The Platform Changed Hands, Your Records Should Not

Wellthy bought Cleo on September 14. The release says the two will bring together their teams, technology and expertise while clients and members keep the trusted experience they know today. Cleo arrives with more than 200 clients. Wellthy points to as much as 3.6x return on investment. No price was disclosed.

The release is written for benefits buyers, not for families. That is the part worth noticing. A daughter using Cleo to sort out her father's hospital discharge did not choose Cleo. Her employer did. When the vendor changes hands, her care plan changes hands with it, and nobody asks her first.

The lesson is a plain one. Support that arrives through an employer can leave through an employer, in a layoff, a benefits renegotiation, or an acquisition announced on a Monday. Keep your own copy of the medication list, the contacts, the dates and the decisions, somewhere that outlives a job change. The platform is theirs. The record should be yours.