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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.

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

  1. Referral received

    Captured from fax, phone, voicemail, forms, portals and other sources.

  2. Information extracted

    Patient, insurance, referring provider and referral details are pulled from the fax and other sources.

  3. Insurance eligibility checked

    Coverage is verified and potential eligibility issues are flagged.

  4. Referral classified

    Medical urgency, operational priority and when the patient should be seen are set.

  5. Scheduling initiated

    Routine cases are booked by AI. Priority cases go to staff with the relevant context.

Prepare for the Visit

  1. Missing information identified

    Missing records and clearances are found across the EHR, fax and other systems.

  2. Information requested

    Missing information is requested from the right outside providers.

  3. Information collected

    Requests are tracked and followed up, and incoming documents are matched to the patient.

  4. Pre-chart drafted

    A pre-chart note is drafted from the information collected across systems.

  5. 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.

Patricia ChandlerReferred by Brightview Optometry
Visit completed
  1. Fax
  2. Referrals
  3. Scheduling
  4. Patient Prep
  1. AI Fax Coordinator

    Fax from Brightview Optometry classified as a referral and matched to a new patient.

  2. AI Referral Coordinator

    Dry eye. Routine. Insurance verified. Schedule by Oct 27. Chart created in the EHR.

  3. AI Scheduling Coordinator

    Called Patricia and booked Tue, Oct 14 at 10:00 with Dr. Lee. Referrer notified.

  4. AI Prep Coordinator

    Intake forms signed. Records received from the referrer. Pre-chart drafted.

  5. Visit completed

    Patient seen on schedule. Visit note sent back to Brightview Optometry.

Example patient · every action is logged

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.

Patient flow · This monthLive report
Referrals in
200
Scheduled
90%
Visits completed
84%
  1. Received200
  2. Triaged200
  3. Scheduled180
  4. 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.

  • NextGen Healthcare
  • eClinicalWorks
  • AdvancedMD
  • Nextech
  • Sightview
  • 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.

hello@carethink.com+1 (617) 941-6144