Client & intake
Track prospects, referral details, intake steps, client records, and service history with the full relationship in view.
Intake queue
Updated moments ago
Modern home care operations
GentlePathCloud is a modern cloud EMR and agency operations platform for intake, care planning, service delivery, caregivers, referrals, and oversight.
Care Operations
Tuesday, June 16 · Agency view
Active clients
18
Visits today
Action queue
Recent activity
View allOne operating rhythm
One client journey
Start with a prospect, carry the story through intake and service, and keep every next step in view. Your team spends less time re-entering information and more time acting on what is current.
Prospect
Capture the first conversation and next action.
Referral / Intake
Connect the source, needs, and intake details.
Client
Give every role a shared client record.
Service Period
Organize active services, dates, and history.
Care Plan
Turn goals and care details into a plan.
Service Delivery
Coordinate schedules and work records.
Oversight
Keep follow-ups, incidents, and activity visible.
Core platform capabilities
Purpose-built workflows help your team move from first contact to completed service without stitching together scattered tools.
Track prospects, referral details, intake steps, client records, and service history with the full relationship in view.
Intake queue
Updated moments ago
Keep cases, service periods, goals, and care information together so plans stay useful between reviews.
See schedules, service activity, and work records in the client's care story.
Manage caregiver records, onboarding, assignments, and documents as your team grows.
Connect referral sources, organizations, contacts, follow-ups, and business-development activity.
Capture incidents, route reviews, track status, and keep follow-through visible to the right roles.
A real product experience
Give coordinators, administrators, and care teams a shared starting point. The record carries service context from the overview into care, scheduling, documents, and activity.
Move from client details to the next action
Keep service periods and care goals together
See a dependable history of operational activity
Client record
Clients / Margaret Thompson
Upcoming
Tuesday 9:00 AM
Maria G. · Personal care
Follow-up
Care plan review due
August 29, 2026
Care plan progress
In progressCare delivery
Tuesday, June 16 · 7 scheduled visits
Current service period
Margaret T.
Personal Care & Mobility
Visit schedule
View weekCare operations
Cases and service periods give your team a shared frame. Care plans and goals give the work direction. Scheduling and work records show what happened and what needs attention next.
Keep the active service period, plan, and schedule in view together.
Capture service activity and work records where the team already works.
Agency operations
Clinical operations are only part of the day. Keep caregiver activity, referral relationships, prospects, follow-ups, and applicant workflows with the rest of the agency's work in view.
Track onboarding, assignments, and documents without a separate spreadsheet.
Give referral sources and follow-ups a clear place to live.
Agency activity
Relationships, workforce & hiring
24
Referral opportunities
08
Applicants in progress
12
Follow-ups due
Referral pipeline
Current view24
New
11
In review
06
Converted
Accountability by design
GentlePathCloud is designed for security-conscious home care operations, with role-based access, tenant isolation, structured permissions, and a clear record of operational activity.
Give each team member access that fits their responsibility.
Keep historical records of important changes and activity.
Audit activity
Agency workspace · Today
Care plan updated
10:42 AMMargaret Thompson · J. Thompson
Client record reviewed
9:18 AMDaniel Washington · A. Morgan
Service period changed
YesterdayIsabel Patel · J. Thompson
05
Access roles
18
Team members
24
Events today
Why GentlePathCloud
The platform is shaped around the relationships, service periods, people, and decisions that make an agency run.
Important agency workflows use the same client and service information.
Workflows reflect service periods, caregivers, care plans, referrals, and agency relationships.
Reduce the need to maintain the same information across scattered tools.
Give administrators a clearer picture of what requires attention today.
See it in your workflow
Tell us a little about your agency and we’ll walk through how GentlePathCloud can fit the way your team works.
Walk through your current process
See the views that matter to your roles
Leave with a clearer next step
A clearer next step
See how GentlePathCloud can support your team from intake through oversight.