If you’re exploring care coordination technology—whether it’s a family communication platform, advocate software, or a tool to support team-based care—you’re likely not looking to replace your whole system. You’re looking to layer in something practical. Something that keeps families informed, reduces daily chaos, and brings clarity to complex situations—without overwhelming your team or requiring a long learning curve.
This need isn’t limited to private care advocacy businesses. It’s showing up everywhere—in nurses coordinating transplants, in social workers navigating guardianship and foster care, and in senior living teams trying to connect families, providers, and community services.
Across these roles, one thing is clear: the family experience is part of the care plan. And more people are looking for technology that makes that easier.
So what platforms are truly built for those quietly redesigning how families engage in care?
This article compares five platforms—some more established, others newly emerging—that aim to support the professionals doing just that.
What to Look for in Care Coordination Software
Most systems were built for billing or documentation. But if you’re trying to create a better experience for families, what you really need is a platform that:
- Supports real-time collaboration with families and other care partners
- Handles records from multiple sources (portals, PDFs, emails, voicemails)
- Is easy to use without constant IT support
- Adapts to different care settings and transitions
- Centers on the individual and the people who support them
We summarized each platform based on usability, flexibility, cost, client engagement, and real-world fit for both independent professionals and internal innovators.
Platform Comparison: Established Systems and Newcomers
Healthie
Established platform
- Strengths: Offers a generous free tier; includes scheduling, charting, intake forms, Zoom integration, and fax
- Best for: Solo clinical providers, health coaches, and private advocates working within clinical reimbursement workflows
- Limitations: Designed primarily for clinical practice; less suited to collaborative family workflows
Visit Healthie
MyJunna
Established platform
- Strengths: Built for care management with strong documentation, invoicing, and task tracking tools
- Best for: Geriatric care managers, life care planners, and private eldercare teams
- Limitations: Higher upfront cost; less client- or family-facing interaction by design
Visit MyJunna
BeWell
Established platform
- Strengths: Addresses population health and social determinants of health with comprehensive family assessments and goal tracking
- Best for: Community health workers, Medicaid programs, and nonprofit organizations
- Limitations: Built for organizations; may be too feature-heavy or expensive for individuals or small teams
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Guava
Newer entrant
- Strengths: Designed from the individual’s perspective; helps people collect and understand their medical records across systems
- Best for: Tech-savvy clients or caregivers managing chronic or rare conditions; solo advocates promoting patient autonomy
- Limitations: Still early in professional use; limited care team coordination features
Visit Guava
Primary Record
Newer entrant
- Strengths: Built to follow the patient or client across systems and settings; supports collaboration between families and professionals
- Best for: Professionals coordinating care with families—especially across transitions, settings, or roles where EHR access is limited
- Why it stands out:
- Shared profiles owned by the individual or their guardian
- Chat Assistant that helps users ask smarter questions and understand health data from PDFs, portals, notes, or recordings
- Build specifically for private advocates, senior living teams, transplant nurses, and foster care or guardianship programs, where multiple parties need a clear picture
- Limitations: Not designed for billing or standardized clinical charting; better suited for co-navigation and decision support
Visit Primary Record
Who This Comparison Is For
This guide is built for those rethinking care—inside and outside the system. That includes:
- Nurse-led transplant teams who need to coordinate care with families out in their community
- Senior living communities trying to modernize family onboarding and move-in coordination
- Geriatric care managers, advocates, or life care planners building their own private practice
- Social workers navigating the complexity of guardianship, conservatorship, or foster care
- Community health professionals tracking health-related social needs and care goals
- Startup teams building better care experiences for medically complex populations
Whether you’re a small business or an internal team part of a larger system, your needs go beyond charting and billing. You’re solving for clarity, communication, and continuity.
Final Thoughts: Flexibility and Engagement Matter Most
No care coordination tool is perfect. Every system has trade-offs. What matters is how it fits your goals, your clients, and your team.
If you’re focused on reducing friction, engaging families, and building a collaborative care model, you need tools that:
- Are easy to adopt
- Make coordination more efficient
- Understand how to help families connect patient portal data together
- Help people actually understand and use their health information
Primary Record is one of the only platforms built from the ground up to center families and the professionals who support them, across settings and systems.
Ready to explore a new way to coordinate care? We are ready to help! Contact us here or explore how to try Primary Record Pro for free.
