Features

A complete operational workspace for readmission prevention.

Designed with AAAs and community organizations — not for hospitals.

Configurable workflow

Default 11-status pipeline from Referral Received through Closed. Admins can rename, reorder, or hide statuses without code changes.

Client & caseload management

Demographics, payer, PCP, caregiver, chronic conditions, social needs, consent — all on one record with full activity timeline.

Standard built-in forms

Referral intake, eligibility & enrollment, consent, risk assessment, ED utilization, medication reconciliation, social needs, encounter notes, and closure.

Risk scoring engine

Weighted, configurable, transparent. Each tier shows exactly which factors drove the score so coaches know where to intervene.

Task automation

Risk-based tasks, missing PCP follow-up, medication concerns, stalled cases, and supervisor escalations — all automated.

Encounter logging

11 encounter types covering phone, home visit, care coordination, transportation, caregiver coaching, and more.

Care planning

Structured problems, goals, interventions, and progress notes tied to the 30-day episode.

Document management

Discharge paperwork, signed consent, medication lists, and external referrals — categorized and tied to the client and episode.

Reporting & exports

30-day readmission, active caseload, high-risk, overdue tasks, staff activity, referral source, outcomes — with CSV export.

Multi-tenant SaaS

Strict data separation by organization. Branding, program name, episode length, and automation timing are per-tenant.

HIPAA-oriented controls

Unique accounts, role-based least-privilege, row-level security, audit trail, session timeout, and consent capture.

Outcome tracking

Every closure captures readmission, ED revisit, PCP follow-up, medication reconciliation, and successful outreach.