
One Platform for Connected Care
Bring client records, assessments, care plans, workflows, referrals, billing, resource discovery, integrations, and reporting into one configurable workspace.

BUILT FOR
Social Services & Non Profits • Government Agencies • Health Systems & Providers
—A SHARED SOURCE OF TRUTH
See the whole person and coordinate the work around them.
- CareLink creates a longitudinal community care record that brings health and social needs, assessments, goals, tasks, services, referrals, and outcomes together.
- Authorized teams can coordinate responsibilities across organizations without relying on disconnected spreadsheets, emails, and point solutions.ere.

Everything your team needs to move care forward.
Community care record
A longitudinal view of each person’s health and social needs, plans, services, and outcomes.
Configurable assessments
Standardized or organization-specific assessments that identify needs, risks, and next steps.
Care plans, tasks & goals
Shared responsibilities, measurable goals, and progress tracking across the care team.
Automated workflows
Configurable tasks, reminders, alerts, escalations, and program-specific processes.
Closed-loop referrals
Create, route, track, update, and close referrals across teams and community partners.
Medical & non-medical billing
Capture billable activity, prepare claims data, monitor status, and reconcile payments.
Reporting & analytics
Measure program activity, engagement, services, outcomes, claims, and client impact.
Bidirectional integrations
Exchange information with EHRs, HMIS platforms, and other systems.
Turn identified needs into coordinated action.
CareLink connects screening, care planning, resource discovery, referrals, follow-up, and outcome tracking in one coordinated workflow.
When an assessment identifies a health-related social need, authorized team members can add it to the person’s care plan, assign responsibilities, find an appropriate community service, initiate a referral, and monitor what happens next.
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EMBEDDED BILLING
Turn completed care work into reliable revenue.
CareLink embeds medical and non-medical billing into care coordination workflows, transforming encounter and assessment data into claims-ready information.
Built for organizations connecting health and social care.
Government agencies
Connect health and social systems while monitoring performance and outcomes.
Social services and nonprofits
Centralize client information, partner referrals, reporting, and reimbursable services.
Frequently Asked Questions
Is CareLink HIPAA compliant and HITRUST r2 certified?
Yes. CareLink is HIPAA compliant and has earned HITRUST r2 Certified status. HITRUST r2 Certification involves an independent assessment of security and risk-management controls against rigorous cybersecurity and data-protection requirements. Activate Care has also completed a SOC 2 Type 2 examination, providing additional assurance around the controls used to protect sensitive information.
How long does it take to implement CareLink?
Implementation timing depends on your organization’s goals, workflows, configuration requirements, data migration, integrations, reporting needs, and number of participating partners. During discovery, we develop a clear implementation plan and go-live schedule. Our team guides you through requirements gathering, platform configuration, integration and data preparation, testing, training, and launch.
Does CareLink integrate with electronic health records and other systems?
Yes. CareLink supports bidirectional integration with EHRs, HMIS platforms, and other health and social-care systems. The right integration approach depends on the systems involved, the information being exchanged, and how that information should support your workflows. Our team works with your technical stakeholders to define data sources, exchange requirements, update frequency, testing, and ongoing monitoring.
Are there special hardware requirements?
CareLink is a web-based, mobile-friendly platform and generally does not require specialized hardware. Authorized users can access the platform through a supported web browser on an internet-connected desktop, laptop, tablet, or compatible mobile device. We review technical requirements during implementation to make sure your devices, browsers, security settings, and network environment are ready for launch.
Will our team receive training on how to use CareLink?
Yes. Training is incorporated into implementation and tailored to the roles and workflows of your organization. Administrators, program leaders, supervisors, and frontline users receive the guidance they need to perform their work in CareLink. We also support testing and go-live preparation so your team can begin using the platform with confidence.
How configurable is CareLink?
CareLink can be configured around your populations, programs, partners, and reporting requirements. This can include standard or custom assessments, care plans, forms, fields, tasks, goals, alerts, automated workflows, access rules, and reports. Our team works with you to translate your operating model into a platform experience that supports the way your organization delivers and measures care.
Does CareLink support medical and non-medical billing?
Yes. CareLink can connect care and service documentation with medical and non-medical billing workflows. Depending on the program and implementation, this can include claims preparation, electronic submission support, payment posting, reconciliation, denial follow-up, and revenue reporting. The goal is to reduce duplicate entry and make billing a more natural extension of the work teams already document.
What support is available after we go live?
Activate Care continues to support customers after implementation. Our team can help troubleshoot issues, answer platform questions, refine configurations, support adoption, and identify opportunities to improve workflows and reporting as programs evolve. The specific support model is defined as part of your CareLink implementation and customer success plan.
