Product

What makes Carefolio different

Carefolio focuses every feature on patient-controlled sharing. Here’s how it stacks up against generic AI tools and older personal record vaults.

Intake intelligence

Capture scans, portal exports, and photos while preserving originals, metadata, and encrypted storage.

Share governance

Reusable bundles, passwords, expirations, and instant revoke controls replace inbox chaos.

Patient experience

Readable summaries, caregiver-friendly views, and clear status cues keep anyone oriented in seconds.

Capability	Carefolio	Generic AI/chat	Legacy personal record apps
Purpose	Built around patient-controlled sharing and privacy signage in every flow.	Meant for general conversations or productivity; healthcare is an afterthought.	Static vaults for file storage with little automation.
Document understanding	Detects labs, imaging, visit notes, and ties summaries back to originals.	Generic prompts without structured metadata, so context is hit-or-miss.	Manual tagging; no AI assistance beyond OCR (if any).
Sharing workflow	Bundles with passwords, expirations, activity views, and revoke buttons.	Copy/paste text or share files manually—no lifecycle management.	Download and email attachments; recipients can reshare freely.
Caregiver usability	Optional simplified views and summaries so family advocates stay aligned.	Dense chat transcripts or raw files make it hard to brief others.	Portals aimed at tech-savvy users; little guidance for caregivers.
Ownership & governance	Clear separation between owners and recipients, encrypted storage, transparent AI notices.	Unclear where data lives or who can access logs.	You own files but lose visibility once emailed; revocation is manual.

Next step

Experience a patient-first record hub

No more generic tools or static vaults—Carefolio keeps every document ready to share with context and control.