CarePort Referral Management
CarePort Referral Management is a web-based system for handling patient referrals at care sites.
What CarePort Referral Management is
CarePort Referral Management is a web-based system for handling patient referrals at care sites. It receives and responds to referrals electronically, while also supporting referrals from non-electronic sources. Teams can organize work with customizable worklists and receive alerts about incoming referrals on a computer or mobile device. From a referral worklist, staff can admit patients while retaining key data, reducing manual entry. The system also supports post-acute authorization requests to payers and response tracking. CarePort says it integrates with post-acute EHRs to reduce re-keying, can transfer referral data into back-office clinical and financial systems, and partners with CRM and EMR vendors on integrations that can launch patient data into CarePort solutions. Reports cover referral sources and patterns, with real-time reporting tools. CarePort presents the product to referral-management staff at skilled nursing facilities, home health agencies, long-term care facilities, and other care sites. The service is paid, with pricing on request, and a free trial is offered.
Good
- Handles referrals from electronic and non-electronic sources
- Customizable worklists and incoming-referral alerts
- Admit patients from a worklist while retaining key data
- Tracks payer authorization requests and responses
- Provides real-time referral reporting
Watch out
- Pricing is available only on request
- Web platform only
Who it suits
It suits referral-management staff at skilled nursing facilities, home health agencies, long-term care facilities, and other care sites. It is also relevant to teams seeking electronic referral workflows and reporting on referral sources and patterns.
Verdict
CarePort Referral Management brings referral intake, worklists, admissions, payer authorizations, and reporting into one web-based system. Pricing is not published, though a free trial is offered.
The facts
Each one read from CarePort Referral Management's own pages, with the date it was checked.
What it does
- Admissions
- Users can admit patients from the referral worklist, which the product says eliminates manual entry and helps retain key data.checked 9 Oct 2026
- Alerts
- The product can send alerts about incoming referrals to a computer or mobile device.checked 4 Oct 2026
- Authorizations
- Users can send post-acute authorization requests to payers and track responses.checked 9 Oct 2026
- CRM and EMR access
- CarePort says it partners with CRM and EMR vendors to provide integrations that can launch patient data into CarePort solutions.checked 4 Oct 2026
- EHR integration
- CarePort says it integrates with post-acute EHRs to reduce re-keying referral information.checked 9 Oct 2026
- Integration example
- CarePort says referrals from its Intake platform can appear in PointClickCare’s CRM along with diagnosis and insurance information.checked 9 Oct 2026
- Intended users
- CarePort describes referral management solutions for patients and care managers selecting post-acute facilities and sending referrals to the next level of care.checked 9 Oct 2026
- Payer authorizations
- Users can send post-acute authorization requests to payers and track responses.checked 4 Oct 2026
- Pricing
- The product page offers a demo request and does not state a price.checked 4 Oct 2026
- Privacy and security
- CarePort’s privacy policy says it uses password-protected access, secure connections when necessary, and regular monitoring for vulnerabilities and attacks.checked 9 Oct 2026
- Purpose
- CarePort Referral Management receives, responds to, and reviews patient referral activity in one electronic system.checked 9 Oct 2026
- Referral workflow
- The product can automatically receive and respond to referrals, send alerts, use customizable worklists, and enter referrals from non-electronic sources.checked 9 Oct 2026
- Reporting
- The product offers comprehensive reports and visibility into referral sources.checked 9 Oct 2026
- Security
- CarePort says it takes reasonable precautions to protect personal data, uses password-protected access, and monitors for vulnerabilities and attacks.checked 4 Oct 2026
- Support
- The CarePort Client Center lists support by phone at (800) 446-9614 during 8 a.m.–7 p.m. ET Monday through Friday.checked 9 Oct 2026
- Training
- CarePort offers complimentary 60-minute Referral Management training webinars for application users and requires a verifiable work email to register.checked 9 Oct 2026
- Web access
- CarePort describes its referral management interface as web-based.checked 9 Oct 2026
The company
- Headquarters
- Overland Park, Kansas, United Stateschecked 28 Sep 2026
Money
- Trial terms
- CarePort’s Referral Management trial offer terms describe a 60-day free trial, with pricing based on referral volume and an initial 12-month term.checked 9 Oct 2026
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