How it works

The Open Loops board

CareOS is household care coordination: a shared task board, a human Operator, and Slack as the real-time channel. Not a medical chart. Not an app you babysit.

The stack

Tools the work actually touches.

Marks are simple stand-ins with visible labels. They belong to their owners.

  • NotionNotionOpen Loops board
  • SlackSlackReal-time radio
  • Google WorkspaceGG WorkspaceSeats and Vault
  • StripeSStripeCheckout after accept
  • Zoho SignZoho SignEngagement e-sign
  • Zoho InvoiceZoho InvInvoice from checks

The loop

Household to closed loop.

Work moves in one direction. The household stands up. An Operator runs the board. Slack carries the live conversation. A loop closes when the work is done.

  1. 01

    Household

    Overseer

    The household Overseer brings the care-coordination gap. Up to two Overseers can share one account.

  2. 02

    Build fee

    Stand-up

    One-time Custom Software Suite stand-up at $1,999. Same public catalog for every household.

    Stripe

  3. 03

    Operator

    Meridian / CareOS

    A human Operator is assigned to the household. Software remembers. A person still decides, dispatches, and follows up.

  4. 04

    Operator fee

    Locked public rate

    $299/week at 10 hours per week or $1,299/mo. Prepaid is a payment option, not a cohort ladder.

    Stripe · Zoho Inv

  5. 05

    Board

    Open Loops · Notion

    The shared Open Loops board is the task surface: owners, timing, follow-up, and household credentials and documents — licenses and expirations tracked on the board. Decisions live here.

    Notion

  6. 06

    Slack

    Radio

    Slack is the real-time channel. Short updates as the day moves. Decisions return to the board, not the chat.

    Slack

  7. 07

    Closed loop

    Done when owned

    A loop closes when the work is assigned, followed, and finished. No fake guarantees — coordination, not a clinic.

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.

Credentialing servicesComing soon

Meridian healthcare credentialing

Payor enrollment, provider credentialing, and licensing as a Meridian healthcare service. Coming soon — not purchasable on CareOS. Not the household Credentials & documents board (licenses, certifications, expirations).

Sits next to the board

Synapse Play BY MERIDIAN

CareOS runs care logistics on Open Loops. This is the daily activity layer — play and stimulation next to Care Management, not instead of the board. Not a medical device.

People

Who sits on the board.

Overseer is the household role. Operator is Meridian. Helpers are invited. Providers and Emergency Contacts stay guests.

  • Seated

    Overseer

    Household decision-maker. Applies, books, and signs. Up to two Overseers per account.

  • Meridian

    Operator

    The person who runs the board, dispatches Helpers, and keeps Slack as radio.

  • Seated when invited

    Helper

    Matched caretaker or companion. Never auto-seated. Stripe Identity is required only when Meridian takes a major role in onboarding the helper (Meridian-sourced / Meridian-onboarded); optional for household-sourced helpers.

  • Guest

    Provider

    Workspace guest only — not a paid seat, not an Overseer or Helper account, no portal deep work.

  • Guest

    Emergency Contact

    Collected after accept during patient history. Guest access only. No portal deep account.

CareOS Open Loops systemOpen LoopsNotion boardSlack as radioOverseerHousehold · seatedOperatorMeridian / CareOSHelperSeated when invitedProviderGuestEmergency ContactGuestNotionSlackG WorkspaceStripeZoho Sign · Zoho Inv
Overseer and Operator sit on the board. Helpers join when invited. Providers and Emergency Contacts are guests. Notion holds the loops; Slack carries the live channel; Workspace holds seats; Stripe and Zoho close money and signature.

Capacity

8 household seats. That is the book.

Scarcity is seats, not a price step. Public rates stay flat for every public client.

  • Seat 01Active-contract capacity
  • Seat 02Active-contract capacity
  • Seat 03Active-contract capacity
  • Seat 04Active-contract capacity
  • Seat 05Active-contract capacity
  • Seat 06Active-contract capacity
  • Seat 07Active-contract capacity
  • Seat 08Active-contract capacity

WaitlistHouseholds after seat 8 wait here. Not a price step.

CareOS keeps at most eight active household contracts at a time. Additional households wait. The grid is capacity — not a rate step.

From apply to deep work

The real path after the form.

Apply, thank-you, book, then Meridian accept. Signature and invoice come next. Then Workspace, Notion, Slack, and the portals. After accept, health documents and medical details go on the external household intake form (medical power of attorney required; Living Will optional) — not into CareOS Notion application payloads.

  1. 01

    Apply

    Household Overseer applies on this site. Helper apply is a separate door.

    /apply/overseer

  2. 02

    Thank-you + book

    After submit, watch for Management email and book a consultation. Booking is not accept.

    /apply/overseer/thanks

  3. 03

    Meridian accept

    Invite-only. No checkout, no medical power of attorney file, and no full medical on the public apply form. Deep portal work waits until Management accepts.

  4. 04

    Zoho Sign engagement

    Management sends the Care Management Engagement. E-sign with Zoho Sign — never Square.

    /contract

    Zoho Sign

  5. 05

    Zoho Inv from checks

    Zoho Invoice (Zoho Inv) bills from the accepted engagement. Stripe Checkout opens only after accept.

    /pricing

    Zoho Inv · Stripe

  6. 06

    Workspace + Vault

    Google Workspace seats hold household logistics mail. After accept, health documents and medical details go on the external household intake form (required medical power of attorney; optional Living Will) — not into CareOS Notion payloads. Seats are for Overseers and invited Helpers.

    /onboarding

    G Workspace

  7. 07

    Notion + Slack

    Operator stands up the Open Loops board in Notion and Slack as the radio.

    Notion · Slack

  8. 08

    Portal deep work

    Overseer and Helper portals open after accept and seats. Health intake is an Operator-sent household intake link (Google Form under Workspace BAA), not in-portal PHI fields. Guests stay off deep accounts.

    /portal/overseer

Overseer

Overseer portal

Deep work after accept: open loops on the board, Slack as the radio. Sign-in is invite-only after Meridian accepts.

/portal/overseer

Helper

Helper portal

Checklist, training, and identity. Slack only after Management approves. Helpers are never auto-seated.

/portal/helper

Public catalog

Locked rates. No tier jump.

One public price book. Prepaid is a 15% payment option — not a cohort ladder. Full catalog lives on pricing.

Stand-up

Build

$1,999

One-time Custom Software Suite. Same public catalog for every household.

StripeS Stripe

Operator

Weekly or monthly

$299/weekor $1,299/mo

Locked public rate. Same for all public clients. Not a cohort ladder.

StripeS Stripe

Prepaid option

Three months

$3,312

Pay 3 months of Operator at once — 15% off.

$1,299 × 3 = $3,897 → 15% off → $3,312 (Operator only). Save $585 vs three monthly Operator payments. Operator fee only — not Legal $41.58/mo, not seats or Workspace. Legal still stacks monthly at $41.58/mo.

Zoho Invoice Zoho Inv

Mandatory

Legal Admin

$41.58/mo

Stacks on every engagement. 100% Meridian, not attorney advice.

Zoho Invoice Zoho Inv

Up to 2 Overseers and up to 2 patients per account. Two Emergency Contacts are collected for every one patient after accept, during patient history. Emergency Contacts and Providers may be Workspace guests. They are not paid $19 seats and not Overseer or Helper accounts, and they have no full portal accounts. 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. Payor enrollment, provider credentialing, and licensing as a Meridian healthcare service. Coming soon — not purchasable on CareOS. Not the household Credentials & documents board (licenses, certifications, expirations).

Bring us the gap.

A short consultation tells us whether CareOS BY MERIDIAN is the right fit for your household. No commitment, no cost.

Request a consultation