01
Empaneled patients
Epic Cheers
Clinician-initiated
Completed
Encounter 01
OriginEmpaneled patients
Care Access, one line at a time.
Intent in.
Encounter out.
Fill service
line capacity.
Care access starts with an intent for care and ends with a first encounter, completed. CareXio takes responsibility for the work between the two.
Request a walkthroughCareXio / From intent to encounter
One request. Three distinct paths to care.
The service line’s intent“We have capacity.
“We have capacity.
Help us provide care.”
- Service
- Care Gap
- Location
- A selected site
- Target
- Available capacity
- Window
- An agreed period
- Owner
- Service line leader
One shared capacity objective.
02
New patient acquisition
Salesforce Marketing Cloud
Marketing-initiated
Completed
Encounter 02
OriginNew patient acquisition
03
Provider referral
Provectis*
Liaison-initiated
Completed
Encounter 03
OriginProvider referral
One ledger under all three.
Shared record. Distinct encounter identities.
- Consent
- Suppression
- Intents
- Steps
- Outcomes
- Attribution
03 / Distinct encounters
Three distinct encounters, each with its origin preserved, are recorded on one shared engagement ledger.
A coordinated model, not measured results or an integration availability claim. Clinical approvals remain with clinicians. Completion requires evidence; missing evidence remains unknown.
One service-line intent. Three sources. Distinct encounters.
Starting with Care Gap01 / The work between
From available capacity to completed accessCapacity sits unused.
People still need care.
Websites, search, ads, UTMs, pixels, analytics, CDPs, CRMs, and marketing clouds all work. The work of bringing people into care still falls between them.
CareXio brings marketing, navigation, scheduling against real capacity, and coordination up to the visit into one care-access path.
The service line states the need.
The technology organizes around it.
02 / The data boundary
Target designEpic stays
the source of truth.
The design reads the facts needed for the next step. Patients, Health Maintenance, registries, scheduling, encounters, and billing remain grounded in the health system’s records.
No wholesale patient-data copy. No shadow patient database. CareXio’s engagement ledger has a separate job.
01 / Ask narrowly
The facts for
this step.
Who the person is and how they prefer to be reached. Whether the screening gap is open under the system’s own rule. Appointments and encounters as the system records them.
02 / Check again
Freshness at
the moment of action.
A send-time re-check is designed to hold outreach when circumstances change—for example, a person has already booked. Fresh evidence and authorized access are prerequisites.
03 / Keep the engagement record
One ledger.
Across every sender.
Consent, suppression, intents, steps, holds, outcomes, and attribution share a stable identity. The intended deployment keeps that ledger in the health system’s own cloud posture.
AI boundary · Design target
The model writes pages, copy, and drafts.
It never scores, resolves, or decides. CareXio’s intended AI boundary excludes clinical data from model processing; required clinical-data access stays deterministic. Production integrations and controls must be verified for each deployment.
03 / Your stack, connected
Intended sender rolesWe ride on your MarTech.
If you have none,
you buy none.
CareXio works with the stack you have — CDP, CRM, marketing cloud, Cheers alone, or none of the above.
Who initiates is not who sends. Care-gap outreach begins with clinical intent. Marketing initiates acquisition. A campaign rule determines which path reaches whom.
| Path | Initiates | Sends | Reaches |
|---|---|---|---|
| Clinical | The PCP or population health protocol | Epic Cheers | Empaneled patients |
| Acquired | Marketing | Salesforce Marketing Cloud or the system’s ESP | Consented prospects and opt-ins |
| Provider-referred | Physician liaisons | Person to person · Provectis* | Referring practices |
“Marketing Cloud vs. Cheers” is not a valid question.
They serve different audiences and different jobs. The coordinated model brings both to one consent-and-suppression ledger, with outcomes handed back to the CRM’s attribution. Shared checks are designed to prevent duplicate or unwanted outreach.
Named sender connections and shared coordination are in development. This describes the intended model, not deployed integration availability. The v0 walkthrough uses simulated sending and scheduling.
04 / Care Access Lines
One named access problem. One service line.Care Access,
one line at a time.
A line brings together a topic, the system’s own rule, a campaign page, and the senders. The direction is to make each new line a configuration of the same pattern.
The service line owns capacity. Clinicians determine appropriate care and clinical approvals. A fill target never chooses a person’s screening modality.
Care Gap
Colorectal screening and mammography.
Explore the synthetic Care Gap walkthrough: consent and suppression, outreach preparation, navigation, and recorded outcomes.
AFib*
A future care-access line over the same pattern.
Ortho*
A future care-access line over the same pattern.
CareXio v0 was announced November 5, 2026; first pilots are forming. The current walkthrough uses fictional people and synthetic evidence. AFib and Ortho are product directions, not currently available production lines.
05 / Where this goes
Designed direction · Not a shipped screenOne fill request.
A number, a window,
and a why.
“Fill the quarter’s open screening capacity.” The service line’s P&L leader states capacity-backed demand once. Clinical outreach, acquisition, and referral paths work toward the same objective.
One shared capacity limit is designed to count down as completed encounters are recorded. Each path keeps its own patient intent, origin, and encounter evidence. The request buys outreach and capacity, never the modality or a bypassed approval.
- Service
- The care you can provide
- Location
- Where people can receive it
- Capacity
- The appointments available
- Time window
- When you need to fill them
- Owner
- The accountable service line lead
06 / The commercial model
Never per seatPay for completed
care access.
A person who needed care, seen.
Care Access Lines are billed per completed intent-to-encounter. The software, implementation, coordination, and follow-through are part of delivering the result.
No license to buy.
No implementation fees.
No integration costs.
A completed unit requires the first care event for that intent to be on record. Engagement scope, rates, attribution rules, and billable-unit definitions are agreed directly. Recorded attribution does not, by itself, prove the person would not have come otherwise.
07 / The foundation
Built on ANY PlatformThe platform answers.
CareXio carries
the path forward.
CareXio consumes the platform’s contracts through the same interfaces intended for third-party products and agents. The product organizes the work; the platform supplies supported facts with their sources and limits.
A scheduled visit is a step. A completed encounter needs evidence. Each path keeps its origin, documented encounter economics, and unresolved unknowns.
Preventive Care Gap
Is the gap open?
A screening-gap verdict against the health system’s own rule and records.
Proposed · Draft schemas ↗Encounter LifecycleWhat happened?
Supported encounter facts, source evidence, and documented economics.
Active · Private binding ↗The Care Gap contract has no published production binding. ELC’s current production binding is customer-specific. The CareXio illustration does not establish production use of either contract, measured results, or incremental lift.
Human time belongs to human care.
Bring us the capacity
you want to fulfill.
If you lead a service line, bring us the capacity you want to fulfill.
Request a walkthrough.
CareXio v0 announced November 5, 2026. First pilots forming. This page presents the product direction alongside a synthetic v0 walkthrough; production availability and delivery scope are defined separately. CareXio supports healthcare administration and does not provide medical care or replace clinical judgment.