Every program. Every household. One place to get people covered.
Care Connect is the case-management platform for community enrollment teams — ACA Marketplace, Medicaid, Medicare, and Access DuPage, from first contact to renewal, in one secure workspace.
- Four programs, one unified client record
- Guided enrollment workflows with built-in eligibility guidance
- Funder-ready reporting, analytics, and full audit trail
Built for the teams doing the work — navigators, certified application counselors, case coordinators, and coalition partners.
Built Around the Way
Enrollment Teams Actually Work
Four commitments that shape every screen, workflow, and report in the platform.
One client record, four programs
A household's story doesn't fit in one program. Care Connect keeps people, households, income, and eligibility in a single record — so when a client moves from Medicaid to ACA to Medicare, their history moves with them.
Guided from intake to renewal
A four-phase enrollment cycle — Intake, Eligibility, Enrollment, Post-Enrollment — with automatic and manual checkpoints, so nothing falls through the cracks and every case has a next step.
Eligibility guidance at the point of care
Federal Poverty Level assessments run at the household level with live FPL visuals, giving agents advisory guidance instantly. Care Connect provides advisory guidance for agents — it is not a government eligibility determination.
Reporting your funders actually ask for
Curated analytics and a flexible report builder with scheduled, shareable, exportable reports — built for state and funder reporting requirements.
Four Programs. One Workspace.
Switch between programs without switching tools — every program keeps its own fields, rules, and reference numbers inside one client record.
ACA — Health Insurance Marketplace
Put marketplace enrollment on rails with program-specific fields, plan quoting, and submission tracking on every application.
- Program-specific fields: Marketplace ID, authorized person, and authorization window
- Autopayment setup and binder payment tracking so coverage doesn’t lapse over a missed payment
- Submission sources built in — Get Covered Illinois, Illinois ABE, Healthcare.gov — with submission tickets tracked per application
- Plan quoting and estimates with Bronze / Silver / Gold tiers, from draft to sent to viewed
- Redetermination tracking for annual renewal season
- Plan-level Agent of Record (AOR) transfers with a full transfer history — your book of business stays accountable
Medicaid
Medicaid cases live and die by reference numbers. Care Connect keeps them all in one place.
- Medicaid ID and tracking number surfaced directly on the application record
- Four reference numbers per coverage year — Case Number, Individual ID, Appeal Report Tracking, and Change Report Tracking
- Medicaid program selection and program-specific fields
- Redetermination is enforced by the workflow — every Medicaid submission is captured as a redetermination, so annual renewals are never missed
- Household-level income sync and FPL recalculation as families change
Medicare
Part A, Part B, and the people behind them — tracked per application, with outreach queued before the window closes.
- Part A and Part B effective dates, Medicare category, and Medicare ID tracked per application
- “Turning 65” dashboard — a live queue of people turning 65 in the next 1–4 months, prioritized by days remaining, so outreach happens before the window closes
- One-click “contacted for Medicare” flag on the person record — no more guessing who’s been called
- Capture medications and doctors so coverage conversations start with context
Access DuPage
Access DuPage gets a dedicated workspace inside Care Connect — purpose-built for the DuPage Health Coalition’s program, not a generic insurance screen renamed.
- Initial and renewal intake with intake site tracking and assigned agents
- Six eligibility requirements enforced with linked evidence documents
- Consents, member cards, orientation, and enrollment windows in one case history
- Specialty referral pipeline across 15 clinical specialties, with PDF packets
- Renewal queue surfaces active members whose enrollment ends within 60 days
From Intake to Specialty Care —
the Access DuPage Workflow, End to End
Access DuPage residents deserve more than a spreadsheet. Care Connect gives your case coordinators a purpose-built workspace that enforces program eligibility, manages consents and documents, issues member cards, and routes specialty referrals — all with PHI-grade security and a complete case history.
Intake & Case Setup
- Initial or renewal intake with received-on date and intake site (venue) tracking
- Assign an intake agent and case coordinator to every application
- Capture program-specific intake context: years of DuPage residency, minor children, SNAP, LIHEAP, how they heard about the program, and medical-bill-help requests
- Intake agent comments and internal notes kept alongside the case
Coverage Screening
- Screen for existing coverage across nine coverage types — Medicaid, Medicare, ACA Marketplace, employer, student, veterans, TRICARE, private, other
- Record result, verification method, and supporting document per coverage type
- Catch dual-eligibility and other-coverage conflicts before enrollment
Consents, Done Right
- Track Good Samaritan, Release of Information, HIPAA, SMS, and custom consents per member
- Statuses from pending through signed, declined, expired, and revoked — with dates and signers
- Unique-per-type enforcement means no duplicate or contradictory consent on record
Orientation & Enrollment
- Orientation status per member: not required → not scheduled → scheduled → completed / missed
- Enrollment windows with start and end dates, plus termination date, actor, and reason
- Renewal queue: active members whose enrollment ends within 60 days surface automatically
- Every status change writes to a case timeline, so “who did what, when” answers itself
Primary Care & Partner Network
- Assign each member a Primary Care Provider from your partner directory
- Community partner referrals linked directly to the Access DuPage application
- Partner Lookup — partners enter a member ID and instantly see enrollment status, eligibility dates, and referral status
PHI Security for Access DuPage
- Requires both application-update and PHI-view permissions
- Documents and files served through a PHI-guarded file endpoint — no direct links
- Dedicated permissions for care, renewals, and partner lookups
Six Requirements, Enforced
Care Connect walks coordinators through every Access DuPage requirement, with evidence documents linked to each check. Each requirement is tracked as pending · met · not met · not applicable, with reviewer, timestamp, and linked evidence — and a member cannot be marked active unless they are eligible.
| Requirement | What the platform checks |
|---|---|
| Identity | Photo ID — Passport, State ID, Driver’s License, or Matrícula Consular |
| DuPage Residency | Living in DuPage County 30+ days with intent to stay year-round; proof of address (utility bill, lease, mortgage, or host letter) |
| Household Income | Income at or below 250% of the Federal Poverty Level — with document guidance for pay stubs, SS letters, unemployment, child support, tax returns, and cash-paid work |
| Other Coverage | Not eligible for Medicaid, Medicare, ACA Marketplace, or employer-sponsored insurance |
| Required Documents | Photo ID, proof of income, proof of address within 60 days — plus host letter and host’s proof of address when living with someone |
| Required Consents | Good Samaritan Act form + Release of Information form |
Issue cards the moment a member is eligible
- Issue, print, renew, reissue, replace, expire, and void member identification cards
- Issuing a new card automatically supersedes the prior card with a recorded reissue event
- Cards are only issuable to members who are eligible and active — enforced by the platform
- Branded card preview and print output, showing member ID, expiry, and primary care
A referral pipeline across 15 clinical specialties
- Behavioral Health, Cardiology, Dental, Dermatology, Endocrinology, Gastroenterology, Neurology, OB/GYN, Oncology, Ophthalmology, Orthopedics, Pulmonology, Surgery, Urology, and more
- Urgency levels (routine · urgent · immediate), assigned coordinator, and full date tracking — referred, received, scheduled, follow-up, next action, completed
- Referral eligibility is enforced: active enrollment + current dates + an assigned Primary Care Provider required
- Generate referral letters and full referral packets as PDFs — cover page, letter, and all attachments in one document
See the Access DuPage Workspace
Walk through intake, eligibility, member cards, and referrals with our team.
Everything a Case Needs,
from First Contact to Renewal
Households, guided enrollment cycles, quoting, FPL, appointments, interactions, documents, notifications, and reporting — one platform.
Households & People
One rich record per person — and per family.
Guided Enrollment
Intake to post-enrollment, with checkpoints that won’t let anything slip.
Eligibility & FPL
Household FPL assessment with visual guidance in seconds.
Quoting
Bronze, Silver, Gold — quotes from draft to sent, attached to the case.
Medicare Turn-65
A prioritized outreach queue before the window closes.
Redetermination Tracking
Medicaid renewals enforced by the workflow, not by memory.
Access DuPage Workspace
Intake, eligibility, cards, and specialty referrals — end to end.
Partner Lookup
Member ID in, enrollment status out — for your partners.
Reports & Schedules
Build it once, schedule it, share it, export it.
Analytics
Geographic impact, FPL, and interactions — funder-ready.
PHI Security
Field-level and file-level protection, fully audited.
Permissions
90+ granular permissions across 20 modules.
Role-scoped workspaces for agents, case coordinators, managers, and admins — everyone lands on what matters to them.
Insights Your Funders
Actually Ask For
A report builder with schema, templates, preview, drill-down, conditional formatting, and filter presets — save, share, duplicate, schedule, and export to CSV.
Geographic Impact
Understand where people are served and how applications convert across communities — with maps, charts, and drill-downs.
Federal Poverty Level Household
Household-level FPL analytics with dependents, working members, geography, and income sources.
Interactions
Client contacts and service touches for state and funder reporting — manual vs. automatic, at a glance.
Protected by Design,
Audited by Default
Role-based access, PHI gating, two-factor authentication, and a complete audit trail across every module.
Role-based access control
90+ permissions across 20 modules, managed through a visual Permission Manager; users land directly in the first module they can access.
PHI field-level protection
Sensitive fields and files are gated by dedicated permissions, with Access DuPage–specific controls.
Complete audit trail
Client, household, application, enrollment, document, report, and auth activity logged with category, action, and status; retention-managed.
Two-factor authentication
Setup, recovery codes, and challenge flow built in for every account.
Agent competency tracking
Train, test, and certify staff with trainer/tester sign-off.
Workflow rules
e.g., an application can’t change status until plan type, AOR, plan name, premium, effective date, and insurer are captured.
Give every household a
clear path to coverage.
Whether it’s a Marketplace plan, Medicaid redetermination, a 65th-birthday Medicare conversation, or an Access DuPage specialty referral — Care Connect keeps your team, your cases, and your reporting in one place.
- One unified record across four programs
- PHI-grade security with a full audit trail
- Funder-ready reporting out of the box