KeptWell
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For patient advocates and care managers

The record wrangling, done before your first call.

You already read every chart, build the medication list, and write the summary sheet by hand. KeptWell does that part in minutes, so your billable hours go to the work your clients actually hire you for.

  • Upload a client's whole binder. Get back a timeline, medication list, and plain-English summary.
  • Every answer cites the source document. It organizes the record, it doesn't invent advice.
  • Built for PHI. Encrypted, isolated per client, and we sign a BAA.
See how it works

What changes in your practice

The grunt work of every new client, handled.

Intake

Hours of sorting, done in minutes.

Drop in the PDFs, the scans, even a recording of the last appointment. KeptWell reads all of it and builds a clean timeline with medications, labs, diagnoses, and procedures already structured.

Timeline

March

  • Mar 28

    CBC labs

    Labs

  • Mar 21

    Visit · Dr. Patel

    Visit

  • Mar 14

    Pathology report

    Doc

  • Mar 03

    Voicemail · oncology

    Audio

The summary sheet

The document you hand the family, drafted for you.

A plain-English summary of the client's conditions, current medications, and what changed since the last visit. Edit it, print it, send it. The part that used to take an evening takes a review.

Medication changes

Last 60 days

  • Lisinopril

    10 → 20 mg · Mar 18

    Dose ↑

  • Atorvastatin

    20 mg nightly · Mar 18

    Started

  • Spironolactone

    — · Feb 02

    Stopped

The record, searchable

Ask the whole history a question.

What is the current anticoagulant? When did the staging change? KeptWell answers from the client's own documents, and every answer links back to the source page.

Which of Dad's meds changed at his last cardiology visit?

Two changes on Mar 18. Lisinopril 10 → 20 mg, atorvastatin added 20 mg nightly.

Cardiology · Mar 18Med list · updated

Ask a follow-up…

Built for how advocates work

A tool that respects your independence.

It works for you, not around you.
KeptWell handles the paperwork so your time goes to judgment, accompaniment, and the hard conversations. It makes you faster, not redundant.
Neutral, on purpose.
KeptWell sells nothing to your clients. No referral fees, no lab or pharmacy kickbacks, no steering. The independence you promise your clients stays exactly that.
Serious about PHI.
Records are encrypted and isolated per client. You control who sees what, and we sign a Business Associate Agreement before you load a single document.

Share it, or don't

Bring the family in. Or keep it to yourself.

Work solo and hand the family a clean summary. Or invite them into the circle so they see the same record and can ask their own questions between your visits.

Either way, you stay in control. You decide who sees what, and the record stays with the family if they keep it after your work is done.

Mom's circle

5 members

  • Sara, Sister · Denver

    Sara

    Sister · Denver

    Seen
  • Marcus, Brother · Atlanta

    Marcus

    Brother · Atlanta

    Seen
  • Aunt Karen, RN · viewing

    Aunt Karen

    RN · viewing

    Unread

Getting started

We start with one of your real cases.

1

A real demo, on a real case.

Bring one of your hardest active clients. We load their records live and you watch the timeline and summary build in minutes.

2

We set up your workspace.

You get your own space for clients, and we sign a BAA before any PHI moves.

3

Add clients, get hours back.

Each new client is one upload away, and you only pay for the ones you're actively managing.

How pricing works

It scales with your book, not your seat.

A five-client practice and a fifty-client practice shouldn't pay the same. So you pay for the clients you're actively managing, the way you already bill them.

Per active client.

You pay for the clients you're actively managing, not a flat seat. Your cost tracks your caseload, so a five-client practice and a fifty-client practice never pay the same.

A setup, then a little each month.

Each client has a one-time setup for the first big import, then a small monthly fee while they're active. It mirrors how you already bill: a fuller assessment up front, lighter ongoing.

Archive when you're done.

Finished an engagement? Archive the client and you stop paying for it. Short engagements cost short money.

Bill it straight through. Most advocates fold KeptWell's setup into the assessment fee they already charge, so it pays for itself before it ever costs them. We'll size it to your practice on the demo.

See it on one of your hardest cases.

We are onboarding our first patient advocates now. Tell us about your practice and we will set up a 20-minute walkthrough on a real client file.

Priced per active client, not per seat, so it scales with your book. Most advocates bill it straight through their setup fee. We'll size it to your practice on the demo.

Or email hello@keptwell.org.