More Time With Clients.
Less Time on Paperwork.

For Aging Life Care practices and care managers. Check in on your phone and record the visit. Navigate drafts the note, logs the time, and sends the hour to billing with its rate, so your office stops re-keying.

  • Get a drafted note from every visit
  • Pay for hours of care, not seats
  • Thirty days free, no card
‹Nursing Visit
Wednesday, October 14 · 10:00 – 11:30 AM1 accepted
BA
Barbara Allen10/13/1939 · 86 yrsDNR⚠ Penicillin
Ready to start the visit?We'll log it as a time entry when you check out.Check in
StatusScheduled
Checked in 0:01Barbara Allen
Check out
‹Nursing Visit
BA
Barbara Allen10/13/1939 · 86 yrsDNR⚠ Penicillin
Checked insince 10:02 AM
0:01
Check out
Status• In Progress
VISIT PLANMedication review, blood pressure check
NoteRecordMediaActions
‹ Back to visit

Barbara Allen · Nursing Visit

ConsentConfirm you have the client's (or their representative's) verbal consent to record this conversation for care documentation.I have verbal consent to record
Note templateAutomatic
Confirm consent to startTap to start
‹ Back to visit

Barbara Allen · Nursing Visit

RecordingPaused12:41Saved on this phoneEnd and processResume recording
‹ Back to visit
✓Uploaded✓Transcribing✓Drafting note✓Ready
Visit noteAccept all (3)All accepted
Visit summary

Barbara is alert and in good spirits. Blood pressure 148/90, up from last visit.

EditRegenerateAccept✓ Accepted
Medications

Daughter reports the new amlodipine was not started. Pill organizer reviewed.

EditRegenerateAccept✓ Accepted
Follow-ups

Confirm the amlodipine start date with Dr. Patel.

EditRegenerateAccept✓ Accepted

Drafted from the audio. Review each section before accepting.

A visit on the phone. Check in, record with consent, and review the drafted note.

Four Things Agencies Tell Us

Most practices run on paper, a spreadsheet, a shared calendar, and an accounting package. None of it connects, and the people doing the visits are usually not in the system at all.

The problem
With Navigate

You Write the Note Hours Later, From Memory

You see the client at ten and write the note that night, in whatever tool is open.

Record the Visit, Then Review the Draft

With the client's consent, record the visit. Navigate drafts the note from the recording and logs your time.

Follow-Ups Slip

A family calls, someone jots down a name and a number, and the task slides two days at a time.

Every Call Lands in the Client Record

Give each task an owner and a due date. Notes, messages, and visits share one timeline, so whoever answers the phone sees what happened.

Your Billing Export Changes Every Time You Run It

Run the same month twice and you get two different documents.

Lock the Period, Then Invoice

Review the hours, lock the period, invoice, and collect payment. The invoice you sent in March still matches in June.

You Reconcile Field Hours by Hand

Someone checks timesheets against the schedule, line by line.

Check Out, and the Time Is Logged

The scheduled visit becomes the time entry and the invoice line. Nobody types it twice.

Every Call, Visit, and Task in the Client's Record

Whoever answers the phone can see the last visit, the note, and what is still open. Contacts, care team, medications, documents, and history are in one client record.

Brightpath Care ManagementDBDevin Brooks
HomeClientsTasksActivitiesMessagesBillingFormsReports
←BA
Barbara AllenActiveDNROct 13, 1939 (86)
Add TaskAdd Activity
(917) 555-2468 (Client)666 Willow Dr, Bronx, NY 10462SWGSDB
OverviewHealth & CarePeopleCalendarDocumentsForms
Add a note, log a call, or describe what happened... (use @ to mention)Daughter Linda called about Tuesday's visit. She asked whether the new blood pressure medication was started. @Grace Sullivan please confirm with Dr. Patel.
Enter to send · @ to mention
Record a conversation about this client
All 2122NotesRecordingsVisits 6Tasks 1415Files

Wednesday, October 14

DDevin Brooks created a task for Grace SullivanJust now

Confirm new blood pressure medication with Dr. Patel

DDevin Brooks logged a callJust now

Daughter Linda called about Tuesday's visit. She asked whether the new blood pressure medication was started. @Grace Sullivan please confirm with Dr. Patel.

GGrace Sullivan added visit noteTue

Barbara stable. Blood pressure 148/90, up from last visit. Dr. Patel to start amlodipine; family to be updated.

from Nursing visit · Tue, Oct 13, 1:00 PM – 3:00 PM

GGrace Sullivan completed Nursing visitTue

Nursing visit: vitals, medication review

Open ActivitiesView all →

Nursing visit Thu, Oct 15, 9:00 AM – 11:00 AMGrace Sullivan
Phone call Fri, Oct 16, 2:00 PM – 2:15 PMDevin Brooks

Open Tasks 910View all →

Confirm new blood pressure medication with Dr. PatelDue Oct 15 · Grace Sullivan
Coordinate the next specialist appointmentDue Oct 19 · Devin Brooks
Renew the home safety assessmentDue Oct 30 · Sandra Webb
ADD TASK×
TaskConfirm new blood pressure medication with Dr. Patel
ClientBarbara Allen
Assigned toGrace Sullivan
DueOct 15, 2026
PriorityHigh
CancelCreate

The client record. Calls, notes, visits, and tasks land on one timeline. Whoever answers the next call can see what happened and what is still open.

Pay for Care, Not Seats

Most software for care managers charges per user, so agencies keep field staff out of it and the office keeps re-keying. We price on the hours of care you deliver, so everyone who touches a client can be in the system.

Solo

If You Work Alone

One care manager with 20 to 40 clients, doing the visits, the notes, the scheduling, and the invoicing. Sign up and start without talking to anyone.

  • 80 hours of care included
  • Additional hours $0.99 each
  • Month to month

$79 a monthThirty days free, no card.

Start on Solo

Team

For a Practice or Agency

The office and the field in one system, with a login for everyone and no per-user fee.

  • 580 hours of care included
  • Additional hours $0.60 each
  • Unlimited users

$349 a month12-month agreement, billed monthly. Thirty days free.

Start Free

An hour of care is logged service time. Travel and admin time do not count.

What Agency Owners Ask Us

Do my care managers need to be in the office?

No. Care managers see their day, check in and out, record visits, and write notes from the Navigate mobile app on their own phone. The office sees the same client record in a browser.

How does recording a visit work, and is it legal?

Recording is optional, visit by visit. The app shows a consent line before recording starts, and the care manager confirms the client or their representative has agreed. Consent rules differ by state, so check yours. How recording works

Can we invoice families and collect payment?

Yes. Logged hours go to billing review with their rates. Lock the period, send invoices, and collect payment inside Navigate. Billing data exports for your accountant.

What counts as an hour of care?

Logged service time. Travel and admin time do not count toward your plan.

Can we use our own intake and assessment forms?

Yes. Build templates for intake, assessments, agreements, and consents, share them by private link, and collect signatures. Navigate is not a clinical record and does not hold regulatory care plans.

Can we bring our clients over from another system?

Import clients from a spreadsheet, with a preview before anything is saved. Migration and training are included on Enterprise plans.

How is client information protected?

Every view of a client record is logged with who, what, and when. Roles and restricted folders control who sees what. How we protect your data

Seniorverse Chat works alongside Navigate: HIPAA-compliant AI your team can use with client information. Read a long medical record, draft a letter to a family, or pull the fields from a stack of intake forms into a spreadsheet. See Seniorverse Chat

Thirty Days Free on the Team Plan

No card needed. We set up your organization, you import your clients from a spreadsheet, and your team logs visits from the first day.