CarePort Referral Management vs Fieldified

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.

Fieldified is field service management software for contractors and home service businesses, bringing together customer management, scheduling, dispatch, estimates, invoices and payments. Its CRM tools organize client details, requests, bookings and notifications. Scheduling supports technician assignments, route optimization, reminders and GPS tracking. Teams can create customizable quotes and invoices and automate follow-ups by email or text. The iOS and Android apps provide job details, time tracking, photos, signatures, messaging and offline work. Listed integrations include QuickBooks, Stripe, Google Calendar, Zapier, Mailchimp, HubSpot and Xero; the service also supports web and API access. A free plan is listed with usage limits, and the pricing page describes an unlimited free trial with certain limits and no credit card required to start. Paid plans begin at $49 a month for five users; additional users are listed at $5/user. Fieldified says its security measures include encryption at rest and in transit, mandatory admin MFA, monitoring and independent security assessments.