CarePort Referral Management vs Partner.io
CarePort Referral Management
careporthealth.comPartner.io
partner.ioSide by side
| Figure | CarePort Referral Management | Partner.io |
|---|---|---|
| Price from | — | $79/mo |
| Free plan | — | — |
| Free trial | Yes | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| API | — | Yes |
| Plans published | 0 | 2 |
| Spec score · Referral Management Software | 7.7 (#17) | 7.9 (#12) |
| 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. | The company describes Partner.io as built for lean partnership teams and lists partner types including referral, reseller, agency, affiliate, technology and channel partners. |
| Security | CarePort says it takes reasonable precautions to protect personal data, uses password-protected access, and monitors for vulnerabilities and attacks. | The company says the service is hosted on AWS, uses encryption in transit and at rest, role-based access and two-factor authentication, and supports passwordless sign-in. |
| Support | The CarePort Client Center lists support by phone at (800) 446-9614 during 8 a.m.–7 p.m. ET Monday through Friday. | The plan includes in-app chat support, a knowledge base and guided setup. |
Plans
In their own words
CarePort Referral Management
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.
Partner.io
Partner.io is an AI partner management platform for lean teams, with web and API access. Its branded portal runs on a customer’s own domain, where partners can refer leads, follow activity, and view commissions. Lead and registered-deal records include partner, representative, status, and timeline details. Commissions can be approved manually or by rule, and Stripe handles payouts without a Partner.io payout fee. The platform also includes AI course creation and certification, automated follow-ups, approvals, and email flows. Listed integrations include HubSpot, Pipedrive, Salesforce, Slack, Shopify, Stripe, Claude, and ChatGPT. Developer options include a REST API, HMAC-signed webhooks, an MCP server with OAuth and 40+ tools, and embeddable widgets. Partner.io says it uses AWS hosting, encryption in transit and at rest, role-based access, two-factor authentication, and passwordless sign-in; it states that it is SOC 2 and GDPR compliant. The plan costs $79 a month per active seat, billed monthly; partners are free and unlimited. A 7-day trial is available, with no free plan.