Clients & family portal
Clients and families view plans, documents, messages, visit schedules, and service requests in a dedicated, easy-to-use portal.
Built for agencies & programs
One platform for your staff, your clients and families, and your standards
CareTrack connects your organization’s social workers and managers with the clients and families you serve—through secure staff and client and family portals, shared documentation, messaging, and settings you control at the company level.
Staff portal + client and family portal
Workers run cases and plans on the company side. Clients and families log into their own portal to view plans, documents, messages, visits, and requests—without seeing internal case notes.
- Multi-user company workspace with role-based access
- Branded, secure experience for clients and families you support
- Central settings for workflows, assignments, and compliance
How an organization runs on CareTrack
From registration to ongoing service delivery, the system scales with your programs and governance needs.
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Register your organization
Create your company account, configure general settings, and invite administrators who will set up teams, staff, and client and family records.
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Onboard workers and clients and families
Import or add clients and families, assign workers, and give client and family members access to their portal so collaboration starts in a controlled environment.
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Standardize how care is delivered
Configure plan activity stages, document types, and assignment rules so every program follows the same operational model.
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Collaborate across both portals
Staff manage cases internally while Clients and families receive plans, upload documents, book visits, send messages, and submit requests through their dashboard.
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Build institutional knowledge
Publish guides and policies in the Knowledge Base, augmented by AI, so practice improves across locations and new hires ramp up faster.
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Stay accountable and compliant
Activity logs, document trails, data-deletion workflows, and company reports give leadership evidence of service delivery and privacy practices.
What your organization gets
CareTrack is more than casework software—it is the connective layer between your people, your clients and families, and your policies.
Company settings
Manage general preferences, client and family assignments, plan stages, and operational configuration from one admin area.
Document management
Store, search, and download case and plan documents with clear ownership between staff and client and family uploads.
AI automation
Reduce admin with intelligent scheduling suggestions, summaries, and knowledge-base assistance—always with staff review.
Calendar integrations
Connect Google and Microsoft calendars so visits sync for workers while Clients and families see confirmed appointments.
Multi-language support
Serve diverse communities with locale switching across the platform interface.
What changes for organizations
- One system instead of disconnected spreadsheets and inboxes
- Clients and families engaged through a professional, secure portal
- Consistent workflows across teams and locations
- Leadership visibility into caseload, reports, and compliance
- Knowledge retained when experienced staff move on
- A platform that grows with your programs and funding