Professional care management

Caseload Management

Urgency triage, intake progress, care drift alerts, referrals, and family support network gaps in one workspace.

+ Add client

Active clients42

High-priority alerts7

Open referrals18

Intakes this month63

Client Triage

Helen Ramirez

Hospital discharge tomorrow, SNF match needed

Urgent

Joseph Klein

Medicaid spend-down review, daughter added to circle

Benefits

Marjorie Stone

Stable in assisted living, 30-day drift check due

Stable

Advisor Tools

Referral link generator

Send intake URLs tied to the advisor record.

Assessment tools

Intake, care level, drift review, re-evaluation.

Reporting

Outcomes, sessions, drift rates for billing.

Key value: Increases advisor capacity — handle more clients with less manual coordination.

Non-profit and community care

Case Worker Dashboard

Shared client pool, worker assignments, local resources, benefit navigation, and population-level trends.

Assign case

Open cases128

Unassigned11

Resource referrals304

Drift flags23

Vulnerable Client Watch

Isolation risk

No family contact documented; meals and transportation gaps.

High

Financial deterioration

Rent arrears mentioned in intake chat, benefits review needed.

Review

Resource connection

Respite voucher and adult day program referral completed.

Closed

Community Resources

Transportation

County ride program

12

Legal aid

POA and benefits clinics

8

Respite

Caregiver relief programs

17

Key value: Stretches limited staff resources — AI handles research and triage so workers focus on relationships.

Employer and HR benefits

Caregiver Benefit Portal

Employees get guided care support, financial planning tools, legal document tracking, leave planning, and family coordination.

View enrollment

Enrolled employees1,842

Active users426

Leave plans drafted87

Care circles214

Workforce Engagement

Care overview

82%

Financial tools

64%

Legal tracker

49%

Leave management

38%

Employee Tools

Financial inventory

Income, assets, expenses, insurance.

Family conversation guides

Structured prompts for difficult topics.

FMLA and leave planning

Track care timeline and work impact.

Key value: Reduces unplanned caregiver leave and absenteeism — practical ROI for HR teams.

Primary care and health systems

Discharge Planning Support

AI-assisted placement guidance, benefit screening, provider scoring, and family transition coordination at point of care.

New discharge review

Discharges today31

Placement pending9

Benefits screens22

Readmission flags5

Priority Discharge Queue

Hip fracture, age 84

SNF rehab match needed within 48 hours; POA confirmed.

48h

CHF readmission risk

Home health plus medication support under review.

Risk

Hospice evaluation

Family meeting scheduled, benefit screen complete.

Ready

Provider Match

Dorothea Score

CMS, staffing, quality signals, and fit logic.

Benefit eligibility

Medicare, Medicaid, VA screening at discharge.

Care transition

Family plan and care circle handoff.

Key value: Reduces readmissions and improves discharge efficiency — AI-backed placement intelligence in seconds.

Financial institutions

Client Long-Term Care Portal

White-label guidance for clients facing care costs, benefit gaps, LTC policy activation, and family financial planning.

Run cost scenario

Client households312

LTC policies flagged44

Benefit gaps71

Care cost plans96

Client Cost Exposure

Private pay runway

58%

LTC policy review

71%

VA benefit check

34%

Medicaid risk

46%

Advisor Co-Pilot

Asset protection guidance

Spend-down, trusts, and elder law referral cues.

Benefit gap analysis

VA, HCBS, Medicaid supplements.

Client engagement

Track portal usage across the book.

Key value: Deepens client relationships at a critical financial moment.

Families and primary caregivers

Care Overview Dashboard

One place for care tasks, finances, legal documents, family conversations, provider matches, and drift signals.

Talk to Ask Dorothea

Open tasks8

Documents missing3

Care circle members5

Drift signals2

Today’s Care Priorities

Care conference due

Ask memory care director about staffing changes and activity plan.

Today

Financial inventory

Add pension amount and long-term care insurance status.

Open

Provider comparison

Review three nearby memory care profiles from Dorothea Index.

Ready

Family Tools

Conversation starters

Care wishes, finances, documents, siblings.

Care circle

Invite family and professional support.

Cost calculator

Care costs by type and geography.

Key value: Families feel less alone — Ask Dorothea helps organize the next step.