The challenge
- Resident details, care history and charges were kept in different places
- Monthly invoices and outstanding balances were tracked in Excel
- Shift handovers relied on handwritten notes and word of mouth, so details got lost
What we built
Owner dashboard
Occupancy, vacant beds and outstanding balances on one screen
Resident 360°
History, family contacts, care plan and charges for each resident
Invoices & receivables
Issue monthly invoices and track balances by aging
AI risk alerts
Flags residents showing warning signs in care notes for the team to review
AI handover summary
Summarizes key events from the last shift so the next one can catch up in minutes
The new workflow
- 1
Nurses record care during their shift on a tablet or phone
- 2
Before shift change, AI summarizes key events for the next team
- 3
At month end, the system issues invoices from each resident's charges
- 4
The owner checks occupancy and outstanding balances on the dashboard
What changed
- Each resident's care and financial data lives in one place
- Handovers are documented in writing, so less gets lost
- AI points out what to look at, but decisions always stay with the care team
