Care Coordination Academy

Care Coordination Academy

Learn how to navigate services, compare providers, coordinate care, and support individuals and families more effectively. Modules are short, practical, and built for families, fiduciaries, professionals, and community organizations.

Progress: 0 / 16 modules complete

Foundations

Start here to understand how Carexroads helps you discover and compare providers.

1. How Smart Match Works

Smart Match surfaces eligible providers based on service category, geography, funding source, capacity, and availability.

Eligibility is filtered first; within the eligible pool, exposure is balanced so no single provider monopolizes visibility.

2. Provider Discovery Basics

Search is eligibility-first. Filter by category, county, and funding; only active, listed providers appear.

You'll always see alternatives — Carexroads does not pick a single 'preferred' provider for you.

3. Understanding Service Categories

Each category (home care, hospice, memory care, NEMT, housing, recovery, etc.) has its own eligibility and funding nuances.

Understanding categories helps you match needs to the right type of provider.

4. Coverage & Availability

Availability changes frequently. Coverage views help you see where providers exist and where gaps remain.

Use county-level views to plan and to set expectations with the people you support.

Care Coordination

Practical guidance for coordinating services across providers and supporting families.

1. Coordinating Services Across Providers

Align multiple providers, schedules, and funding sources around the person being supported.

2. Supporting Clients and Families

Communicate options clearly, respect choice, and reduce decision burden during stressful transitions.

3. Community Resource Navigation

Connect people to county, faith-based, and community resources alongside formal providers.

4. Transition Planning

Plan hospital, facility, and home transitions with the right services lined up before discharge.

Professional Practice

Standards that keep referrals neutral, ethical, and well-documented.

1. Right-to-Choose Principles

The person and family always make the final selection. Carexroads surfaces options; it does not pick for them.

2. Neutral Provider Selection

Present eligible alternatives without steering. Avoid language that implies a single 'best' provider.

3. Documentation Best Practices

Capture non-clinical logistics, decisions, and follow-ups in a way that's auditable and respectful of privacy.

4. Ethical Referral Practices

No kickbacks. No steering. Disclose relationships when relevant.

Privacy & Compliance

Carexroads is HIPAA-aware and PHI-minimized. These modules keep it that way.

1. Non-PHI Platform Usage

Never enter diagnosis, DOB, MRN, insurance ID/policy numbers, SSN, or clinical history. Use only contact, county, funding category, and a brief non-clinical note.

2. Privacy Best Practices

Default to the minimum information needed. Treat any free-text field as if it could be reviewed by auditors.

3. Information Sharing Guidelines

Share with providers only what they need to evaluate fit and respond — nothing more.

4. Provider Verification Standards

Provider verification may include licensing checks, profile validation, business verification, and other compliance measures appropriate to the provider category and jurisdiction.

Specialized Tracks

Role- and context-specific learning paths are published in the Care Coordination Academy. Browse the full course catalog for the latest specialized tracks.

Complete all modules across the four tracks to earn Academy Certified status.