CarePlan AI is a configurable care and service management platform with built-in AI, designed for healthcare, community, and service-based organizations across Canada.
CarePlan AI is a configurable care and service management platform with built-in AI, designed for healthcare, community, and service-based organizations across Canada.
CarePlan AI is a care and partner management system designed with input from real health teams. It simplifies day-to-day work, adapts to unique needs, and avoids the clutter that slows down other tools.
Whether you're coordinating care, managing records, or trying to understand what's happening across your organization, CarePlan AI offers structure, clarity, and flexibility.
Ontario Health Teams are increasingly expected to provide clear, data-driven insights. Showing not just who their partners and providers are, but how engaged they are, where they are on their digital journey, and how this connects to access, attachment, and wider system performance.
Spreadsheets and traditional CRMs can handle pieces of that puzzle. What they don't easily provide is a connected, evolving view of the whole primary care ecosystem. One that supports both today's reporting needs and tomorrow's more advanced workflows.
Maintain a complete record of all primary care offices, clinics, physicians, nurse practitioners, and key contacts.
Track OHT membership, engagement levels, and digital tool adoption (eConsult, eReferral, Online Appointment Booking). See the progression over time, not just a snapshot.
Answer questions like "How many practices have Online Appointment Booking?" or "Who has capacity for new patients?" without rebuilding logic or patching together spreadsheets.
At the center of the system is an AI assistant that helps you interact with data more naturally. Skip the clicks, ask questions, update records, and generate reports without navigating complex screens.
More InfoCarePlan AI is designed to fit your programs and services, not the other way around. Add fields, templates, or reports at any time without contacting support.
More InfoSometimes, the best way to understand your data is to see it. Maps, dashboards, and visual reports help you spot patterns and make informed decisions.
More Info
At the centre of the system is an assistant that helps you interact with data more naturally.
Quick Access to InformationAsk a question like "What's this contact's address?" and get an immediate answer. No need to browse through multiple screens.
Update Records by Speaking or TypingSimply describe what happened, either out loud or in writing, and the system adds the information to the right place, formatted correctly.
Generate Reports by RequestNeed to see "all physicians with eReferral, sorted by specialty"? Just ask. The system builds the report for you, and you can save it for future use.
Add fields, templates, or reports at any time, without contacting support.
Create and Manage Your Own FieldsCapture the data that matters most to you. Use your fields in forms, reports, and maps system-wide.
Flexible Templates for Forms and NotesBuild engagement forms, encounter notes, progress reports (or anything else you can think of).
Tailored User ViewsEach person sees what's relevant to their role. This reduces clutter and supports privacy, no extra screens or irrelevant data.
Sometimes, the best way to understand your data is to see it.
Interactive MapsView practice locations, partner distributions, and service coverage areas on dynamic maps that update with your data.
Standardized ReportingBecause the data is structured and standardized, CarePlan AI supports interim and routine reporting without rebuilding logic every time.
Track Progress Over TimeSee the digital adoption journey of each practice rather than a single "yes/no" status, preparing you for an environment where real-time reporting is expected.
For the OHT team, the system is designed so that authorized members have real-time access to the information they need.
Enter data efficiently as you workPull reports directly from the systemView maps displaying practice locations and key attributesAnalyze trends without waiting for someone else to update a fileThis reduces redundancy and the amount of logic that lives "inside people's heads." It lowers the risk of conflicting versions, outdated data, or uncertainty about which list is the "real" one.
