Intelligence
first.
Human
always.

A clearer workspace for Medicaid long-term care casework—from gathering evidence to reviewing decisions and tracking what needs to happen next.

Caidwise Operations / Case Intelligence
Case context, key findings, and the next steps.

The casework journey

A shared record.
A clear next step.

The interface previews illustrate how these workspaces fit together. Review can return to an earlier step as new evidence or questions arrive.

  1. Start with the case

    Bring referral details, the applicant, the facility, and the case owner into view.

  2. Gather the evidence

    See required documents, missing statement periods, and items to request from the applicant or facility.

  3. Review the record

    Use Case Intelligence, Document Review, and Financial Review to examine findings, gaps, and conflicting values.

  4. Record a human decision

    Inspect a proposal and its context, then approve, reject, edit, or return it for further work.

  5. Prepare & follow up

    Explore application stages, notices, dates awaiting verification, and requests for information.

What each workspace helps you do

From the next action
to the wider picture.

Each view has a place in the casework journey. Explore the workspaces and see how they support the people involved.

For case teams

Case Intelligence & Ask Caidwise

Read the case brief and key findings. Ask about recorded evidence, blockers, and dates in a side chat without leaving the page.

For case & financial reviewers

Document & financial review

Compare document metadata and recorded values with the related requirement. Inspect missing statement periods, balances, and ownership conflicts.

Explore review screens

For reviewers & QA teams

Human approvals & QA

Review proposed changes and their supporting context. Record an approval, rejection, edit, or return, with reasons where required.

For application & case teams

Applications & follow-up

See application preparation stages, notices, and requests for information. Distinguish dates awaiting verification from dates marked verified.

For applicants, representatives & facilities

Applicant & facility portals

Show applicants their requested items, case team, and application stage. Give facility contacts a resident view with follow-up actions.

For operations managers

Manager Intelligence & Reports

Explore workload, readiness, delay ownership, and quality views, with related records for more context.

Inside the interfaces

See the detail.
Keep the context.

Take a closer look at the actual review and portal screens. Select a workspace, then expand its preview to read the details.

Compare a document’s recorded values with the current case facts.

Document & Evidence Review

For field representatives

The field has
its own workspace.

A native mobile experience for assigned work, visits, checklists, and case notes—shown here on phone and tablet.

  • Assigned work and visit context
  • Separate verification steps
  • Notes retained on the device
Assigned work, visits, and case notes.

Current product status.

These previews show the current Caidwise interfaces with sample data. Live AI, document processing, agency filing, and external delivery are not connected. This website does not process case information.