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.
See Caidwise IntelligenceIntelligence first. Human always.
Medicaid long-term care applications, from referral to renewal.
Caidwise gives nursing facilities and case teams one shared record for every Medicaid-pending resident: the evidence, the deadlines, the agency requests, and the next step. AI-assisted review points to what needs attention; a person makes every decision.
Version 1.0 · October 1, 2026 · previews use fictional data · Roadmap
Caidwise Operations / Case workspace
Why Caidwise
Where Medicaid-pending
cases stall.
A long-term care application depends on months of financial records, people in several places, and dates set by the agency. Most delays come from the paperwork around the decision, not the decision itself.
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.
Caidwise keeps one record per case, shows exactly which evidence is missing, and puts every deadline in front of an owner.
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.
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Start with the case
Bring referral details, the applicant, the facility, and the case owner into view.
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Gather the evidence
See required documents, missing statement periods, and items to request from the applicant or facility.
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Review the record
Use Case Intelligence, Document Review, and Financial Review to examine findings, gaps, and conflicting values.
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Record a human decision
Inspect a proposal and its context, then approve, reject, edit, or return it for further work.
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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 & 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 screensFor 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.
See notices & RFIFor 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.
See the applicant portalFor operations managers
Manager Intelligence & Reports
Explore workload, readiness, delay ownership, and quality views, with related records for more context.
Work away from the desk?
See the native mobile experienceProduct tour
One platform.
Every perspective.
Explore AI-assisted review, evidence, case decisions, and follow-up. Choose a view or use the arrows to take a look around.
For field representatives
Casework travels.
The native mobile experience brings assigned work, visits, evidence capture, and case context to phone and tablet.
Data and human oversight
How case data
is handled.
What the product does with case information, and who can see or change it.
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.
No case data on this site.
This public website has no case uploads or forms. The product screenshots use fictional case data.
Review security before rollout.
Ask for the current security and privacy summary, hosting and access controls, and the agreements your organization requires.
Modules at a glance
What each module does.
One platform for the whole application, from the first referral to the final notice. Here is what each part does, who it is for, and when it is available.
| Module | What it does | For | Availability |
|---|---|---|---|
| In Caidwise 1.0 | |||
| 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. | Case teams | October 1, 2026 |
| Document & financial review | Compare document metadata and recorded values with the related requirement. Inspect missing statement periods, balances, and ownership conflicts. | Case & financial reviewers | October 1, 2026 |
| Human approvals & QA | Review proposed changes and their supporting context. Record an approval, rejection, edit, or return, with reasons where required. | Reviewers & QA teams | October 1, 2026 |
| Applications & follow-up | See application preparation stages, notices, and requests for information. Distinguish dates awaiting verification from dates marked verified. | Application & case teams | October 1, 2026 |
| Applicant & facility portals | Show applicants their requested items, case team, and application stage. Give facility contacts a resident view with follow-up actions. | Applicants, representatives & facilities | October 1, 2026 |
| Manager Intelligence & Reports | Explore workload, readiness, delay ownership, and quality views, with related records for more context. | Operations managers | October 1, 2026 |
| Coming next | |||
| Caidwise Mail | 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. | Case teams | November 1, 2026 |
| Caidwise mobile | Brings assigned work, visits, evidence capture, and case context to phone and tablet. | Field staff | December 1, 2026 |
| Caidwise Voice | Make and receive calls and text messages from the app, with call records and recordings added to the case file automatically. An AI agent can wait on hold for your team and hands the call over when a person answers. | Case teams | December 1, 2026 |
| Employee onboarding & training | Onboard and train new staff, and track each person’s readiness for their role. | Staff & managers | In development |
Status and roadmap.
Current release: Caidwise 1.0. Our October 1, 2026 launch brings case records, evidence review, deadlines and human approvals into one workspace for Medicaid long-term care applications.
The product previews on this page use fictional sample data, and the AI-assisted views show sample findings. This website does not process case information.
Coming next
Caidwise Mail
Email and attachments linked to the right case.
Caidwise mobile
Assigned work, visits and evidence capture on phone and tablet.
Caidwise Voice
Calling and text messaging from the case workspace.
Get in touch
Request a walkthrough.
See how Caidwise fits the way your team works. Email us with a few details and we’ll arrange a walkthrough:
- Your organization and your role
- Roughly how many Medicaid long-term care applications you handle each month
- Where cases slow down today
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.