Healthcare operations platform

Care coordination from referral to reimbursement

Manage referrals, assessments, placements, compliance, and billing in one place. Your team can see each case clearly from referral through reimbursement.

HIPAA compliantAccess by roleWorkflows for providers
Organization DashboardLast 30 days
312Active cases+12% from last month
148Assessments+8% from last month
$84KOpen invoices10% lower than last month
New referral submittedRiverside Medical Center
Assessment completedJordan Smith
Care plan updatedTaylor Kim
Placement approvedLakeside Care Facility
Invoice generatedINV 3567

Trusted by healthcare organizations of every type

Care Management AgenciesAssisted Living ProvidersICF/IID ProvidersCommunity Support OrganizationsHome & Community Based ServicesHospital & Healthcare Organizations
Our approach

Connect each person’s records and services

Most healthcare software stores each form as a separate document. CareKit links people, assessments, services, and outcomes so your team can follow each person’s care history in one place.

One record across your organizationConnected services and assessmentsClear care history for each person
A nurse in teal scrubs sharing a warm moment with an older woman at a care facility
People
Workflows
Better Care

See the full care record.
Keep the whole team informed.Organized around each person

Platform capabilities

Tools for daily care operations

Give your team one place to coordinate work, document care, and meet requirements.

Master Client Record

Every person’s data, services, assessments, plans, and history in one connected record.

Workflow Management

Assign work, set due dates, and track each step from intake through discharge.

Compliance Tracking

Track required records and reviews with safeguards for HIPAA compliance.

Billing and Claims

Prepare claims, review invoices, and track payment status.

Access Control by Role

Set access by role and review a record of account activity.

Reporting & Analytics

Review current outcomes, service use, and financial reports.

The care journey

From referral to reimbursement

Assign each step, track its status, and automate routine follow up.
Everyone can see what is due and who is responsible.

  1. 1

    Referral Submitted

    Intake a new client from any source with structured data capture.

    Day 1
  2. 2

    Screening Completed

    Conduct initial screening and determine program eligibility.

    Day 2
  3. 3

    Assessment Completed

    Complete comprehensive assessments and assign services.

    Days 3 to 5
  4. 4

    Care Plan Drafted

    Create and share a personalized care plan with your team.

    Days 5 to 7
  5. 5

    Placement Approved

    Secure placement and coordinate with providers.

    Days 7 to 10
  6. 6

    Monthly Monitoring

    Track progress, update plans, and document outcomes.

    Ongoing
  7. 7

    Invoice & Reimbursement

    Generate claims and track payments to completion.

    Ongoing
Built for every role

Give each role the right view

Set permissions, views, and workflows for each role. Staff see the records and tasks needed for their work, while administrators keep control of access.

Dashboards for each roleCustomized workflows and fieldsSecure and compliant accessAudit trails for every action

Care Manager

Clients · Care Plans · Outcomes

Intake Coordinator

Referrals · Screening · Scheduling

Billing Specialist

Claims · Invoices · Payments

Facility Staff

Client Info · Notes · Tasks

Administrator

Users · Roles · System Setup

Auditor

Reports · Compliance · Exports

AI assistance · Coming soon

Ask CareKit about your work

Ask a question about your organization’s records and get a clear answer in CareKit.
Access follows the same permissions already set for your team.

Summarize this client’s progress

Which clients need assessments this week?

Show me last month’s billing summary

Draft a care plan for support after discharge

See how CareKit fits your workflow

Take a closer look at referrals, care plans, compliance,
billing, and reporting in one system.