One Platform to Manage Your Entire Patient Flow
Four end-to-end workflows, from first contact to completed visit. An AI coordinator does the work inside each one, and your staff step in only where a human matters.
Fax
From the moment a fax arrives until it is filed in the EHR.
Explore FaxReferrals
From the moment a referral arrives until it is triaged, verified and ready to book.
Explore ReferralsScheduling
From the moment a patient calls in or is ready to book until the appointment is on the calendar.
Explore SchedulingPatient Prep
From the moment the appointment is booked until the patient completes the visit.
Explore Patient Prep
From Referral Intake to Completed Visit,
Automated With AI
The ten things that have to happen for every referred patient, done without a person touching each one.
Schedule the Visit
- Referral received
Captured from fax, phone, voicemail, forms, portals and other sources.
- Information extracted
Patient, insurance, referring provider and referral details are pulled from the fax and other sources.
- Insurance eligibility checked
Coverage is verified and potential eligibility issues are flagged.
- Referral classified
Medical urgency, operational priority and when the patient should be seen are set.
- Scheduling initiated
Routine cases are booked by AI. Priority cases go to staff with the relevant context.
Prepare for the Visit
- Missing information identified
Missing records and clearances are found across the EHR, fax and other systems.
- Information requested
Missing information is requested from the right outside providers.
- Information collected
Requests are tracked and followed up, and incoming documents are matched to the patient.
- Pre-chart drafted
A pre-chart note is drafted from the information collected across systems.
- Questions prepared
Questions are prepared to help the provider close documentation gaps and bill accurately.
Every Action,
Logged and Visible
Each AI coordinator writes what it did and when, so your team and leadership can see exactly where every patient is.
- Fax
- Referrals
- Scheduling
- Patient Prep
- AI Fax Coordinator
Fax from Brightview Optometry classified as a referral and matched to a new patient.
- AI Referral Coordinator
Dry eye. Routine. Insurance verified. Schedule by Oct 27. Chart created in the EHR.
- AI Scheduling Coordinator
Called Patricia and booked Tue, Oct 14 at 10:00 with Dr. Lee. Referrer notified.
- AI Prep Coordinator
Intake forms signed. Records received from the referrer. Pre-chart drafted.
- Visit completed
Patient seen on schedule. Visit note sent back to Brightview Optometry.
AI Does the Work
Your Team Does Today
Before
Your staff do the work.
- Read, sort and file every fax and voicemail
- Triage referrals and verify insurance
- Book, reschedule and cancel appointments
- Chase forms and clearances before the visit
With Carethink
AI does the work.
- Read, sort and file every fax and voicemail
- Triage referrals and verify insurance
- Book, reschedule and cancel appointments
- Chase forms and clearances before the visit
- Orchestrated by your rules and protocols
- Managed with your staff in the loop
- Visible, with every action logged
See Your Entire Patient Flow
In One Place
Every workflow and every coordinator action is tracked, so you see where patients come from, where they drop and how fast they move.
Referral conversion
Scheduling rates and the reasons referrals drop.
Referral sources
Which practices send more patients, and which send fewer.
Volume by type
Fax, voicemail and referral volume by category.
Your BI tools
Connect the data to Power BI or your analytics suite.
- Referrals in
- 200
- Scheduled
- 90%
- Visits completed
- 84%
- Received200
- Triaged200
- Scheduled180
- Visit completed168
Top referral sources
- Dr. Halvorsenup42
- Cedarbrook Clinicup31
- Dr. Marwickdown18
Integrations Into Your Existing
EHR and Practice Tools
Prebuilt connections for fax, email, voicemail, phone and EHR. No new system for your team to learn.





- And more
Don’t see your EHR? We’ll connect Carethink to it, free of charge.
HIPAA compliant
A BAA is included with every contract.
End-to-end encrypted
AES-256 in transit and at rest.
Practices See Results
In Daily Operations
Carethink takes repetitive admin work off your team, so they can focus on patient flow, relationships and the work that moves the practice forward.
- Referral completion rateUp from a 50% benchmark
- 90%
- Referral completion timeDown from an 8-day average
- 15 min
- Admin time savedAcross fax and referral work
- 87%
- Saved per provider annuallyFrom reduced admin work
- $18K
Give Your Team Time Back for Patients
Book a demo to see how Carethink moves patients from referral intake to completed visit.