Drafts your progress note in the format you already use
Dictate or jot the visit the way you actually talk. CareBridge drafts it as a DAP, SOAP, or BIRP note for you to edit and finalize.
Built from the case-manager side of the desk
Your fieldwork shouldn't become your evening.
CareBridge SSM is the workload layer between frontline casework and the systems your agency already uses. It turns what happened in the field into organized documentation, follow-ups, schedules, and client context — and you review every AI-assisted output before it counts.
It works alongside your existing systems. It is not a replacement for your system of record.
Book a guided walkthroughThe visit ends at four. The documentation starts at seven.
Case managers don't struggle because they lack a database. They struggle because the day is spent with people and the record is written afterward, from memory, at home. The work that gets deferred is the work that gets thin — and thin notes are what fail a review.
The same visit, before and after.
What you captured in the field
"Met with Marcus at the drop-in site. He missed podiatry yesterday because of transit delays. Still needs his updated psychosocial signed off for the housing packet. He's feeling highly anxious about the shelter transfer next Tuesday."
What CareBridge drafts for your review
- Data
- Case Manager met client at the drop-in center. Client reported missing a podiatry appointment due to transit delays. Housing documentation lacks a signed psychosocial assessment.
- Assessment
- Client presents with elevated anxiety regarding an upcoming shelter transfer.
- Plan
- Case Manager to assist client with rescheduling podiatry transport and follow up with clinical staff for the psychosocial signature.
- Follow-up detected: reschedule podiatry transport
- Follow-up detected: psychosocial signature
You edit and finalize. Finalizing locks the record.
What CareBridge does today.
Everything on this list is in production now. Nothing on this list is a roadmap item.
Pulls the follow-ups out of the narrative
The missed appointment, the document deadline, the signature to chase — detected from what you wrote and queued as tasks marked pending your review.
Turns a schedule document into proposed appointments
Upload a supported schedule document to extract proposed appointments for review. Accepts .ics, .pdf, .xlsx, .xls, .csv, .txt and .md. PDF extraction reads up to 10 pages per upload. Extraction can fail or need correction — you confirm every appointment before it lands.
Answers from your documents, with citations
Searches your uploaded documents and SOPs and cites its sources, so you can check the answer against the page it came from.
Reads answers aloud, with identifiers removed first
Client identifiers are redacted before audio is generated — not after. Useful when you're moving between visits.
Keeps a referral directory to hand
A curated referral directory with organization-supplied resource information, searchable from inside the app.
What to measure in your pilot.
We're not going to tell you how much time you'll save — we haven't measured your team. Put your own numbers in and see what's worth measuring.
Team pilots include tools for comparing baseline and post-adoption workflow measures.
What CareBridge is not.
Most vendors make you discover this on a demo call. Here it is up front.
- It is not your system of record. Your HMIS, Apricot, or EHR stays exactly where it is. CareBridge does not replace it and does not migrate it.
- It does not exchange data with your HMIS today. You can record a client's HMIS ID for your own reference. Nothing syncs automatically.
- It does not connect to AWARDS or CARES today. You can record identifiers and copy finished output across.
- It does not read or send your email, and does not manage your calendar. You can sign in with your Microsoft work account, and you can import an .ics file. That is the extent of the Microsoft connection.
- It does not offer single sign-on for your organization. Sign-in is by Microsoft work account, magic link, or Telegram.
- It does not decide anything. Every AI-assisted output is a draft for you to accept, correct, or discard.
Available through scoped implementation
HMIS, AWARDS/Foothold, and single sign-on integrations can be built for your environment as a separate engagement, with written scope and price agreed before you commit. These are not shipping features and are not included in any subscription tier.
Pricing, with the terms attached.
Real numbers, and the fine print in the same place as the number.
Independent Practice
$49/month
For self-employed professionals authorized to manage their own records.
- 1 active user · billed monthly, not prepaid
- Included monthly usage: 150 notes, 150 assistant chats, 75 read-alouds, 10 schedule uploads, 50 document queries
- 2 GB document storage
- Email support, 2 business days
- Cancel any time, effective at the end of the current month · renews monthly
- Sustained usage above the included allowance is discussed with you before any change — we do not auto-charge overages
- Prices in USD, exclusive of any applicable taxes
- Onboarding not included
- Business Associate Agreement not applicable — this tier is not for agency-held client records
Employees must have organizational authorization before entering client or agency information. Purchasing an individual subscription does not override employer policy or establish a Business Associate Agreement with your employer. If you are employed by an agency, Team Pilot is your route.
Talk to us firstTeam Pilot
$39/user/month
For programs running a measured pilot with a defined cohort.
- 5–24 users · annual agreement, billed annually in advance ($468 per user per year)
- Included monthly usage per user: 120 notes, 100 assistant chats, 50 read-alouds, 8 schedule uploads, 40 document queries
- 5 GB document storage per user, pooled
- Priority email support, 1 business day
- Non-renewing by default — you choose to continue at the end of the term
- Sustained usage above the included allowance is discussed with you before any change
- Prices in USD, exclusive of any applicable taxes
- Guided onboarding and a measurement period included
- A signed CareBridge Business Associate Agreement is required before any client information is entered
Organization
Volume pricing
For 25+ users across multiple programs or sites.
- 25+ users · annual agreement
- Everything in Team Pilot, plus guided rollout and a security review
- Usage allowances set to your program's measured volume
- Named support contact
- A signed CareBridge Business Associate Agreement is required before any client information is entered
We publish a per-seat number for Independent Practice and Team Pilot because we can stand behind them at those volumes. We're not going to print a 25-seat number we haven't validated against real usage — so this one we work out with you.
Talk to usNo setup fee on the standard product. Custom data work and integrations are scoped separately, with written scope and price agreed before you commit.
Security, and where the human sits.
A signed BAA comes first
A signed CareBridge Business Associate Agreement is required before any client information is entered into the product. That is a prerequisite of starting, not a formality at renewal. Until it is executed, a pilot runs on synthetic or de-identified material.
Where processing happens
Production processing currently uses eligible Microsoft Azure services covered under applicable contractual safeguards. Provider agreements cover the infrastructure — they do not by themselves make any product HIPAA compliant. Compliance is a shared obligation across appropriate agreements, safeguards, risk analysis, and day-to-day operating practice, on both sides.
What the record does
- Progress notes and weekly summaries are stored as server-side records scoped to your organization.
- Audit events are linked through a tamper-evident hash chain that can be checked for breaks.
- Client identifiers are redacted before any audio is generated.
- Notes are structured for review. CareBridge has not completed an independent compliance assessment, and we don't claim one.
The human is not optional
Every AI-assisted output arrives as a draft. You write it, you finalize it, and finalizing locks the record. Extracted tasks and appointments arrive marked pending until you accept them. Professional judgment stays with the professional — assistive tooling should support practice, not substitute for it.
I built this for my own caseload first.
I've worked the frontline of supportive housing and homeless services in New York City since 2020 — first as a residential aide doing shift summaries and incident reports, then as a case manager carrying my own caseload. Intakes, psychosocials, home visits, coordinating medical and psychiatric services. And after all of it, the documentation: every contact and every intervention typed into the system of record, usually long after the visit itself.
I built CareBridge because I needed it. I wanted to stay on top of my caseload without the paperwork eating my evenings, and I wanted to stay compliant while doing it — not one at the cost of the other. That's also why it doesn't try to replace the system your agency already runs on. I still have to put my notes where my employer requires them. What I wanted was help getting them written, not another database to feed.
See it against a real day on your team.
A short guided walkthrough. Bring a workflow you'd like an hour back from.