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Carefolio from Evergreen Healthcare Technology

Carefolio helps caregivers by making medical, legal & logistical info simple to access and share thus easing care delivery and coordination.

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Who is your idea designed for and how does it better support family caregivers as they care for a loved one with dementia?

Carefolio supports, guides, and empowers families affected by dementia as they assume caregiving roles. It helps to collect and organize important medical and legal information needed for care and decision-making. Carefolio then enables it to be accessible & shareable within the care group. Carefolio leverages technology to extract key details from existing documents, in-app audio recordings of doctors’ consults, and images of medicines & test reports while also providing personalized resources.

The Carefolio platform lessens the complexity and stress that develop as families assume caregiving roles at different times and in different ways during a loved one’s dementia journey. 

Carefolio achieves this in two ways. 

  1. Carefolio helps families gain peace of mind by making medical, legal, and logistical information easily accessible and shareable to facilitate care delivery and coordination.
  2. Carefolio addresses the informational gaps related to available resources for caregivers. Whether it is news on the latest dementia research and clinical trials, health and wellness information, professional care assistance at home, or supportive community outreach, Carefolio provides resources tailored to the interests and needs of family caregivers and their loved ones. 

The idea for Carefolio emerged from a shared pain of caregiver overwhelm experienced by both co-founders’ families. We knew we were not alone and conducted interviews with family caregivers, health care providers, aging life care professionals, geriatric care managers, and seniors to learn more about their pain points and needs. This discovery process led to the development of the Carefolio MVP and Beta product. To learn more and receive an invite to the Beta, visit

There is a widening gap between the growing number of people needing care assistance and the far smaller number of family caregivers available to help. With nearly 50% of all family caregivers less than 50 years old and sandwiched between providing care for children as well as older relatives, the need for solutions to curb caregiving stress and burden becomes more essential.

What early, lightweight experiment might you try out in your own community to find out if the idea will meet your expectations?

We are currently planning pilot projects to use Carefolio Beta with families and senior care professionals including aging life care professionals and home care agencies.

What skills, input, or guidance from the OpenIDEO community would be most helpful in building out or refining your idea?

Beta users that are open to providing feedback on usability, feature enhancement, and highlighting additional opportunities that would enable the platform to be more helpful to users.

How long has your idea existed?

  • 4 months - 1 year

This idea emerged from

  • A group brainstorm

Tell us about your work experience:

Rick Copeland, MS is a serial entrepreneur and technologist experienced in leading successful startups. Louise Chang, MD is a doctor experienced in developing innovative solutions to help empower patients and their caregivers. The team is part of the Accelerate program at the ATDC incubator @GaTech.

1 comment

Join the conversation:

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Lousie and Rick,
I'd love to learn more about your platform. I've signed up for your newsletter. Is there a chance we can talk about a collaboration? During our research for Care Better, a caregiver team communication tool was always on our horizon for a future version. Can you email me at to set up a time to talk?