---
title: "WellSky CarePort Referral Intake Software Pricing, Alternatives & More 2026 | Capterra"
description: "With the help of Capterra, learn about WellSky CarePort Referral Intake Software - reviews, pricing plans, popular comparisons to other Home Care products and more."
source_url: "https://www.capterra.com/p/10031925/WellSky-CarePort/"
page_type: "product"
language: "en"
---

# 

 WellSky CarePort Referral Intake Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on September 16, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews)

WellSky CarePort Referral Intake

## What is WellSky CarePort Referral Intake?

CarePort Health is a care coordination software platform that manages patient transitions across the healthcare continuum. The system bridges acute and post-acute electronic health records, providing visibility for providers, payers, and Accountable Care Organizations into patient care across different settings. CarePort Health offers features for discharge planning, referral management, emergency department optimization, transitional care management, and post-acute network management. The platform helps healthcare organizations identify, track, and manage patients throughout their care journey, supporting smoother transitions between care settings. CarePort Health enables healthcare providers to streamline patient transfers to appropriate next levels of care, prevent rehospitalizations, optimize post-acute provider networks, and facilitate communication between payers and providers for improved care coordination.

## What is WellSky CarePort Referral Intake used for?

[Home Care](https://www.capterra.com/home-care-software/)

Overall rating

Based on 3 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

Contact vendor  
for pricing

Free trial  
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Free version not included

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## WellSky CarePort Referral Intake Overview

Updated September 2026

AI summary

WellSky CarePort Referral Intake is cloud-based software for organizations of any size seeking to manage home care and long-term care processes. It supports referral intake, care plan and client management, billing, and patient records, with mobile access and HIPAA compliance. Notably, it omits scheduling but offers workflow, assessment, and document management for intake coordination and daily operations.

## FAQs about WellSky CarePort Referral Intake

Features and Usability

### What are the key features of WellSky CarePort Referral Intake?

WellSky CarePort Referral Intake offers referral management, assessment management, and workflow management for intake coordination. It also includes patient records management, charting, document management, and client management, plus task management, reminders, chat/messaging, reporting & statistics, mobile access, and HIPAA compliant support for long term care and home health care management.

Getting Started and Support

### What training and onboarding options does WellSky CarePort Referral Intake offer?

WellSky CarePort Referral Intake provides in-person training for teams that need direct, face-to-face instruction. This format supports guided setup and question-and-answer sessions during onboarding, giving users a structured environment for learning the product and reviewing key workflows.

Getting Started and Support

### What customer support options does WellSky CarePort Referral Intake offer?

WellSky CarePort Referral Intake provides Email/Help Desk support for customer assistance and issue reporting. No reviewer feedback about support experience is available in the catalog data, so the support interaction quality, response speed, and helpfulness cannot be assessed from user comments.

## Features

AI summary

Based on 815 Home Care reviews

Not all Home Care software covers every must-have feature. Here is what Capterra reviewers flag as essential when choosing a solution:

-   **Scheduling** (**67%** of reviewers rated this feature as critical)
-   **HIPAA Compliant** (**62%**)
-   **Client Management** (**57%**)

WellSky CarePort Referral Intake includes **HIPAA Compliant** and **Client Management**, so it covers two of the three features buyers rate highest for Home Care software. However, it does not offer **Scheduling**. Instead, the product provides other relevant capabilities that reviewers also value, including **Mobile Access** (**56%**), **Billing & Invoicing** (**56%**), and **Care Plan Management** (**47%**). These features help teams access information in the field, manage payments more efficiently, and organize care delivery, helping businesses maintain compliance, keep client records accurate, and support day-to-day operations.

Client Management

5.0 (2)

100.00% of 2 reviewers that rated this feature as important or highly important

Manage contact details and communication with clients

Mobile Access

2.0 (1)

100.00% of 1 reviewers that rated this feature as important or highly important

Access software remotely via mobile devices

Referral Management

5.0 (3)

100.00% of 3 reviewers that rated this feature as important or highly important

Log and store the source of contacts/leads

Reporting & Statistics

3.5 (2)

100.00% of 2 reviewers that rated this feature as important or highly important

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Assessment Management

5.0 (1)

100.00% of 1 reviewers that rated this feature as important or highly important

Creation, administration, and evaluation of assessments or tests

Caregiver Management

5.0 (1)

100.00% of 1 reviewers that rated this feature as important or highly important

Manage caregiver's training, scheduling, supervision, performance evaluation, etc.

WellSky CarePort Referral Intake 23 features

### All Features
- Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities
- Assessment Management: Creation, administration, and evaluation of assessments or tests
- Billing & Invoicing: Create, manage, and send invoices or bills to customers
- Care Plan Management: Manage the treatment plan and coordination between care providers and patients with special health care needs
- Caregiver Management: Manage caregiver's training, scheduling, supervision, performance evaluation, etc.
- Charting: Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc.
- Chat/Messaging: Communicate using direct chat or messages within the system
- Client Management: Manage contact details and communication with clients
- Document Management: Store, manage, and track all electronic documents in a centralized location
- EMR/EHR: Create and securely store digital patient records
- For Long Term Care: Specifically for long term care providers
- Geriatric Care: Providing medical care for elderly patients
- HIPAA Compliant: Compliant with HIPAA, which sets standards for sensitive patient data protection
- Home Health Care Management: Manage the care, assistance, or services that take place in patient's home
- Medication Management: Administer and track medication inventory, schedules, dosage, and side-effects
- Mobile Access: Access software remotely via mobile devices
- Monitoring: Observe and track the demand, usage, progress or quality of a system, product, or user
- Patient Records Management: Managing different types of patient records, including paper documents, digital files, billing information, and scheduling details
- Referral Management: Log and store the source of contacts/leads
- Reminders: Timed notification for any upcoming task, deadline, appointment, or activity
- Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
- Task Management: Create, manage and track all task activities and progression
- Workflow Management: Create, design and manage workflows for repetitive tasks

---

Features

4.7 (3)

4.7

Based on 3 reviews

## Pricing

Value for money

4.3 (3)

Value for money

4.3 (3)

4.3

Based on 3 reviews

## Support, customer service and training options

Customer Service

4.7 (3)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

4.7 (3)

4.7

Based on 3 reviews

## User reviews

Overall rating

5.0

Based on 3 reviews

Filter by rating

5(3)

4(0)

3(0)

2(0)

1(0)

Mentioned topic

Sorted by most recent

TF

Teresa F.

RN, Director of Risk Management and Education

Facilities Services

### "RN Director of Risk and Education"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

September 14, 2026

WellSky CarePort has offered a great experience, the teams find value in the product. Overall the experience is great

Pros

Care giver management this allows for the care giver to have important information prior to admission

Cons

nothing to speak of at this time, I have not found anything that is a con up to this point. I will continue to review

Review source

Vendor Referred: This reviewer was invited by the software vendor to submit an honest review.

NW

Natasha W.

Business Development Director

Health, Wellness and Fitness

### "CRI platform review"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

7/10

September 14, 2026

Pros

design is easier to use that previous platforms. CLinicians enjoy the layout. Easy to communicate with referral partners

Cons

room number not showing on the patient card. \[sensitive content hidden\] is aware and is fixing for next updates

Switched from

[Enso Connect](https://www.capterra.com/p/275827/Enso-Connect/)

new technology required to process referrals

Review source

Vendor Referred: This reviewer was invited by the software vendor to submit an honest review.

LK

Lydia K.

Director of Care Management

Hospital & Health Care

### "Post acute referrals "

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

4.0

4.0

Likelihood to Recommend

6/10

September 9, 2025

Great connection to our post acute providers. As a leader, the reports help drive initiatives with our post acute partners.

Pros

Communication with post acute vendors directly in the referral. Utilizing care port as a source of truth for referrals.

Cons

it’s not integrated yet into epic. We are going to be working on getting care transitions implemented.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

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