A home-care agency portal is where coordinators keep each client's care plan, caregivers see their visits and tick off each visit's tasks, and families read the visit notes for their own relative.
Pattern: TrackingDescribe it to Pory
“Our home-care agency needs a care plan for each client, a calendar of visits for our caregivers with a task list per visit, and a way for families to see how each visit went.”
Care plans
| Client | Care level | Family contact | Coordinator | Status | |
|---|---|---|---|---|---|
| Dorothy Hale | Personal care | Karen Hale | Adaeze Obi | Active | |
| George Hale | Companionship | Karen Hale | Adaeze Obi | Assessment | |
| Ngozi Eze | Complex care | Chidi Eze | Adaeze Obi | Active | |
| Frank Morelli | Personal care | Gina Morelli | Paul Draper | On hold | |
| Beatriz Santos | Companionship | Ana Santos | Paul Draper | Ended |
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In plain English
A home-care agency portal is where coordinators keep each client's care plan, caregivers see their visits and tick off each visit's tasks, and families read the visit notes for their own relative. It follows the Tracking pattern: a person's or asset's history, built up over time. Pory generates it from a plain-English description, with a login for each role (care coordinator, caregiver and family) that shows only what that role should see, and flat pricing with unlimited families.
What it does
The care plan is a binder in the client's kitchen and a PDF in the office, and the two rarely agree. The coordinator keeps one plan per client here, with needs, medications and the family contact, and the client's visits and tasks sit on the same record. A new caregiver reads Dorothy's plan before knocking on her door.
Rosters go out as a Sunday-night text, change by Tuesday, and caregivers screenshot whichever message they think is latest. Each visit has a date, a time and a caregiver, and the calendar shows the week at a glance, coloured by whether it's scheduled, underway, completed or cancelled. Click a visit to open it; nobody works from last week's text.
The office finds out a medication was missed when the family rings to ask. Each visit has its list of tasks, from the shower to breakfast with metformin to eye drops, and the caregiver ticks each one off on their phone. The coordinator opens the client's record and sees what was done, without ringing round.
Sons and daughters ring the office after every visit to ask how Mum was, and the coordinator relays whatever the caregiver texted. Each family contact signs in to see the visits for their own relative, with the caregiver's note on each: shower done, good spirits, low on bread. They never see another family's visits, and the office phone gets quieter.
Pory generates a portal from these pieces and wires the permissions between them. The same parts run a grant round, a help desk, and a tenant portal — only the names on the pages change.
Collect
Signed-in or public, with typed fields and file uploads. A form files a record; it doesn't start an email thread.
An application page, a notice board, an open directory — pages and forms anyone can use without signing in, on your domain.
People create their own account and land in the role you chose for them.
Upload and view files on the record they belong to — not in a folder named FINAL v2.
Decide
Decision buttons for whoever may edit the status. Who decided, when, and why stays on the record.
“Where's my request?” answered as a progress bar on the submitter's own page.
Cards in columns. Drag a record to move it along.
Task lists ticked off per record, in its detail view, with progress — onboarding runs, inspections, opening duties.
Name who a record is for and it lands on their list, and nobody else's.
A reviewer's score, a coach's feedback, a clinician's note — kept on the record it belongs to, never lost in a thread.
Renewals, expiries and overdue work, in an in-app inbox and by email.
Share
Search, filters, sorting, inline add and edit — the spreadsheet, minus the sharing accident.
Portraits, names, and roles from a table, shown only to the roles allowed to see them.
Records on a month or week view, by date.
Records as cards or photos.
Open a unit, a pet or a listing to see its details and everything tied to it — requests, visits, offers. Share it by link; edit, change the status or add a related item from there.
Check-in details, benefits, updates — a page for a role to read.
Live figures over the records a viewer is allowed to see.
Control
Each person sees their own records, the ones assigned to them, their team's or the ones they manage. Fields can be hidden per role. Generated from your description, not set up field by field.
A sign-in link by email, by default. Password sign-in if you'd rather.
Your domain, your colours, your logo. Members see you.
Describe it in a sentence and send the invite. Unlimited families, flat price.
