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LIFE CARE PLAN SOFTWARE

A life care plan draft, priced by geography — not a flat national number. ROADMAP

Life care plan drafting software is on our roadmap: it will project future medical needs, by category, from the diagnoses and treatment trajectory already in the file, and cost them against geographically-relevant, sourced rate data. Every draft will arrive cited throughout — ready for a certified life care planner's review and sign-off, never a substitute for one.

AI will deliver the complete cited draft; certification stays with a licensed life care planner. Every draft carries a visible "Awaiting planner certification" gate until a certified planner signs off.
Adams, Timothy — right knee · Case #IME-4812 LCP draft
AWAITING PLANNER CERTIFICATION
Category · projected need · cost range UCR · by locale
Physician follow-up cited
Physical therapy cited
Medications cited
Diagnostic imaging cited
Ranges from sourced, locale-relevant rate data — planner adjusts on review
On the roadmap
Ships as a drafting tool for certified planners: projected needs from the record, sourced cost ranges by locale — and a certification gate that never comes off by itself.

Projected from the record's own trajectory.

Future needs won't be invented from a checklist. They will be projected from what the file already documents — the diagnoses, the treatment ordered, the recommendations providers have made — with each projected item citing the record facts that support it. Speculative additions have nowhere to hide.

Every projected need cites its supporting record facts
Medical-probability filtering — grounded in documented care
Treatment trajectory — Case #IME-4812
7 visits, improving since 4/02 cited
Provider recommendation — continue PT p.140
Projected: physician follow-up + PT course DRAFT
Documented care in, cited projection out — nothing speculative.
Life care plan
UCR basis, by geography

Usual, customary, and reasonable rates for the claimant's locale — sourced, and presented as ranges.

Medicare set-aside
Medicare fee schedule

The same future care, priced on the fee-schedule basis CMS review expects — a separate deliverable.

Two deliverables, two pricing bases — deliberately opposite by design.

UCR by locale — the basis life care plans actually use.

A knee replacement does not cost the same in rural Wyoming and downtown Chicago, and a defensible plan can't pretend it does. Costing is designed around geographically-relevant, sourced UCR rate data — presented as ranges, not false-precision single figures — the opposite basis from Medicare fee-schedule pricing used in set-aside drafting.

Compare Medicare Set-Aside Drafting

A complete draft — hours of planner time, not the planner.

Certified life care planners spend most of a plan's cost on assembly: reading the record, tabulating needs, chasing rate data. The roadmap feature hands them a complete, cited first draft — categories populated, ranges sourced — so their certified judgment goes to reviewing and signing, not typing.

Cited throughout — every line traceable for review
Certification gate visible until a licensed planner signs off
Draft review workflow planned
AI drafts categories, needs, and sourced cost ranges
Planner reviews line by line, edits and strikes freely
"Awaiting planner certification" — until the planner signs
Certified plan exports on your template and letterhead
Projected need — detail AWAITING CERTIFICATION
Projected item
Physical therapy — continued course, right knee
Supporting citations
· Provider recommendation, treating clinic p.140 · Treatment course — 7 visits, improving since 4/02 cited · UCR rate source, claimant's locale sourced
The trust model

Cited to the record. Certified by a human.

A life care plan gets cross-examined, so every line of the draft is built to survive it: each projected need cites the record facts behind it, and each cost range names its rate source. Audit-grade, source-linked, and legally defensible from the first draft.

And the signature line stays human: the platform will never present a life care plan as final. AI drafts, the certified planner decides — that gate is the product, not a disclaimer.

How it will work.

Three steps, with the certified planner in the loop by design.

01
Upload the record

Diagnoses, treatment trajectory, and provider recommendations are extracted and cited — the evidence base for the projection.

02
AI drafts the plan

Needs by category, costed as ranges against sourced, locale-relevant UCR rate data — every line cited.

03
Planner certifies

A licensed life care planner reviews, adjusts, and signs. Only then does the certification gate come off.

Who is waiting on it.

Everyone who commissions, pays for, or challenges a life care plan.

FAQ

Life care plan drafting, answered.

No. The feature ships as a drafting tool: AI delivers the complete cited draft, and certification stays with a licensed life care planner. Every draft carries a visible "Awaiting planner certification" gate until a certified planner has reviewed, revised, and signed off. AI drafts, humans decide.

Life care plans are typically priced on usual, customary, and reasonable (UCR) rates, which vary meaningfully by locale — so the drafting is designed around geographically-relevant, sourced rate data rather than a flat national number. That is deliberately the opposite basis from Medicare Set-Aside drafting, which prices the same care against the Medicare fee schedule. Two deliverables, two pricing bases, both sourced.

Projected needs will be drawn from the diagnoses and treatment trajectory documented in the record — what treating providers have diagnosed, ordered, and recommended — rather than speculative additions. Each projected item cites the record facts that support it, so the planner reviewing the draft can see exactly why it is there and strike anything they judge not medically probable.

Because rate data varies by locale, provider, and time horizon, presenting a single figure would imply false precision. Each category is designed to carry a sourced cost range that the certified planner can tighten, adjust, or override during review — the range communicates honestly what the underlying data supports.

AI-assisted life care plan drafting is on the roadmap and not yet generally available. Use the "Get notified" button on this page to leave your email, and we will contact you when it opens up. In the meantime, Cost & Care Tables already delivers billing roll-ups and future-care cost tables from the record today.

Related capabilities.

The future-care toolkit around life care planning — some live today, some alongside on the roadmap.

Be first in line when drafting opens up.

Life care plan drafting is on the roadmap. Leave your email and we'll notify you at launch — or book a demo to see the record analysis it will build on, live today.