CarelioEverything Carelio offers
One system for the whole team — Admins, Managers, Support Workers, CRM Coordinators, Plan Managers, Support Coordinators, and the participants they support.
Core Features
Rostering & Scheduling
Build rosters in minutes, not spreadsheets
Progress Notes
A running record of every support session
Document Management
Every participant document, in one place
Incident Management
Log, track, and resolve incidents properly
Custom Forms
Build your own forms — no developer required
CRM & Referral Pipeline
Track every referral from first contact to onboarded
Communication Log
A shared, written record of participant communication
Advanced Capabilities
Dashboards
The right numbers, for the right role, at a glance
Time & Attendance
GPS-verified check-in and check-out
Mileage & Travel Tracking
Travel distances calculated automatically, not estimated
Funds & Budget Tracking
See exactly how much of each plan is left
Support Worker Portal
Everything a support worker needs, nothing they don't