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CLIENT-ADVISOR PORTAL SYSTEMS AND METHODS

Application US20260088166A1 Kind: A1 Mar 26, 2026

Assignee

Vell LLC

Inventors

Michael Gioan, Ken Grey

Abstract

Systems and methods for active monitoring of clients by advisors are described. Clients may include patients, and advisors may include medical practitioners. Active monitoring of clients may include reading sensor data from devices associated with a client and then sending notifications to the client. The notifications may be based on a set of alert rules based on a health management profile of the patient. The alert rules may be modified by the advisor. Embodiments may include systems and methods to analyze the effectiveness of active monitoring on clients. Systems and methods may involve recommendations of whether active monitoring can benefit a client.

CPC Classifications

G16H 40/67 G16H 50/20 G16H 80/00

Filing Date

2025-09-22

Application No.

19336157