CareFlow
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AI-powered orchestration
INTRO

Get patients to the right specialist—faster

CareFlow automates referrals and prior authorizations for primary care teams.
Wins: faster referrals • fewer reworks • happier patients

Streamlined
Smart Workflow
Intelligent Faxing
Instant Scheduler
Insightful
Streamlined
PRODUCT

How clinician teams use CareFlow

PCP
Primary Care Provider

Refer in seconds, verify coverage instantly, and book the next‑available specialist before the patient leaves the room.

Wins: Faster referrals • Fewer reworks • Happier patients

RC
Referral Coordinator

One organized queue instead of phone/fax chaos. CareFlow assembles required docs, suggests CPT/ICD codes, submits e‑PAs/e‑referrals, and tracks status with alerts.

Wins: First‑pass approvals ↑ • Time saved ↑ • No missing paperwork

LD
Leadership

See the flow of care and the ROI. Monitor cycle time, first‑pass rate, days‑to‑appointment, and leakage to coach teams and steer in‑network.

Wins: Operational clarity • Network retention • Audit‑ready compliance

PRODUCT

How it works

1
Ingest AI assist

Bring every referral into one queue—no re-keying.

  • Drag & drop PDFs: Upload packets from anywhere; we parse and index them.
  • Auto-read faxes: OCR + AI extracts patient, coverage, and clinical details.
  • EHR extracts: Pull structured referrals and attachments from your EMR.

Outcome: A clean, normalized case with patient, coverage, referrer, and documents ready to go.

Ingest
2
Validate AI assist

Catch issues before they cause rework.

  • Member & plan: Verify eligibility and plan recognition in real time.
  • In-network: Detect network status for the target specialist/facility.
  • Auth rules & missing docs: Apply payer-specific criteria; flag gaps (codes, notes, labs, imaging).

Outcome: Requirements met the first time—fewer denials, fewer callbacks.

Validate
3
Act AI assist

Move the case forward automatically.

  • Assemble packet: Demographics, CPT/HCPCS, progress notes, labs, imaging—packaged to spec.
  • Submit & route: E-submit across payers or route internally; start live tracking instantly.
  • Find & book: Surface next-available in-network appointments and book in one click.

Outcome: Fast, trackable completion—referral closed with patient scheduled.

Act
PROOF

Why teams choose CareFlow

Four pillars make referrals move—backed by outcomes teams care about

Reduce denials, back-and-forth, and incomplete submissions
Structured intake, required‑docs, eligibility & network checks, and PA rules.
Cut time from referral to appointment
Next‑available finder + smart re‑routing when paths fail.
Improve patient experience without adding staff
Complete packets and clear status reduce no‑shows and callbacks.
Give leaders the levers to fix systemic delays
Live KPIs, bottleneck signals, and audit‑ready trails.
Cycle‑time
~50% ↓
Illustrative from pilot
Incomplete‑data denials
>30% ↓
Illustrative from pilot
First‑pass approvals
~25% ↑
Illustrative from pilot
“CareFlow cut our referral cycle time in half and gave our team one source of truth.”
— Ops Director, Regional Health System
PROOF

ROI snapshot

Illustrative calculator: tune your numbers in a demo.

Referrals / mo
400
Hours saved
~120/mo
Labor $ (est.)
~$4.2k/mo
Total value (est.)
~$8.7k/mo

Illustrative; depends on volume, wages, write‑offs, and margin. Walk through a live calculator in the demo.

TRUST

Privacy with CareFlow

We safeguard PHI by design.

HIPAA-aligned controls: encryption in transit and at rest, least-privilege access, audit logs.

Data isolation: each organization’s data is segregated.

You control retention: configurable data-lifecycle policies.

BAA available: we’ll sign one before handling PHI.

See your workflow in CareFlow
Get a 90‑second walkthrough and a demo. Or join the waitlist.
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