Built for structured family caregiving
Structured family caregiving records, ready before the first home visit.
A daughter called about her mother: three chronic conditions, a hospital stay in the spring, a primary care physician who has not seen her since. The nurse's home visit is next week, and the diagnosis documentation, the history and physical and the medication list are at four offices that have not answered.
The decision
A patient is transitioning.
Structured family caregiving providers: the intake coordinators, enrollment nurses and care coaches who take a family's referral, assess the care recipient at home and stand up the caregiver's plan of care.
Structured family caregiving is a transition into care that happens at home, under a family member’s hands, with a provider agency’s nurse behind them. A family calls, or a hospital discharge planner does. The agency’s nurse visits the home to assess the care recipient, the care coach builds the caregiver’s plan and training, and none of it starts well without the history: the diagnosis, the most recent physical, the medications, what happened in the hospital in the spring. That history was written at four or five offices, and the caregiver is the person least able to spend the week chasing it.
The list below is what Georgia’s Elderly and Disabled Waiver Program review lists as the clinical record for its programs, and it is the same list an enrollment nurse wants in hand before the first visit. It is deliberately short: it covers what has been diagnosed and prescribed and what happened recently, not who helps with dressing or bathing. That half is the nurse’s own assessment, and no retrieved chart can stand in for it.
Vivlio retrieves the outside record from providers, hospitals and health systems in minutes and organizes it for that first visit: what has arrived, from where, what is new, and who said it.
Before the decision
What the structured family caregiving record has to contain.
Not a generic records list. What has to be on the table before this decision can be made well.
Diagnosis documentation
Chart notes that name the chronic or progressive condition: severe osteoarthritis, advanced cardiovascular disease, diabetes, Alzheimer's disease or another dementia. The plan of care starts from what has been diagnosed, not from what the family describes.
The history and physical
The most recent comprehensive examination from the care recipient's own physician, with its date, because how recent it is decides whether the nurse is working from the current picture.
The current medication list
Every prescription and dose from every prescriber, because the complexity of daily medical management is what the caregiver is being trained to carry.
Therapy notes and cognitive assessments
Physical and occupational therapy evaluations covering mobility restrictions, fall risk and assistive devices, and any formal cognitive assessment or neurologist evaluation where the care recipient has cognitive decline.
Discharge summaries, the last three to six months
Any recent hospitalization, with the discharge medications and the follow-up plan, because a care recipient coming home from a stay is the case the first visit has to get right.
Skilled nursing facility records, where the care recipient is coming from one
Current care logs from a short-term rehabilitation or nursing stay, which establish the baseline of need the home plan of care picks up from.
The distinction
Hundreds of pages, or one record.
The files a structured family caregiving intake actually receives, before and after Vivlio organizes them: one record per event, duplicates folded into their originals, and every line carrying its source and date.
What arrives today: eight files, three of them duplicates, in no order. What a home visit needs: five sections, duplicates removed, a source and a date on every line.
What arrives
Organized for this decision, not just retrieved.
Retrieval is the commodity. What arrives has already been sorted for the decision above, and each line says where it came from.
Illustration · synthetic
- Sorted by the review's own windows
- The most recent history and physical is marked as such, and discharges from the last three to six months come first, so the nurse reads what is current before what is historical.
- One record per event
- A discharge summary released by the hospital and again by the health system arrives once, with both sources named.
- Which sources have returned, and when
- Every entry names the organization that released it and the date it arrived, so a source that has not returned anything is visible before the home visit is scheduled.
- A source and a date on every line
- Each line carries which organization it came from and when it arrived, so the plan of care can say where every fact came from.
The record
This is what arrives.
The portal itself, rendered from the product's own source over a synthetic patient. Every line carries the organization that released it and the date it arrived.
Vivlio portal, release 5.30.0, rendered from source · Synthetic patient, no PHI
Rivera, Elena
Showing 1–10 of 27 records
| Date of Service | Record Title | Facility | Department/Location | Provider | Transaction Date | |
|---|---|---|---|---|---|---|
| 08/27/2026 | Progress Note | Northside Regional Medical Center | Internal Medicine | Priya Natarajan, MD | 09/02/2026 | |
| 08/14/2026 | Consult Note | Atlanta Cardiology Associates | Cardiology | Marcus Bell, MD | 09/02/2026 | |
| 07/30/2026 | Admission Discharge | Northside Regional Medical Center | Inpatient | Hannah Okafor, DO | 09/02/2026 | |
| 07/22/2026 | Clinical Document | Peachtree Family Medicine | Primary Care | Daniel Reyes, MD | 09/02/2026 | |
| 06/09/2026 | Image Document | Lakeview Imaging Partners | Radiology | Sunil Mehta, MD | 09/02/2026 | |
| 05/12/2026 | Operative Note | Northside Regional Medical Center | Surgery | Grace Lindqvist, MD | 09/02/2026 | |
| 03/03/2026 | Patient History | Peachtree Family Medicine | Primary Care | Daniel Reyes, MD | 09/02/2026 | |
| 01/15/2026 | Progress Note | Atlanta Cardiology Associates | Cardiology | Marcus Bell, MD | 09/02/2026 | |
| 12/02/2025 | Clinical Document | Lakeview Imaging Partners | Radiology | Sunil Mehta, MD | 09/02/2026 | |
| 10/21/2025 | Consult Note | Northside Regional Medical Center | Endocrinology | Rina Adeyemi, MD | 09/02/2026 |
Demographics
Decatur, GA 30030
Data Summary
Encounters
Vitals
Allergies
Immunizations
Problem List
Care Team
In minutes
The manual way isn't the only way anymore.
Vivlio retrieves and organizes the outside record in minutes. The manual way is structured family caregiving staff on the phone chasing records, and a decision that waits for them.
The manual way
DaysWith Vivlio
MinutesQuestions
Questions structured family caregiving teams ask first.
Answered here in the same words as the structured data behind the page, so what a search engine shows is what a reader gets.
- Does this cover the documentation the level-of-care review looks for?
- The record is organized around the clinical items Georgia's EDWP review lists: diagnosis documentation naming the chronic or progressive condition, the most recent history and physical, the current medication list, therapy notes, cognitive assessments, and discharge summaries or facility records from the last three to six months. The functional half of that review, who helps the care recipient with which activities of daily living, comes from the nurse's own in-home assessment. A retrieved chart does not record it, and the view does not infer it.
- Can the nurse see the records before the first home visit?
- Yes. Records arrive in minutes once requested, and every entry names the organization that released it and when. The intake coordinator can see which sources have returned and which have not before the visit is scheduled, so the nurse walks in with the history rather than collecting it at the kitchen table.
- Is the demo run on real patient data?
- No. Every walkthrough runs on synthetic records that say so on the screen. Production access to real records requires an NPI, a declared purpose of use and a signed BAA.
Also built for
The same job, a different decision.
Every branch does the same work on the outside record. What changes is who is deciding, and what.
Home health
The face-to-face note, orders, discharge summary and medications, assembled before the first visit.
PACE
The intake checklist, from twelve months of progress notes to the medication list, assembled before the team meets.
Care coordination
The intake checklist, from progress notes to medications, assembled before the care plan meeting.
Chart prep
What happened to tomorrow's patients since their last visit, retrieved and organized the night before.
Technology partners
The outside record as structured data, under your own customers' authority, through one partner API.
Oncology
Pathology, imaging reports, labs and notes from every outside source, on the table before the first consult.
Cardiology
Prior cath, echo and stress reports and the discharge summary, before a study is repeated because the last one could not be found.
Transplant
Years of referring notes, labs and hospitalizations from several health systems, complete before the evaluation is scheduled.
Handling
What we do with records, stated plainly.
Built for real-world workflows, Vivlio supports the needs of both clinical and administrative teams while meeting strict privacy, security, and interoperability standards.
Production access is gated, by design
Real records require an NPI, a declared purpose of use, and a signed BAA. Nobody swipes a card onto live PHI.
HITRUST certification underway
Vivlio's HITRUST assessment is underway and on track to complete in November 2026: the certification healthcare security teams ask for by name.
Provenance travels with the record
Each line carries the source it came from and when it arrived, because a clinical decision needs to know who said it.
Built to WCAG 2.1 AA
Contrast, focus order and heading structure are requirements here, not a remediation project after procurement asks.
Talk to us
Walk a family's referral through the view
Thirty minutes over a synthetic structured family caregiving referral: diagnosis documentation, the H&P, medications, therapy notes and discharge summaries, organized the way they would arrive before the first home visit. Send your details and the calendar opens here.
- Send your detailsTwo minutes. Your organization, name, email and phone, and the time records cost you; the rest is optional and helps us reply with something specific.
- Pick a timeThirty minutes, live, over synthetic records in the shape your team works in. No slides, and no discovery call before the demo.
Who this is for, and who it is not
- Coverage comes firstVivlio retrieves from providers, hospitals and health systems it can reach through national exchange networks and direct connections. Name the facilities your patients come from on the form and we check coverage before anyone spends thirty minutes on a demo.
- You can say what the chasing costsThe form asks how many hours a week your team loses to chasing records. If nobody can put a number near it, the case for Vivlio is not there yet, and we would rather say so than sell you a demo.
- Patients and files at volumeThis is built for intake that runs every day. For one record, once, your patient can request it from the provider directly, and that will be faster than going through us.
- Treatment, with the paperwork doneProduction access needs an NPI, a declared purpose of use and a signed BAA. Nobody swipes a card onto live PHI.
If none of those describe you, say so in the last field and we will come back in writing instead of booking a call.
Or call sales directly at 404-777-5772
Step 1 of 2
Send us your details
Step 2 of 2
Book a 1:1 call
Thanks. Pick a time below and the invitation comes straight to your inbox.
Step 2 of 2
We will come back in writing
Thanks - that is a useful answer. Before either of us spends thirty minutes, we will come back by email with the two or three questions that size what record chasing is actually costing your team, and what we can reach for the facilities you named. If the numbers are there, we will send a time then.
If you would rather just talk, the sales line below reaches the same people.