Your system cares for the patient.
CaseFy orchestrates the operation.
From beneficiary enrollment to provider credentialing, from prior authorization to claim disputes — orchestrate every healthcare process with regulatory deadlines, traceability and AI agents.
Free for up to 3 users. No credit card required.
The healthcare system stops here.
After medical records and billing, your operations enter no man's land.
What the system does well
What the system does NOT do
In healthcare operations, the system handles data. The processes that keep the machine running live in email, WhatsApp and spreadsheets.
Sound familiar?
“Provider credentialing has been stalled for 3 months and they've already given up.”
“We have $400K in pending claim disputes and don't know which ones to contest in time.”
“Authorization deadlines expire because the medical review is delayed.”
“The regulator asked for traceability and it took us 3 weeks to compile.”
Every process becomes a case.
A case is the complete lifecycle of the operation — with documents, approvals, regulatory deadlines, external participants and AI agents.
Everything the healthcare system lacks. Everything you need.
Automatic regulatory deadlines
SLA by procedure type. Escalating alerts: yellow → red → critical.
Documents + Versions
Licenses, credentials, reports, TISS forms — all linked to the case.
Formal decisions
Medical review with justification, identified reviewer and timestamp. Full audit trail.
Provider portal
The provider tracks credentialing without calling 5 times.
AI Agents
Doc Reviewer validates documents. Deadline Guard monitors deadlines 24/7. Summarizer generates reports.
90+ permissions (HIPAA/LGPD)
Granular access control. Sensitive health data protected by design.
Immutable timeline
Who decided, when, with what justification. Compliance proof for regulators.
Automations
Docs complete? Move to analysis. Deadline at risk? Escalate to director.
4 steps to orchestrate healthcare operations
Create your healthcare template
Define stages, documents, regulatory deadlines and automations.
Open a case for each process
Each enrollment, credentialing or authorization becomes a traceable case.
Involve providers and beneficiaries
External portal to track, submit documents and receive decisions.
Let AI work
Agents validate documents, monitor regulatory deadlines and generate reports automatically.
7 templates for healthcare operations
Beneficiary Enrollment
8 stagesFrom proposal to activation. Documents, waiting periods, contract and welcome kit.
Provider Credentialing
9 stagesDocument analysis, site visit, review, negotiation and contract. From 6 months to 30 days.
Prior Authorization
7 stagesRequest, technical analysis, medical review, decision. Automatic regulatory deadlines.
Claim Dispute
8 stagesIdentification, evidence, feasibility, contestation. Stop losing money.
Medical Audit
8 stagesSampling, record analysis, discrepancies, review and action. Fully traceable.
Hospital Accreditation
9 stagesONA/JCI: self-assessment, action plan, internal and external audit. 12-24 months orchestrated.
Numbers that matter
CaseFy vs. Traditional healthcare system
Built for the most regulated industry
Regulatory Deadlines
Automatic SLA by procedure type with 24/7 AI agent monitoring.
HIPAA/LGPD
90+ permissions, encryption, audit trail. Sensitive health data protected.
TISS Standards
Configurable fields mapped to TISS. Timeline proves compliance.
ONA/JCI
Each accreditation requirement is a case with linked evidence and deadline.
Medical Board
Formal medical reviews with justification, identified reviewer and timestamp.
Health Authority
Credentialing cases with linked documents and monitored validity.
Use with your healthcare system. Not against it.
CaseFy doesn't replace your EHR or hospital system. CaseFy orchestrates the operational processes those systems don't cover.
Integration via webhooks + Zapier/Make. Native integrations coming soon.
Healthcare operations need more than a clinical system.
Start free with the Prior Authorization template. No credit card, no migration.
Free for up to 3 users. Templates ready to use.