CareFlow One · two products, one engine

AI for healthcare's hardest paperwork.

CareFlow One builds secure workflow platforms for the unglamorous work that decides access and outcomes — one for the practices that move referrals, and one for the experts who review medical records.

See them live — 30 min →

AI ASSISTS · YOUR PEOPLE DECIDE · EVERY ACTION LOGGED

REFERRAL OPERATIONS · FOR PRACTICES

CareFlow One Referrals

From any fax to a clean claim — in seven steps.

  • Smart Inbox reads, classifies, and routes every document.
  • Readiness gaps and prior-auth requirements surfaced up front.
  • Scheduling and billing confirmed clean before the claim.
Explore Referrals → Watch the 7-step demo
MEDICAL CASE REVIEW · FOR CLINICAL EXPERTS

ClinEvidence

Reconstruct the story. Defend it with evidence.

  • Timelines reconstructed from thousands of pages in minutes.
  • Conflicts, gaps, and unsupported references flagged for review.
  • Every statement source-linked to its exact page and line.
Explore ClinEvidence → See the case dashboard
Why one company builds both

One engine. Two front doors.

Both products run on the same foundation: deep document understanding, honest AI, and people in control.

Documents understood

Faxes, PDFs, and exports become structured, usable information — pages into events, packets into cases.

Chronology built

Scattered records become one ordered timeline, whether it's a referral's journey or a patient's history.

Everything traceable

Every flag, action, and statement links back to its source — auditable end to end.

People decide

AI assists; your staff and your experts make the calls. Nothing final happens without a human.

Not sure which fits? Bring your workflow.

One 30-minute session — we'll show you the right product for the work on your desk.

See it live — 30 min → Email the team
Referral operations for primary care & specialty practices

From any fax to a clean claim — in seven steps.

CareFlow One runs the whole referral pipeline: documents in, classified, cased, checked, authorized, scheduled, billing-ready. Watch one case travel it — or click any step to jump there.

See it live — 30 min → Which side are you on?

AI ASSISTS · YOUR STAFF DECIDE · EVERY ACTION LOGGED

FAX · 6 PGS
PDF
EHR EXPORT
ALL OF IT → SMART INBOX
Smart Inbox
Referral — Cardiology6 PAGES · FAX→ ROUTEDREFERRAL + PA
Insurance cardPDF · FRONT/BACK→ ROUTEDCOVERAGE
Clinical noteEHR EXPORT→ ROUTEDATTACHED TO CASE
CASE C-2041 · CARDIOLOGY CONSULT
M. Alvarez — Medicare Advantage
REFERRAL ORDERDX: I48.91EKG PG 4–5
Readiness check
Insurance verified — UHC MA
EKG attached — pages 4–5
PCP notes missing — flagged before scheduling
RECORDS REQUEST SENT — AUTOMATICALLY
Prior auth — UHC Medicare Advantage
CPT 93306 requires auth — rules applied up front
Clinical criteria documented — 4 of 4
PRIOR-AUTH PACKETREADY
PACKET COMPLETE — SUBMITTED TO PAYER
Scheduling
MON—
TUE2:40 PM
WED—
THU9:10 AM
FRI—
BOOKED — TUE 2:40 PM
Not ready yet? Each case shows its clear next step instead.
Billing readiness
Auth A-83921 attached to the visit
CPT 93306 matches the order
Documentation complete — confirmed pre-claim
CLAIM-READY
1 · FAX / PDF / EHRDocuments arrive from any source, in any format. 2 · SMART INBOXEach item is read, classified, and routed automatically. 3 · CASE CREATEDPages become a structured case with patient and order details. 4 · READINESS CHECKMissing documents and gaps are flagged before anyone schedules. 5 · PRIOR AUTHPayer requirements and packet readiness, surfaced up front. 6 · SCHEDULINGReady patients move to booking; the rest get a clear next step. 7 · BILLING READYAuth and documentation confirmed before the claim goes out.
STEP 1 / 7
The problem

Referrals arrive as paper. Your team turns them into work — by hand.

Every fax kicks off the same scramble: read it, chase what's missing, check the payer, and hope nothing slips before the visit.

Faxes pile up

Referrals sit in a queue until someone has time to read, sort, and route every page.

Missing documents delay scheduling

No PCP notes, no recent EKG, no demographics — and the patient can't be booked.

Manual payer-portal checks

Staff log into portal after portal to confirm eligibility and authorization rules.

Prior-auth rules are hard to track

Requirements vary by payer, plan, and CPT — and they change without warning.

Patients wait

While teams chase information, appointments slip and referring offices call to ask why.

Billing risk grows quietly

Incomplete authorization or documentation surfaces as denials — weeks after the visit.

The seven steps

Each step removes a job your team does by hand.

The same pipeline you watched above — and the manual work that disappears at each stop.

THE STEPWHAT STOPS HAPPENING
1

Fax / PDF / EHR

Documents arrive from any source, in any format.

No more watching three inboxes and a fax machine.
2

Smart Inbox

Each item is read, classified, and routed automatically.

No more reading and sorting every page by hand.
3

Case Created

Pages become a structured case with patient and order details.

No more re-keying demographics and order details.
4

Readiness Check

Missing documents and gaps are flagged before anyone schedules.

No more discovering missing notes at check-in.
5

Prior Auth

Payer requirements and packet readiness, surfaced up front.

No more portal-by-portal rule hunting.
6

Scheduling

Ready patients move to booking; the rest get a clear next step.

No more guessing who's actually bookable.
7

Billing Ready

Auth and documentation confirmed before the claim goes out.

No more denials surfacing weeks after the visit.
Who it's for

One platform. Both sides of the referral.

CareFlow One serves the practice that sends the referral and the practice that receives it — so the same case stays complete, authorized, and visible on both ends.

SENDS · PRIMARY CARE

CareFlow One for Primary Care

Refer, verify coverage, and submit e-PAs before the patient leaves the room.

  • Coverage and network verified before you submit — not after the callback.
  • Packets leave complete — documents, codes, and prior-auth rules applied up front.
  • Every case tracked to the finish — no portals, no "any update?" calls.
RECEIVES · SPECIALTY CARE

CareFlow One for Specialty Care

Turn inbound faxes into ready-to-work cases with readiness checks, prior auth, and next actions.

  • Faxes become structured cases automatically — no re-keying, no sorting.
  • Gaps and prior-auth risk flagged day one — not discovered at check-in.
  • Billing confirmed clean pre-claim — denials prevented, not discovered weeks later.
Trust & control

AI that assists. Staff who decide.

Human review before final action

Recommendations stay recommendations until a team member approves them.

Audit trail for AI-assisted decisions

Every classification, flag, and action is logged and reviewable.

HIPAA-conscious workflows

Designed around minimum-necessary access and careful PHI handling.

Role-based access

Front desk, prior-auth, and billing each see what their work requires.

Secure document handling

Inbound faxes and PDFs are stored and transmitted with care.

Staff remain in control

CareFlow One queues and suggests. People schedule, submit, and bill.

CareFlow One is designed to support careful, compliant operations. Ask about current security and privacy practices during your demo.

See your own faxes make the trip.

A 30-minute demo with your referral volume, payers, and document mix — all seven steps, live.

See it live — 30 min → Email the team
Resources

Run referral operations like an expert.

Playbooks, checklists, and product updates from the CareFlow One team — practical material your coordinators and leaders can use this week.

Get a tailored walkthrough → Watch the 7-step demo
PLAYBOOK

The referral operations playbook

How high-performing practices structure intake, validation, and follow-up — and the metrics that matter.

COMING SOON
CHECKLIST

Prior-authorization readiness checklist

What a complete, criteria-ready PA packet looks like — and the gaps that trigger "additional info requested."

COMING SOON
WORKSHEET

Referral ROI worksheet

Estimate the staff hours and denial costs hiding in your current workflow — and the value of fixing them.

AVAILABLE IN DEMO
GUIDE

Smart Intake setup guide

How classification, extraction, and routing get configured for your document mix.

FOR CUSTOMERS
UPDATES

Product updates

What's new in CareFlow One — Smart Intake, queues, readiness checks, and reporting.

COMING SOON
SECURITY

Security & privacy overview

How CareFlow One safeguards PHI: encryption, access controls, audit trails, and careful retention.

READ THE TRUST SECTION →
WANT SOMETHING SPECIFIC?
Tell us what your team is wrestling with.
We'll walk through it with your document mix in a 30-minute session — and share the relevant material.
Book →
Company

Paperwork should chase itself. People should care for patients.

CareFlow One builds cloud-based workflow automation for the work that decides patient access: referral intake and tracking, prior authorization, eligibility and network verification, and clinical document workflows — for primary care and specialty practices alike.

See it live — 30 min → Contact us
What we stand on

Three commitments behind every feature.

Clinician-first

We build for the front desk, the coordinator, and the provider — the people who actually move referrals every day.

Careful AI

AI assists; staff decide. CareFlow One does not provide medical care, diagnosis, or treatment, and never replaces the judgment of licensed providers.

Security by design

PHI is handled under HIPAA-conscious workflows, with role-based access and audit logging throughout.

Get in touch

Talk to the team.

Whether you run a two-provider primary care clinic or a multi-site specialty group, we'd love to show you what CareFlow One can do with your document mix.

See it live — 30 min →

CareFlow One LLC

28 Geary St. Suite 650
San Francisco, CA 94108

Email: admin@getcareflow.com

SECURE AI FOR MEDICAL CASE REVIEW

Reconstruct the story.
Defend it with evidence.

ClinEvidence is the secure AI platform that helps physicians and medical experts review complex records, uncover what matters, and build stronger, source-linked opinions.

Request a demo → See how it works
HIPAA-compliant Secure Built for clinical experts
THE EVIDENCE-NATIVE CASE FILE

ClinEvidence sits at the center of the case.

Every page flows through one engine. From thousands of pages of fragmented records — radiology reports, progress notes, ED visits, depositions — ClinEvidence extracts events, builds the chronology, surfaces contradictions and gaps, and links every insight back to the exact page and line it came from.

Your opinion stays yours. The platform organizes the evidence; you decide what it means.

One platform. Every page accounted for.

WHY CLINEVIDENCE

Real outcomes across the work that matters.

Purpose-built for complex medical case review — so the hours go into judgment, not page-turning.

Compress review time

Reconstruct timelines from thousands of pages in minutes — a chronology on day one, not week three.

Strengthen every opinion

Connect each statement to its exact source page and line, so your report is defensible under scrutiny.

Never miss what matters

Missing records, timeline conflicts, and unsupported references are surfaced automatically for your review.

HOW IT WORKS

Three moves from record chaos to a defensible opinion.

01 · RECONSTRUCT

Reconstruct timelines

ClinEvidence Reconstruct automatically builds a chronology from fragmented records and documents. Every encounter, study, and note becomes a dated event on one timeline — deduplicated, categorized, and zoomable from years down to a single day.

Case Timeline · 427 events2021 — 2023
AccidentTreatmentIME
3/14/2023MRI Lumbar SpineRADIOLOGY
3/10/2023Physical Therapy SessionPROGRESS NOTE
3/8/2023Emergency Department VisitCLINICAL NOTE
02 · SURFACE

Surface what matters

ClinEvidence Surface interrogates the reconstructed record. It flags timeline conflicts, possible missing records, unsupported references, and duplicate studies — each queued for your review with the underlying pages one click away. Nothing is resolved without you.

12 items need your review
Timeline conflicts4 FLAGGED
Possible missing records3 FLAGGED
Unsupported references2 FLAGGED
Duplicate / related studies2 GROUPED
Uncertain event1 QUEUED
Review 12 items →EXPERT DECIDES
03 · DEFEND

Build stronger reports

ClinEvidence Defend turns reviewed evidence into clear, defensible reports. Every statement carries its citation — exact document, page, and line — so opposing counsel's "where does it say that?" has a one-click answer.

EXPERT REPORT · OPINION ¶14
"Imaging documents a stable L4-L5 protrusion predating the incident, unchanged across serial studies." ⌗ PG 214:6
Citations verified96 / 96
Unsupported statements0 REMAINING
ExportPDF · DOCX
USE CASES

One engine. Three kinds of expert work.

The same reconstructed, source-linked case file — put to work wherever the record meets scrutiny.

01 · IME REVIEWS

Walk into the exam with the whole history.

Independent medical examinations run on turnaround. ClinEvidence builds the complete chronology before the appointment, requests what's missing, and flags where the claimed history diverges from the documented record — so exam time goes to the examinee, not the file.

PRE-EXAM BRIEFGAPS REQUESTED EARLYHISTORY VS RECORD
Pre-exam brief · Claimant file #4172
Complete chronology — 427 eventsREADY
Records requested from carrier2 OUTSTANDING
Claimed history vs documented record3 DISCREPANCIES
EXAM-DAY ONE-PAGER
Prior imaging: stable L4-L5 protrusion since 2021 ⌗ PG 214:6
Export briefPDF · 1 PAGE
02 · EXPERT WITNESS WORK

Every opinion ready for cross-examination.

Litigation punishes unsupported statements. ClinEvidence keeps each opinion tied to its exact document, page, and line, verifies every citation before the report goes out, and compiles the exhibits — so "where does it say that?" is a one-click answer, in the report and in the deposition chair.

SOURCE-LINKED OPINIONSDEPOSITION PREPEXHIBITS COMPILED
DEPOSITION PREP
"Doctor, where does the record support that?"
Opinion ¶14 → Radiology Report, pg 214, line 6 ⌗ ONE CLICK
Citations verified96 / 96
Unsupported statements0 REMAINING
Exhibit setAUTO-COMPILED
03 · PEER REVIEW

Judge the care against the record, point by point.

Reviewing another clinician's care demands fairness and receipts. ClinEvidence lays the delivered care on a timeline next to the documentation, marks what the record supports and what it can't locate, and leaves every determination where it belongs — with the reviewer.

CARE TIMELINESUPPORTED / NOT FOUNDREVIEWER DECIDES
Care under review · 3/8 – 4/2/2023
Decision point documentedPG 88 · SUPPORTED
Follow-up imaging orderedNO RECORD FOUND
Consent discussionPG 132 · SUPPORTED
Final determinationREVIEWER DECIDES
THE DEMO CASE, BY THE NUMBERS

Speed expert review never had.

ClinEvidence compresses days of page-turning into minutes — here's what one demo case file looks like inside the platform.

1,842
pages reconstructed into a single chronology
143
documents classified and deduplicated
427
events extracted and dated on the timeline
12
conflicts and gaps flagged for expert review
92%
reconstruction confidence, transparently scored
100%
of report statements source-linked to page and line

FIGURES FROM THE CLINEVIDENCE DEMO CASE — BRING YOUR OWN CASE FILE TO SEE YOURS.

BUILT FOR PHYSICIANS AND MEDICAL EXPERTS ACROSS THE U.S.

"

ClinEvidence dramatically reduces the time I spend organizing records and helps me focus on what really matters — delivering accurate, defensible opinions.

RB
Ricardo C. Scolari, MD, FACS, FARS
Neurosurgeon & Expert Witness · Fort Lauderdale, FL

See ClinEvidence in action

Discover how ClinEvidence can help you save time, strengthen your analysis, and deliver better outcomes.

Request a demo →