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.

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.