Red · Urgent review
A potentially urgent concern needs immediate human attention. Open the source, contact the right people and follow your agency’s escalation process.
Care coordination for home-care agencies
Less paperwork.More time to care.
The agentic CRM built to lighten the load on care teams. Turn calls and visit notes into review-ready records. See who needs attention with red, yellow and green updates, and keep caregivers, follow-ups and families connected.
Less rewriting. Less chasing. More time for the people who need you.
- Capture the update
- Prioritise care
- Follow through
Memory + Voice AI + Actions. Your team stays in control.
Explore the care-manager workspace
CareOS ProYour workspace / AnitaAKYour workspace / Today
17 / 09Caseload
Patients24
Check-ins18
Open follow-ups03
Red · Urgent reviewYellow · Follow upGreen · Routine monitoring
Needs reviewToday · 09:41
Daily check-in10:30Scheduled
Relevant context only01 / 06
Backed byAltaLab San Francisco · Fall 2026
CareOS Pro · Monitoring
Know who needs you. And what needs to happen next.
A full caseload should not mean reading every transcript to find the concern. CareOS brings reported changes into a red, yellow and green queue, with the original update and patient context close at hand.
Yellow · Follow up
A change in routine, missed medication or an unresolved concern needs a closer look. Assign the next step and keep it visible until there is an outcome.
Green · Routine monitoring
No urgent concern was flagged in the latest update. Review the summary and continue the agreed care plan and check-in schedule.
Priorities guide your team’s review. The care decision stays with the people responsible.
CareOS Pro · Agentic CRM
The whole picture. Not another inbox.
CareOS Pro brings the daily work of a care agency together. Patient profiles, scheduled calls, clinical documents, caregiver notes and family communication belong in one connected workspace.
CareOS Pro · Agentic CRM
Patient management
Keep each patient’s history, contacts, preferences and care timeline together. Move from the agency caseload into an individual’s full context.
Review check-ins, changes in sleep, appetite, mood and reported medication adherence. A prioritised queue helps your team decide who needs attention.
Maintain visit notes, transcripts and monitoring records. Upload reports and prescriptions, review extracted details and keep the source document close.
Dictate an update, retrieve patient context and prepare the next step. CareOS Memory supports continuity; Actions keeps follow-ups and responsibilities visible.
Arrange check-in calls around each patient’s needs in 17 languages. Review the transcript, summary and checklist. Escalation alerts support your team’s response.
Prepare clear updates for families and the people involved in care. Review the recipient and relevant information before sharing, without exposing the entire internal record.
CareOS Pro
One system. Every person supported.
Agency leaders
See the caseload, monitoring activity and work waiting for review. Give your care managers a consistent system to work in.
Care managers
Your patients, your records, your agent. Move from an emerging concern to reviewed documentation and follow-through.
Caregivers
Capture what happened during care through notes and dictation. Give the next person useful context, not another message to decipher.
Care should not lose its memory when a conversation ends or a caregiver changes.
CareOS · MemoryOur mission
So care managers can focus on people, not paperwork.
As the world ages, the smallest changes are the ones that matter most. CareOS widens the circle of care while keeping human judgment at its center.
CareOS · Capture → Record outcome
One update. A whole team in sync.
Capture once, review once, then keep the right people informed. Every follow-up needs an owner, a next step and a recorded outcome.
- 01Capture
- 02Review
- 03Share
- 04Follow up
- 05Record outcome
CareOS Memory
Calls, visit notes, prescriptions and reports stay connected to the person and their care history. Find the context without searching through old messages.
CareOS Actions
Keep open responsibilities visible. Know who is handling a follow-up, what is still waiting and what was actually done.
Voice AI, on your schedule
Check in between visits in 17 languages. Choose the cadence, gather the details that matter and review the resulting summary and checklist.
Your own agent
Don’t type it. Just say it.
Dictate an update, retrieve patient context and prepare the next step. CareOS Memory supports continuity; Actions keeps follow-ups and responsibilities visible. Maintain visit notes, transcripts and monitoring records. Upload reports and prescriptions, review extracted details and keep the source document close.
Tap to record
“Just saw Mrs. Tanaka — she’s had some chest pain since last night, meds were taken as usual…”
Demo view — recording needs a supported browserExtracted → CRM
PatientHanako Tanaka
SymptomChest pain (since last night)
RiskRED
MedicationTaken as usual
ActionSame-day follow-up
FamilyShare after approval
Patient management
Keep each patient’s history, contacts, preferences and care timeline together. Move from the agency caseload into an individual’s full context.
Care records & documents
Maintain visit notes, transcripts and monitoring records. Upload reports and prescriptions, review extracted details and keep the source document close.
Your care-management agent
Dictate an update, retrieve patient context and prepare the next step. CareOS Memory supports continuity; Actions keeps follow-ups and responsibilities visible.
CareOS Voice AI · 17
The conversation is only the beginning.
Calls around the care plan
Set a patient’s language, local time and cadence. Check in daily, several times a day or on selected days, according to their needs.
From a call to a care record
Conversations become transcripts, reviewable summaries and action checklists, connected to the patient rather than lost in a separate calling tool.
A route back to people
Urgent concerns can raise alerts during a call. With the right setup and consent, an opt-in conference bridge can bring an emergency contact onto the line.
Monitoring support, not diagnosis or an emergency-response service. Care teams review and decide what happens next.
Pro + Family
One care relationship. Two connected views.
Your team coordinates in Pro. Families see the updates and next steps meant for them in CareOS Family. Share the relevant context, not the entire internal record.
Explore CareOS FamilyCareOS · People
For every care manager.
Your team coordinates in Pro. Families see the updates and next steps meant for them in CareOS Family. Share the relevant context, not the entire internal record.
CareOS Pro · Agentic CRM
Explore the care-manager workspace
CareOS Pro brings the daily work of a care agency together. Patient profiles, scheduled calls, clinical documents, caregiver notes and family communication belong in one connected workspace.
Explore the care-manager workspace
CareOS ProYour workspace / AnitaAKYour workspace / Today
17 / 09Caseload
Patients24
Check-ins18
Open follow-ups03
Red · Urgent reviewYellow · Follow upGreen · Routine monitoring
Needs reviewToday · 09:41
Daily check-in10:30Scheduled
Relevant context only01 / 06
CareOS Network
When care needs another pair of hands.
Introduce your agency to the CareOS Network. Share where you work and the services you offer, so families can discover local care support.
Explore the Network
CareOS Pro · Agentic CRM
One system. Every person supported.
Give every care manager their own AI-powered workspace. Manage patient information, monitor wellbeing, maintain care records and share the right updates, with an agent that helps turn care context into the next step.