TruMemo brings scheduling, visit verification, medication records, caregiver certifications and payroll into one calm workspace. It's built for home and community based services, home health agencies, nurse registries and assisted living facilities.
Each square in the TruMemo mark stands for one part of your agency. The software keeps all four in step, so nothing falls between them.
Click a cube or card to explore
People
Your team, ready for every shift.
Employee management
Roles & user access
Staff availability
Time off
Certification tracking
Bulk import
Explore People
Care
Every client, fully documented.
Client demographics
Medications (MARS)
Behavior notes
Caregiver & nurses notes
Therapy & wound care
Explore Care
Operations
Visits that verify themselves.
Scheduling
Electronic visit verification
Real-time notifications
Note reminders
Team chat
Explore Operations
Business
Records that hold up and pay out.
Service authorizations
Professional claims
Payroll integration
Quarterly & annual reports
Audit-ready records
Explore Business
Care settings: Home & Community Based Services, Home Health Agencies, Nurse Registries, Assisted Living Facilities, Physical Therapy, Speech Therapy, Occupational Therapy, Wound Care.
Home & Community Based ServicesHome Health AgenciesNurse RegistriesAssisted Living FacilitiesPhysical TherapySpeech TherapyOccupational TherapyWound CareHome & Community Based ServicesHome Health AgenciesNurse RegistriesAssisted Living FacilitiesPhysical TherapySpeech TherapyOccupational TherapyWound Care
Before and after
From binders and spreadsheets to one true record.
Patient documentation in one place, certifications in another, timesheets somewhere else. Audits turn into a scramble. TruMemo pulls every record into a single client profile, so the answer to any question is one search away.
5separate paper trails
Visit sign-in sheet
DateInOutInit✓
Medication administration record
Med8a12p4p8p
CPR certificate · copy
CERT
EXPIRED?
Progress note
Client calm this a.m., ate full breakfast. Walked to mailbox with standby assist…
Timesheet · week 44
DayInOutHrsSigMonTueWed
TruMemoEastern (UTC-5)
RA
Robert Alvarez
HCBS waiver · Client ID 20417
Audit-ready
TodayMedications (MARS)Behavior NotesAttendance
Time
Entry
Staff
Status
07:52
Attendance · EVV clock-in
Maria Lopez
Verified
09:00
Medication Entry (MARS) · 3 doses
Maria Lopez
Given
11:30
Behavior Note
Maria Lopez
Signed
12:10
Caregiver Note
Maria Lopez
Signed
Sample record
Who we serve
Made for the way your care works.
Support people at home and in their community.
Document waiver services with verified visits, behavior notes and caregiver notes every case manager can read, without a binder in sight.
Electronic visit verification
Behavior notes
Caregiver notes
Scheduling
A day of care, recorded
07:52AM
Clock-in, verified
Maria arrives at Mr. Alvarez's home and clocks in. TruMemo records the time and confirms her location against his address.
TruMemo
Attendance · EVV07:52
Clocked in
ClientRobert Alvarez
CaregiverMaria Lopez
Location18 ft from address
✓ Visit verified
Medication Entry (MARS)09:00
Morning med pass
✓
Metformin 500 mgOral · with breakfast · 09:01 · ML
✓
Lisinopril 10 mgOral · 09:02 · ML
✓
Vitamin D3 1000 IUOral · 09:02 · ML
3 of 3 recorded
Behavior Notes11:30
Behavior note
CalmAte full mealWalked 10 min
Engaged during morning routine. Mild restlessness before lunch, settled with music. No incidents.
Signed byM. Lopez · 11:34
Notifications14:00
Needs attention
Expires in 14 days
CaregiverJames Kim
CertificateCPR & First Aid
ExpiresNov 19
Notify JamesUpload renewal
Schedules18:00
Thursday covered
Mon
Tue
Wed
Thu
Fri
Open shiftThu 3–11 PM
Filled byAisha Bello
AvailabilityMatched
Timesheets23:59
Day closed
42/42Visits verified
42Notes signed
318.5Hours to payroll
0Missing records
Sample day
Electronic visit verification
Visits that verify themselves.
As caregivers move through their day, TruMemo confirms each stop by time and location. The office sees every visit as it happens, and the records are ready for billing.
Alvarez residenceMaria Lopez · Within 18 ft
Scheduled
Chen residenceMaria Lopez · Within 25 ft
Scheduled
Okafor residenceMaria Lopez · Within 12 ft
Scheduled
Rossi residenceMaria Lopez · Within 30 ft
Scheduled
0 / 4visits verified today
Therapy & wound care
Therapy notes that show progress.
Physical, occupational and speech therapy, plus wound care. Plans of care, visit notes and long-term reports in one place, built around measurable goals.
Plan of careGoals and a treatment plan for each client.
Visit notesExercises, level of assistance and client response at every session.
Progress trackingMeasurable goals reviewed from daily to yearly.
Shared with the care teamCaregivers and nurses see the plan they help carry out.
Compliance-ready documentationComplete, signed notes ready for review.
GoalWalks 150 ft with a walker and standby assist in 80% of trials
Sample client data
Compliance
Ready for the audit before it's announced.
Navigating audits and maintaining compliance can put a heavy burden on a care business. TruMemo keeps documentation, certifications and reporting complete as you go, so a survey is a normal day.
68%Audit-ready
✓Plans of care up to date
✓Visit records verified
✓Medication records complete
✓Progress notes signed
✓Caregiver certifications current
Certification tracking
Sample team
DO
Daniel Ortiz
DSP · Med admin training
Current to Aug 2027Current
AB
Aisha Bello
LPN · Nursing license
Current to Mar 2027Current
JK
James Kim
HHA · CPR & First Aid
Expires Nov 1914 days left
ML
Maria Lopez
CNA · CPR & First Aid
Current to Nov 2027Current
Try it yourself
An auditor just walked in.
They want one client's complete file: service authorization, attendance, medications, notes and staff credentials. Here is the same request on paper and in TruMemo.
TruMemo: the complete file in 28 seconds.Paper: 3 of 6 documents still not found after 2 hours 40 minutes.
Illustrative timings for demonstration, not measured results.
Our story
Built from the real work of running a care business.
We built TruMemo from the ground up around the problems providers actually face, from keeping records accurate and compliant to running an efficient, profitable operation.
Recognizing the need for a more streamlined approach, we created one platform for owners, caregivers and administrators. It lets leadership oversee, delegate and optimize with confidence, and spend their time on care and growth.
For owners
See the whole agency at once.
Oversee every team and client, delegate with confidence and keep an eye on profitability without chasing reports.
For administrators
Stop chasing paperwork.
Schedules, certifications, notes and audits live in one place, so the spreadsheet chase ends.
For caregivers
Record care in a few taps.
Clock in, log medications and write notes right after the visit, while the details are fresh.