Inspection-ready — every single day.
Heartly turns the notes and meds your staff already log into audit-ready compliance — and one clear view of the whole facility.
Built for care. Backed by compliance.
No PHI on this page. Secure by design.
Maplewood Residence · Daniel K.
Inspection readiness
Flagged notes
7-day trend · notes completed
Every California form, filled once.
Enter a resident's details once and Heartly fills every California licensing form. One click prints the entire client file in inspector order — so you're audit-ready before they knock.
- Every CA licensing form, auto-filled from one client profile
- Print the full client file as one inspection-ready PDF
- A compliance view that flags what's overdue or due soon
Maplewood Residence · Daniel K.
Inspection readiness
The note that used to get filed and forgotten.
For years the daily note was a sheet of paper — written at the end of a shift, dropped in a cabinet, and never read again unless something went wrong. Heartly turns that same two minutes into structured data. Each note captures the resident's mood, the day's activities, progress on their Needs & Services Plan goals, and any flags for the next shift — so wellbeing trends surface, the care plan moves forward, and nothing slips between shifts.
- Mood logged every shift → 7-day wellbeing trends
- Progress on each Needs & Services Plan goal → fills the review
- Flags for the next shift & supervisor → nothing slips through
Mood
Activities
Needs & Services Plan goals
Catch what matters before it becomes an incident.
The moment a note or med is logged it rolls into one shift-ready view — who's stable, who needs attention, and what's trending across every resident and shift.
- Today's notes, meds, incidents & health concerns at a glance
- Flagged residents surfaced for the next shift
- 7-day trends that reveal a decline early
Flagged notes
7-day trend · notes completed
Quarterly & annual reviews, done in minutes.
Because every form shares one profile and every review builds from the daily notes and medication record your team already logged, reviews come pre-filled — the goal progress logged each shift fills the review's goals section. Your staff write the narrative, not the numbers, then export the PDF.
- Reviews pre-filled from real daily data, audit-trailed
- No re-typing the same detail across forms
- One-click PDF export, inspection-ready
Goals, pre-filled. Progress comes straight from what your team logged in daily notes this period.
Needs & Services Plan goals
Reports that write themselves
- Quarterly & annual reviews
- Built from your daily notes
- Pre-filled from real data
- Audit-trailed & inspection-ready
- Export to PDF
Built for the floor — even offline.
Medication confirmations and daily notes keep working without a connection and sync the moment you're back online. Nothing stops when the Wi-Fi does.
Pricing research · California facility owners · under 2 minutes
Help us price Heartly fairly.
You run a California ARF or ARTF and you'd be the one paying for Heartly — so your honest read is exactly what we need. Imagine Heartly billed per facility, per month. There are no wrong answers.
What would a monthly price per facility be…