Accept More Referrals, Faster

AI agent screens every CarePort referral, auto-responds to perfect matches, and surfaces only the cases that need your judgment

Intake demo

Conversational intake that updates the chart for you

Watch the voice assistant collect demographics, insurance, and symptoms while the intake packet fills itself. Each response is timestamped, transcribed, and ready for clinical review.

  • Clinician-approved scripts keep language clear and compassionate
  • HIPAA-ready transcripts and audio saved to your evidence log
  • Real-time validation prevents missing signatures or policy numbers

Works on clinic tablets, kiosks, or remote calls

09:41

AI intake guide

Patient responding

Capturing patient response

Assistant

Good morning, I'll walk you through today's intake form. Let's start with your full name.

Patient

Sure, it's Jordan Martinez.

Your 24/7 CarePort Intake Agent

ConciCare monitors your CarePort inbox, screens every referral against your criteria, auto-accepts perfect matches, and flags only the cases that need your review.

01Clinic Workflow

Upload Intake Template

Upload Intake Template

Drop in any PDF or scanned packet and the system handles setup. No redesign, no manual data entry—existing questions stay exactly the same.

  • Drag and drop the form or email it to us—done in under a minute
  • We auto-map every field so staff never retype paperwork
  • Built-in checks flag missing signatures or insurance details
Secure upload99%
Uploading

Fields auto-mapped

24 of 24

Signature spots tagged

3 required

Scan quality

Crystal clear

Intelligent Referral Automation

Let AI handle the screening. Your team focuses on edge cases and patient care.

Smart Referral Screening

Green • Yellow • Red Classification

Every CarePort referral is instantly scored against your admission criteria— geography, insurance, clinical capabilities, and operational constraints.

  • Green (auto-accept) - Perfect match, agent responds immediately
  • Yellow (needs review) - Ambiguous or edge case, human decides
  • Red (auto-decline) - Clear violation, polite decline sent

Your Rules, Your Control

Powerful Criteria Builder

Define exactly what you can and can't accept. Geography, payers, clinical skills, capacity constraints—ConciCare enforces your criteria 24/7.

  • Geographic coverage - Zip codes, cities, radius rules
  • Insurance & payers - Medicare, Medicaid, commercial plans
  • Clinical capabilities - Wound care, IV therapy, vents, trach
  • Relationship rules - Preferred facilities, exclusion lists

Instant Responses

24/7 Auto-Reply

Perfect matches get accepted immediately. Clear mismatches get polite declines. Your response time drops from hours to seconds.

  • Sub-1-minute response - Accepts sent before case managers move on
  • Professional declines - Relationship-safe language, not rude rejections
  • Full audit trail - Every response logged with reasoning

Referral Intelligence

Analytics That Matter

Track response times, acceptance rates, and referral sources. Optimize relationships and grow strategic partnerships.

  • Source analytics - Which hospitals, SNFs, doctors send best fits
  • Response time tracking - SLA compliance per referral source
  • Acceptance rate trends - Optimize your criteria over time

From CarePort Referral to Admission in 4 Steps

1

Referral Arrives

CarePort inbox monitored 24/7

2

AI Screens & Scores

Green, yellow, or red classification

3

Auto-Response or Queue

Accept/decline or flag for review

4

Sync to WellSky

Admitted patients flow to EMR

Sub-1-Minute Response

Perfect matches accepted immediately—before case managers move to next agency

Full Audit Trail

Every decision logged with reasoning—complete visibility and compliance

80%+ Auto-Handled

Most referrals processed automatically—your team only sees edge cases

CarePort Connection

Secure OAuth integration with your CarePort account. ConciCare agent monitors referrals 24/7 and responds within your SLAs.

  • Read-only referral monitoring
  • Automated accept/decline responses
  • Full activity logging

WellSky Integration

Accepted referrals flow directly into WellSky for admission workflow. No double entry, seamless handoff from CarePort to EMR.

  • Auto-create patient charts
  • Pre-fill demographics & referral data
  • Trigger SOC scheduling workflows
Business Interest

See ConciCare in action with your CarePort data

Schedule a personalized demo. We'll show you how much faster you could respond to referrals and how many more admissions you could capture with AI screening.

Get Your Free Demo

Free 30-minute consultation - No credit card required - See ROI calculator

Prefer email? team@concicare.com