One participant picture
Key context, goals, current documents, team access and recent evidence stay together.
Less reconstruction before every call.See how a Support Coordinator could organise a participant’s working record, coordinate the right people, and make everyday support evidence easier to use—without asking the team to adopt another heavy system.

Active care team3 roles · access set
Current recordReview dates visible
Mia’s hubOne coherent story
Every name, email, document and support detail below is synthetic. This tour does not collect information or connect to the private application.
The coordinator sees Mia’s communication preferences, active goals, recent evidence and care team without rebuilding the story from email threads.
The essentials are visible before you act.
Offer two clear choices, allow processing time, and confirm transport changes by text.
View full context →These screens come from the tested local product. They use the same fictional Mia Harper story as the walkthrough and contain no real participant information.

The goal is not another all-in-one provider CRM. It is a clearer participant record and a lower-friction way for the support team to contribute.
Key context, goals, current documents, team access and recent evidence stay together.
Less reconstruction before every call.Review timing and current versus superseded status are visible beside each file.
Less version confusion and inbox searching.One link, the right participant, a phone-first update and no broad system to learn.
Small effort at the point of support.Attributed updates and goal links become a coherent record for review preparation.
The participant story is easier to show.The public browser sandbox is fictional and stores changes on the device. The authenticated product remains private while privacy, operations and pilot controls are completed.
Try it safely in the public sandboxFictional context, goals, document records, roles, access, updates, member links and plan-review organisation stay in the browser.
Safe handoff in this sliceA self-test email or SMS, Google Calendar draft and portable meeting file open in existing tools. Holistic Sync sends and tracks nothing.
Deliberately not claimedReal participant use, automatic support-plan extraction, live inbound email, delivery receipts, reminders or RSVP tracking.