Survey A · Household / Overseer

Apply first. Then book Management.

Name, contact, zip, and the top gaps. No medical history and no checkout on this door. Do not upload a medical power of attorney on this public form. After accept, the Operator sends the household intake link for documents and health details. Up to 2 Overseers and up to 2 patients per account.

How CareOS works

Apply first. Then we talk.

01Apply on this site first. Portal login and deep intake come later.
02Overseers book a call with Management. Booking is not acceptance.
03Meridian decides whether to accept. Invite-only. The public form has no checkout, no POA upload, and no full medical history.
04After acceptance: e-sign the CareOS Care Management engagement (/contract) in Zoho Sign, pay with Stripe, and acknowledge Privacy and Terms.
05Before Workspace goes live, we need a forward-to email and a card rail (your own prepaid or virtual card, or the BaaS / Stripe Issuing card program).
06Helpers are matched by Management. No automatic seat. Stripe Identity is required only when Meridian Business & Civic Group takes a major role in onboarding the helper (Meridian Business & Civic Group–sourced / onboarded). It is optional for helpers the household sources itself.

Optional: Checkr background check and MVR (drivers only) only if the household wants them. The Overseer may waive Checkr and MVR. This is not Identity and is not a required next step.

Up to 2 Overseers and up to 2 patients per account.

A medical power of attorney is required. A Living Will is optional.

After Meridian Business & Civic Group accepts the household, the Operator sends the household intake link for medical power of attorney, Living Will, and other health details (Google Form under Workspace BAA) — not Notion, not email, and not as PHI fields in CareOS. Intake form link coming soon — the Operator will send it to you directly. The September 20, 2026 “Overseer portal only” upload lock is superseded for public legal pages.

How the Open Loops board works

CareOS is care logistics, not an emergency line and not a clinic. Not a HIPAA-compliant claim. Privacy: /privacy. Terms: /terms. Legal: /legal.

Apply first. Then book Management.

Bring us the gap.