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SPECIFICTION
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CarePort Referral Management

careporthealth.com

Free trial Web
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Spec score 7.7 #17 of 36 in Referral Management Software

What it is

CarePort Referral Management is a web-based system for receiving, responding to, and reviewing patient referrals. It automatically processes incoming referrals, while also supporting referrals that arrive outside electronic channels. Customizable worklists help staff organize activity, and alerts about incoming referrals can go to a computer or mobile device. From a referral worklist, users can admit patients and retain key data to reduce manual entry. The system also lets users send post-acute authorization requests to payers and track responses. CarePort says it integrates with post-acute EHRs to reduce re-keying and can transfer referral data into back-office clinical and financial systems. It partners with CRM and EMR vendors on integrations that can open patient data in CarePort solutions. Reporting tools cover referral sources and patterns, including real-time reporting. The product is aimed at referral-management staff at skilled nursing facilities, home health agencies, long-term care facilities, and other care sites. Pricing is on request; a trial offer describes 60 days free, with pricing based on referral volume and an initial 12-month term.

Spec sheet

Purpose
CarePort Referral Management receives, responds to, and reviews patient referral activity in one electronic system.Read 9 Oct 2026 · careporthealth.com
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.Read 9 Oct 2026 · careporthealth.com
Security
CarePort says it takes reasonable precautions to protect personal data, uses password-protected access, and monitors for vulnerabilities and attacks.Read 4 Oct 2026 · careporthealth.com
Support
The CarePort Client Center lists support by phone at (800) 446-9614 during 8 a.m.–7 p.m. ET Monday through Friday.Read 9 Oct 2026 · careporthealth.com
Headquarters
Overland Park, Kansas, United StatesRead 28 Sep 2026 · careporthealth.com
Admissions
Users can admit patients from the referral worklist, which the product says eliminates manual entry and helps retain key data.Read 9 Oct 2026 · careporthealth.com
Alerts
The product can send alerts about incoming referrals to a computer or mobile device.Read 4 Oct 2026 · careporthealth.com
Authorizations
Users can send post-acute authorization requests to payers and track responses.Read 9 Oct 2026 · careporthealth.com
CRM and EMR access
CarePort says it partners with CRM and EMR vendors to provide integrations that can launch patient data into CarePort solutions.Read 4 Oct 2026 · careporthealth.com
EHR integration
CarePort says it integrates with post-acute EHRs to reduce re-keying referral information.Read 9 Oct 2026 · careporthealth.com
Integration example
CarePort says referrals from its Intake platform can appear in PointClickCare’s CRM along with diagnosis and insurance information.Read 9 Oct 2026 · careporthealth.com
Payer authorizations
Users can send post-acute authorization requests to payers and track responses.Read 4 Oct 2026 · careporthealth.com
Pricing
The product page offers a demo request and does not state a price.Read 4 Oct 2026 · careporthealth.com
Privacy and security
CarePort’s privacy policy says it uses password-protected access, secure connections when necessary, and regular monitoring for vulnerabilities and attacks.Read 9 Oct 2026 · careporthealth.com
Referral workflow
The product can automatically receive and respond to referrals, send alerts, use customizable worklists, and enter referrals from non-electronic sources.Read 9 Oct 2026 · careporthealth.com
Reporting
The product offers comprehensive reports and visibility into referral sources.Read 9 Oct 2026 · careporthealth.com
Training
CarePort offers complimentary 60-minute Referral Management training webinars for application users and requires a verifiable work email to register.Read 9 Oct 2026 · careporthealth.com
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.Read 9 Oct 2026 · careporthealth.com
Web access
CarePort describes its referral management interface as web-based.Read 9 Oct 2026 · careporthealth.com

Strong points and limits

Strong points

  • Accepts referrals from electronic and non-electronic sources.
  • Customizable worklists and alerts organize incoming activity.
  • Admit patients from worklists while retaining key data.
  • Real-time reports cover referral sources and patterns.
  • Integrates with post-acute EHRs, CRM, and EMR vendors.

Limits

  • Pricing is available only on request.
  • The trial offer has an initial 12-month term.
  • Web is the only listed platform.

Who it suits

It suits referral-management staff at skilled nursing facilities, home health agencies, long-term care facilities, and other care sites. Teams needing payer authorization tracking, referral reporting, or connected post-acute EHR workflows may find its listed functions relevant.

Verdict

CarePort combines referral intake and response with worklists, payer authorization tracking, reporting, and stated integrations. Its trial offer specifies 60 days free, but pricing depends on referral volume and begins with a 12-month term.

Where Specifiction places it

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