How Carelytics Works · AI-Powered Care Intelligence
Explaining how Carelytics works

From signal
to closed gap
in one system.

Carelytics watches every member in your plan continuously — detecting care gaps, writing the right message, submitting the refill, arranging the ride, and closing the loop. All without anyone manually starting it.

102
Member data fields
24+
AI navigator personas
5
Steps, signal to close
Carelytics AI Pipeline — Live
01
Signal Detected
Maverick — PDC dropped to 58%, refill overdue
Part D / PDEReal-time
LIVE
02
AI Reasoning
3 HEDIS gaps · RAF 3.66 · Transport barrier flagged
HEDIS C10C16SDOH
AI
03
Persona Matched · Message Drafted
DeAndre — culturally matched · SMS via Twilio
Persona AIMulti-gap
AI
04
Actions Executed
Rx submitted · Ride arranged · AWV scheduled
Walgreens OAuthNEMTFHIR
LIVE
05
Gap Closed · Star Rating Updated
HEDIS C10 ✓   PDC ↑ 58% → 82%   AWV closing
✓ DONE
The Five-Step Pipeline

Every intervention
follows the same path.

Whether it's a missed refill, an overdue lab test, or an unused benefit — Carelytics runs the same intelligent pipeline from detection to closed loop.

Why it matters

Most plans detect gaps after claims arrive. Carelytics intervenes upstream — in the clinical window where outcomes can still change. It's the difference between reacting to cost and preventing it.

1
Ingest
All your data unified into one member record
Claims, EHR, labs, Part D, HIE alerts, and SDOH barriers flow into a 102-field longitudinal member profile — updated in real time.
Claims Part D/PDE FHIR R4 SDOH
2
Detect
Signals fire before the problem becomes a claim
The platform monitors every record continuously — refill windows, HIE discharges, lab thresholds, HEDIS deadlines. Signals become intervention events instantly.
Real-time Pre-claim HEDIS
3
Reason
AI reads the full picture and writes the right message
The AI selects a culturally matched navigator persona, weaves multiple care needs into one natural message, and drafts it personalized to that member — never generic.
AI Persona SDOH-aware Multi-gap
4
Act
Real systems execute the action — no human needed
Refills submitted to the pharmacy. Rides arranged. Appointments booked via FHIR. For complex cases, the AI escalates to a care manager with a full brief prepared.
Walgreens NEMT FHIR Appt
5
Close
Gap closed. Outcome recorded. Star Rating improved.
HEDIS gap status updates in real time. Star Rating impact is calculated automatically. Analytics dashboards reflect the outcome immediately. No manual documentation.
HEDIS ✓ Star Ratings Auto-documented
The Platform

Two engines. One system.
Zero gaps between them.

Carelytics is built around two deeply integrated platforms. The intelligence layer that surfaces what needs to happen — and the engagement layer that makes it happen.

🏥
Care Coordination Engine

The intelligence that tells your team what to do next

A real-time risk and quality platform that gives care managers, quality directors, and clinical teams an AI-powered view of every member — with priorities, gaps, and recommended actions already ranked.

📊
RAF risk scoring with real-time HCC trending
HEDIS gap intelligence — C10–C27 at member level
🔮
Simulation engine — test logic before deploying
🧠
Pattern detection across your full population
📈
86-report analytics gallery with live dashboards
📱
Member Engagement Layer

The system that reaches members and gets things done

An AI outreach engine that communicates with members across every channel — completing care actions automatically, escalating when human judgment is needed, and never leaving a non-digital member behind.

💬
SMS, app, voice IVR, and WhatsApp outreach
🎭
24+ AI navigator personas, culturally matched
💊
Live pharmacy, ride, and appointment fulfillment
🎁
Benefits utilization — OTC, grocery, NEMT, dental
🧑‍💼
Care manager queue for non-digital escalation
Shared intelligence
Member Record Signals Gap Status Outcomes
real-time sync
Inside One Intervention

What actually happens
when a signal fires.

Here's a real example — Maverick, a 67-year-old Medicare Advantage member — walking through every step of what Carelytics does in the background.

Step 1 — Member Profile

102-field record, updated in real time

M
Maverick T.  ·  Age 67
Medicare Advantage · RAF 3.66 · Publix #3414
High Risk
HCC: 85, 19, 111 PDC: 58% ↓ 3 HEDIS gaps Transport barrier Low literacy English preferred
Step 2 — Signals Detected

Four signals, one intervention event

💊PDC Alert: Metformin refill overdue — PDC dropped to 58%
HEDIS Gap: Diabetes A1C test overdue — measure C10
HEDIS Gap: Annual Wellness Visit not scheduled — C16
🎁Benefits: $150 OTC balance unused — 47 days remaining
Step 3 — AI Message

Navigator: DeAndre

"Hey Maverick, it's DeAndre checking in for your health plan. I noticed your Metformin is coming up — I can send it to Publix #3414 right now, just reply YES. Also, your plan covers a free Annual Wellness Visit and I can arrange a ride. Want me to set that up too?"
Refill pre-loaded AWV gap included Transport offer
Step 4 — Actions Executed

Real systems, no humans

💊
Rx Submitted
Metformin → Publix #3414 via OAuth
✓ Done
🚗
Ride Arranged
Door-to-door NEMT · appointment day
✓ Done
📅
AWV Scheduled
FHIR R4 POST /Appointment → PCP
✓ Done
Step 5 — Outcomes

Gap closed in real time

PDC — Medication Adherence58% → 82%
HEDIS C10 — Diabetes A1CClosed ✓
HEDIS C16 — AWVClosing
⭐ Star Rating impact: +0.14 projected
Early Detection Engine

Acts before the claim arrives.

Traditional plans analyze data after claims land — which is too late to change outcomes. Carelytics monitors lab results, HIE alerts, and Part D / PDE data continuously, surfacing conditions before the plan ever sees a claim. That's the clinical window where interventions actually work.

Lab Results HIE Alerts Part D / PDE Pre-claim window
Simulation Engine

Test clinical logic with zero risk before it reaches members.

Before any care manager runs a new campaign or protocol, Carelytics lets them simulate it against live member profiles in a sandboxed environment. See the projected HEDIS impact, which members would be reached, and what actions would fire — all before a single real message is sent.

Zero-risk sandbox Live member profiles HEDIS impact preview
Communication Channels

Reaches every member,
on their terms.

Not every member uses a smartphone. Carelytics never forces digital engagement — it reaches members through whatever channel actually works for them.

💬
SMS via Twilio
Outbound personalized texts to any mobile phone. Inbound replies route to the AI agent. TCPA-compliant. Works on any phone — no smartphone required.
● Live
💬
📱
Mobile App
Full member application for gap tracking, benefits management, appointment scheduling, and AI chat. Push notifications for time-sensitive care actions.
● Live
📱
📞
Voice IVR
Automated outbound phone calls for members who prefer voice. Reads personalized messages, handles keypress responses for refills, appointments, and benefits. Built on Twilio infrastructure — designed for older, non-digital members.
◦ Q3 2026
📞
📞
Email
Automated emails for members who prefer emails. Reads personalized messages, provides links to refill prescriptions, and schedule appointments.
◦ Q3 2026
📞
🧑‍💼
For members who don't engage digitally
The care manager queue automatically surfaces non-responding members with AI-drafted talking points for a human phone call — with the member's full gap context, risk score, and suggested interventions already on screen. No member falls through the cracks.
Across the Health Plan

Built for every team
that touches member health.

Carelytics isn't a point solution. Every department at your health plan gets a capability that makes their core work measurably better.

Seven departments served
Member Experience Members Member Ops Quality Pharmacy Claims Early Detection
🌟
Member Experience
Personalized at scale
Proactive, personalized engagement
OTC, grocery & NEMT benefits tracking
Language & literacy barrier detection
Navigator, not a login screen
👥
Members
Self-service that works
Appointment, ride & meal scheduling
Live pharmacy refill integration
Real-time benefits utilization
24/7 trusted caregiver-at-service
🎧
Member Ops / Customer Service
Deflect before it rings
Call deflection via proactive outreach
Grievances & appeals prevention
Fulfillment without live agents
Real-time documentation, no call logs
Quality
Star Ratings in real time
HEDIS gap ID at member level
Gap closure at point of engagement
Campaign creation from patterns
Simulation engine for scenarios
💊
Pharmacy
PDC before it drops
Real-time PDC monitoring & outreach
Polypharmacy & high-risk flagging
MTM + SUPD via live pharmacists
Specialty med PA tracking & renewal
📄
Claims
Claims as triggers
Claim arrival fires PAC protocol
Diagnosis code → care gap action
Prior auth expiration monitoring
Post-discharge readmission prevention
🔬
Early Detection
Act before the claim. Every time.
Analyzing data after claims is already too late
Pre-claim engine uses labs, HIE & Part D / PDE
Identifies conditions before plan sees a claim
Acts in the clinical window where outcomes change
Data Layer

Connects to everything
your plan already has.

No rip-and-replace. Carelytics connects to your existing data infrastructure through standard formats.

📄
Medical Claims
ICD-10 coded claims for gap identification and risk scoring
CMS 835/837
💊
Part D / PDE
Prescription drug events for PDC monitoring and refill gap detection
NCPDP Format
🔄
EHR & Encounters
Clinical encounters from Epic, Cerner, and FHIR-enabled systems
HL7 FHIR R4
🔬
Lab Results
A1C, BP, kidney function and clinical values for early detection
LOINC Codes
🔔
HIE & ADT Alerts
Real-time admits, discharges, and transfers triggering immediate intervention
CommonWell · Carequality
👤
Member & SDOH Data
102-field profile including demographics, social barriers, and language
Real-time
📱
Engagement Profile
Channel preferences, response patterns, opt-in status, conversation history
Live · Real-time
🏥
Clinical Metrics
RAF scores, HCC coding, chronic conditions, and care gap status
RAF + HCC
Ready to See It Live?

See Carelytics work
on your actual members.

We'll run a live demo using your plan's measure set and show you exactly how many gaps Carelytics would close in the first 90 days — with a projected Star Rating impact report.