CareLinkMonthly outreach cycles
Reached flags reset each month while last-reached dates are kept, and inactive projects archive themselves — and can be restored any time.
Care coordination platform
Track requests. Dial patients. Record every call.
CareLink gives care coordination teams one secure workspace with a built-in request tracker, a power dialer and call recording — so your team can track each follow-up and keep work moving.
Core features
Request, dial, record — the heart of CareLink
Three tools built to work together, so a coordinator can go from a patient request to a completed, recorded call without leaving the screen.
Request tracking
Every patient request, tracked from intake to done
Log telehealth visits, remote patient monitoring, referrals, DME orders, medication refills, med reconciliations and drop-offs as structured requests — each with its own fields, owner and status.
- Categories that fit your work — each category has its own required fields and columns.
- Clear status & priority — Pending, In progress, Completed or Rejected, with Urgent flagging.
- Assignment & accountability — every request has an owner, and every change is kept in its history.
- Attachments & comments — keep documents and team discussion with the request itself.
Built-in dialer
A power dialer that works through your call list for you
Start the dialer from any outreach project and CareLink lines up the patients to call. Log the outcome, and the next patient is queued automatically — no copying numbers, no spreadsheets, no lost place.
- Automatic call queue — a countdown moves you to the next patient after each call.
- One-click outcomes — mark Connected, No answer, Callback or Skipped, and reached dates are saved to the patient.
- Smart retries — set no-answer timeouts and retry counts, and skip patients already reached this month.
- Work while you talk — take in-call notes, attach files and create a request mid-call. The countdown pauses until you're done.
- Always within reach — the floating dialer stays open, movable and minimizable as you move around CareLink.
Call recording
Every call recorded and filed to the right patient
Turn on recording and CareLink captures each dialer call — your voice and the patient's — and saves it straight to the patient's profile. No separate recorder, no matching up files afterwards.
- Filed automatically — saved with date, time, caller, number called, duration and outcome.
- Play back in the browser — listen right from the patient's page or the project, and download when needed.
- Ready for scribing — pick one or more recordings per patient to send for documentation, or upload outside audio.
- Private by design — audio is encrypted with AES-256-GCM, and only signed-in staff with organization access can play it.
More features
Everything else your team needs
Purpose-built tools for the daily work of connecting patients to care — from the first request to the final follow-up.
Unified patient records
One profile per patient with contact numbers, quick-info panel, full timeline and change history. Duplicate detection keeps records clean.
Projects & workflow board
Organize outreach into projects, move patients across a drag-and-drop board, assign coordinators, and filter or export any view.
Works on any device
Install CareLink on desktop, tablet or phone straight from the browser — no app store needed — and pick up your work wherever you are.
Live dashboard
See open requests, workloads and progress across your team at a glance, with updates that appear without refreshing.
Notifications & comments
Discuss a case right where the work happens. Teammates are notified of new comments, assignments and status changes.
Smart spreadsheet import
Bring existing patient lists in from Excel. CareLink maps columns, matches existing patients and enriches records instead of duplicating them.
Multi-organization ready
Run several centers or clinics on one platform. Every record is scoped to its organization, and staff only see what they are assigned to.
Security & privacy
Built to protect sensitive patient information
Access is controlled, activity is recorded and files stay private — by default, for every organization.
Encrypted files
Documents and audio are encrypted with AES-256-GCM and stored privately — never in a public media library.
Audit logs
Sign-ins, record views and changes are written to an audit trail administrators can review.
Approval-based access
New staff request access by invitation. Nothing is visible until an administrator approves them and assigns an organization.
Organization sign-in
Sign in with Microsoft 365 or Google, through your organization’s configured sign-in provider.
Automatic backups
Scheduled checkpoints and portable exports include records and file attachments, ready to restore.
Granular permissions
Administrator and staff roles, with column-level edit permissions for sensitive fields.
How it works
Up and running in three steps
Your administrator sets up the organization once. Staff join by invitation.
Get invited
Your administrator sends you a personal invitation link by email. It's valid for seven days.
Create your account
Choose a password or connect your Microsoft 365 or Google account, then request access.
Start coordinating
Once approved and assigned to your organization, log in and pick up your requests and call lists.
For care coordinators
- A personal queue of requests with priority and status
- A power dialer that moves through your call list for you
- Every call recorded and filed to the patient automatically
- Patient timelines, notes and recordings in one view
For administrators
- Invite, approve and assign staff to organizations
- Configure request categories and required fields
- Review call recordings, outcomes and audit logs
- Scheduled backups, portable exports and restore