The System of Action for Care Delivery
Execute Work. Route Responsibility. Generate Evidence. Close Loops.
CareOSP is not another record system. It sits between clinical record systems and frontline execution — turning plans into tracked, evidenced, and completed work.
Referral & Intake
From first contact to accepted case — structured, tracked, and accelerated.
- Capture from forms, portals, APIs, CSV imports, call-centre workflows, and manual entry
- Pipeline states: received, enriched, triaged, accepted, scheduled, converted
- AI-assisted intake extraction and triage suggestions
- Eligibility, coverage, and service-area checks
- Waitlists with ranking, contact attempts, and automatic refill
- Campaign attribution and conversion funnel analytics
Scheduling & Visit Operations
Appointments, field visits, and resource capacity — optimised end to end.
- Appointments, visit windows, group sessions, virtual slots, and field visits
- Resource capacity management for staff, rooms, devices, and vehicles
- Mobile-first visit execution with offline completion, note capture, and deferred sync
- No-show, cancellation, reschedule, and waitlist refill handling
- Self-service booking with configurable guardrails
- Route and day-plan views for community and home-care teams
- AI-powered schedule optimisation
Episodes, Care Plans & Work Orchestration
Unified work management — from inbox to intervention to outcome.
- Unified work inbox for tasks, escalations, approvals, and AI review items
- Configurable queues: pull, push, round-robin, priority, and skill-based routing
- Versioned care-plan templates with goals, interventions, and scheduled reviews
- Pathway definitions that emit tasks, forms, reminders, and alerts
- SLA policies with breach prediction, escalation ladders, and holiday calendars
- Bulk operations, macros, keyboard actions, and saved views
Medications & Pharmacy Coordination
Safe medication workflows from reconciliation to administration — with hard safety boundaries.
- Medication catalog with UK (dm+d) and US (RxNorm/NDC) terminology
- Reconciliation at referral, start-of-care, review, transfer, and discharge
- Administration, omission, refusal, and delay tracking with reason codes
- Refill, adherence, and pharmacy follow-up tasking
- Patient-facing medication views and reminders
Observations, Assessments & Risk
Structured data capture, threshold monitoring, and escalation workflows.
- Structured observations, device measurements, and patient-reported inputs
- Versioned assessment templates for intake, clinical review, risk, and discharge
- Threshold, deterioration, and trend rules for automated alerts
- Remote monitoring ingestion and asynchronous review workflows
- AI-assisted triage suggestions with mandatory human review
Communications & Patient Engagement
Multi-channel orchestration with context — not just notifications.
- Secure messaging linked to patient, episode, appointment, and task context
- Channel orchestration: app, SMS, email, voice, and letter with fallback rules
- Campaign and broadcast patterns with audience logic
- Preference centre: language, channel, accessibility, proxy, and quiet hours
- Contact-centre workflows: call queues, scripts, and callbacks
- Reply triage, sentiment cues, and automatic conversion to tasks
- Smart template management with approval lifecycle
North-Star Journeys
Eight end-to-end journeys that define success — each measured by a clear operational outcome.
Referral to first contact
Reduced time-to-first-contact
Care-plan execution
Higher pathway adherence
Medication coordination
Fewer medication misses
Abnormal observation escalation
Faster time-to-action
Visit execution
Lower admin time
Patient engagement loop
Higher digital delivery rates
Prior auth and revenue prep
Faster submission turnaround
Compliance response
Hours not days