Start receiving referrals with CBO Essentials

Create an account to promote your Community Based Organization (CBO)'s service listings, complete with a secure referral inbox to receive referrals via your website or local search platforms.

Packed with free features.

CBO Essentials is ideal for smaller community based organizations that don't require advanced forms or complex intake workflows.

Core forms library

Securely collect the information you need with our library of standard, pre-built eForms.

Connect your website

Allow clients to easily submit self-referrals through linked service request buttons.

Unlimited requests

Caredove’s CBO Essentials includes unlimited requests, referrals & appointment bookings.

Includes five premium users

Collaborate as a team by adding up to five users receiving & actioning referrals.

In-app support

Receive conversational support via our in-app chat, along with robust help tutorials.

Easy reporting

Caredove helps organizations easily track referral numbers and positive outcomes.

Improve client access, right from your website

Integrate Caredove listings to your website with secure and easy-to-use service request buttons. Allow the public to sign up, or find a convenient appointment time to book a call back with an intake provider. Choose the right intake form and tailor your workflow so that each referral is sent directly to the right staff member at your organization.

Get discovered in search engine results

Caredove’s architecture ensures that your service listings are properly formatted for search engine optimization (SEO). Our SEO boosted listings work hard behind the scenes to rank higher on Google, Bing or any other search engine used by your clients. Optionally, remove your listing from being indexed for services behind a central intake or stepped care access initiative.

Join regional initiatives

Once you’re live with CBO Essentials, you can find local regional initiatives that you may be invited to join. With more channels of access and streamlined booking, you’ll find yourself helping more clients, more securely, more efficiently.

Upgrade to Advanced CBO

Unlock more features our community members love.

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

* Restricted to one domain

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 & 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 Enterprise 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)