Features

TruMemo is an all-in-one platform designed to streamline healthcare management by providing secure access, real-time alerts, comprehensive staff and patient/client tracking, and EVV-compliant geo-tracking. It automates documentation for caregivers, nurses, physical therapists, and BCBA Analysts , while also offering integrated scheduling and payroll features—all within a single, user-friendly system.

Key Features

Notes & Documentation

Maintain accurate and structured documentation through comprehensive Daily, Weekly, Monthly, Quarterly, and Annual Notes, supporting the work of Nurses, Caregivers, Physical Therapists, and BCBAs.

User Management & Role-Based Access

Assign roles to employees based on their job functions to ensure operational efficiency. Control access to sensitive information while providing each team member with the tools and resources necessary for optimal performance. Maintain accurate records to support accountability and compliance.

Real-Time Notifications

Stay informed and maintain control with instant alerts for missed schedules, medication administration, public schedule updates, time-off requests, approval rejections, expiring certification documents, and more.

Comprehensive Client Demographics

Easily manage client and patient information, including contact details, enrollment records, insurance and health information, incident reports, and individualized care plans.

Caregiver & Staff Management

Streamline HR operations with a centralized employee database that captures roles, contact information, wages, staff availability, and schedules. Simplify workforce management with integrated time-off requests and timesheets seamlessly submitted to payroll.

Physical Therapy Notes

This comprehensive Notes is designed to help physical and occupational therapists streamline documentation and enhance client care. It includes essential forms for organizing client information, performing detailed evaluations, creating effective treatment plans, and maintaining clear, structured progress notes. Perfect for professionals seeking efficient, consistent, and high-quality documentation for every client session.

Attendance & Electronic Visit Verification (EVV)

Ensure compliance with Home and Community-Based Services (HCBS) Providers, Home Health Agencies, Residential Homes, Assisted Living Facilities (ALFs), and Adult Day Programs by tracking real-time attendance and service delivery through integrated Electronic Visit Verification (EVV) systems.

Medication Administration Record (MAR) – Key Features:

Compliance with Standards: Designed to meet HIPAA, CMS, and Joint Commission requirements, ensuring secure and regulatory-compliant medication management. Electronic Signatures: Enables secure, authenticated documentation of medication administration, enhancing accountability and protecting patient records. Audit Trails: Maintains a complete, time-stamped record of all medication activities and edits, providing full transparency and supporting regulatory audits. Alerts and Reminders: Delivers proactive notifications for scheduled doses, missed medications, and potential issues, helping to minimize errors and enhance patient safety. Real-Time Documentation: Supports immediate, accurate recording of medication administration events, ensuring up-to-date records that reflect current patient care.

Behavioral Progress Notes

Our platform supports BCBA professionals by streamlining documentation of essential session components, including client identification information, presenting issues, and the primary focus of each session. Clinicians can easily record behavioral observations, client-reported concerns, and the therapeutic interventions applied, along with the client’s response to those interventions. The system also allows for detailed tracking of progress toward treatment goals, conducting risk assessments when applicable, and outlining clear plans or next steps. Additionally, therapists can efficiently document their clinical impressions, ensuring comprehensive and organized case management.

Comprehensive Speech Therapy Documentation and Progress Monitoring

Our platform offers an all-in-one solution for documenting and tracking speech therapy services, designed to ensure compliance and support clinical excellence.

Key features include:

Detailed Plan of Care tailored to each client’s unique goals and therapy needs.
Daily Progress Notes with customizable templates for tracking session outcomes, therapist observations, and client responses.
Weekly and Monthly Summaries to monitor short-term progress and adjust interventions as needed.
Quarterly and Annual Reports for thorough evaluations, reassessment, and long-term goal tracking.
Compliance-Ready Documentation that aligns with industry standards and payer requirements, ensuring every client file remains accurate, consistent, and audit-ready.

This feature is ideal for Speech Therapist and Providers looking to streamline their workflow while maintaining high standards of care and documentation integrity.

Comprehensive Occupational Therapy Documentation System

A powerful, all-in-one solution designed to support occupational therapists in delivering high-quality, personalized care. Our platform offers detailed note-taking capabilities tailored for daily, weekly, monthly, quarterly, and yearly tracking—empowering therapists to monitor client progress and adjust care plans effectively.

Key Features:

Structured Documentation: Easily capture and organize session notes, treatment plans, and assessments in one centralized location.
Goal-Oriented Tracking: Monitor short-term and long-term goals with measurable outcomes to support client skill development and independence.
Time-Based Progress Logs: Maintain detailed logs across various timeframes to evaluate performance trends and identify areas of improvement.
Integrated Care Support: Enhance care coordination by keeping all notes accessible, accurate, and up to date—facilitating clear communication among care teams.
Customizable Templates: Streamline documentation with customizable templates that align with your practice needs and compliance standards.

Ideal for individual Occupational therapist and providers alike, this system ensures that no detail is overlooked in your mission to help clients achieve their full potential.