Glossary

Part of the Anaya Care Handbook. Every product term, defined once. When a word is used two different ways in a discussion, the definition here wins. Each section links to the page that owns the term in depth.

Core terms

Business — a care agency on the platform; each business is its own sealed world whose data is invisible to every other business.
Client — a person receiving care from the agency; sometimes called a resident. A client is a record, not a user account.
Care Provider — a caregiver who delivers care in the field; works from the mobile app.
Representative — the family-facing portal login tied to one Care Circle member (formerly called "Family"); one is provisioned automatically for each member with an email, and it works from the mobile app.
SuperAdmin — a platform operator who works for Anaya Care itself, belongs to no business, and can view any business when needed.
Owner — the person who created and owns a business; always holds every permission within it.
Admin — a senior staff member of a business with broad day-to-day management permissions.
Custom role — a role a business defines itself (e.g. "Care Manager"), with a hand-picked set of permissions.
Medical Professional — a clinician (doctor, nurse, etc.) associated with the business.
Permission — a single allowed action, such as "view clients" or "manage schedules".
Rule ID — the stable identifier on every rule in this handbook (e.g. ), used to reference rules in tickets and changes.

Identity, access & the business

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Permission scope — how far a permission reaches: Own (only things tied to me), Assigned (things I'm assigned to), or All (everything in the business).
Invitation — how a business brings a new person onto the platform: a time-limited link sent by email or text.
Verification — the steps a new account completes (email, phone, government ID, admin review) before it becomes fully active.
Employment status — a worker's standing with the business: Pending, Active, Suspended, Terminated, or Resigned.
Tier 1 / Tier 2 family — the two levels of family access around a single client: a Tier 1 family is the primary representative (with full access and ARMI Marketplace hiring), while a Tier 2 family is an additional invited relative with a narrower, view-focused experience who cannot hire. Distinct from the four subscriber tiers described in Identity & Access; the reused "Tier" labels are a known naming overlap recorded there as an open decision.

ARMI Marketplace

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ARMI Marketplace — the vetted marketplace and map/list view of independent care providers with their location, rating, skills, and availability.
ARMI — the values the marketplace screens for: Above and Beyond, Respect, Mission, Integrity.
Independent care provider — a care provider account not attached to any agency, visible in the marketplace as available talent.
Background check — the vetting step an independent care provider clears before being listed in the ARMI Marketplace.

Elder Services Marketplace

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Elder Services Marketplace — the vetted directory of service providers (non-care vendors and specialists) families and agencies can find and engage.

Anaya Walk

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Anaya Walk — a movement and activity feature that encourages and records walking for clients and care providers.

Communication

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Conversation — a chat thread between people in the same business; either private or group.
Private conversation — a one-to-one chat between exactly two people; each pair has at most one.
Group conversation — a named chat with any number of members, owned by its creator.
Call — an audio or video call between the two members of a private conversation.
Call history — the record of every finished call: who called, the outcome, and the duration.
Notification — a message from the platform telling a person something happened that concerns them.
Channel — a way a notification reaches someone: in-app feed, push, email, or text message (SMS).
Notification preferences — each user's personal switches controlling push, email, and SMS delivery.
Unread badge — the counter showing how many unread notifications a person has.
Announcement — a business-wide bulletin with a priority, an optional schedule, and an optional response deadline.
Acknowledgment (announcement) — a member's one-time confirmation that they have read an announcement.
Deadline reminder — an automatic nudge sent before an announcement's deadline to members who have not yet acknowledged it.

Client Requests

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Client request (often just request) — a trackable service ticket about one client, raised by either a representative or agency staff, with a subject, description, type, priority, and status. Not to be confused with a platform feature request or an account-deletion request.
Direction — which way a request flows: representative-to-agency or agency-to-representative; set automatically by who creates it.
Request type — the category of a request: Schedule Adjustment, Care Plan Change, Caregiver Change, Service Request, Billing Inquiry, General Inquiry, Complaint, or Other.
Priority (request) — how urgent a request is: Low, Normal, High, or Urgent; defaults to Normal.
Comment thread — the flat, chronological conversation attached to a request.
System comment — an automatic note added to a request's thread whenever its status changes, recording who changed it and any notes given.

AI features

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AI generation — a request where the AI drafts content (a care plan, tasks, meals, or activities) for a specific client, using that client's profile as context.
Generation mode — the quality/speed setting for a generation: Fast, Standard, or Thorough; Thorough adds an automated quality review with refinement passes.
Focus areas — optional topics the requester selects to steer what a generation emphasizes.
Additional instructions — free-text guidance the requester can add to a generation request.
Business AI defaults — per-business preferred AI settings that pre-fill every generation request for that business.
Client profile summary — retired; replaced by Client memory. Formerly a one-shot AI-written blurb regenerated from scratch.
Shift summary audience — the intended reader of a shift summary (for example family vs. staff); the summary's content is tailored and filtered per audience.

AI chat assistant

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AI chat assistant — a general-purpose conversational helper available to any signed-in user; it does not see client records or business data.
Safety gate — a check that intercepts crisis or emergency messages in the AI chat and responds with crisis-line and emergency guidance instead of letting the AI answer.

Knowledge base

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Knowledge base — a business's private library of uploaded documents that the AI can draw on when generating training content.
Document processing — the step that makes an uploaded document searchable by meaning; a document is only usable once processing succeeds.

Client memory

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Client memory — a single, evolving plain-language narrative about one client, maintained by the AI and revised in place over time; it replaces the retired client profile summary and grounds other AI generation for the client.
Memory update — one background AI run that revises a client's memory from the current memory plus new information (a signal), producing the next retained version.
Signal — new information that can prompt a memory update: a shift note or daily observation, a change-of-condition report, an incident, or a newly published care plan.

Trainings

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Training — a course made of sections, each of which can hold slides, a video, and an assessment.
Assessment (training) — a quiz inside a training section, scored by the system; may be required to pass.
Training catalog — a library of platform-built trainings that agencies can copy into their own account.
Avail — copying a catalog training into an agency as its own independent, ready-to-use version.
Training assignment — a training given to a specific learner, optionally with a due date.
Certificate — the proof of completion issued when a learner finishes a training, publicly verifiable by its number.

Care Feed

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Post — a message on an agency's private Care Feed, optionally with photos, videos, hashtags, and mentions.
Comment / reply — a response to a post; a reply is a response to a comment (one level deep only).
Bookmark — a personal "save for later" mark on a post, visible only to the person who saved it.
Birthday celebration post — an automatic feed post the system creates on a member's birthday.

Blog

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Blog article — a public, platform-wide article on the marketing site; not tied to any agency.

Skills, ratings & feature requests

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Skill — an entry in the single platform-wide catalog of caregiving skills, referenced by profiles and job postings.
Rating — a 0–5 star review of a care provider, which feeds the average shown on their profile.
Verified rating — a rating that authorized staff have confirmed as genuine.
Feature request — a product idea an agency submits to the platform team for triage.

Daily motivations

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Daily motivation — a short motivational quote, one per agency per calendar day, shown to caregivers on their home screen.
Quote batch — a themed set of AI-generated quotes that fills future days on the agency's quote calendar.

Platform operations

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Private file — a stored file that can only be opened through a temporary, expiring link; used for anything sensitive.
Public file — a stored file anyone with the link can view, such as a profile picture.
Expiring link — a temporary, single-purpose web link issued each time someone is allowed to open a private file.
Care Lock — the secure document library attached to a client, care provider, or staff member, organized into folder categories.
Folder category — a fixed set of Care Lock folders per owner (e.g. medical records, advance directives, insurance, personal photos for a client).
Advance directive indicator — a flag on the client record, kept in step with the vault, that tells the platform whether the client has an advance directive on file.
Initials avatar — an automatically generated profile image (initials on a role-colored background) used when no photo has been uploaded.
Activity log — the platform-wide record of who did what, when, and in which agency.
PHI audit entry — a special activity-log entry recorded whenever someone views a client's protected health information.
Statistics dashboard — live charts of shifts, care proposals, and clients for an agency or the whole platform.
System health dashboard — the super-admin view of whether infrastructure, partner services, background work, and real-time messaging are operating normally.
Minimum version / latest version — the oldest app version still allowed to run and the newest available, set per phone platform.
Force update — blocking an out-of-date mobile app from being used until it is updated.

Initial assessments

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Initial assessment — the intake record for a prospective client: identity, Care Circle, requested service (with value-added services and a weekly schedule), a rate computation, an AI narrative, and a first Simplified Routine Task Inventory. It is a shared client intake — the same shape used by the care proposal and the client — so once completed it clones losslessly into a care proposal with nothing re-entered.
Guided narrative — the optional, AI-guided intake conversation on an initial assessment (Anaya's "Assessment Mode"): it walks a care manager through the client's care setting and six Life's Milestones, then writes a warm narrative and pre-fills the Simplified Routine Task Inventory, grounded in the interview transcript. See Assessment Mode.

Care proposals

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Care proposal — the agency's complete, priced offer of care sent to a family for acceptance.
Reviewer — an agency staff member assigned to check the proposal section by section before it can be approved.
Flag — a reviewer's objection on one section of the proposal; every flag must be resolved before approval.
Review round — one full cycle of review; resolved flags from an earlier round never block a later round.
Version snapshot — a frozen copy of the proposal taken at each milestone, so reviewers can see exactly what changed since they last looked.
Signed copy — the PDF of the proposal carrying the representative's electronic signature, stored permanently once accepted.
In Service — the final status of a successful proposal, reached when care actually begins for the client.
Cover letter — the AI-generated opening of a care proposal's care plan, written to the proposal's recipients.
Cover-letter tone — the voice of the cover letter, derived automatically from who the proposal is addressed to: self-directed (the client decides), collaborative (client and a supporter together), or surrogate-led (someone decides on the client's behalf). Replaces the former hand-picked "Care Decision Model" control; it is a behind-the-scenes derived value, not a picker.
Proposal addressee — the people a care proposal's cover letter is written to (the client, one or more Care Circle members, or both); the choice also sets the cover-letter tone.

Base rates

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Base rate — the single standard price list: hourly rate, overtime rate, live-in rate, and one rate per value-added service.
City rate — an override of the base rate for one state + city pair.
Value-added service (VAS) — one of the six branded service add-ons, each with its own rate: Montessori Care, Caring Touch, Healing Ally, Always Fresh, Care Bliss, and Care Mentor.

Clients

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Care Circle — everyone involved in a client's care other than the client (family, existing caregivers, friends); captured once at intake and shared identically by the initial assessment, the care proposal, and the client record. The client is never a Care Circle member.
Care Circle member — one person in a client's Care Circle, with a relationship, contact details, and one or more roles.
Care Circle role — a hat a Care Circle member wears, chosen from a fixed multi-select of six: Signs paperwork, Day-to-day contact, Hands-on support, Handles finances, Lives with client, or Rarely involved.
Responsible party — the one Care Circle member (or the client themselves) designated as the client's decision-maker of record; recorded as a pointer that is resolved, never invented (an unset or stale pointer resolves to no one, never the first contact by default). Authorizes the care plan, is the default recipient of the emailed care proposal, and is the data and Anaya Wallet gatekeeper.
Client profile — the client's personal details: name, date of birth, address, language, pets, health baselines, narrative, and care preferences.
Client status — where the client is in their lifecycle: Draft, Active, On Hold, or Closed.
Care team — the agency's own staff assigned to that one client: the client's accountable care managers plus the care providers assigned to them. Membership is always a per-client assignment, never a job title — an admin who holds no assignment on this client is not on their care team. This is the audience for a client's staff notifications (appointment reminders and appointment lifecycle alerts). The Care Circle is deliberately excluded: family and representatives are notified as an explicitly chosen audience, never by being folded into the care team.
Care team assignment — the link between one client and one care provider, with its own status and a priority order.
Care manager assignment — the link between one client and one accountable care manager, with its own status; eligibility is by permission (manage care reviews), not by role name.
External care providers — outside organizations (home-health agencies, pharmacies) stored as contact information only; not the care team.
Medical record — the client's medical history: allergies, diagnoses and conditions, hospitalizations, surgeries, and medical equipment.
Service information — the type of care the client receives (In-Home Care, Hospice Care, Respite Care, or Placement) and its start/end dates.
Client reference ID — a short identifier shown for and searchable on each client.

Client calendar

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Calendar item — one entry on the client calendar: a meal assignment, an engagement-activity assignment, or a doctor's appointment.
Event-type filter — a toggle that shows or hides one kind of calendar item without changing any underlying data.

Care assessments

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Care assessments — the six evaluations kept on every client's record; at most one of each per client. Only Completed assessments inform AI generation.
Simplified Routine Task Inventory — the quick, GCS-based picture of a client's daily functioning: for each activity of daily living and instrumental activity it records , , and separately (as descriptive labels, not numeric scores), plus Equipment and Home Safety status and a memory-care check. Pre-filled from intake when the client comes from a care proposal. (Informally, Simplified RTI.)
Capacity — in the Simplified Routine Task Inventory, what the client can do for a task on their own: Independent, Supervision / Cueing, Minimal Assistance, Moderate Assistance, Dependent, or Not Established.
Support now — in the Simplified Routine Task Inventory, who currently performs a task for the client: Self, Family, Paid Caregiver, or Unmet (needed but no one does it).
Risk — in the Simplified Routine Task Inventory, a flag meaning the client can do a task but doing so is unsafe.
Routine Task Inventory — the comprehensive version: for each ability, the assessor checks detailed behavioral criteria and identifies the highest independence level the client genuinely demonstrates.
RTI-E — Routine Task Inventory (Expanded): the name the generation pages use for the comprehensive above. It is the same instrument; an agency may substitute a configured equivalent. A direct input to task instruction step generation.
Montessori Profile — the person-centered, narrative assessment of who the client is: history, preferences, routines, communication, and engagement patterns; carries no scores.
Allen Cognitive Level (ACL) — a standardized 6-level scale of cognitive functioning, from Level 1 (automatic reflex actions, total care) to Level 6 (planned, independent actions); the assessor selects exactly one mode.
ACL mode — a fine-grained step within an Allen level (e.g. 4.4 "Complete a Goal"), each with a precise behavioral description and typical assistance level.
Home Safety assessment — a room-by-room inspection of the client's home across twelve areas, ending in a written recommendations summary.
Meal Assessment — the complete picture of how the client eats: swallowing safety, nutritional screening, feeding abilities, and dietary needs and preferences.
ADL (Activities of Daily Living) — the basic self-care activities of everyday life: bathing, dressing, eating, toileting, mobility, continence, communication, medication management.
IADL (Instrumental Activities of Daily Living) — the practical life skills that keep a household running: meals, housekeeping, finances, transportation, shopping, appointments.
MNA-SF — the Mini Nutritional Assessment (Short Form): six scored screening questions whose computed total classifies the client as well-nourished, at risk, or malnourished.
IDDSI level — the international standard scale for food texture and drink thickness, used for clients with swallowing difficulties.
Assessment status — where an assessment stands: Not Started, Draft, or Completed. Completed is a deliberate sign-off, not a save.
Assessment version — the sequential number a care assessment's record carries; every save keeps the prior content in the record's history and increments the version (). One record, many versions.
Assessment generation — a client-level stamp cut across all six care assessments at once when reassessment suggestions are applied (): every assessment bumps a version and shares the generation number, so a generation names one same-moment picture of the client. Care plans record the generation that grounded them ().

Assessment Mode

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Assessment Mode — the guided-narrative intake conversation on an initial assessment (user-facing name ): the assistant walks a care manager through the client's care setting and six Life's Milestones, then writes a narrative and pre-fills the Simplified Routine Task Inventory. Optional — an initial assessment can also be filled in by hand.

Change of conditions

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Change of conditions — a written note a care provider records during a shift when they notice a change in the client's condition; moves through submit → review → acknowledge.
Review (change of conditions) — a care manager's examination of a submitted note, with review notes, a decision (approved or needs attention), and a significance determination.
Significant change of condition — a change a reviewer marks as large enough to re-evaluate the whole care arrangement. A significant change triggers a reassessment (); the criteria for "significant" are agency-configurable, the consequence is not.
Acknowledgment (change of conditions) — the final staff confirmation that a reviewed note has been seen and handled.
Handover alert — the automatic evaluation, on every submitted note, of whether the next care provider on the client needs a briefing before their shift.
Reassessment loop — the follow-through after a significant change of conditions: review the note → run a reassessment → the agent suggests per-field assessment changes () → the care manager applies the accepted ones, cutting a new assessment generation (, ) → regenerate the care plan and the Care Task List.

Reassessment

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Reassessment — a scheduled or event-triggered review cycle that revisits a client's assessments and care plan to keep care current. Event triggers include a significant change of condition, a hospitalization, a discharge, a serious incident, a representative request, or a repeatedly-flagged instruction step. The agent proposes per-field assessment changes for the care manager to apply — it never edits an assessment itself ().
Apply selected — the care manager's acceptance of the ticked assessment suggestions while a review is AwaitingReview (); writes the values, cuts an assessment generation (), recomputes materiality. Separate from recording the outcome.
Materiality threshold — the agency-configured size of score change that flags task instruction steps for regeneration (). Default: a change that crosses an independence-level or cognitive-level boundary.

Transition of Care

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Transition of Care — the structured handoff when a client moves between care settings or providers, capturing what the receiving side needs to know. Includes the hospitalization round-trip: a client moves to OnHold during a hospital stay and returns through a discharge-triggered care-plan review before care resumes ().
Discharge note — the written summary recorded when a client's care ends or transitions, documenting status, instructions, and follow-up.

Care lifecycle

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Care lifecycle — the continuous loop a managed client moves through: assess → plan → deliver → observe → re-evaluate → re-plan.
Care Operations workflow — the strict client setup sequence: Schedule → Shift Generation → Care Plan → Care Team → Shift Assignment → Meal Plan → Engagement Bank → Care Task List → Meal Assignment → Engagement Assignment.
Workflow state — a Care Operations step's state: Locked, Ready, In progress, Complete, or Stale.
Trigger contract — a defined rule by which an event on one module causes an action on another, owned as a numbered rule by the module that emits the event.
Plan-currency — the property that the live care plan and Care Task List reflect the client's current condition; broken by a triggering event, restored by a recorded care-plan review.
Stale Care Task List — a published Care Task List built from a care plan version older than the client's current one.
Care-plan review — the single downstream action that a change of condition, a discharge, and a reassessment all converge on ().

Care plans & tasks

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Care plan — the narrative plan describing how the client should be cared for: daily-living approaches, goals, safety adaptations, memory care, health monitoring, and escalation protocol. Versioned; the newest version is always the current plan. Each version drafted from a reassessment outcome records the assessment generation that grounded it (). In this handbook, "care plan" always means this narrative document — never the operational list below.
Care Task List — the operational list of recurring tasks attached to one client schedule, which care providers perform during shifts. Moves through Draft → Published → Archived. (Formerly the "task plan"; renamed to end the confusion with "care plan." The in-code entity is CareProviderTasks.)
Task template — a platform-wide form definition for one kind of task (e.g. "Vital Signs"): the fields to fill in, which answers are required, and which values trigger warnings.
Scheduled task — a task that occurs at set times and is completed once per occurrence per shift.
Tracking task — a task that can be recorded any number of times during a shift, each entry numbered.
Task submission — a care provider's record of performing one task on one shift, including form answers, files, location, and any warnings.
Threshold warning — an automatic flag when a submitted health value falls outside the safe range for that client. Warns, never blocks.
Concern — a comment on a submission flagged for agency follow-up; it moves Open → Acknowledged → Resolved.
Excused occurrence — a single task occurrence waived because it collides with a doctor appointment.
Recurring time-anchored task — a scheduled task tied to a specific time of day that recurs on each matching shift, completed once per occurrence.
Time Performed — the actual time a care provider recorded carrying out a task, captured on the submission.
Methodology Configuration — the per-client settings that shape how care is delivered and how plans and tasks are generated (e.g. the care approach and emphasis applied).
Routine times — the client's wake, sleep, and meal times, set directly on the client schedule page; the operational source that drives schedule defaults and task times. The care plan may propose them, but does not own them. Also called routine anchors where they position schedules and task times.
Daily Routine section — the care-plan section that proposes the client's routine time anchors; on publish it seeds any routine time the care manager has not set (fill-if-empty).

AI-Generated Task Instruction Steps

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AI-Generated Task Instruction Steps — an AI-drafted, ordered list of how-to steps attached to a task, written for the care provider and always reviewable before use.

Scheduling & shifts

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Schedule — a recurring or one-time time slot for a client's care (start time, duration, repeat pattern), defined in the client's timezone.
Schedule revision — the version that changes whenever a schedule's operational definition changes.
Shift-generation batch — one retained, 45-day expansion of selected schedule revisions into concrete unassigned shifts.
Coverage reservation — an exclusive staged hold connecting an approved application and caregiver to one generated shift before final assignment.
Care readiness quiz — a short, AI-generated, client-specific quiz a care provider takes on mobile before a shift, scored against a passing mark; a client can require a passed quiz before clock-in. The PRD calls this the "daily login quiz".
Daily Login Quiz — the PRD's name for the Care Readiness Quiz; the same pre-shift gate, no separate feature.
Shift — one concrete occurrence of a schedule on a specific day, worked by at most one care provider.
Timesheet — the clock-in/clock-out record for a worked shift, including the locations where the care provider clocked in and out.
Geofence — the allowed distance from the client's address within which a care provider may clock in.
Handover — a note for the incoming care provider, written by the outgoing care provider or generated automatically from a change-of-condition or incident report.
Reflection — a short end-of-shift questionnaire the care provider completes after clocking out.
Shift summary — an AI-written care report covering a date range for one client, tailored to an audience (e.g. family vs. medical).
No-show — a shift whose assigned care provider never clocked in within the agency's grace window.
Daily-hour limit — the cap on how many hours a care provider may work per day.

Job postings & applications

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Job posting — an agency's advertised care job: title, description, required skills, location, pay range, urgency, when the work is needed, and optionally a client and coverage bundle.
Shift pattern — when work is needed, written as weekday plus clock times in one timezone — the same vocabulary a care provider declares availability in. Derived from the selected shifts on a coverage bundle; entered by staff on a generic posting.
Coverage bundle — the uncovered generated shifts staff select from one client's active generation batch, advertised in one posting.
Application — a care provider's response to a published posting, optionally with a cover message and selected coverage-bundle shifts.
Approved shifts — the applicant's requested shifts that a decision-maker approves at acceptance.
Staged coverage — approved shifts held exclusively for a caregiver but not yet committed as shift assignments.
Declared availability — a provider's timezone-aware weekly available windows and their effective dates.
Availability override — a date-specific available or unavailable interval that takes precedence over the weekly pattern.
Featured feed — the highlighted marketplace list: published postings that are flagged as featured or marked urgent.
Job alerts opt-out — a care provider's setting that removes them from the marketplace entirely: no listings, no alerts, no applying.
Reviewer notes — free-text notes a reviewer attaches to an application; the applicant can see them.
Availability indicator — the per-shift signal showing whether an applicant is available and, if not, whether the cause is declared hours, a date override, a commitment, a reservation, an overlap, or a daily-hour limit.
Separation of duties — triaging applications and making the final accept/reject decision are two different permissions.

Medications

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Medication list — the set of medications kept on a client's record: prescriptions, over-the-counter drugs, topicals, and supplements.
Med pass — a named group of a client's medications that are given together and therefore share one schedule.
Medication schedule — the recurring times a medication is due, set in the client's timezone.
Medication reminder task — the task a care provider sees during a shift when a scheduled dose falls inside that shift.
Medication checklist — the per-medication form inside a medication reminder task where the care provider marks each medication Taken, Skipped, or Unavailable.
Medication log — the permanent record of one medication's outcome for one dose: who recorded it, when, with what status, reason, and notes.
Stock — the remaining number of doses on hand for a medication.
Refill reminder — an optional per-medication alert: when stock falls to or below a chosen threshold, the agency's management team and the client's representatives are notified.
Medication guide — plain-language drug information (warnings, usage, side effects) automatically pulled from public drug databases and shown to care providers and families.
Discontinue — marking a medication inactive so it stops generating tasks but stays visible in the client's history.

Health monitoring

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Vital signs — health readings recorded during care visits: weight, blood pressure, heart rate, oxygen saturation, blood sugar, body temperature, and respiratory rate.
Abnormal reading — a vital sign outside the platform's healthy range, flagged with a severity of low, high, or critical.
Period health report — an AI-assisted summary of a client's health over a chosen date range, optionally compared against a previous period; drafted, edited by agency staff, then finalized.
Wound record — the file for one wound on one client: where it is on the body, its status, and its overall direction (trajectory).
Wound assessment — one dated examination of a wound: measurements, tissue observations, pain level, photos, and notes.
Wound trajectory — whether a wound is improving, stable, worsening, or not yet determinable, based on comparing recent assessments.
AI wound analysis — an optional, on-demand analysis of an assessment's photo that produces a detailed description, estimated measurements, recommendations, warning signs, and a comparison with the previous assessment.
DNR / advance-directive acknowledgment — a care provider's confirmation that they have reviewed a client's DNR order or advance directive.
Stale acknowledgment — an acknowledgment made before the newest directive document was uploaded; the care provider must acknowledge again.
Doctor's appointment — a scheduled visit between a client and a medical professional, with travel time, reminders, and an outcome captured on completion.
Visit-history summary — an AI-written overview of a client's completed appointments, downloadable as a PDF.

Incident reports

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Incident report — a written account of something that went wrong involving a client, filed by a care provider.
Incident type — the category a report must declare: fall, medication error, injury, behavioral incident, skin integrity issue, choking, or medical emergency.
Edit window — the short period after filing during which the reporter may still correct their report.
Review — a manager's examination of a submitted report, with optional notes.
Resolution — the final closing of a report, with notes on the outcome.
Share with family — a one-time, one-way action that makes a report known to the client's family representatives.
Handover note — an automatically suggested briefing for the next care provider on shift, which can be generated from a serious incident.

Emergency alerts

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Emergency alert (SOS) — a panic action available during an active shift that dials 911 and records an alert with the care provider's location.
Acknowledgment (alert) — a manager confirming they have seen and are responding to an emergency alert.

Meals

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Meal bank — the agency's library of meals (recipes with ingredients, steps, and nutrition) that can be offered to clients.
Meal link — the connection between one meal and one client, carrying that client's own approval decision for the meal.
Shift attachment — placing one approved meal or activity onto one specific meal-preparation or engagement task within one scheduled shift.
Bulk scheduling — automatically spreading a client's approved meals or activities across the matching tasks in their upcoming shifts.

Engagement activities

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Engagement activity — a Montessori-style activity (craft, cooking, movement, or memory) created for exactly one client, with materials, steps, and therapeutic goals.
Printable handout — an exported, printable version of an activity for the care provider or family.

Essential needs

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Essential need — a single item the client's household requires — a medical supply or a grocery — tracked from Needed to Purchased.
Recurring item — an essential need that automatically reappears as a fresh Needed item at a chosen interval (weekly, every two weeks, or monthly).
Standing library — a client's essential-needs list, which persists: an item is restocked and re-requested rather than re-entered each time the household runs out.
Retailer lookup — a live search of a retail feed when someone adds an item; nothing is stored as a catalog, only a snapshot of the chosen product.
Product snapshot — what the retailer said about a product when it was attached (name, photo, size, shelf price, the store that quoted it, and when). Never rewritten.
Reference store — the shop a client's prices are quoted from, resolved from that client's own address.
Restock — returning a purchased essential need to Needed, opening a new cycle without altering its purchase history.
Essential-needs request — a bundle of Needed items a care provider submits to the agency for funding, carrying an itemized budget estimate.
Fund request — an approved essential-needs request forwarded to the client's responsible party, who approves or declines the itemized, priced list before any shopping happens.

Home inventory

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Home inventory — a versioned, signable record of the belongings in a client's home, used for accountability between the agency and the family.
Inventory version — one numbered edition of a client's home inventory; revising a signed inventory starts a new, higher version connected to the one it replaced.

Routine & Habit Tracking

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Routine & Habit Tracking — the record of a client's regular routines and habits over time, so care providers can support consistency and spot changes.
Life's Milestones — meaningful life events and personal history kept on a client's profile to inform person-centered care and engagement.

Telehealth

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Telehealth — remote video or phone visits between a client and a medical professional, arranged and recorded through the platform.

Care Coordination

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Care Coordination — the shared workspace for keeping a client's care team and outside providers aligned on plans, updates, and next steps.

Report Generation

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Report Generation — building shareable client reports from reusable content blocks, each aimed at a chosen audience.
Report audience — the intended reader of a report (e.g. family, staff, or a medical professional); audience controls what content is shown.
Content block — a reusable building piece of a report, such as a summary, a chart, or a status banner.
Health Snapshot — a report template giving a concise picture of a client's current health and wellbeing (the PRD calls this the "Clinical Snapshot").
Welfare Status Banner — a prominent banner on a report flagging the client's overall welfare status at a glance.
Wellbeing Summary — a narrative content block summarizing how the client is doing day to day.
Professional Statement — a content block carrying a medical professional's written note or attestation within a report.
Comparative Period Report — a report that sets a chosen period against an earlier one to show change over time.

Offline mode

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Offline mode — the care-provider-only state the mobile app enters on losing connectivity, in which core documentation continues locally and is encrypted on the device until it can sync.
Sync — the automatic upload of data captured offline once connectivity returns, designed so no data is lost.
Connectivity-dependent feature — a function blocked while offline because it needs a live connection (messaging, the Care Feed, Care Lock, Anaya Wallet, and push notifications).

Anaya Wallet

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Anaya Wallet — a per-client prepaid balance, held by the agency and recorded by the platform, that approved fund requests draw against. Planned.
Wallet balance — what a client's wallet is worth right now: everything paid in, less everything drawn out. It can go below zero.
Top-up — a payment that adds money to a client's wallet. It settles straight to the agency, never to Anaya.
Receivable — a negative wallet balance: money the agency has already spent on a client's behalf that the family has not paid for yet. Shown plainly to the agency and the family rather than hidden.
Fund-on-approval — funding one request rather than a period: a top-up sized to a single approved fund request. A way of using the wallet, not a separate model.
Revolving fund — the older name for the wallet balance itself: money topped up in advance that purchase requests draw against. No longer a deferred future concept — it is what the Wallet is.
Payment method — the responsible party's credit or debit card, used to pay a top-up. Bank transfer (ACH) is a later addition.
Connected account — the agency's own account at the fintech partner, with its own balance and its own bank details. Every top-up settles there, which is how the platform avoids ever holding client money.
Application fee — the platform fee: Anaya's percentage of each top-up, taken by the fintech partner at the moment the payment settles. Set platform-wide, and fixed on each transaction when it is raised so a later change never reaches back.
Payout account — the agency's own verified bank account that funds settle out to. Client funds never route to a care provider's personal account.
Settlement — money arriving in the agency's account.
Reconciliation — comparing a closed request's receipted actual spend against the amount drawn from the wallet, restoring an underspend to the balance and drawing an overspend from it.
Ledger — the append-only record of every movement in and out of a wallet, each entry carrying the balance it produced and reconcilable line by line against the fintech partner's own record.
Responsible party — defined under Clients. In the Wallet, the responsible party approves fund requests, pays the top-ups behind them, and can always see the balance and the full transaction history.
Fintech partner — the external payments provider that moves the money, holds it in flight, and carries the money-transmitter licensing; the platform never holds or disburses funds itself.

EVV compliance reporting

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EVV (Electronic Visit Verification) — the requirement to electronically verify home-care visits by capturing six federally required data points; the platform already captures them, and the future work is state reporting.
EVV aggregator — a state-designated system that providers must report visit data to; integration is per-state and applies to Medicaid-funded subscribers.
EVV data points — the six federally required facts captured for each visit: the type of service, who received it, who provided it, where it happened, and the visit's start and end times.

Security & compliance

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Non-functional requirement — a platform-wide obligation (security, privacy, performance, scalability, disaster recovery, accessibility) every module must meet, rather than a feature a user operates.
MFA (multi-factor authentication) — a second proof of identity required at sign-in beyond a password.
RTO / RPO — Recovery Time Objective (the maximum acceptable time to restore service after an outage) and Recovery Point Objective (the maximum acceptable amount of data loss).
SOC 2 Type II — an independent report attesting that security controls operate effectively over a period of time.
WCAG 2.1 AA — the web accessibility standard every user-facing interface must satisfy.

Data ownership & retention

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Data owner — the client and their responsible party, who own and gatekeep the client's data.
Data processor — the subscribing company, which handles client data to deliver care but does not own it.
Data custodian — Anaya, which stores and safeguards the data but does not own it.
Retention period — how long client data is kept: the duration of the care relationship plus at least 7 years, or longer where state law requires.

Integrations & API

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Integration register — the catalogue of third-party services the platform connects to, each marked Current, Planned, or Future.
Webhook — an outbound real-time notification the platform sends to an external system when an event occurs.
HL7 FHIR — a healthcare data-exchange standard used for interoperable export where applicable.

Performance evaluation

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Performance evaluation — a care provider's performance-review record, maintained by care managers, designed to also incorporate care readiness quiz scores.

Gamification

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Gamification — a configurable, per-agency scheme of rewards and recognition for care providers; its mechanics are not yet decided.
Caregiver Level Badge — a recognition badge that reflects a care provider's level of experience, training, and standing on the platform.

Glossary

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