Live on the board
Credentials & documents
Household credentials and documents — licenses, certifications, and expirations — are a live Open Loops board capability. That is license tracking on the board, not a credentialing service.
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 The September 20, 2026 “Overseer portal only” upload lock is superseded for public legal pages. This is not attorney advice and does not create an attorney-client relationship. CareOS coordinates household files; it does not draft or sell legal instruments as CareOS products.