One case workspace
Records, providers, medications, and supporting evidence in one place.
Life Care Plan
Life care planning,
organized in one platform.
One workspace for the records, providers, medications, care resources, supporting evidence, and planning tools behind a life care plan.
Organize the information. Connect the records. Maintain the plan.
01 / The workflow
Complex cases create complex workflows.
Complex cases shouldn’t mean a maze of spreadsheets. Disconnected records make it harder to find context, review evidence, and hand off the work.
- Medical & provider records
- Prescriptions & case notes
- Supporting evidence
- Care resources & costs
- Referrals & case activity
- Plans & reports
02 / The platform
One workspace
for the entire case.
Organize the information behind the plan—and maintain it as the case evolves. Built for life care planners, rehabilitation consultants, case managers, and medical-legal teams.
Connected context
Navigate linked records instead of cross-referencing separate files.
Planning and cost reports
Review itemized care needs, annual costs, and lifetime projections.
Human-reviewed AI
Translate and simplify information while keeping the original available.
03 / How it works
From case records
to life care plan.
- 01
Organize the case
Create a client profile and bring medical history, providers, and medications together.
- 02
Review the evidence
Connect related records and review the supporting documents behind the case.
- 03
Develop planning information
Maintain equipment, services, transportation, and care-related costs.
- 04
Produce and maintain the plan
Review the life care plan report, print it, and update the underlying information as the case evolves.
04 / Capabilities
The work behind every plan.
01
From case information to life care plan
Organize the client profile and supporting information, then review a life care plan report built from the case’s planning data.
- Client profiles and care planner assignments
- Itemized care needs and cost projections
- Print reports; maintain the case over time
The outcome
A plan supported by organized case information.
02
Medical records and ongoing care
Keep medical history, prescriptions, and provider activity connected as care changes.
- Diagnoses, allergies, surgeries, and functional status
- Medication dosage, dates, status, and purpose notes
- Linked providers and diagnoses
- Appointments and provider visit notes
03
Costs, assets, and care resources
Bring the financial and practical details of long-term care into planning and review.
- Financial assets and ledgers
- Equipment, therapy, nursing, and transportation
- Itemized, annual, and lifetime care costs
Planning in context
Care needs and cost information, considered together.
04
Supporting evidence, close at hand
Keep source documents associated with the client profile and accessible during case review.
- Medical record uploads and document lists
- Supporting evidence alongside case information
- Original records available for verification
Return to the source
Review the evidence behind the working information.
05
Referrals and incoming cases
Keep referral context with incoming inquiries, from initial review through conversion to a client profile.
- Referral sources and referrer contact details
- Inquiry status and internal reviewer notes
- Conversion from inquiry to client profile
Before the case begins
Preserve the context behind a new case.
Connected records
Stop manually
cross-referencing records.
Move from a medication to its linked provider or diagnosis, right within the case. Follow the recorded relationship without searching a separate file.
Start hereMedication record
Follow a link →Provider details
Or follow a link →Diagnosis details
A linked provider is not automatically the prescribing physician unless that relationship is recorded.
05 / AI & professional judgment
AI assists.
Professionals review.
Use translation and simplification to support understanding. Check generated output against the original and the context of the case.
Return to the original
Original information remains available for comparison.
Review and correct
Edit, approve, or reject flagged translations.
Keep judgment human
Qualified users remain responsible for decisions and final outputs.
06 / Business value
Less searching.
More focused review.
One place to maintain case information
Less searching and manual cross-referencing
Easier internal review and handoffs
Consistent workflows across cases
07 / Sensitive information
Designed for sensitive case information.
Review your organization’s access, privacy, security, and deployment requirements with Sayera during the demo.
Discuss your requirements08 / Request a Demo
See Life Care Plan
in action.
See how your team could connect records, review supporting evidence, and build a more consistent life care planning workflow.
Contact Sayerahello@sayera.systems