CareIncite Documentation
LIVECareIncite is the Capture Money infrastructurefor behavioral health practices serving Medicaid and Medicare populations. It connects operational data, clinical workflows, and financial reality into one intelligence layer — so practice owners stop losing revenue they've already earned.
The Growth Equation
Growth = Make + Save + Capture
Every feature in CareIncite maps to one or more of these pillars. Learn more →
PRIMARY PILLARCapture Money
Recover revenue already earned
Eligibility Watchdog, sessions-at-risk alerts, denial detection, and per-payer reconciliation. CareIncite catches the revenue that falls through the cracks before it becomes a write-off.
SECONDARY PILLARSave Money
Reduce operational waste
Automated CSV imports, workload assignment, scheduled reporting, and eligibility automation. Every hour your admin spends on manual data entry is an hour CareIncite eliminates.
TERTIARY PILLARMake Money
Grow new revenue streams
Client portal for engagement, resource library for retention, marketing lead tracking, and campaign performance. More leads, better conversion, and the clients who stay — that is how you grow.
What's New
NEWClient Portal v1
Clients can now log in to view appointments and access shared resources.
NEWReports Module
Scheduled weekly payroll, eligibility, and operational reports with PDF + Excel export.
NEWClient Pool & Workload
Capacity-aware clinician assignment with caseload balancing.
COMING SOONPer-Payer Reconciliation
Connect QuickBooks for full Capture Money visibility.
Documentation
Getting Started→
Get value from CareIncite in your first hour. Import data, check eligibility, schedule your first report.
Setup & Onboarding→
Step-by-step guide to creating your account, connecting Notenetic, adding providers, and configuring your practice.
Roles & Permissions→
Understand access levels for Practice Owners, Administrators, Providers, Supervisors, and Clients.
Reports Catalog→
Browse all 12 report templates — payroll, eligibility, caseload, and more — with one-click generation and scheduling.
Who uses CareIncite?
Practice Owner / CEO
Full visibility into all locations, providers, and revenue data. Set targets, manage team access, and make strategic growth decisions.
Executive Administrator
Day-to-day billing oversight. Monitor provider output, configure alerts, manage data imports, and ensure accuracy across the practice.
Provider
Individual performance view. See your own billing data, weekly targets, and trends. No access to other providers or practice-wide financials.
Supervisor
Team-scoped clinician oversight. View caseloads, timesheets, and performance for assigned staff.
Client
Portal access for active clients. View appointments, access shared resources, and manage account details through a trauma-informed interface.