Proudly Canadian
100% Canadian Owned & Operated
Fully Customizable
AI-Powered, Partner Management Platform for OHTs
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.
Claim Back Hours In Your Day
At the center of the system is an AI assistant.
Customization Where It Matters
CarePlan AI is designed to fit your programs and workflows—not the other way around.
Visual Tools For Real Insights
Sometimes, the best way to understand your data is to see it.
Claim Back Hours In Your Day
Quick access to information
Ask a question like “What’s this contact’s address?” and get an immediate answer. No need to browse through multiple screens looking for the answer.
Update records by simply speaking or typing
Simply describe what happened, either out loud or in writing, and the system adds the information to the right place, formatted correctly.
Generate reports by request
Need 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.
At the centre of the system is an assistant that helps you interact with data more naturally.
Customization Where It Matters
Create and Manage Your Own Fields
Capture the data that matters most to you. Use your fields in forms, reports, and maps system wide.
Flexible templates for forms and notes
Build engagement forms, encounter notes, progress reports (or anything else you can think of). Assign them to programs, users, or roles.
Tailored user views
Each person sees what’s relevant to their role. This reduces clutter and supports privacy, no extra screens or irrelevant data.
Add fields, templates or reports at any time, without contacting support, easily and without having to reach out to the help desk.
Visual Tools For Real Insights
Create and Manage Your Own Fields
Capture the data that matters most to you. Use your fields in forms, reports, and maps system wide.
Flexible templates for forms and notes
Build engagement forms, encounter notes, progress reports (or anything else you can think of). Assign them to programs, users, or roles.
Tailored user views
Each 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.