CaseFy for Healthcare
The EMR cares for the patient. Who cares for the operation?
Patient onboarding, accreditation prep, incident investigation, equipment management — everything that happens outside the medical record needs orchestration. Not more spreadsheets.
Free for up to 3 users. No credit card required.
The patient arrived. Now what?
On Monday, a new patient needs to be onboarded into the care program. The registration is in the system, but the consent forms are in email, the care plan is in Drive, the pending authorization is on the insurer's WhatsApp, and the exam schedule lives in a spreadsheet.
Two weeks later, accreditation asks for evidence that the safety protocol was followed. The quality team starts digging through folders, emails, and systems. Three weeks pass before everything is compiled.
Nobody dropped the ball. The problem is that every operational process lives in a different place — and no system connects the entire journey.
What if every healthcare operational process had a complete story — from start to outcome?
From admission to discharge. Without losing the thread.
Care doesn't stop at the medical record.
Onboarding, consents, protocols, accreditation — every operational process has an owner, a deadline, and a status. With the same clarity as the clinical system.
Patients and providers follow everything.
Exclusive portal via link. The patient sees the status, submits documents, and receives guidance — no account needed, no calling to ask.
Traceable clinical decisions.
Review needs approval? Protocol needs sign-off? Formal decisions with justification and timestamp — no email, no paper.
AI that works for the operation.
Agents validate documents, monitor regulatory deadlines, and generate reports for leadership. Automatically, inside the case.
Where the EMR stops, CaseFy starts.
What the EMR/EHR does well
What it doesn't do
The EMR handles clinical data. The operational processes that sustain care live in email, WhatsApp, and spreadsheets.
Every operational process becomes a complete case.
With stages, versioned documents, chained approvals, external portal, and AI agents — all in one traceable place.
Everything the EMR lacks. Everything the operation needs.
Automatic regulatory deadlines
SLA by process type. Escalating alerts before the deadline expires.
Versioned documents
Consents, reports, protocols — in the case history, not in email.
Traceable decisions
Who approved, when, and why. In the timeline, with timestamp.
Patient portal
Status, documents, and guidance — all via link, no login, no phone calls.
AI Agents
Validate documents, monitor regulatory deadlines, and generate reports automatically.
90+ permissions (HIPAA/LGPD)
Granular access control. Sensitive health data protected by design.
Immutable timeline
Every action recorded. Compliance proof for accreditation and regulators.
Stage automations
Documents complete? Advances to analysis. Deadline at risk? Escalates to leadership.
Start in minutes.
Build your healthcare process
Define stages, documents, deadlines, and automations. Use a ready-made template or build from scratch.
Open a case for each process
Each onboarding, investigation, or accreditation gets its own life: documents, tasks, decisions, and timeline.
Involve patients and providers
Portal via link to follow along, submit documents, and receive decisions — no account needed.
Let the platform work
Automations move stages, AI validates documents, alerts enforce regulatory deadlines.
Start with one click.
Patient Onboarding
8 stagesFrom admission to integration. Documents, consents, care plan, and welcome kit.
Accreditation Prep
9 stagesJCI/AAAHC: self-assessment, action plan, linked evidence, and audit. 12-24 months orchestrated.
Incident Investigation
8 stagesNotification, root cause analysis, corrective actions, and follow-up. Traceable from start to finish.
Equipment Lifecycle
7 stagesAcquisition, installation, calibration, preventive maintenance, and disposal. Linked reports.
Clinical Protocol Review
7 stagesProposal, peer review, committee approval, publication, and training.
Complaint Management
7 stagesRegistration, triage, investigation, response, and follow-up. Traceable patient relations.
EMR/EHR vs. CaseFy — side by side.
Built for the most regulated industry.
Regulatory Deadlines
Automatic SLA by process type with 24/7 AI agent monitoring.
HIPAA / LGPD
90+ permissions, encryption, audit trail. Sensitive health data protected by design.
JCI / AAAHC
Each accreditation requirement is a case with linked evidence, deadline, and owner.
TISS Standards
Configurable fields mapped to TISS. Timeline proves compliance.
Medical Board
Formal medical reviews with justification, identified reviewer, and timestamp.
Health Authority
Equipment and supply management with monitored validity and linked documents.
Use with your EMR. Not against it.
CaseFy doesn't replace your electronic medical record. CaseFy orchestrates the operational processes the EMR doesn't cover — onboarding, accreditation, incidents, equipment.
Integration via webhooks + Zapier/Make. Native integrations coming soon.
The hospital that runs is the hospital where no process gets lost.
Free for up to 3 users. Patient Onboarding template ready to use.
The right process is already waiting for you.
Start free. No credit card, no migration, no hassle.