Patient Engagement & Population Health Platform

Close the care gap

CARA is a managed service platform built for medical groups. We assess each physician's practice, activate the right strategy, and handle execution, without adding headcount or complexity to your operations.

See what CARA finds in your practice

Three pillars.One managed system.

CARA handles the work, so your team can focus on care.

01

Patient Acquisition

Right-sized growth for physicians with open panel capacity. Targeted outreach that never touches your existing patients.

03

Patient Experience

Retention, reputation, and loyalty, built through post-visit surveys, lifecycle messaging, and real-time two-way communication.

Before Anything Else

We assess first. Then we build a plan.

Before activating a single campaign or sending a single message, our team analyzes three data points about your practice. The output assigns each physician a growth mode, then CARA activates the right combination of services for each provider automatically. In a 20-physician group, you might have five doctors needing aggressive acquisition, eleven at steady state, and four managing natural attrition. One platform. One flat fee. Three strategies running simultaneously.

Physician reviewing patient data on a tablet

The Three Data Points We Analyze

EHR Patient Population

Who your patients are, what conditions they carry, and where care gaps exist across your panel.

Schedule Fill Rate

How full each provider's panel actually is versus available appointment capacity.

Panel Size vs. Provider Capacity

Whether each physician is growing, maintaining, or replacing, individually assessed.

On the roadmap: Platform-automated assessment is in development. Today this is performed by our team during onboarding, the methodology is identical.

Pillar 01

Patient
Acquisition

For physicians with open panel capacity. Right-sized, precisely targeted growth.

The Challenge

Every year, roughly 14% of your patient base moves away or is lost to natural attrition. Your EHR won't find replacements. Out-of-the-box tools weren't built to acquire new patients. And generic agencies don't understand clinical workflows or what kind of patient is actually valuable to your practice.

Physician with patient in exam room

What CARA Does

Geo-mapped patient and competitor analysis

We map your current patients, prospective patients, and competitors, then identify growth opportunities by demographic profile.

Existing patients never targeted

Acquisition campaigns automatically exclude your current panel, eliminating wasted spend and message fatigue.

Integrated SEM, paid digital, and direct mail

Designed, executed, and managed by our team. Every channel monitored, every attributed appointment tracked.

Full execution, no agency to manage

You approve the direction. We handle every deliverable. No briefing, no campaign management, no IT involvement required.

0

new patients attributed

$0

revenue in 90 days

0%

return on investment

Six providers across four clinic locations. Targeted direct mail to 6,000 households combined with an organic digital campaign. Results in 90 days.

*Revenue based on conservative average visit value provided by the practice. Results may not be typical in all circumstances.

Pillar 02

Patient Engagement & Population Health

Your value-based contracts reward closed care gaps. CARA gets the right patients in so those gaps actually close, turning incentive dollars that are available into dollars you earn.

Two Revenue Streams

01

Immediate Visit Revenue

Every patient who comes in and has a measure addressed generates a billable appointment. Traceable, immediate impact.

02

Quality Incentive Earned

Improving your population health score moves your year-end payer bonus payout, often the largest single revenue lever CARA influences.

CARA surfaces eligible CPT code opportunities based on patient ICD codes and national coding standards, for physician consideration during the visit. CARA does not generate, modify, or submit billing of any kind. All clinical and billing decisions remain with the physician.

Care team reviewing patient population health data
Most population health platforms show you the gap. CARA closes it, turning your payers' gap data into scheduled appointments.

What CARA Does

Daily appointment brief

Each morning, CARA surfaces a provider-level brief for every scheduled patient, identifying open care gap measures and eligible CPT code combinations based on national coding standards.

12-month reactivation workflows

Patients not seen in 12 months receive warm, physician-voiced outreach, written to sound like a doctor who knows them, not a platform running a sequence.

Payer gap data, turned into scheduled visits

CARA ingests the gap data your payers provide, Medicare Advantage, Medicaid managed care, and commercial VBC contracts, cross-references it against your panel, and drives targeted outreach to bring those specific patients in.

Two-way texting for your entire team

Every physician, administrator, and front desk staff member communicates with patients in real time. Full message history, prioritization, and HIPAA compliance.

0

qualifying visits scheduled

$0K

revenue in 90 days

$0.00

cost per patient contacted

15,632 patients engaged via email, automated phone, and text for wellness checks, physicals, and cholesterol screenings.

Pillar 03

Patient Experience

Patients leave quietly. CARA identifies them before they go, and builds the loyalty that keeps them.

Lifecycle of a patient, from onboarding to chronic care to reactivation and reputation management
Physician in a bright modern clinic office

What CARA Does

Post-visit surveys with risk scoring

Every patient surveyed post-visit. Responses scored to flag at-risk patients and identify policy-level problems before they compound. Alerts sent to administrators. Follow-up triggered automatically.

Full patient lifecycle messaging

Automated, personalized communication from new patient onboarding through chronic condition management, annual care reminders, and prescription follow-ups, written to sound like a physician, not a platform.

Reputation management

Satisfied patients, identified by survey score, are invited to share their experience on Google and health-specific platforms. Steady, authentic improvement that compounds over time.

Closed-loop follow-up

A low survey score triggers a personalized follow-up message, a care team flag, or both, based on rules you set. Nothing falls through. No patient complaint goes unacknowledged.

The Platform

Every channel. Nothing for your team to manage.

Two-Way Texting Dialogue Platform

Anyone on your team can text with a patient. Full message history and message prioritization built in.

Personalized Email Dialogue Engine

Highly personalized messaging to patients and prospective patients, not generic blasts.

Automated Smart Campaigns

Chronic disease campaigns, unscheduled treatment outreach, appointment reminders, no-show recovery, birthday touches, and reputation management, all running on autopilot.

Dashboard

Real-time ROI and KPIs, so you always know which channels are actually delivering.

Online Reviews Platform

Text and email review invitations to your patients to strengthen your search engine placement.

Call List Generation

Automatically generated call lists for your providers and staff. These lists consistently produce the highest conversion rates.

Database Scrub

We clean your data so only accurate, actionable records are used for outreach. No wasted spend on patients who've moved or passed on.

SEM

Aggressive, cost-disciplined search engine marketing. Competitive targeting, retargeting, and ongoing optimization.

Patient Mapping

We map current and prospective patients by demographic, with a real-time lead count. Reduces wasted spend, increases ROI.

Competitor Mapping & Online Ranking

We map your competition and show you exactly where they rank online.

SEO

Ongoing work to keep your online presence ranking where prospective patients are actually searching.

Direct Mail Engine

We design, print, and mail at scale, with our own digital presses and letter shop equipment, so we control schedules and costs.

Case Study

Two Initiatives, One Quarter

A multi-site group practice ran two CARA initiatives in the same 90-day window. Providers with open panel capacity used targeted acquisition to bring in new patients, while a separate population health effort re-engaged the existing panel for overdue care.

The Same Panel, The Same Quarter

Acquisition Pillar Results

0

new patients attributed

$0

revenue in 90 days

0%

ROI

Targeted direct mail and organic digital campaign. 90 days.

*Revenue based on conservative average visit value provided by the practice. Results may not be typical in all circumstances.

Engagement Pillar Results

0

qualifying visits scheduled

$0K

revenue in 90 days

$0.00

cost per patient contacted

15,632 patients engaged via email, automated phone, and text for wellness checks, physicals, and cholesterol screenings.

*Revenue based on conservative average visit value provided by the practice. Results may not be typical in all circumstances.

Two initiatives. One platform. One quarter.

Implementation

From signed agreement to live: 30 days

30

Days from signed agreement to live.

EHR access and message approvals required from your side. Our team drives everything else.

1

Assessment

Our team analyzes your EHR data, schedule fill rate, and panel capacity. Each physician receives a growth mode designation. Done by us, not by you.

2

Plan

We map the right combination of Acquisition, Engagement, and Experience for your group. You approve messaging tone and confirm data access. That's the extent of your work here.

3

Connect

We integrate with your EHR via API. Full HIPAA compliance. Minimal IT lift, typically scoped and resolved in a single call with your IT team.

4

Train

Two-way texting onboarding for your front desk team. About 30 minutes, done remotely. This is the full extent of staff training required.

5

Go Live

Campaigns activate. Surveys launch. The daily appointment brief flows to your providers. Your team starts hearing from patients.

Alternative What It Does What It Doesn't Do CARA's Difference
Generic CRM Manages contacts and communication Doesn't understand clinical workflows, quality measures, or payer contracts CARA manages care gaps, not just contacts
Patient Portal Improves patient access and messaging Doesn't close care gaps, surface CPT opportunities, or manage population health CARA drives clinical and financial outcomes, not just access
Pop Health Platform Identifies gaps and produces reports Leaves the outreach and closure work to your team CARA acts on the data, your team doesn't have to
Marketing Agency Runs campaigns and drives new patients No clinical context, no quality measure logic, no engagement layer CARA is acquisition, engagement, and experience under one fee

Technical Appendix

Data Interoperability & Gap-Data Ingestion

Technical overview for IT, clinical informatics, and compliance stakeholders

This is a technical companion to the CARA platform brochure, written for a different audience: the people responsible for data handling, integration, and security review. Every capability below is labeled by status, available today vs. on the roadmap, with no blurring between the two.

Available today vs. on the roadmap, clearly labeled, no blurring.

The Problem We Solve

Payers expose care-gap and quality data in inconsistent formats and through different channels, HEDIS gap reports, Medicare Advantage supplemental files, Medicaid managed-care extracts, commercial value-based-care contract data. Each payer does it differently. That fragmentation is why most practices leave quality incentives on the table: the data arrives, but acting on it across every payer is manual and never gets done consistently.

CARA ingests that payer-provided gap data, normalizes it into a single working view, cross-references it against the practice's panel, and drives targeted patient outreach to close the identified gaps.

Available Today

Capability Status
Ingestion of payer-provided gap reports (MA, Medicaid MC, commercial VBC) Available
Normalization of gap data across the formats payers currently supply Available
Cross-reference against practice panel + targeted outreach to close gaps Available
EHR integration via API Available
Two-way patient messaging with full history + HIPAA-compliant handling Available

Available today vs. on the roadmap, clearly labeled, no blurring between the two.

On the Roadmap

Capability Status Expected
Direct payer API integrations for automated gap-report delivery In Development
Convergence on CMS-0057-F FHIR APIs, where payers expose them Planned As payer APIs come online (~2027)
On CMS-0057-F

The CMS Interoperability and Prior Authorization Final Rule requires impacted payers to stand up FHIR-based APIs, with core compliance dates around January 2027. As those standardized APIs come online, CARA intends to consume gap and patient data through them where available, reducing reliance on practice-supplied files. Scope is deliberately limited to the channels and data each payer actually exposes, this is not a claim of universal, day-one coverage across all payers.

Applies to every capability above

Compliance Boundary

EHR Patient Population

Who your patients are, what conditions they carry, and where care gaps exist across your panel.

Schedule Fill Rate

How full each provider's panel actually is versus available appointment capacity.

On the roadmap: Platform-automated assessment is in development. Today this is performed by our team during onboarding, the methodology is identical.