Practical guides, tools, and reference materials to help professionals and community partners search providers, coordinate non-PHI requests, and support informed care decisions.
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Audience
Topic
Care Coordination Academy
On-demand training on Smart Match, neutral discovery, privacy, and right-to-choose.
Provider Discovery
Non-PHI
Right-to-Choose
SOP Library
Standard operating procedures for intake, coordination, and follow-up.
Coordination Requests
Non-PHI
FAQ Library
Frequently asked questions from hospital teams, fiduciaries, and community partners.
Provider Discovery
Coordination Requests
Provider Discovery Guide
How to search and shortlist qualified providers by location, service, and capability.
Provider Discovery
Non-PHI Coordination Guide
Coordinate service requests safely without exposing protected health information.
Non-PHI
Coordination Requests
Right-to-Choose Guide
Preserve patient and family choice when presenting provider options.
Right-to-Choose
Provider Verification Standards
What Carexroads checks before listing providers in the discovery layer.
Verification
Coverage & Service Area Guide
Understand how coverage areas, ZIPs, and counties affect provider availability.
Coverage
Provider Discovery
Hospital Discharge Coordination Guide
Use Carexroads alongside discharge planning workflows safely and efficiently.
Coordination Requests
Provider Discovery
Non-PHI
Fiduciary & Conservator Resource Guide
Coordinate care while honoring fiduciary duties and conservatorship orders.
Right-to-Choose
Coordination Requests
Specialized Navigation
VA / Veteran Support Guide
Navigate Veteran-focused providers, benefits, and caregiver support resources.
Specialized Navigation
Coordination Requests
Regional Center Navigation Guide
Coordinate services for clients receiving California Regional Center supports.
Specialized Navigation
Coordination Requests
Reentry & Transitional Housing Guide
Identify reentry housing, sober living, and transitional support providers.
Specialized Navigation
Coordination Requests
Faith-Based Community Support Guide
Connect congregations and community organizations to local care resources.
Specialized Navigation
Coordination Requests
Family Caregiver Support Guide
A starting point for families coordinating care for a loved one.
Provider Discovery
Coordination Requests
Right-to-Choose
Do not submit diagnosis details, medical records, Social Security numbers, Medicare or insurance identification numbers, or clinical notes through Carexroads.
