CareFlowNote is a simple, secure documentation platform designed for CNAs, PTs, and OTs. It helps caregivers spend less time on paperwork and more time with patients. You can document shifts, track progress notes, and export reports—all in one place.

CareFlowNote follows HIPAA-grade security standards, including encryption, secure hosting, and access controls.
⚠️ However, CareFlowNote is HIPAA-safe, not officially HIPAA-compliant, and we do not sign Business Associate Agreements (BAAs). We are working on getting HIPAA-compliant. Right now, Compliance depends on how your organization uses the platform.

Yes. We use enterprise-grade security measures to protect your data:

• AES-256 encryption for data storage

• SSL/TLS encryption for all data in transit

• Secure HIPAA-grade cloud hosting

• Access control and activity logs

Your privacy and data security are our top priority.

• CNAs – Document daily care notes and export shift summaries.

• PTs and OTs – Track therapy sessions, progress, and compliance records.

• Agencies – Manage multiple caregivers, monitor documentation quality, and generate reports.

 You can start with either sample data or real patient data, depending on your workflow. CareFlowNote is built with HIPAA-grade safeguards, but please note that at this stage, we do not sign Business Associate Agreements (BAAs). Many agencies start with sample data to test the platform before using it in live environments.

CareFlowNote is fully cloud-based and works on:

• Desktop (Windows & Mac)

• Tablets

• Smartphones (iOS & Android browsers)

A dedicated mobile app is planned for future updates.

• Pre-built templates for faster note-taking

• One-click export for reports

• Smart reminders for incomplete documentation

• Real-time access to your notes from any device

We use enterprise-level security:

• All data is encrypted in transit and at rest.

• Role-based access controls ensure only authorized users see protected information.

• Regular security audits and monitoring to detect vulnerabilities.

You own your data. We simply provide the platform to store and manage it securely. You can export or delete your data at any time.

You can export all your documentation in a secure format before canceling. After cancellation, we delete your data according to our retention and deletion policy.

Not at launch, but offline mode is in our roadmap. Currently, you’ll need an internet connection to save and sync notes securely.

Yes! Agencies can assign multiple caregivers to a patient profile. Each caregiver’s documentation is tracked and logged with audit trails for accountability.

Yes. You can securely upload and attach files (such as therapy notes or incident reports) directly to a patient record.

• Individual caregivers: Affordable monthly or annual subscription.

• Agencies: Tiered pricing based on the number of users and patients.

• Free trial available for new users.

Yes! Agencies can add multiple caregivers, administrators, and supervisors with role-based permissions.

Absolutely. You can upgrade or downgrade your plan anytime from your account settings.

You can email us at support@careflownote.com or use the in-app chat feature (available on the live platform).

We love feedback! You can submit feature requests through the in-app “Feedback” button or by emailing us. We review requests regularly and update our roadmap based on user demand.

Yes! We provide:

• Step-by-step onboarding tutorials

• Video walkthroughs

• Live training sessions for agencies

Yes! We offer a free trial so you can test CareFlowNote before subscribing.

Yes! We provide:

• Step-by-step onboarding tutorials

• Video walkthroughs

• Live training sessions for agencies