Caily gives families meaningful visibility into their loved one's care while keeping sensitive clinical information internal. Use this guide to make good sharing decisions.
What to Share with Families
Daily Care & Wellbeing
- ADLs (eating, sleeping, bathing, dressing, mobility, toileting)
- General mood, wellbeing, and engagement
- Outings and activities
- Brief staff summaries of the resident's day
- Incidents requiring family notification (falls, significant behavioral or health changes)
Health Updates
- Medication refusals
- Vital sign outliers (e.g., high temperature, significant weight change)
- Upcoming medical appointments
Communication
- Responses to family questions via secure chat
- Emergency or community-wide notifications
What to Keep Internal
Clinical Documentation
- Detailed incident reports — share outcomes and next steps, not internal justification
- Behavioral tracking notes used for Medicaid or care planning — share progress, not triggers
- Provider-to-provider clinical notes, unless directly relevant to the family
Resident Privacy
- Never reference or identify other residents, even incidentally
- Respect any privacy preferences established at intake
Staff Information
- Staffing decisions, scheduling, HR matters, and personal contact info
Guiding Principles
- When in doubt, ask — check with leadership before sending anything uncertain
- Progress, not process — lead with positive observations; save clinical detail for when it's truly needed
- Exceptions over routine — flag what's different, concerning, or worth celebrating, not every completed task
- HIPAA always applies — content is your team's responsibility; never exceed the resident's consent or your community's communication policies
- Photos require extra care — confirm current media releases for everyone pictured; no other residents in the background
Families Wanting More Detail
The secure chat feature lets families ask follow-up questions directly, giving your team time to respond thoughtfully — reducing repeated phone calls.
