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INTAKE & MARKETING CRM · BUILT FOR HOME HEALTH
>80% of home health agencies still run intake and marketing on Spreadsheet.
The ones growing their census switched to CAREOPS.AI —AI-powered referral processing, real-time visibility, and 7M+ referral sources.
C-AGENT — POWERED BY CAREOPS.AI
C-Agent is CAREOPS.AI's AI engine — an intelligent extension of your intake and marketing teams that automates the manual work so your people can focus on what only humans can do: building relationships and delivering care
Say Yes in Minutes, Not Hours
250+ data points · Under 60 seconds
C-Agent reads up to 100 pages of referral documentation and extracts every critical data point — demographics, diagnosis codes, payer details, PDGM indicators — automatically. Your coordinator reviews a clean summary and makes the call. No more manual page-by-page review.
Protect Revenue Before Admission
Payer verification · Clinical review
C-Agent identifies PDGM opportunities and flags reimbursement risks before you commit to a referral source. Payer eligibility is verified automatically at the referral stage — not after admission, when it's too late to protect your revenue.
Admit the Right Patient Every Time
Homebound · F2F · PDGM Dx · Clinical fit
C-Agent evaluates clinical complexity, homebound status, face-to-face compliance, diagnosis appropriateness, and payer eligibility against consistent criteria — so every admit decision is defensible, documented, and right for your agency.
Impact You Can Measure
C-Agent processes up to 100 pages of documentation in under one minute — no manual sorting required.
Give your intake team their time back to focus on patients, not paperwork.
Grow your census without adding headcount — more referrals processed, more patients admitted.
Measurable P&L impact, typically visible within the first 90 days.
From Operators Like You
I was skeptical that AI could handle complex Home Health referrals. We had tried other automation tools that failed miserably. But CAREOPS.AI was different. The first month had a learning curve, I will be honest. By month three, our intake team was leaving on time. By month six, we had grown the census 10% with fewer people. The ROI was not theoretical — it showed up in our P&L within 90 days.
Houston, TX | 3 Branches | Wellsky EMR
SECURITY & COMPLIANCE
CAREOPS.AI is built with enterprise-grade security at every layer. We are actively pursuing HIPAA certification and SOC 2 Type II attestation — and we document our progress publicly so you never have to take our word for it.
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Get Quick Answers to Common Questions
Schedule a 30-minute demo and we'll walk you through the platform using scenarios relevant to your agency's size and workflow. Every new customer begins with 50 complimentary referrals — no credit card, no commitment.