client Profile
Overview, Assessments, Care Plan, Appointments, Messages, Documents, Care Team, Medical, Notes, and Alerts in one continuous view.
Medical Snapshot
Active conditions, medications, allergies, care team members, care alerts, and transition history surfaced per client.
Roles & Permissions
Configurable roles with granular permission assignments. Owner, Member, and Client roles each scoped to the access they need.
Admin Panel
Organization settings, user management, and license tracking under owner-only administrative controls.
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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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.