Explore The Highlights

Customizable Architecture

Create a tailored experience for your organization by defining user groups, entities, workflows, roles, labels, common data, and custom fields. This ensures CarePlan AI is tailored to meet the needs of all stakeholders regardless of complexity.

CarePlan Template Design

Our system uses templates as its cornerstone, empowering you to fully customize forms, data fields, and tracking capabilities to align with your unique requirements for both static and dynamic recurring forms.

Generate templates fast with AI assisted creation and insights.

Fast Reporting

Stop waiting a vendor to generate reports of your data with our next generation AI Report engine. Gain seamless access to insights with customized reports generated either through our built-in report wizard or by leveraging our advanced pipeline report builder with AI-generated advanced queries.

Real-time Mapping Insights

Take data informed decisions to the next level by exploring all your records on an interactive map, offering valuable geographical and location-based insights with advanced filtering options. You can also draw and add shapes to the map for precise visualizations and deep analysis.

Relationship Visualizer

Effortlessly organize your team members, entities, or clients by utilizing the care visualizer. With a simple drag-and-drop action, you can instantly generate mind maps to illustrate intricate connections between all entities and records.

Intelligent Data Entry (Speech & Text) / AI Expert & Data Assistant

Eliminate manual data entry by speaking or typing to our AI assistant. It comprehends natural language, identifies your intent, and extracts key information, accurately placing it in the appropriate context while completing tasks for you.

Canadian Data Residency & Enterprise-Level Security

Your data stays in Canada. CarePlan AI is hosted entirely within Canadian data centers, ensuring compliance with Canadian data residency requirements and provincial privacy regulations. Built with enterprise-level security including end-to-end encryption, role-based access controls, audit logging, and compliance with industry standards to protect your organization's sensitive information.

Training & Learning Management

CarePlan AI includes a built-in Learning Management System designed for staff training and compliance, no third-party platform required. Administrators can build courses using a guided four-step wizard: define the course details and category, design chapter-by-chapter content using any mix of embedded video, audio, PDFs, presentations, rich text, acknowledgement checkboxes, and scored quiz questions, set passing thresholds and renewal schedules, then assign directly to individual users or entire roles for automatic enrollment.

Staff access a personal My Training dashboard showing all assigned courses, due dates, and completion status. Completions are stored as immutable records, giving your organization auditable proof of training. Courses support version control, when you republish an updated course you choose whether learners currently in progress restart on the new version or finish on the old one.

Compliance is built in from the start. Courses with a renewal frequency automatically re-enroll staff when their completion expires, and a daily background process flags overdue and expired assignments before they become a problem. New staff added to a role are enrolled automatically the moment a course is published to that role. Access to course authoring, publishing, and archiving is fully governed by your existing role-based permissions.