For aging care professionals
Send a caregiver a branded intake. Get back a drafted assessment, recommendations, and a care plan ready for your review.
No credit card · Set up your first case in 5 minutes
Care plan · v1
Margaret R.
Top recommendations
How it works
01
Create a case and share a private link. The caregiver completes a guided 10-step Caregiving Story on their own time — no account, no friction.
02
On submission, a full assessment, prioritized recommendations, and a plain-language care plan are drafted and waiting for you to review.
03
Edit anything, add your own recommendations, and track notes and tasks through to a confident close. The judgment stays yours.
What you get
ConfirmOk Advisor handles structure so you can stay focused on judgment, relationships, and the next family who needs you.
A warm 10-step workbook the family completes on their own time, in their own words.
An eight-domain assessment, recommendations, and care plan drafted on submission — yours to refine.
A searchable library of vetted services. Attach the right support to every recommendation.
Every conversation and next step in one place. Nothing slips, nothing lives in your head.
Solo practitioners and small teams use ConfirmOk Advisor to deliver polished care plans under their own brand — without enterprise software or a steep learning curve.