Features

Talking forms. AI document intelligence. HIPAA-grade security. Plus everything else you'd expect in a care coordination platform, built by licensed clinical social workers, not generic software engineers.

The three things that set Agensy apart

Talking forms

Enter a client's data once. Every form that uses it, Face Sheet, Hospital Discharge, Pharmacy Letter, Care Plan, fills in automatically. Change it once; it updates everywhere.

AI document intelligence

Photograph a medication list, insurance card, or discharge summary. Agensy extracts the data into structured records you can search, share, and sync across talking forms.

HIPAA-grade security

End-to-end encryption. Granular role-based access, family, caregivers, clinicians, and emergency contacts each see exactly what you permit. Audit trails on every record.

Talking Forms in action

What it looks like when one update moves through every form that needs it.

Agensy talking forms interface showing a single medication update propagating across a face sheet, hospital handoff, pharmacy letter, and care plan at the same time
Talking forms, one change, many forms updated

Multi-client dashboard

For professional care managers: every active client, sorted by what needs attention today.

Agensy dashboard showing a care recipient overview with recent messages, upcoming appointments, medications, and quick stats
Multi-client dashboard

Smart Document Management

Never lose important paperwork again. Our AI-powered document system organizes everything automatically.

  • Snap photos with your phone - AI categorizes instantly
  • Secure cloud storage with HIPAA compliance
  • Searchable by keyword, date, or document type
  • Share with care team members instantly
  • Access from any device, anywhere
Agensy documents page showing uploaded medical records organized by category with search, date filters, and secure sharing controls
Documents, organized and searchable

Complete Medication Tracking

Stay on top of complex medication regimens with smart tracking and alerts.

  • Track all medications, dosages, and schedules
  • Set reminders for doses and refills
  • Monitor side effects and changes
  • Share updates with doctors and caregivers
  • Medication history timeline
Agensy medications page listing each prescription with dosage, schedule, prescriber, and refill status for a care recipient
Every medication, every dose, in one place

Family Communication Hub

Keep everyone in the loop with real-time updates and secure messaging.

  • Secure family group messaging
  • Real-time care updates and notifications
  • Include professional caregivers in discussions
  • Share photos and updates instantly
  • Emergency contact system
Agensy secure family messaging view showing a care-team thread between family members and professional caregivers discussing a recipient's recent appointment
Secure family and care-team messaging

Care Timeline & History

See the complete picture of your loved one's care journey in one chronological view.

  • Visual timeline of all care events
  • Track appointments, hospitalizations, changes
  • Add notes and observations
  • Generate reports for medical appointments
  • Identify patterns and trends

Appointment Management

Never miss another appointment with smart scheduling and coordination tools.

  • Centralized appointment calendar
  • Automatic reminders for all family members
  • Share calendars with care team
  • Appointment notes and follow-ups
  • Integration with popular calendar apps
Agensy appointments calendar showing upcoming medical visits for a care recipient with providers, times, and shared-reminder status
Shared appointment calendar for the whole care team

Expert Care Templates

Professional care plans and checklists created by licensed social workers with 30+ years of experience.

  • Medical Appointment Templates
  • Care Plan Guidelines
  • Hospitalization Checklists
  • Move-in Checklists for various care levels
  • Caregiver coordination tools

Security & Privacy First

Your family's information is protected with enterprise-level security

HIPAA Compliant

Full compliance with healthcare privacy regulations to protect sensitive medical information.

End-to-End Encryption

All data is encrypted in transit and at rest using bank-level security protocols.

Access Controls

Granular permissions ensure only authorized family members and caregivers can access information.

Secure Cloud Storage

Documents stored in SOC 2 certified data centers with 99.9% uptime guarantee.

Ready to Get Organized?

Start your free trial and see how Agensy can transform your care coordination.

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