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HOW CAREAEGIS WORKS

How CareAxis Improves Resident Stability and Operational Performance

CareAegis sits above your existing housing and healthcare systems as orchestration and intelligence — connecting compliance, care coordination, and population health in a single platform your team can actually use.

THE CAREAEGIS WORKFLOW

From invisible risk to
actionable insight

1

2

3

4

ASSESS

 

Standardized ADL/IADL assessments capture resident needs at intake and on an ongoing schedule

IDENTIFY

 

Risk scoring flags residents who need proactive intervention before a crisis develops

COORDINATE

 

Coordinators follow structured service plans with closed-loop tracking of referrals and follow-through

MEASURE

 

Outcome dashboards connect resident stability to portfolio performance and generate payer-ready reporting

1

COMPLIANCE & OPERATIONS BACKBONE

Automate what slows
your team down.

HUD compliance, LIHTC reporting, and TRACS workflows are essential  and enormously time-consuming. Layer 1 automates the documentation that has to happen anyway, so your coordinators and operations staff can spend their time on residents, not paperwork.CareAegis doesn't replace your property management software. It sits above it as an orchestration layer, connecting data sources, generating compliant documentation automatically, and ensuring nothing falls through the cracks.

Compliance Dashboard

Portfolio view · Real-time

HUD Compliance Score

98.4%

Audit-Ready Properties

12 / 12

Documentation Time Saved

40%

3 items auto-resolved this week — TRACS recertifications generated and submitted without manual input.

COMPLIANCE NAVIGATOR

HUD, LIHTC, and TRACS automation with audit-ready documentation

ASSET OPTIMIZER

NOI dashboards, predictive maintenance, and energy optimization

Coordinator Dashboard

Resident: Cynthia P. · Active case

Risk Level

Moderate

Open Service Plan Goals

3 of 5

Last Referral Status

Resolved ✓

Alert: Medication reconciliation follow-up due. Controller inhaler refill confirmed — update PCP record and close loop.

2

CARE & REVENUE ENABLEMENT

Coordinate care.
Capture the value it creates.

Service coordinators are doing critical, complex work, but most of them are doing it without real coordination infrastructure. Layer 2 gives them structured tools to manage caseloads proactively: standardized assessments, service plans, referral tracking, and closed-loop follow-through.

At the same time, it connects housing coordination data to the payer programs — Medicare Advantage, D-SNP, value-based care — that want to fund this work and pay for outcomes.

RESIDENT CONNECT

ADL/IADL assessments, service plans, and closed-loop referral management

CARESYNC

EHR and claims integration without clinical liability for the operator

REVMAX

Medicare Advantage, D-SNP, and value-based care revenue capture

3

PREDICTIVE INTELLIGENCE

See what's coming
before it arrives.

Aging-related operational risk shows up in your property before it shows up in your reports. Layer 3 uses the data flowing through Layers 1 and 2 to surface resident risk signals early and translate them into operational decisions your team can act on today.

 

It also generates the population-level outcome reporting that healthcare partners, Medicare Advantage plans, and investors increasingly require before they'll enter a partnership conversation.

Portfolio Intelligence

Insight360 · 12-property view

Avoidable Hospitalizations YTD

↓ 23%

Residents at High Risk

14

Care Goal Completion

71%

4 residents flagged for proactive outreach this week based on missed activity patterns and recent care changes.

INSIGHT360

Outcomes dashboards, predictive risk scoring, and population analytics

RISK ALERTS

NOI dashboards, predictive maintenance, and energy optimization

PAYER REPORTS

Structured outcome data for MA, ACO, and value-based care contract negotiations

WHERE CAREAEGIS FITS

What CareAegis does — and
what it deliberately doesn't.

Operators ask us this all the time. Here's the honest answer about where CareAegis fits in your technology stack.

ELIMINATES THE NEED FOR

 

Manual coordination tools

 

Spreadsheets, email-based coordination, manual notes, and disconnected databases for tracking resident needs, referrals, and service plans. CareAegis replaces these with structured, auditable workflows.

ADDS WHAT'S MISSING

 

Healthcare connectivity layer

 

Housing operators currently have no way to connect their coordination work to healthcare payers, EHR systems, or value-based care programs. CareAegis is that bridge without requiring operators to become healthcare providers.

WORKS ALONGSIDE

 

Your existing solutions

 

CareAegis does not replace your EHR or property management software. It connects to them, standardizing data flow, reducing system sprawl, and making the tools you already have more valuable.

COMMON QUESTIONS

What operators ask us
before they say yes.

Q

Does this make us a healthcare provider?

 

No — and that's a core design principle. CareAegis enables coordination and revenue capture without exposing your organization to clinical liability. You remain a housing operator. We provide the infrastructure that connects your work to healthcare value.

Q

We already have property management software. Will this replace it?

 

No. CareAegis sits above your existing PM software as an orchestration layer. It connects to your systems, reduces data silos, and generates the compliance documentation and care coordination workflows your current software can't produce.

Q

Our coordinators are already stretched thin. Won't this add more work?

The opposite. Coordinators spend 40–60% of their time on documentation and administrative tasks that CareAegis automates. The platform is designed to give coordinators more time with residents, not more screens to manage.

Q

How long does implementation take?

Most implementations are live and producing results within 60–90 days. We start with 3 - 5 properties, define clear KPIs, and build a structured deployment plan before we touch a single system. You don't go live until your team is ready.

Q

What does the outcome data actually look like for investors and healthcare partners?

Insight360 generates structured population-level reports showing hospitalization rates, medication adherence, care goal completion, resident risk stratification, and cost outcomes. These are formatted specifically for Medicare Advantage plan negotiations, ACO partnerships, and investor reporting.

SEE IT IN ACTION

45 minutes. Your property data. Real numbers.

We don't run generic demos. We model what CareAegis changes specifically for your portfolio — occupancy, documentation time, healthcare revenue, and NOI impact — using your actual data.

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