Care Advisor DashboardOne shared family journey across every screen.
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Sign in to your Care Advisor workspace.
Secure access for ActivAge Care Advisors.
Search Care AdvisorFamilies, contacts, communities, conversations and more
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Quick ActionsWhat would you like to do?
Invite Team Member
Send secure Care Advisor access and add the user to this organization.
Manage Team Member
Update role and Care Advisor access.
Archive Record
This removes the record from active work without deleting its history.
This is a soft archive.The record remains in Supabase for history, auditability and future recovery.
Add Family
Create a new care-navigation case.
Used for email conversations and synced to the primary contact record.
Advisors default to themselves. Managers and Administrators can assign the case to any active advisor.
Add Task
Tasks power Today's Actions and the family's next action.
Add Family Note
Edit Family Profile
Changes update every connected view immediately.
Changing this assignment is tracked automatically.
Add / Edit Contact
Every contact can have their own communication history. Relationship is always to the person receiving care.
Update Needs Assessment
Structured care needs used throughout the case and future matching logic.
Edit Care Plan
Recommendation, alternatives, preferences and decision barriers.
Document Checklist Item
Track what is received, requested or still needed. No sensitive file bytes are stored locally.
Case Status & Outcome
Record whether the family is active, reached a solution, or closed without proceeding.
Add / Edit Community
Shared intelligence used for matching and decisions.
Family/advisor-facing name. Legal suffixes like LLC and Inc. are intentionally omitted.
Not linked to AHCA.
Preserved exactly as AHCA publishes it for licensing and audit purposes.
City, state and ZIP are stored separately from the AHCA source data.
Public Community Profile
Private Advisor Intelligence
Community Intelligence
Add an advisor note or upload community-provided paperwork. Care Advisor will extract useful facts for review before anything changes.
Private internal storage. Maximum 20 MB. Text-based PDF and TXT are analyzed automatically.
Helpful labels: Starting Rate:, Community Fee:, Availability:, Best For:, Things to Watch:, Advisor Take:
Placement Agreement
Internal contract and referral relationship. Family-facing profiles never show this information.
Agreement terms
Agreement contact & document
Official Location Website
Resolve the exact location-specific page for this facility.
Rule: a corporate homepage cannot populate location-specific facts. Confirm the page for this exact address.
Community Photo
Community Billing Information
Save invoice address, payment defaults, and every person who should receive invoices.
Invoice RecipientsAdd 1–3+ recipients and choose To, CC, or BCC.
Create Placement Invoice
Start from a placement and referral agreement, then customize before sending.
Edit Invoice
Customize service lines, descriptions, quantities and dollar amounts.
Service Lines
Record / Reconcile Payment
Record checks, ACH/bank transfers, cards, cash, or other payment.
Edit Community Pricing
Update published rates manually whenever the community changes pricing.
No PDF required. Changes saved here become the current advisor-verified pricing while the original uploaded pricing sheet remains in Source History.
Assisted Living Apartments
Care Service Monthly Rates
Memory Care
Verify Availability & Pricing
Add a dated verification record.
Community Contact
Sales, clinical, or community-relations contact.
Schedule Tour
Connect a family, community, date and follow-up.
Tour Feedback
Create / Edit Placement or Service Start
A formal solution record activates the transition and follow-up workflow.
Transition Checklist Item
Add or update a transition step.
Complete Follow-Up
Add / Edit Referral Partner
Track relationship ownership, contacts and partner follow-up.
Log Partner Activity
Relationship activity and the next outreach step.
Full message from the connected GoHighLevel conversation.
External images are blocked by default to reduce email tracking.
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