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CareWorkbook.com

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Care Management

Zero-PHI care planning for home-care agencies.

Care planning software with scored assessments, branded exports, and family sharing — built on a zero-PHI architecture, so agencies skip the BAAs and keep every byte of client data on their own device.

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Overview

A care-planning tool for small, private-pay home-care agencies and independent geriatric care managers. It replaces manual, template-based documentation with a structured builder, scored ADL/IADL assessments, branded exports, and read-only family sharing — all running in the browser on a zero-PHI architecture where no client data ever reaches a server. That removes the need for HIPAA Business Associate Agreements while giving agencies defensible, versioned records.

The problem

Manual care planning eats 2–3 hours per client intake, leaves audit-trail gaps that surface during inspections, and produces unpolished documents that cost agencies clients. Enterprise care platforms are overkill and expensive, and every cloud tool that stores client data drags small agencies into HIPAA BAA and compliance overhead they aren't staffed for.

Key features

  • Structured care-plan builder — blank, your template, or stock templates
  • Scored ADL/IADL assessments with severity scoring
  • Branded PDF/Word exports (full plan, caregiver sheet, family summary)
  • Read-only family-share links with automatic expiration
  • Review-cycle reminders at 30/60/90/180 days
  • Zero-PHI, browser-based — no client data stored on any server

Benefits & outcomes

  • Cut documentation labor — ~$1,320–$1,980/yr for a 30-client agency
  • Save $2,400–$6,000/yr versus enterprise care platforms
  • Skip HIPAA Business Associate Agreements entirely
  • Win and keep clients with professional, defensible records