How It Works

Every care workflow. One connected platform.

Enhance Care unites your team, clients, schedules, goals, documents, messaging, and AI assistant — purpose-built for modern care management.

8
Core Modules
3
Message Channels
5
Client Record Tabs
3
Calendar Views
AI Actions
Step 01

Build your team. Control every permission.

Add every staff member — doctors, case managers, insurance coordinators, admins — then define exactly what each role can see and do. Custom permission sets keep sensitive data protected while workflows stay efficient.

Roles: Doctor, Admin, Manager, Case Manager
Granular permissions per module
Assign users to programs & specialties
Clinician vs. Non-Clinician designation
Social media communication channels
Archive, restore & activity log per user
Team Setup screenshot
Step 02

Enroll clients with a complete intake in minutes.

A guided 3-tab form captures everything upfront: demographics, full insurance details with card upload, and customized clinical intake questionnaires. Import in bulk from Excel, filter by status, and track every client from Outreach through Enrolled.

Summary: SSN, languages, veteran status, emergency contacts
Insurance: payer, policy, group, deductible, card uploads
Intakes: clinical questionnaire per program
Bulk import from Excel / CSV
Stages: Outreach → Enrolled / Declined
Grouped by insurance provider with counts
Client Enrollment screenshot
Step 03

Every detail, organized in one profile.

Each client gets a rich profile with five tabs: Summary, Insurance, Intakes, Ledger, and Documents. The Timeline shows every appointment, chat, and care event — completed, missed, or upcoming — in chronological order.

Timeline: appointments, chats, case manager events
Insurance tab with full payer & policy detail
Intakes: completed clinical questionnaire on file
Ledger: lab bills, accounts receivable tracking
Documents: versioned (V1/V2/V3), categorized files
Assign Case Manager, Add Program, Edit inline
Client Records screenshot
Step 04

Schedule anything. Day, week, or month.

A full-featured calendar with Day, Week, and Month views. Book In Person, Video, or Call appointments with color-coded tags. Approve or deny incoming requests without leaving the calendar.

Day, Week, Month calendar views
Meeting types: In Person, Video, Phone Call
Color-coded appointment tags
Request approval: Approve or Deny
Status: Pending, Accepted, Denied
Attach files & notes to any appointment
Appointments screenshot
Step 05

Care plans with measurable outcomes.

Build structured care plans around Goals — each with tasks, subtasks, and progress bars. Set priorities and deadlines, assign to clients, users, and directories. Team members can comment and reply on any task.

Goals with tasks, subtasks, progress bars
Priority: High (red), Medium (orange), Low (green)
Status: Not Started, In Progress, Overdue, Completed
Assign to users, clients, and directories
Team comment threads with replies per task
File attachments, categories, archive / restore
Goals & Tasks screenshot
Step 06

Email, SMS, Fax — and built-in video calling.

One inbox for all communication: email threads, SMS, and fax. Compose with templates, save as draft, add password protection with expiration, or attach files. Initiate a video call directly from the messaging panel.

Unified inbox: Email, SMS, and FAX
Built-in video calling — no external tool needed
Secure messages: password + expiration date
Templates for common communications
Threaded replies with translation support
Folders: Received, Sent, Draft, Starred, Spam, Archived
Messaging screenshot
Step 07

Your AI care assistant. Always on, always aware.

Austin AI is your built-in clinical support assistant — accessible from anywhere in the platform. Ask by voice or text. Austin answers questions about your clients, appointments, and goals. Every action requires your approval.

Voice (Audio) or Text input modes
New Chat and FAQ Mode
Action Confirmation: Approve, Edit, or Cancel
Context-aware: clients, goals & appointments
Available from sidebar on every screen
Dark UI designed for clinical environments
Austin AI screenshot
Step 08

Your command center. Everything at a glance.

The Dashboard shows six live widgets at once: calendar, goals & tasks, client list, directories, message inbox, and the real-time alert feed. Alerts automatically surface missed appointments and no-response events.

Live widgets: Appointments, Goals, Clients, Messages, Alerts
Real-time alerts: no-response, missed appointment triggers
Directories widget: quick provider access
Reports: exportable care analytics
Billing: accounts receivable management
Activity Log: full platform audit trail
Dashboard screenshot
Ready to get started

One platform.
Infinite care possibilities.

Join care teams already using Enhance Care to streamline every workflow — from intake to outcomes — in a single, HIPAA-compliant system.