From overwhelmed to organized in minutes

Tell us about your parent's care situation. Are they on Medicare? Do they have an advance directive? Do you have a caregiver? We ask questions about health, benefits, legal docs, living setup, family support, and financial situation.

We generate a personalized plan showing what needs attention—both urgent gaps (like that Medicare enrollment deadline next month) and longer-term considerations (like updating legal documents). Each recommendation includes clear explanations of why it matters and how to get started.

You see what's urgent vs. what can wait, prioritized based on your parent's specific situation. No more wondering 'am I forgetting something critical?'

Your plan becomes actionable tasks instantly. Turn recommendations into tasks with one click—assign to family members, set due dates, create recurring reminders for medications and appointments.

See what's overdue, what's due today, and what's coming up at a glance. Create tasks via SMS when you're on the go—text naturally and it becomes a task with smart due dates. No more mental lists or scattered sticky notes.

Store everything in one secure vault: insurance cards, medication lists, test results, advance directives. Access everything from your phone at doctor appointments. No more scrambling to find paperwork.

Invite family members with different permission levels—so everyone sees what they need to, and nothing more. Everyone sees the same tasks, documents, and updates. Assign responsibilities. No more duplicate calls to the doctor or 'I thought you were handling that' moments.

Your care timeline connects notes, observations, and medication changes over time. See trends, prepare for appointments, and catch changes early—so you can act before things escalate.

Everything connects—from discovery to tracking to coordination. Your personalized plan becomes your action plan. You can finally exhale.

If you have paid caregivers—home health aides, companion caregivers, or anyone providing regular care—Sagebeam makes communication simple. Give them a QR code (print it out, leave it at the door or table) or bookmark a link. No app needed, no account required. They scan, leave a quick note about the visit: meals, medications, behaviors, concerns, observations, supplies running low.

You get a text notification immediately when they submit the note. No waiting. No checking. No wondering what's on the sticky note. The delay is gone.

You can also leave messages for caregivers—medication changes, appointment reminders, special instructions. They see it when they check in and can mark it as 'seen' so you know they got it. Two-way communication, no missed messages.

Urgency indicators (normal, soon, urgent) ensure important updates get noticed immediately. AI-powered task suggestions turn observations into actionable items—supplies running low become 'refill medication' tasks automatically.

If you don't have paid caregivers, you can skip this step. Everything else—the plan, tasks, documents, family coordination—works perfectly on its own.