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CarePort Referral Management

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What CarePort Referral Management is

CarePort Referral Management is a web-based system for receiving, responding to, and reviewing patient referrals in one electronic workflow. It automatically handles incoming referrals, supports referrals from non-electronic sources, and lets teams organize work with customizable worklists. Alerts about new referrals can be sent to a computer or mobile device. Staff can admit patients directly from a referral worklist, carrying key data forward to reduce manual entry.

The system supports post-acute authorization requests to payers and tracks their 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. The company also partners with CRM and EMR vendors on integrations that can launch patient data into CarePort solutions. Reporting tools provide information about referral sources and patterns, including real-time reporting.

CarePort presents the product to referral-management staff at skilled nursing facilities, home health agencies, long-term care facilities, and other care sites. The product page offers a demo request; pricing is available on request. CarePort is headquartered in Overland Park, Kansas, United States. Its Client Center lists phone support at (800) 446-9614, available 8 a.m.–7 p.m. ET Monday through Friday.

Who it suits

CarePort Referral Management suits referral-management staff at skilled nursing facilities, home health agencies, long-term care facilities, and other care sites. It is relevant to teams that handle several referral channels, coordinate payer authorizations, or need reporting on referral sources and patterns.

What it does well

  • Receives and responds to referrals automatically.
  • Supports referrals from non-electronic sources.
  • Customizable worklists and referral alerts are available.
  • Patient admission from a worklist carries key data forward.
  • Provides real-time reporting on referral sources and patterns.
  • Integrates with post-acute EHRs and works with CRM and EMR vendors.

What to know first

  • Pricing is available on request.
  • Web is a listed platform.

Getting started

  1. Visit https://careporthealth.com/products/referral-management/.
  2. Request a demo through the product page.
  3. Contact the CarePort Client Center by phone at (800) 446-9614 during its listed business hours.

Verdict

Consider CarePort Referral Management if your care site needs a shared electronic referral workflow, payer authorization tracking, and referral reporting. Request a demo and pricing details to assess fit; the listed platform is web-based.

Questions

How is CarePort Referral Management priced?

Pricing is on request. The product page offers a demo request and does not state a price.

Which platform does it support?

The listed platform is web.

What kinds of referrals does it handle?

It supports multiple referral types, including referrals from non-electronic sources.

Does it integrate with EHR, CRM, or EMR systems?

CarePort says it integrates with post-acute EHRs and can transfer referral data into back-office clinical and financial systems. It also partners with CRM and EMR vendors on integrations that can launch patient data into CarePort solutions.

Who is the product intended for?

Its solution tour is aimed at referral-management staff at skilled nursing facilities, home health agencies, long-term care facilities, and other care sites.

How can users reach support?

The CarePort Client Center lists phone support at (800) 446-9614, 8 a.m.–7 p.m. ET Monday through Friday.

Facts from CarePort Referral Management's own pages

Admissions
Users can admit patients from the referral worklist, which the product says eliminates manual entry and helps retain key data. · careporthealth.com, 9 Oct 2026
Alerts
The product can send alerts about incoming referrals to a computer or mobile device. · careporthealth.com, 4 Oct 2026
Authorizations
Users can send post-acute authorization requests to payers and track responses. · careporthealth.com, 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. · careporthealth.com, 4 Oct 2026
EHR integration
CarePort says it integrates with post-acute EHRs to reduce re-keying referral information. · careporthealth.com, 9 Oct 2026
Headquarters
Overland Park, Kansas, United States · careporthealth.com, 28 Sept 2026
Integration example
CarePort says referrals from its Intake platform can appear in PointClickCare’s CRM along with diagnosis and insurance information. · careporthealth.com, 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. · careporthealth.com, 9 Oct 2026
Payer authorizations
Users can send post-acute authorization requests to payers and track responses. · careporthealth.com, 4 Oct 2026
Pricing
The product page offers a demo request and does not state a price. · careporthealth.com, 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. · careporthealth.com, 9 Oct 2026
Purpose
CarePort Referral Management receives, responds to, and reviews patient referral activity in one electronic system. · careporthealth.com, 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. · careporthealth.com, 9 Oct 2026
Reporting
The product offers comprehensive reports and visibility into referral sources. · careporthealth.com, 9 Oct 2026
Security
CarePort says it takes reasonable precautions to protect personal data, uses password-protected access, and monitors for vulnerabilities and attacks. · careporthealth.com, 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. · careporthealth.com, 9 Oct 2026
Training
CarePort offers complimentary 60-minute Referral Management training webinars for application users and requires a verifiable work email to register. · careporthealth.com, 9 Oct 2026
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. · careporthealth.com, 9 Oct 2026
Web access
CarePort describes its referral management interface as web-based. · careporthealth.com, 9 Oct 2026

Where CarePort Referral Management stands on Freedom251

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