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How it works

Turn a document or call note into a plan your family can follow.

Keep the source, the work, and the people responsible for it together from start to finish.

From start to finish

01

Add a source

Add a document or write down what happened on a call.

02

Review proposals

Check the suggested dates, people, tasks, and waiting items against the source.

03

Create the case plan

Choose who owns the work and make the next action clear.

04

Track follow-up

Keep your family’s tasks separate from promises made by outside organizations.

05

Close with a record

When the work is done, record what happened and close the case.

A proposal is not a verified fact.

Steadory may suggest dates, people, tasks, or waiting items from a source. You need to check important suggestions before they become part of the case. If the source is unclear, Steadory leaves the detail out or asks you to review it.

Source previewPage 2 of 3

Synthetic notice excerpt

The referral authorization is under review. A written response is expected after the review is complete.

Proposed
Outside response is still pending

Check the source before adding this waiting item to the case.

Know when it is your turn and when you are waiting.

A family task has an owner and a clear finish line. An outside commitment records what someone else said they would do and, when known, when you expect a response.

Action requiredFamily-owned

Review the proposed authorization date

Owner
Maya Parker
Done when
Maya checks the date against page 2 and fixes it if needed.
WaitingOutside commitment

Northstar Health Plan said it would issue a response

Waiting on
Northstar Health Plan
Expected by
Recorded from the family's call note

Administrative help, not medical advice.

Steadory helps organize what a source says and what your family chooses to do. It does not diagnose, recommend treatment, determine urgency, guarantee coverage, or contact another party on your behalf.

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