Manage your service intake process with ease. Upgrade to Caredove CBO Advanced.

Streamline inbound referrals to a single Community Based Organization (CBO).

Improve your intake with advanced features

Collect more information with advanced forms or invitations. Invite external providers to refer to your services directly to share admission statuses and referral outcomes. Access advanced reporting analytics and custom notification settings.

Improve service navigation

Along with service request buttons, embed a small eRequest solution on your website to allow both the public and clinicians to search for your services from a map-based interface.

Upgrade your forms

Access a larger library of core forms, or create program-specific smart forms to better collect data and automatically prioritize clients to more efficiently provide service.

Boost your marketing

Communicate your agency's goals and services online with better discoverability through search engine optimization, or upgrade your entire website to Caredove’s WebBuilder.

Streamline your scheduling

Connect your Microsoft Outlook and Zoom or Teams accounts. Each booked appointment flows to your Outlook calendar with a unique Zoom or Teams link, ensuring a smooth workflow, end to end.

Track your leads

Streamline your lead pipeline with Caredove's Referral Inbox workflow configurations, or integrate Caredove to your Client Management System to manage all your prospective clients in one place.

Enable SMS reminders

Turn on SMS for client appointment reminders, cancellations and rescheduling notifications. Paired with email reminders, reduce client no shows to as little as 8% (industry average 20%).

Manage group events and workshops

Do you offer programs, workshops, or events that require group registration? Create all your workshops in Caredove and publish buttons to your website for clients to easily self-register. Manage group sizes and enable waitlists for your popular programs. Customize appointment reminders, send secure updates to all registrants at once, and print workshop attendance sheets all from one easy platform.

Invite clients to sign up for service

Send clients and callers an email invitation to schedule an intake for any selected service. Allow them to find the closest clinic, or choose the next available appointment time. Clients can receive email appointment reminders to ensure a smooth process. Invitations can include simple, core form information, or can invite the client to complete a longer self-assessment. Manage all invites from your Referral Inbox, and send re-invites when they expire.

Track activity and report on outcomes

Learn what services are producing better outcomes with our advanced referral reports. Track referral & workflow activity across your team to maintain compliance. Audit service coverage gaps and user activity to optimize the patient experience and intake performance. Measure outcomes for outgoing referrals to community services and engage fully with your broader network of care.

Custom notifications

Caredove automatically sends confirmation, reminder, cancellation, and rebooking notifications to clients. To keep them updated as their status progresses from intake to admission, customize more email notifications with your own words to be sent to clients whenever their referral status changes. Prepare them for next steps with additional resources, or send them a note if they are found to be ineligible for service.

Leverage existing technology through integrations

Along with Outlook, Teams, and Zoom integrations, Caredove has pre-built integrations to some of the most popular Case Management Systems and Measurement Based Care tools, including AlayaCare, EMHWare and Greenspace. We can also help grow referrals by promoting your service listings in HISs and EMRs used by your local partners, to make it easy for them to refer to you. Find out what systems we're already integrated to from the link below.

Upgrade to Advanced CBO

Unlock the premium features our community members love.

* Restricted to one domain

Essentials (Free)

  • Standard pre-built eforms
  • Launch a service request from your website*
  • Unlimited requests, referrals & appointment bookings
  • Five premium users receiving & actioning referrals
  • Responsive support via live chat
  • Reporting on referral activity

Perfect for starting out

Advanced CBO

  • Standard pre-built eforms
  • Launch a service request from your website*
  • Unlimited requests, referrals & appointment bookings
  • Five premium users receiving & actioning referrals
  • Responsive support via live chat
  • Reporting on referral activity
  • Data retention up to one year
  • Access to process improvement support & configuration
  • Downloadable PHI 
  • Embedded webforms & service search interface
    (
    Restricted to one domain)
  • Zoom, Teams & Outlook integrations

Advanced features to improve intake

Enterprise

  • Standard pre-built eforms
  • Launch a service request from your website*
  • Unlimited requests, referrals & appointment bookings
  • Five premium users receiving & actioning referrals
  • Responsive support via live chat
  • Reporting on referral activity
  • Data retention up to one year
  • Access to process improvement support & configuration
  • Downloadable PHI 
  • Embedded webforms & service search interface
    (
    Restricted to one domain)
  • Zoom, Teams & Outlook integrations
  • Client SMS notifications & custom email triggers
  • Advanced forms, including algorithmic routing 
  • API integrations to external systems (e.g. CMSs, EMRs)
  • Multi-branch referral management
  • Access to eRequest & eRefer Solutions

Powerful features to maximize regional initiatives

Get in touch with our enterprise team to build your custom eReferral solution.

Need a custom plan

for larger teams?

Advanced forms, including algorithmic routing 

API integrations to external systems (e.g. CMSs, EMRs)

Multi-branch referral management

Access to eRequest & eRefer Solutions

Service marketing and promotion (e.g. Pay Per Click, Social Media)