Case specialists
Their cases, the next step on each, and what blocks it.
For Medicaid long-term care application services
Medicaid long-term care applications, from referral to renewal.
One shared record for every case: the evidence, the money, the deadlines and the next step, each with a named owner. Applicants and facilities work in the same record through their own portals.
- Every decision recorded
- Two people for the riskiest steps
- Each person sees only their part
Caidwise 1.0 · Available since October 1, 2026 · What’s next
One record, every role
Supervisors
Team queues, approvals waiting on them and verified deadlines.
Leadership
The whole organization: filings, decisions, client reports and people.
Applicants
Their progress, what to do next and the documents asked of them.
Facilities
Where each resident's application stands and what the facility owes.
Why Caidwise
Where Medicaid-pending cases stall.
Missing evidence
A missing statement month or an unreadable page sends the application back for rework, or toward an avoidable denial.
Deadlines nobody owns
Agency requests for information arrive with due dates that live in one person’s inbox until they are missed.
The coverage month
An application filed after the intended coverage month can put payment for the care already given at risk.
A record in pieces
The facility, the family, and the case team each hold part of the case, so no one sees what is complete and what is not.
The casework journey
A shared record. A clear next step.
- 01
Start with the case
Bring referral details, the applicant, the facility, and the case owner into view.
- 02
Gather the evidence
See required documents, missing statement periods, and items to request from the applicant or facility.
- 03
Review the record
Use Case Intelligence, Document Review, and Financial Review to examine findings, gaps, and conflicting values.
- 04
Record a human decision
Inspect a proposal and its context, then approve, reject, edit, or return it for further work.
- 05
Prepare & follow up
Explore application stages, notices, dates awaiting verification, and requests for information.
The case record
The next step is always on the page.
- What blocks the next stage, and a link straight to where it gets fixed.
- Readiness, not eligibility: the checks a case still needs, met or not yet.
- One owner on every case, visible to the whole team.
Documents and money, checked against each other.
Ask Caidwise
Answers from your own policies, with their sources.
Read the case brief and key findings. Ask about recorded evidence, blockers, and dates in a side chat without leaving the page.
Graphite dark mode is built in, for long days on screen.
Applicant & facility portals
Applicants and facilities, in the same record.
Your team
Onboarding and required learning, per employee.
Onboard and train new staff, and track each person’s readiness for their role.
Caidwise Mail Coming November 1
Case mail beside the case.
Receive every inbound email in one place. Link messages and their attachments to the right case, and send requests for additional documentation from the case.
Available .
Ask about Caidwise MailData and human oversight
How case data is handled.
Every decision is recorded.
AI-assisted findings are proposals. A person approves, rejects, edits, or returns each one, and the record keeps who decided, when, and the reason where one is required.
Two people for the riskiest steps.
Releasing an application questionnaire and deleting personal data each need approval from two different people.
Each person sees their part.
Access follows role and relationship: applicants see their own requests, facility contacts see a resident view for follow-up, and platform administrators do not see case Intelligence.
Sources stay in view.
Findings and candidate values sit next to the records they came from, so a reviewer can check them before acting.
Review security before rollout.
Ask for the current security and privacy summary, hosting and access controls, and the agreements your organization requires.
Available now, and what’s next.
Caidwise 1.0 is available now. Since October 1, 2026, it brings case records, evidence review, deadlines and human approvals into one workspace for Medicaid long-term care applications.
Caidwise 1.0
Casework, evidence review, human approvals, portals, Manager Intelligence & Reports, and Ask.
Caidwise Mail
Email and attachments linked to the right case.
Caidwise Facility
Referrals, census intake and a facility portal for skilled nursing and assisted living partners.
Caidwise Elder Law
A self-serve workspace for elder law firms, led by a sourced 60-month look-back report.
Caidwise mobile
Assigned work, visits and evidence capture on phone and tablet.
Request a walkthrough.
See a case move from referral to filing with your team's own questions.
Please do not include any resident’s or applicant’s information in your message. We will agree on a secure channel before any case detail is shared.