How It Works

Empowering healthcare providers, digital health companies, marketers, and employer sponsored benefits plans with scalable patient care solutions.

5 Building Blocks of Virtual Care

Software CareSync

Healthcare Providers

Patient Engagement & Marketing

Revenue Cycle Management (RCM)

Admin

White Label Client Onboard

Phase 1: Patient Journey & Contract (1-2 Days)
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Lay the foundation for your virtual care operation. In this phase, you’ll define how your care delivery model is structured and organized within the CareSync platform.

Collaborate with our team to map out how patients move through intake, consultation, and follow-up

Establish contract scope of work, pricing, and BAA

Establish your top-level entity within CareSync

Collaborate with our team to map out how patients move through intake, consultation, and follow-up

Establish contract scope of work, pricing, and BAA

Establish your top-level entity within CareSync

Segment your Organization by location, service line, or partners (Optional)

Set up the foundational tools and settings needed to deliver care efficiently. In this phase, you’ll configure your virtual care platform with essential operational components.

Enable online payments and billing functionality

Connect to real-time insurance verification tools

Add the healthcare providers who will complete patient encounters

Define user access levels for staff and clinicians

Activate standardized forms for patient assessments

Enable online payments and billing functionality

Connect to real-time insurance verification tools

Add the healthcare providers who will complete patient encounters

Define user access levels for staff and clinicians

Activate standardized forms for patient assessments

Configure offerings like Labs, DME, or Prescriptions

Finalize the details that bring your platform to life with clinical compliance and a polished brand identity. This phase ensures your patient-facing and provider-facing materials reflect your business model and operational needs.

Upload or generate consent documents, encounter templates, order forms, requisition forms, etc...

Add your organization’s logo and color scheme

Upload or generate consent documents, encounter templates, order forms, requisition forms, etc...

Add your organization’s logo and color scheme

Allocate system usage credits for providers, intakes, or other services