The whole journey
From the first call to the hundredth visit
Each stage hands its work to the next, so nothing is typed twice and everyone knows what happens now.
01 · Referrals
Referrals and outreach
Every referral on one board, with each contact attempt logged and an owner for the next step.
- Pipeline stages from your own setup
- Contact log that flags a follow-up after missed attempts
- Referral packets read by AI, checked by your staff
02 · Intake
Intake and decision
Run the intake session, shape goals that hold up, and record your agency’s decision.
- Objectives and SMART checks on every goal
- Plan and coordinator email drafted for your review
- Staffing and team assignment once you’re selected
03 · Face sheet
One page per person
Profile, medical, providers and documents together, with every change kept.
- Medical appointments with outcomes
- File cabinet and photo library
- Releases, reports and tasks with due dates
04 · Calendar
Visits and service hours
Plan visits around authorized hours and see where each person stands this month.
- Day, week and month views for every role
- Suggested visit times that respect preferences
- Progress Notes from sessions, hours by objective
AI with a person in charge
AI that shows its work
NorthPath reads referral packets, checks goals and drafts the paperwork. Your staff decide what stays.
- A person approves itExtractions, goal rewrites and drafted emails wait for staff. Nothing is saved or sent on its own.
- Every fact shows its sourceEach value links to the page it came from, so checking takes a glance.
- Originals are keptUploaded files are stored as they arrived. A new upload adds a version, never a replacement.
Read from Marisol’s referral packet
4 facts from 14 pages. Check each against its page before you save.
Nothing reaches the face sheet until you approve it.
Your hours in October
41 h 30 minof 78 h assignedOn pace- Captured41 h 30 min
- Progress Note due4 h 30 min
- Scheduled19 h
- Not scheduled13 h
- Even pace by Oct 16
Set by each person’s authorization · resets Nov 1
Calendar and hours
Know where every hour stands
Direct support staff see their month at a glance: hours captured, Progress Notes still due, visits on the calendar and the hours left to plan.
- Suggested visit times fill the gaps, and you choose which to add
- Reschedule, cancel or reassign with the history kept
- Managers see every person’s hours by objective
Built for agencies
Shaped around how your agency works
Roles, not people
Assign work to roles like Intake Specialist and see who holds each one today. One person can hold several.
Your words, your setup
Program names, objectives, pipeline stages and lists come from your settings, not ours.
A workspace per agency
Each organization gets its own workspace and team, invited by email.
Security
Careful with every record
The people in NorthPath trust you with their health, history and home. The product is built to keep it that way.
Sensitive numbers encrypted
Social Security numbers are encrypted field by field and shown only to roles allowed to see them.
Access follows the role
What someone can see and change depends on their access and the roles they hold.
Every change on the record
The face sheet keeps numbered versions: what changed, from what, by whom and when.
Files stay behind sign-in
Documents and photos open only for signed-in staff with access to that person.
Bring your team onto one path
Create your workspace, add your first program and invite your team. Anything you skip can wait for later.