Everything your chaplaincy team needs
From daily outreach and veteran-aware person records to Care Insights and corporate governance — one platform for systematic spiritual care documentation.
See it live — book a demoTrust & protection
Built for sensitive spiritual care data
Encryption in transit and at rest, tenant isolation, and audit-minded documentation — see the full public overview.
Engagement & vitality
A thin outreach worklist from referrals and vitality scores. The care plan lives on the connection report — Why, How, What, and Result — not in a second editor.
- One worklist row per resident (no duplicate vitality cards)
- Open the connection report to write the spiritual care goal
- Engagement Improvement visits record whether the intended result was met
- Public referral form for staff and families (token link)
Connection report
The spiritual care record for each resident — profile, history, family contacts, veteran status, and exportable reports.
- Chronological visit and activity history
- Spiritual care goals (Why, How, What, Result) as the care-plan record
- Family contacts plus full Family Conflict and Life Chapters tools
- Veteran flag and service era on the person record
- Print and export for care conferences
Spiritual care plans
Each resident’s care plan lives on the connection report. Chaplains record Why (intended effect), How (method), What (intervention), and later the Result — whether that effect was met. Missed results can launch a follow-on plan. Engagement is only the worklist that points here.
- Chaplaincy Taxonomy: Why, How, What, and Result on the person record
- Engagement Improvement visits test whether the intended result was met
- Follow-on plans when the result is missed — without duplicating the editor on Engagement
- Location and room changes are noted on the report and appear in connection history
Veterans & military spouses
Identify veterans and military spouses on the person record, then use specialized assessments that only appear for the right audience—supporting spiritually informed care for service members and the partners who stood with them.
- Veteran flag + service era (WWII through Post-9/11) with a white star in lists and connection views
- Military spouse / caregiver flag unlocks spouse-focused instruments
- In-house veteran screens for moral injury and spiritual injury — shown only for flagged veterans
- Spouse and caregiver screens adapted from Whole Health and trauma themes — not licensed reprints
- FICA spiritual history credits Dr. Christina Puchalski / GWish; free for clinical use with attribution
- Admins enable tools from the platform library and set preferred instruments per audience
Care Insights library
A growing, platform-authored reference library for issues and diagnoses chaplains encounter — including veteran-related needs — auto-shared under every company’s shared library.
- Organized subsections (e.g. diagnoses, dementia, veteran care contexts)
- Appears automatically in Company shared — no admin enable step
- Markdown articles with clinical and pastoral context for better patient understanding
- Updates go live for all tenants when the platform owner publishes new insights
Calendar & scheduling
Visits, classes, events, and TO-DOs on one calendar with unscheduled items in your action sidebar.
- Month, week, and list views
- Drag-to-reschedule visits and programs
- Color-coded visit types and programs
- Dashboard action items for unscheduled work
Analytics & AI debrief
Show leadership engagement velocity and optional AI-assisted weekly debriefs you can save to your library.
- Engagement velocity trends
- Performance overview by chaplain
- Optional Gemini-powered weekly debrief
- Drill-down into activity detail
Admin & governance
Corporate admins control users, communities, documentation policy, form templates, and pending approvals.
- Team and user management with community roles
- Documentation policy and edit windows
- Pending approvals for tags, visit types, locations
- CSV import and duplicate merge tools
- Optional Microsoft Entra SSO for work-account sign-in
Bereavement care & program planning
Upgraded bereavement workflows help chaplains stay with families after a loss — case tracking, memorial service planning, grief screens, and follow-up cadence in one place.
- Bereavement cases linked to residents and family contacts
- Memorial / funeral service planning on the case
- Admin-configurable default grief screening instruments
- Scheduled follow-ups so coverage stays continuous across shifts
- Connection history and spiritual trends remain on the person record
- Team chat and shared library for handoffs and resources
Community trips & bus assignments
Plan and organize community outings across campuses — seat quotas, named rosters, multi-stop buses, and print-ready transport sheets for the day of the trip.
- Department classes and off-site venues for company-wide outings
- Seat allocations so each community knows its capacity
- Multi-stop bus routes (load one campus, then pick up another)
- Named attendees with occupancy checks per bus
- Printable transport sheets and attendance rosters
- Duplicate prior-year outing skeletons without rewriting the plan
Configurable assessments
Build instruments that match your curriculum: Likert 2–10, Yes/No sum screens, point weights, and a custom score of concern. Completing an assessment on a visit also files it in Assessment records.
- Admin-defined Likert high end (2, 3, 5, or 10)
- Yes (1) / No (2) sum screens with custom concern thresholds
- Average or total-points scoring with optional point weight
- Visit completions sync to the resident Assessment records list
Other features
Included on every paid plan — supporting tools around the clinical spine above.
- Personal & company library. Private notes plus company-shared resources chaplains can open before a visit.
- Team chat. Handoffs and coverage notes without leaving the clinical workspace.
- Documentation policy. Admin-led vs chaplain-primary entry, edit windows, and amendment rules.
- Privacy / anonymize. One-click name masking for shared screens and care conferences.
- Staff & family referrals. Token public referral form that lands in the engagement queue.
- In-app help. Knowledge base articles aligned with the workflows on this page.
See how it fits your communities
Walk through dashboard, connection reports, and admin policy in a 20-minute demo. Access follows a signed BAA — there is no public sign-up.