CertifyMed
Available NowClient Portal

Clients Feel Informed. Surveyors See Transparency.

Clients view their own care plan, appointments, assessments, and care team through a restricted portal. Read-only clinical data. Route protection enforced at the middleware level.

Client Experience

Transparency That Builds Trust

Give clients visibility into their own care journey without compromising clinical data security.

Client Dashboard
Personalized greeting, stat cards for appointments, assessments, and messages. Quick actions for common tasks.
Restricted Access
Separate sidebar with limited navigation. Notes and Alerts hidden from client view. Only their own data visible.
Care Team & Sessions
View assigned care team members and upcoming/past sessions with provider names from the client sidebar.
Read-Only Clinical Data
Screening results with bands, care plan visibility, profile tabs. Everything read-only with no admin access.
Platform Overview

One Platform. Every Module You Need.

Ten integrated modules that replace scattered tools, spreadsheets, and paper binders — so you can focus on your clients, not your compliance gaps

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Assessments & Screening

InterRAI engine plus 14 validated screening tools. Scored automatically with clinical bands and safety protocols.

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Care Planning

Person-centered care plans auto-populated from assessments. CMS 42 CFR §441.725 compliant.

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Sessions & Telehealth

Video, audio, chat, in-person consultations with recording, live transcription, and scheduling.

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HCBS Settings Compliance

CHCS compliance scoring (0–100) across 6 modules for 90+ setting types.

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Incident Reporting

9 categories, 34 subcategories, automated severity scoring, and 5-stage investigation workflow.

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Workforce Compliance

Staff credentials, expiration alerts, payer enrollment, and OIG/SAM exclusion monitoring.

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Compliance Dashboard

One view of all compliance areas with priority action items and per-module health cards.

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Organization Management

Client registry, team management, roles & permissions, and 10-tab client profiles.

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Client Portal

Clients view their own care plan, appointments, and care team with restricted access.

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Available Now

Platform & Security

HIPAA compliant, end-to-end encryption, multi-role architecture, 2FA, and AI integration roadmap.

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Available Now

Assessments & Screening

InterRAI engine plus 14 validated screening tools. Scored automatically with clinical bands and safety protocols.

Learn more
Available Now

Care Planning

Person-centered care plans auto-populated from assessments. CMS 42 CFR §441.725 compliant.

Learn more
Available Now

Sessions & Telehealth

Video, audio, chat, in-person consultations with recording, live transcription, and scheduling.

Learn more
Available Now

HCBS Settings Compliance

CHCS compliance scoring (0–100) across 6 modules for 90+ setting types.

Learn more
Available Now

Incident Reporting

9 categories, 34 subcategories, automated severity scoring, and 5-stage investigation workflow.

Learn more
Available Now

Workforce Compliance

Staff credentials, expiration alerts, payer enrollment, and OIG/SAM exclusion monitoring.

Learn more
Available Now

Compliance Dashboard

One view of all compliance areas with priority action items and per-module health cards.

Learn more
Available Now

Organization Management

Client registry, team management, roles & permissions, and 10-tab client profiles.

Learn more
Available Now

Client Portal

Clients view their own care plan, appointments, and care team with restricted access.

Learn more
Available Now

Platform & Security

HIPAA compliant, end-to-end encryption, multi-role architecture, 2FA, and AI integration roadmap.

Learn more

Ready to Stop Worrying About Your Next Survey?

CertifyMed gives HCBS providers the same compliance tools that large organizations use — without the enterprise price tag or complexity. Request a demo and see the difference.

Request a Demo