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: a request tracker, a power dialer that listens for voicemail for you, calls from the computer or your own cellphone, live call translation and call recording — so every follow-up gets done.
Core features
Request, dial, translate, record — the heart of CareLink
Tools built to work together, so a coordinator can go from a patient request to a completed, recorded call — in the patient’s language — 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.
- Call your way — from the computer, from your own Android phone over USB with one click (your cell number shows), or both at once: two of the patient’s numbers ring at the same moment.
- Smart number order — cell numbers first, every number of a patient tried, dead numbers remembered and skipped.
- One-click outcomes — Reached, Voicemail, No answer, Call back later or Don’t call; reached dates are saved to the patient.
- Find anyone instantly — search by name, any phone number or date of birth, jump to them, then go back to where you were.
- Work while you talk — notes, files and a new request mid-call. An incoming call pauses the dialer until you’re ready.
- Always within reach — the floating dialer can be moved, resized and minimized as you move around CareLink.
Scan Mode
Only talk to people — let CareLink handle the rest
Turn on Scan Mode and CareLink listens to each call as it connects. Voicemail, disconnected numbers, busy signals and endless ringing are handled for you, and a chime tells you when a real person picks up.
- Knows what it hears — ringing, voicemail greetings and beeps, “not in service” tones and recordings, busy signals and music on hold.
- Learns your patients — mark a call Voicemail or Not in service once and CareLink recognizes that sound next time.
- Google Voice aware — before hanging up on what sounds like voicemail, it says your recorded name and listens, so screened calls still reach the patient.
- Beast Mode — up to three lines dial at once; whoever answers first is put through and the rest wait with your hold message.
- Stays on until you turn it off — incoming calls only put it on hold; Resume picks up where you left off.
Live translation
Speak English. Your patient hears their language.
Start translation on a call and CareLink interprets both ways in real time: the patient hears a natural voice in their own language, and you hear them in English, with subtitles on screen.
- Two-way, by voice — about a second or two after each sentence, in both directions.
- The languages your patients speak — Mandarin, Cantonese, Spanish, Russian, Korean, Vietnamese, Arabic, Bengali, Polish, French and Hebrew. Remembered per patient.
- Live subtitles & transcript — read along, and copy the conversation into your notes.
- Your organization’s own service — powered by Microsoft Azure AI Speech under your organization’s account. The key stays on your server, and CareLink doesn’t store the translation.
Machine translation is not a certified medical interpreter — use an interpreter line for medication instructions and consent.
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.
- Starts when they pick up — click Picked Up and recording begins, with a live sound wave so you know it’s working.
- 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.
- Cellphone calls too — calls on your own phone can be recorded on speaker and are clearly labeled as speakerphone recordings.
- 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.
Microsoft Teams updates
When a patient is reached, CareLink posts to your team chat: name, today’s count, a running total, whether a need was logged and the call time.
EHR phone pick-up
Open a chart in your EHR and CareLink picks up the patient’s phone numbers for the dialer — no copying or retyping.
Remote monitoring & DME
Readings, monitoring days and equipment orders appear right on the patient while you call, so nothing is missed.
Care time & daily activity
Talk time is counted per patient, with team activity reports and a daily summary email for administrators.
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 go to an audit trail, archived weekly as downloadable files for administrators.
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 files. Old checkpoints are cleared in the background, and backups pause if the server runs low on space.
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
- Scan Mode skips voicemail; live translation for patients who don’t speak English
- One click opens your latest project after you sign in
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
- Team activity, talk time and a daily summary email
- Connect Microsoft Teams updates and live translation once for everyone