Welcome to Habit of Care

Complete the four setup steps

1. 1
   Complete practice gates

   Open Insurance routes and record the approved BAA evidence, Part 2 determination, required access control, and remittance approach.

2. 2
   Choose a team setup

   Invite a teammate or confirm that the workspace will be used solo. Team members complete this step by accepting a team invitation.

3. 3
   Add an assigned client

   After the import gate passes, add one supported client or review a bulk-import preview before committing it.

4. 4
   Open the care workspace

   Select the assigned client and open their Improvement Plan to begin the first plan.

Know the main workspaces

• Dashboard brings selected client signals into a configurable workspace.
• Client insights contains the detailed plan, activities, shared data, notes, and client-specific tools.
• Insurance routes keeps practice, provider, coverage, service, and claim evidence in separate readiness layers.
• Agents, Care Journeys, Debrief, and Mail support follow-through and review after setup is complete.

Start with a small, reviewable workflow

Connect one client, agree on one focus area, assign one appropriate activity, and decide when the result will be reviewed. Add automation or broader measurement only after that path is clear.