AI-Powered Referral, Admission & Compliance

Stop Summarizing.
Start Assuring.

Your agency’s biggest financial risks—a missing F2F note or a delayed NOA—hide in your referrals. CareFlo Assure is the only AI platform that provides Assurance first. We assure speed of referral processing, speed of admission and compliance, protecting your revenue from day one.

Don’t Just Summarize. Assure.

Other tools offer summaries. CareFlo Assure provides a complete financial and clinical safety net. We merge Speed, Depth, and Compliance to protect your agency.

SPEED

Accept Referrals in Minutes

Stop the manual data entry. Our AI reads 50+ page faxes in seconds, extracts patient demographics, and tees up the referral for a 2-minute decision.

DEPTH

Empower Your Clinical Team

Go beyond a simple summary. Get a deep clinical overview for your Intake Staff, including diagnoses, comorbidities, and medication lists, for a safe, fast decision.

ASSURANCE

Protect Your Revenue

This is our ‘no-brainer’ value. Our AI is the only tool that actively hunts for a valid F2F note and prepare NOA data and ICD Codes to prevent claim denials from day one.

Your New 2-Minute Intake and admission Workflow

CareFlo Assure transforms your intake bottleneck into a streamlined, compliance-checked workflow.

1

Referral Arrives

A 50+ page fax or PDF referral lands in your inbox. Our AI automatically ingests and reads the entire document in seconds and applies necessary rules to help you take faster intake decision

2

AI Assures Compliance

Before anyone sees it, the AI validates F2F compliance, extracts NOA data, provide ICD codes and flags all missing information for compliance.

3

Admitting Clinician Makes 2-Min Decision

Your clinician gets a 1-page summary to prepare for SOC visit in 2 minutes with list of diagnosis, medication list, risks and other key elements.

A “No-Brainer” for Your Entire Team

CareFlo Assure isn’t just an intake and admission tool. It’s a specialized AI copilot for different key roles in your agency, designed to solve their biggest pains.

FOR THE DIRECTOR INTAKE AND DIRECTOR OF NURSING

Stop Being the Agency Bottleneck.

Stop wasting your clinical expertise reading 50-page faxes. Get a 2-minute “Admit/Reject” decision, backed by a clinical summary and compliance assurance.

  • Get a 1-page clinical summary: diagnoses, meds, and orders.
  • Reduce staff burnout and give hours back to your clinical team.

FOR THE CFO & QA MANAGER

Build a Financial Firewall at Your Front Door.

Your biggest revenue risks—F2F and NOA—are admission problems. CareFlo Assure is the financial control you’ve been missing, stopping denials before they happen.

  • Prevent $3,000 F2F-related write-offs on day one.
  • Eliminate 20% LUPA penalties with instant NOA data extraction.
  • Create a 100% auditable, compliant record for every single referral.

Stop Leaking Revenue. Start Assuring It.

A 15-minute demo is all it takes to see how you can prevent your next $3,000
write-off. Schedule a personalized walkthrough focused on your agency’s
biggest compliance and revenue challenges.

Experience Smarter Intake and Admission with Assure CareFlo AI

Turn complex referral packets into structured, ready-to-act summaries in seconds—no manual sorting, no guesswork.

What you can do:

  • Upload Your Referral Files
    — Instantly see key data points for Intake decision and AI-generated summaries from your own documents.

  • Review Key Highlights
    — Quickly find patient details, diagnoses, services requested, and next steps—clearly summarized.

  • Explore Sample Summaries
    — Not ready to upload yet? Browse sample referrals and watch how CareFlo organizes them automatically.

See how Referral Assure streamlines intake, speeds up decisions, and gives your team more time to focus on care—not paperwork.

Try it now and experience AI-powered referral processing in action.

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Request a demo to see them in action.