Keep Families Informed.Give Staff Time for Care.

CAREpitome brings family conversations, contact permissions, and shared documents into a workflow designed for skilled nursing teams — for short-term recovery and ongoing resident care.

Less phone tag

Give routine questions a clear place for follow-up.

The right contact

Keep permissions visible when staff communicate.

A clearer record

Bring conversations and follow-up into one view.

Support families from admission through discharge.

Family questions continue between visits and across shifts. A consistent communication workflow helps staff manage updates while keeping the resident at the center.

  1. Admission

    Review contacts and capture communication preferences.

  2. During the stay

    Respond in a conversation connected to the resident and the contact.

  3. Care planning

    Route forms and approved documents to the appropriate person.

  4. Transitions

    Keep follow-up messages and communication history together.

One resident.
A clear path for each contact.

Follow an illustrative family update. The care team confirms who may receive information before sharing it.

Family CommunicationIllustrative workflow

Rosa Bennett

Resident example

Sample data

Contact permissions

Maya Bennett
Daughter
Authorization reviewed
Permitted sharingCare updates
SMS notificationsOpt-in recorded
Daniel Bennett
Son · emergency contact
Not recorded
Relationship and emergency-contact status do not establish permission to share health information.

Clear permission before information is shared.

A resident may have several relatives or representatives. Staff need a documented basis and scope for sharing with each person, visible alongside the conversation.

Communication preferences and permission to share health information are recorded separately.

  • Contact identity and relationshipKeep the person and their connection to the resident clear.
  • Authority and permitted sharingReview supporting documentation and the information each contact may receive.
  • Communication preferencesRecord channel choices and SMS opt-in separately from disclosure permissions.
  • Review and update historyHelp staff see when permissions change and follow up appropriately.

Forms, documents, and follow-up
in one workflow.

Digital forms

A simpler way to request consent forms, surveys, and routine paperwork from the appropriate contact.

Secure document access

A workflow for sharing approved documents with an identified recipient and checking access before viewing.

Communication history

A place to review conversations and relevant consent, delivery, and document-access events.

See how this fits your facility.

Bring one everyday family communication scenario. We'll walk through the workflow and discuss what your team needs.

Frequently asked questions

A good fit starts with your workflow. We'll review how your staff work today and the family experience you want to support.

That is the intended workflow: individual contact records and conversations for each family member, with your team verifying each person's identity and permitted scope of communication. Your demo will confirm the available configuration for your facility.

Review the family experience with our team, including available web links, notifications, and portal access. The delivery channel and identity checks depend on the workflow selected for your facility.

Number eligibility, messaging setup, and opt-in requirements are reviewed during onboarding. We'll confirm the available options before you make any change.

Integration availability depends on the EHR, access approval, and the workflow you need. Contact import, document sync, and chart write-back are confirmed for your facility during the demo and implementation review.

CAREpitome follows a HIPAA-aligned approach — role-based access, secure conversations, and activity records — and BAAs are handled through the normal sales and implementation process. Your facility still confirms each contact's authority to receive health information.

Agree on the initial workflow, contact-permission rules, staff access, and support process. A focused pilot with one team can help you evaluate call volume, staff follow-up time, and family response before expanding.