Key Features of Careflow:
1. Centralized Referral Management
Easily track, manage, and update referrals in real-time — all in one place. Referrals can be entered manually or integrated from your existing electronic systems.
2. Insurance Stacking & Background Checks
Automatically check and stack multiple insurances and run necessary background checks to ensure complete and accurate patient profiles.
3. Task & Workflow Automation
Assign, track, and complete tasks associated with each referral. Automate repetitive processes and keep your team on the same page with customized task lists.
4. Real-Time Collaboration
Comment, tag team members, and share updates within each referral record, reducing email chains and communication gaps.
5. Data & Reporting
Leverage real-time dashboards and exportable reports to gain visibility into your referral pipeline, outcomes, and team performance.
6. Account Customizations & Notifications
Every organization works a little differently, and Careflow offers several ways to tailor the experience to your team’s needs.
You can customize:
Task Types & Templates to standardize workflows
Notification Preferences to keep the right people informed at the right time
Account Tracking Options for referral follow-up and reporting needs
Careflow uses four standard user permission levels (Admin, Manager, Standard User, Viewer) to ensure appropriate access, but referral types and status options are system-defined to maintain consistency across the platform.
Why Careflow?
Our mission is to make complex healthcare processes easier. By giving you the right tools in one place, Careflow helps you:
Save time
Reduce errors and manual work
Improve communication across teams
Track progress and measure success
Next Steps:
Ready to get started? Check out our articles on How to Log In and Navigating the Careflow Dashboard to dive in.