Features
Everything in Karis, by category.
The full list. Karis Care covers the people you support and the staff who deliver that support, on one platform built in Canada. Every feature below is included in every plan, with unlimited logins and no per-feature add-ons. Looking for the guided tour instead? See the product →
Programs & Facilities
Model your agency the way it's funded and run.
Program types — residential, home share, community inclusion, supported employment
Facilities & sites with capacity and vacancy tracking
Licensed capacity & bed occupancy visible at a glance
Contract types mapped to funder reporting
Program membership with admission & discharge lifecycle
Facility inspections — fire, sprinkler, health & safety, building — with due-date alerts
Licence expiry & over-capacity alerts per site
Maintenance requests for facilities & vehicles, with priority, assignment, and attached quotes & invoices
Enrollment & Intake
Public referral forms feeding a structured waitlist.
Embeddable public referral forms with required-field & consent logic
Waitlist with priority, status & follow-up reminders
Duplicate detection on name, DOB & funder ID
Consent at intake attached to the person before the file opens
Supported Individual record
The person at the center of the data model.
Single profile with funder identifiers & demographics
Contacts & relationships — family, guardians, circle of support
Case workers assigned with roles
Access restrictions enforced per person, across modules
Continuous history that survives program transitions
Sensitivity set on content, not just flagged on the person
Consent management
Consent as a first-class record, enforced everywhere.
First-class consent records with purpose, signer, timestamp & document
Cross-module enforcement — recorded once, respected everywhere
Remote signing — capture in person or send a link
Consent types as a shared vocabulary across SI, staff & vehicles
ISP & Case Management
Living support plans with a clear history.
Goals & supports tied to daily documentation
Review cycles with reminders per individual
Versioned & attributed plans — who changed what, when
Case notes linked to goals, not floating in a log
Behaviour support plans & meeting records
Goals & progress reporting for reviews
Health & Medication
Recorded at the point of care, on any device.
Medication administration record (MAR) — scheduled & PRN
Controlled substances with counts & an optional witness
Medical visits with provider, transport & escort needs, and one-step follow-up booking
Health logs & observations attached to the individual
Sleep tracking & overnight bed checks, purpose-built for 24-hour residential care
Diagnoses & allergies tracked on the record
Incident reporting that exports in the CLBC critical incident and BC Assisted Living Registrar (HLTH 1622) formats
Mobile-first capture — no separate app to install
Shift briefing — a printable handover of what happened, for the people & dates you choose
Emergency profile PDF for each person
Calendar & Appointments
A shared calendar for every individual.
Appointments — medical, dental, specialist
Recurring activities & day programs
Reminders — day-before & recurring-activity digests
Shared team view across the circle of support
Funding Authorizations
What's funded, by whom, and until when.
Authorizations per person — funder, reference, service & program
Units in hours, days, sessions, or dollars
Expiry alerts & calendar reminders before an authorization lapses
External Providers
The professionals outside your agency, in one directory.
Shared directory — doctors, dentists, pharmacies, labs, therapists, counsellors
Linked to medical visits & contacts, showing who each provider has seen
External form requests — a secure link for an outside provider to fill in your form
Answers filed on the person's record under the provider's name, closed if consent is withdrawn
Client & Family Portal
Keep the person and their family in the loop.
Appointments, goals & progress, and documents your team shares
Messages with the agency, with email notifications
Access per section, based on self, legal authority, or consent
One login, several people — a family member can switch between them
Revocable access that also closes on discharge
Document downloads logged
Forms & Documents
Your paperwork becomes structured, searchable data.
Custom form builder with your own fields & logic
Electronic signatures with recorded signer & timestamp
Form categories & reusable submissions
Document attachment to person, program or incident
Document expiry tracking so nothing lapses unnoticed
Locked regulatory forms for the documents that must stay fixed
Communication & Announcements
The right message to the right people.
Targeted announcements — organization, facility, program or individual
Visibility-based audience — not a list to maintain
In-app delivery, with email for what matters
Org-wide announcements gated to administrators
Vehicles & Assets
The vehicles your programs depend on.
Vehicles as an organization-wide asset
Document & expiry tracking — insurance, registration, inspection
Capacity & accessibility — seats, wheelchair spaces, home site
Funding source recorded per vehicle
Maintenance requests raised against a vehicle
Reporting & Audit
Funder-recognized reports and a complete audit trail.
Demographic census report
Program placement roster
Incident dashboard
Compliance expiry report
Goals & progress report
PDF export & full activity audit log on every record
Staff Directory & Positions
A record for every staff member, login or not.
Login-independent staff records — casuals & contractors included
Positions as a controlled vocabulary
Employment status tracking
Sensitive fields gated behind a dedicated permission
Scheduling & Coverage
Schedule the people who deliver support.
Weekly roster by home & program — draft, then publish
Coverage visible against the people who need support
Clock in & clock out with geofencing to confirm on-site presence
Warnings when a position or credential doesn't match the shift
Break tracking within shifts
Open shifts staff can claim, plus cover requests to hand a shift to a colleague, with manager approval
Rotations that repeat a pattern & generate shifts
Rule warnings — hours per day & week, rest between shifts, consecutive days
My schedule for staff, with a calendar feed for their phone
Timesheets per pay period, with a payroll export
Printable roster as a PDF
Credentials & Policies
Keep certifications current and policies acknowledged.
Credential & document expiry tracking per staff member
Workplace policies with recorded acknowledgements
Compliance expiry reporting feeds Reporting & Audit
Leave & Time Off
Requests, approvals, and coverage in sync.
Leave requests with an approval workflow
Approved leave reflected against coverage
Training & LMS
Prove your team is current.
Lessons with multiple-choice quizzes & retakes
Completion records tied to the staff member
Video lessons from whitelisted sources only
Multiple delivery modes for how training is assigned
Assigned by position, with a validity period so certifications expire
Compliance status — complete, expiring, overdue, never completed
PDF certificates, plus external completions recorded with their certificate
Security & Access
Designed around Canadian privacy law from the architecture up.
Multi-factor authentication (MFA)
Role-based permissions
Entity-level access restrictions
Full audit logging on every record change
Unlimited logins — no per-login fees
Scoped access for staff who only need part of the picture
Data & Hosting
Your records are yours, hosted in Canada.
Hosted in Canada (DigitalOcean Toronto)
Per-tenant database isolation
Built for PIPEDA & BC PIPA — residency, isolation, audit trail
Exports — CSV & PDF from every report
No exit fees — complete extract on request, five business days
Public API for integrations Roadmap
Administration
The controls that keep an agency tidy.
Organization settings — branding, timezone & preferences
Controlled vocabularies for positions, consent & form categories
Works on every device — phone, tablet, desktop
Self-service profile for signature & personal preferences
Want the whole list on your data?
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