CareBridge Social Service Management
Social Service Management (SSM)

Spend less time reporting the work, and more time doing it.

CareBridge SSM is an intelligent assistant designed specifically for community outreach teams, case managers, and supervisors. Drop in your raw field observations or dictation, and let CareBridge instantly organize clean, audit-ready progress notes. You stay in full control, your records stay audit-compliant, and you don't have to change your existing HMIS or case systems to use it.

Book a Guided Walkthrough See how it works

Works on top of your existing HMIS. Zero system migrations required.

Saved 20 minutes of typing
Progress note DAP · review-ready
Field note · as dictated "Met with Marcus at the drop-in site. He missed podiatry yesterday because of transit delays. Still needs his updated psychosocial signed off for the housing packet. He's feeling highly anxious about the shelter transfer next Tuesday."
AI draftstructured & grounded
DData: Case Manager (CM) met client at the drop-in center. Client reported missing podiatry appointment due to transit delays. Housing documentation lacks a signed psychosocial assessment.
AAssessment: Client presents with elevated anxiety regarding an upcoming shelter transfer.
PPlan: CM to assist client with rescheduling podiatry transport and follow up directly with clinical staff for the psychosocial signature.
You review & sign — always 2 tasks detected →

Built for regulated human-services work.
Runs on in-scope Azure services under Microsoft's HIPAA Business Associate Agreement (BAA) — designed to support HIPAA-compliant workflows with customer-controlled safeguards and human review.

Works alongside your HMIS Microsoft 365 HIPAA BAA on Azure Human-in-the-loop AI
The frontline, handled

Built for the moments the work actually happens in.

Not a database to feed — an assistant that meets you in the field and does the clerical part, so the record keeps itself.

01 — Ambient note generation

Dictate the visit. Get a structured note.

Speak or jot your raw observations the way you actually talk. CareBridge organizes them into clean DAP, SOAP, or BIRP notes that read like a seasoned case manager wrote them — grounded in the client's real history, never invented.

  • DAP · SOAP · BIRP · GIRP formats
  • Flags what's missing instead of guessing
  • You review and sign every note
“met Marcus @ drop-in, missed podiatry, needs psychosocial signed…”
DAP progress notereview-ready
02 — Task & schedule extraction

Nothing slips through the cracks.

The follow-ups hiding inside a note — a missed appointment, a document deadline, a signature to chase — are pulled out automatically as tracked tasks and appointments, so the next step is already on the board before you close the note.

  • Action items detected from the narrative
  • Appointments extracted from uploaded schedules
  • A daily view of who needs what, when
Reschedule podiatry transporthigh
Psychosocial signature follow-upthis week
03 — Grounded knowledge assistant

Answers from your world, not the open internet.

Ask about a client's history, a shelter's intake rules, a housing program, or your own agency's SOP — and get an answer drawn strictly from your verified records and knowledge base, with client identifiers protected. It even reads its answers aloud.

  • Grounded in your documents & SOPs
  • Local resources: shelters, pantries, clinics
  • Identifiers redacted before read-aloud
“What's the intake cutoff at the Bergen safe haven?”
Answered from your knowledge basecited
Who it's for

One tool, three kinds of relief.

CareBridge earns its place for everyone on the team — from the sidewalk to the sign-off.

Case Managers

Less clerical, less burnout

Cut the hours lost to data entry. Finish notes between visits instead of after hours, and spend the reclaimed time on the people, not the paperwork.

Outreach Teams

Field-ready coordination

Track every touchpoint — on sidewalks, in encampments, at drop-in centers — from a phone. Capture the visit in the moment and keep the whole team in sync.

Supervisors

Visibility & faster sign-off

Clearer scheduling, quicker review turnarounds, and smoother shift handoffs — with consistent, audit-ready documentation you can trust across the whole program.

Pricing

Transparent pricing, built for grant-funded budgets.

Real numbers on the page — not a "contact sales" wall. Pay only for the caseworkers who actually use it, and never for a migration you don't need.

Starter

Most programs start here
$39/ user / month
billed annually — or $49 month-to-month · no setup fees

For small and founder-led programs and pilot cohorts that want relief today, without a procurement cycle.

  • AI notes in every format — DAP · SOAP · BIRP · GIRP
  • Task & appointment extraction
  • Grounded knowledge assistant & resource finder
  • Microsoft 365 calendar & email
  • Works alongside your HMIS — no migration
  • Email support · cancel anytime
Start with Starter

Enterprise & Multi-Program

Customvolume pricing
per-seat discounts from 25+ users · annual agreement

For multi-site agencies and CoC programs that need guided rollout, security review, and integrations.

  • Everything in Starter, plus:
  • Volume per-seat pricing at scale
  • Guided onboarding & data setup
  • Security review & signed BAA documentation
  • Custom integrations (HMIS, AWARDS/Foothold, SSO)
  • Priority support & dedicated success contact
Talk to us

Grant-funded or piloting? Ask about nonprofit and pilot terms during your walkthrough. Prices in USD. Annual billing saves ~18% vs monthly.

How is it billed?
Per active user, per month — $39 billed annually or $49 month-to-month. You only pay for the caseworkers who use CareBridge, not every name in your database.
Do you replace our HMIS?
No. CareBridge is a workflow layer that works alongside your existing HMIS, Apricot, or EHR. There's no migration and no rip-and-replace — your system of record stays exactly where it is.
Is our client data protected?
CareBridge runs on in-scope Azure services under Microsoft's HIPAA BAA. Client identifiers are protected, AI answers are grounded in your records, and a person reviews and signs every note.
Can we start small?
Yes — that's what Starter is for. Run a pilot with a handful of caseworkers, prove the time savings, and scale to Enterprise terms when you're ready.

See it work on your team's real day.

A short, guided walkthrough — no migration, no rip-and-replace. Bring a workflow you'd love to get back an hour of.

Book a Guided Walkthrough Explore the product

Runs on in-scope Azure services under Microsoft's HIPAA BAA.