The right dementia care technology for a value-based program is the one your care team will use every week, that supports your program's requirements, connects to your systems, protects patient data and makes only the claims its vendor can back up. This checklist covers eight areas to test before you sign a contract.
It is written for program leads, clinical directors and operations teams in GUIDE, PACE and other value-based programs. It is general information and not legal advice, so involve your compliance and legal advisers on the privacy and regulatory questions.
Start With Your Program, Not the Product
Before you look at any demo, write down what your program has to do. For GUIDE, CMS requires participants to provide care navigation, 24/7 access to a care team member or help line, and caregiver training and support. The interdisciplinary care team must include a care navigator and a clinician with dementia proficiency.
Then mark which of those you need help with. Technology can support these activities. It can't meet a requirement for you, and a tool that claims to "make you GUIDE compliant" deserves a hard look.
CMS's Performance Measurement Manual also includes an appendix linking care delivery to performance measures, which CMS calls a supportive reference and not a formal protocol. Use it to identify where between-visit information could matter, and treat any vendor promise of a measure result with caution.
The Eight-Point Checklist
1. Does It Fit Your Program's Requirements?
Ask: Which specific program requirements does the product support, and which does it not? Can the vendor show this in a workflow, not a slide?
Watch for: Claims that a product guarantees a payment adjustment, a measure result or lower costs. Payment adjustments depend on how care is delivered and how data is collected, and no product controls that alone.
2. Will It Fit the Care Team's Week?
Ask: Who sees what, and when? Does the product help a care navigator decide who to contact first, or does it add another screen to check? Can a navigator try it during the evaluation?
Watch for: Alert volume with no prioritization. A tool that produces more information than a team can act on shifts work instead of reducing it. Ask for a walkthrough with a real navigator, using a realistic panel size for your program.
3. Does It Involve Caregivers and Families?
Ask: Can several family members take part? How do they add observations or receive updates? How does the product handle consent and privacy between family members?
Why it matters: The Alzheimer's Association's 2024 report found that 70 percent of dementia caregivers say coordinating care is stressful. GUIDE also measures caregiver burden through the ZBI-22 survey, so a tool that adds work for caregivers can work against you.
4. How Does It Connect to Your Systems?
Ask: What does integration actually mean here? Does data flow in both directions, or is it an export? Which EHR and portal connections already exist, and which would be built for you?
Why it matters: CMS lets GUIDE participants send assessment data through the HDR application or a FHIR-based API, depending on their EHR. If a tool means your staff type the same information twice, the time cost will show up in your workload.
Watch for: "Integration" that turns out to be a spreadsheet upload.
5. How Is Patient Data Protected?
Ask: Will the vendor sign a HIPAA business associate agreement? Which subcontractors handle patient data? How are security incidents reported, and what happens to your data if you leave?
Why it matters: HHS's guidance on cloud computing, as summarized by Hunton Andrews Kurth, says a covered entity can use a cloud provider for electronic protected health information if the two sign a business associate agreement. That agreement must set out permitted uses and disclosures, require appropriate safeguards under the Security Rule and require the provider to report security incidents. Another summary of the guidance notes that a provider without a decryption key is still a business associate.
Watch for: A vendor who is vague about who else touches the data.
6. Is the AI Transparent, and What Is the Regulatory Status?
Ask: How are summaries or prioritization produced? Can a clinician see the underlying data behind any output? Has the vendor assessed whether any feature falls under FDA's definition of a medical device, and what did it conclude?
Why it matters: FDA issued updated clinical decision support guidance in January 2026. Under it, software can qualify as non-device decision support only if it meets four criteria, including that it enables a health care professional to independently review the basis for its recommendations. FDA recommends that software or labeling identify the intended use, patient population and required inputs, along with a plain-language description of how the algorithm was developed and validated.

