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CaseFlo.

Efficiency Meets Compassion

Advanced Documentation & Call System: Purpose-built for supportive care teams requiring secure communication, customized call management, and complete record-keeping in one integrated solution.

Key Features

A New Way To Care

Only transcribe the calls you need, when you need them, providing greater control over sensitive communications.

Call Transcription & Smart Notes

Automatically transcribes client calls and converts them into submission ready documentation, eliminating the need for manual notetaking.

Comprehensive Case Transcripts

Provides full call transcripts to ensure no details are missed, allowing for accurate and complete case submissions.

Improved Case Management

Centralizes case files, transcribes communications in real time, and ensures all client information is HIPAA-compliant and easily accessible.

Smart Reminders & Task Management

Easily update approved numbers and target configurations while maintaining clear visibility into call histories.

Secure & Compliant Data Storage

Protects sensitive client information with encrypted, role-based access, ensuring strict compliance with HIPAA and other data protection regulations.

Nurse with resident

How It Works

Number Verification

The system checks the caller's number against an approved list in our secure database.

Call Processing

Calls are forwarded to your number and securely transcribed with HIPAA compliance.

Secure Access

Access and manage call data through your secure dashboard with reporting tools.

Ready to Get Started?

Fill out the form below and our team will reach out to you. Cut administrative work in half. More care means less paperwork.