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.
Trusted by healthcare organizations of every type
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.

Workflows
Better Care
See the full care record.
Keep the whole team informed.Organized around each person
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.
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
Referral Submitted
Intake a new client from any source with structured data capture.
Day 1 - 2
Screening Completed
Conduct initial screening and determine program eligibility.
Day 2 - 3
Assessment Completed
Complete comprehensive assessments and assign services.
Days 3 to 5 - 4
Care Plan Drafted
Create and share a personalized care plan with your team.
Days 5 to 7 - 5
Placement Approved
Secure placement and coordinate with providers.
Days 7 to 10 - 6
Monthly Monitoring
Track progress, update plans, and document outcomes.
Ongoing - 7
Invoice & Reimbursement
Generate claims and track payments to completion.
Ongoing
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.
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
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.