CareBridge Navigator for home care agencies

Win the first conversation by showing prospective clients exactly how care will be organized.

What problem does this solve?

New referrals call in scared and unorganized. Intake coordinators repeat the same education on every call. Families shop around because no one has shown them the full picture.

How does CareBridge fit your workflow?

Use CareBridge during intake calls to build an educational care roadmap with the family on the line. They leave the call with a personalized PDF, a clear sense of payment paths, and the questions they need to ask, and a much warmer relationship with your agency.

What can you hand a client?

Co-branded care plan PDF emailed at the end of the intake call
Care settings + cost-range comparison so private pay feels grounded
Payment paths checklist (LTC insurance, VA, Medicaid waiver)
Provider questions the family can use when comparing agencies

What does the Professional Partner plan add?

Up to 25 active prospect/client roadmaps per intake coordinator
Bulk PDF export for follow-up sequences
Dashboard view of every prospect’s last-updated plan
Dedicated partner support and onboarding

See Professional Partner pricing

Other professionals we work with

CareBridge Navigator is an educational tool. It does not provide medical, legal, or financial advice, and it is not a substitute for care from a licensed clinician.