Healthcare Utilities Software  For Connected , Efficient Care

Assign, monitor and complete administrative tasks and clinically important follow-ups across patients, staff, groups and locations.

Record time, services and activities delivered over a period of care, with links to cases, billing, claiming and reporting.

Guide teams through configurable business processes involving forms, approvals, tasks, events, communications and stage-based actions.

Design configurable forms with calculations, conditional logic, approvals, reporting, workflow triggers and patient-facing delivery.

Access standard reports, create customised datasets, build dashboards and connect CareRight with Power BI or external data platforms.

Share forms, assessments, documents, payment requests and digital interactions securely by email, SMS, QR code or Patient Portal.

Exchange letters, referrals, pathology and radiology results through supported secure messaging providers, SMS and email.

Deliver integrated video consultations through Microsoft Teams or Coviu, linked with appointments, reminders, calendars and patient communication.

Support role-based access, location controls, audit reporting, SAML single sign-on and organisational 2FA policies.

CareRight Utilities is designed specifically for the communication, workflow, reporting, security and interoperability needs of healthcare organisations.

Utilities strengthens PAS, EMR, Billing and Claiming, and Hospital workflows with shared capabilities for automation, engagement, reporting and connectivity.

Tasks, workflows, event processing, templates and automated actions help teams reduce repetitive work and improve consistency.

Provide patients with secure, accessible ways to receive information, complete forms, sign consent, attend telehealth and interact with your service.

Use permissions, audit reporting, follow-ups, workflow worklists and reporting tools to support accountability and oversight.

Integrate CareRight with secure messaging providers, identity platforms, telehealth services, analytics tools and external clinical or administrative systems.

Select the utilities required today and expand as your services, users, reporting needs and digital ecosystem evolve.

CareRight supports two related activity-management concepts.

Tasks are generally used for day-to-day administrative activity, while follow-ups include a scheduled start time and due date and may represent a clinically important safety or recall requirement.

Tasks can be assigned to a patient, staff member, location or group and managed through dashboard, patient and location views.

Key capabilities

• Assign tasks to patients, staff, groups or locations
• Task types and notes
• Start dates, due dates and due times
• My Tasks and Other Tasks
• Inbox, Outbox and completed views
• User notifications
• Patient-linked task history
• Clinical follow-ups and recalls
• Global, location, provider and patient follow-up views
• Contact-attempt recording

CareRight Events allows organisations to track time, services and activities delivered to a patient.

Events can capture multiple services over a period of care and can later support invoicing, DVA claiming, billing automation and operational reporting.

Key capabilities

• Record time and services delivered
• Link events to patient cases
• Capture item-based and general services
• Record multiple services against one event
• Expanded and compact views
• Lock, unlock, edit or strike events
• Group services by provider, location and time
• Convert recorded activity into billing workflows
• Report on events through datasets

CareRight Workflow Management supports configurable business processes made up of tasks, events, forms, approvals, rejections and other interactions.

Each step can depend on the outcome of a previous action, allowing organisations to create structured digital pathways around their own operating model.

The Workflow dashboard acts as a worklist for actions requiring attention.

Key capabilities

• Configurable workflow models
• Stage and state-based processes
• Approval and rejection pathways
• Workflow-linked forms and assessments
• Follow-up reminders
• Task and event generation
• User-based filtering
• Oldest-first and newest-first sorting
• Patient and enquiry-linked workflows
• Workflow counts and ageing visibility
• Group-based workflow permissions

CareRight’s Smart Forms Builder allows organisations to create configurable clinical, administrative and patient-facing forms.

Forms can draw information from other parts of CareRight, update patient records, initiate workflows and generate tasks, assessments, correspondence, accounts or invoices.

Forms can range from simple data capture through to advanced assessments using calculations, conditional logic and validation.

Key capabilities

• Custom form design
• Standard assessments and Express Forms
• Draft and approval workflows
• Version control
• Reporting and data export
• Conditional questions
• Dynamic calculations and scores
• Complex validation
• File and image upload
• Patient, appointment, admission and provider pickers
• Update patient demographics and clinical information
• Create tasks, correspondence, accounts or invoices
• Embed forms within workflows, enquiries and event processing

CareRight supports secure digital consent workflows, including Medicare DB04 Assignment of Benefits and DVA treatment voucher processes.

Patients can receive a customisable request by secure link, complete and sign the relevant form, and retain a copy for their records.

Key capabilities

• Secure digital signature requests
• Medicare Assignment of Benefits
• DVA treatment vouchers
• Email, SMS and QR-code delivery
• Patient or authorised-person signature
• Downloadable signed copies
• Linkage with invoices and telehealth claiming
• Patient Portal delivery

CareRight provides a flexible reporting framework across operational, clinical, financial and compliance information.

Users can access standard reports or create reusable reports by selecting fields, applying filters, grouping information and defining reporting logic.

Key capabilities

• Standard built-in reports
• Custom report builder
• Filters and date ranges
• Grouping, sorting, counts, sums and averages
• ALL or ANY filter logic
• Private My Reports
• Shared Public Reports
• HTML, PDF, Excel, CSV and Rich Text outputs
• Real-time operational reporting
• Role-based reporting access

CareRight’s advanced Dataset Reporting supports the creation of complex datasets without requiring users to write SQL.

The visual dataset builder manages joins and relationships across the CareRight data model and can support operational analysis, extracts and downstream business intelligence.

Key capabilities

• Drag-and-drop dataset builder
• Configurable fields and filters
• Complex data relationships
• Saved and reusable datasets
• Clinical, operational and financial reporting
• Smart Forms and assessment reporting
• Structured exports
• Support for business intelligence workflows

CareRight can connect with Microsoft Power BI, data warehouses and other analytics platforms.

Secure connectivity can be established to predefined SQL views and, where appropriate, the underlying relational database schema.

Key capabilities

• Power BI connectivity
• Secure SQL-based data access
• Predefined database views
• Logical data-model documentation
• Data warehouse connectivity
• Scheduled extracts
• Custom analytics pipelines
• Executive dashboards
• KPI and trend reporting
• Test and production connectivity

CareRight can support organisations with initial connectivity, validation extracts, dataset-builder training and guidance for analytics teams.

CareRight supports statutory reporting requirements across Australian hospital and surgical environments.

Reports use structured admission, discharge, funding and clinical information to assist organisations with mandatory submissions.

Supported reporting frameworks include

• AAPC — ACT Admitted Patient Care Data Collection
• HCP — Hospital Casemix Protocol
• HMDS — Hospital Morbidity Data System
• ISAAC — Integrated South Australian Activity Collection
• PHISCo — Private Hospital Inpatient Statistic Collection
• QHAPDC — Queensland Hospital Admitted Patient Data Collection
• QLDCNR — Queensland Cancer Registry
• Tasmania Statewide Morbidity System
• VAED — Victorian Admitted Episodes Dataset

Key capabilities

• Jurisdiction-specific extracts
• Hospital and cancer registry reporting
• Location-based reporting configuration
• Reporting-period management
• Admission and discharge-based rules
• VAED consolidated change reporting
• Report regeneration
• Funding-source logic
• HCP fund extracts
• Permissions and access controls

CareRight supports patient and stakeholder communication through SMS and email.

SMS requires a MessageMedia licence. Clintel Systems can provide MessageMedia offerings and includes sample appointment SMS templates as part of the standard implementation.

Standard SMS configuration includes

• One appointment-creation SMS
• One unconfirmed appointment reminder
• One confirmed appointment reminder
• One creation trigger
• Two reminder triggers

Patients can reply to configured SMS messages to confirm or cancel appointments, with the response updating the appointment status.

Sample email templates are also provided with the product.

Communication design options

Option 1 — Work with your internal design team
Clintel Systems can work with your organisation’s web or design team to develop a precise and consistent HTML branding approach across correspondence.

Option 2 — Engage a design specialist
Where an internal design team is not available, Clintel Systems can subcontract a design specialist to assist with communication design and branding.

CareRight supports the secure exchange of letters, referrals, pathology results and radiology results through supported healthcare messaging providers.

CareRight-generated referral letters conform to the Australian Simplified Referral Level 1 profile, while incoming messaging supports a range of HL7 formats.

Key capabilities

• Send and receive secure letters
• Receive pathology and radiology results
• Match messages to patients and professional contacts
• Manage correspondence worklists
• Provider directory support
• Delivery reporting
• Incoming and outgoing referral workflows
• Supported HL7 messaging formats

Supported secure messaging providers

• Medical-Objects
• HealthLink Australia
• HealthLink New Zealand

Argus is a discontinued legacy integration and is not positioned as a current offering.

CareRight can use Medical-Objects to send and receive secure letters and receive pathology and radiology results.

The integration supports hosted and local deployment models and can connect with the Medical-Objects provider directory.

Key capabilities

• Secure outgoing letters
• Incoming correspondence
• Pathology and radiology results
• Cloud or local Capricorn configuration
• Provider directory integration
• Delivery report access
• Certificate-based security
• Hosted and self-hosted deployment options

CareRight supports HealthLink integration across Australia and New Zealand.

HealthLink can support the secure sending and receiving of healthcare correspondence, with configuration tailored to the organisation’s jurisdiction and environment.

Key capabilities

• HealthLink Australia support
• HealthLink New Zealand support
• Incoming and outgoing correspondence
• Location-linked message processing
• EDI addressing
• Provider and professional contact matching
• Australian and New Zealand vendor configuration
• Health Provider Index facility support for New Zealand

CareRight allows organisations to separately manage users, staff members and providers.

A user has login credentials and system access, while a staff member can be recorded without being given login access.

Key capabilities

• User accounts
• Non-login staff records
• Staff promotion to user access
• Staff and provider profiles
• User activation and disabling
• Provider numbers and professional information
• Location associations
• Groups and permissions
• Scheduling and provider settings

Controlled access to system functions

CareRight supports integration with SAML-compliant identity providers.

This allows users to register and log in to CareRight through their organisation’s identity environment, be assigned to a nominated group and use 2FA in line with organisational policies.

Supported identity providers include

• Microsoft Entra ID
• Azure Active Directory
• Okta
• Shibboleth
• Other SAML-compliant identity providers

Key capabilities

• SAML authentication
• Single sign-on
• User registration
• Assignment to a nominated CareRight group
• Identity-provider managed authentication
• Organisational 2FA alignment
• Reduced local password administration

CareRight includes detailed audit logging and reporting.

Audit reports can be used to review user access and system activity across patients, admissions, appointments, staff records and other system objects.

Key capabilities

• Detailed audit logging
• Record-access auditing
• Patient-level audit reports
• Admission audit reports
• Appointment audit reports
• Staff activity reports
• Date-range filtering
• Object and user filtering
• Change-difference reporting
• Excel output
• Configurable auditing settings

CareRight Utilities provides multiple ways for organisations to communicate and interact digitally with patients.

These capabilities can be used independently or combined into broader patient journeys.

Key capabilities

• SMS and email
• Patient Portal
• Secure links
• Online appointments
• Shared assessments
• QR-code access
• Digital consent
• Telehealth
• Online payment requests
• Appointment confirmation and cancellation
• Patient-facing forms and documents

CareRight allows organisations to securely share assessments and forms with patients by email, SMS or QR code.

Patients can follow a secure link, complete the form using a mobile device or browser, and submit the information back into CareRight.

Completed assessments return to the patient record as drafts for authorised staff to review and approve.

Key capabilities

• Make Smart Forms shareable with patients
• Email delivery
• SMS delivery
• QR-code access
• Mobile-responsive experience
• Configurable branding
• Configurable interface messages
• Consent-based delivery
• Time-limited secure links
• Link regeneration
• Patient-submitted draft assessments

Provider review and approval

CareRight’s Patient Portal provides patients with secure access to selected information and digital services.

Portal accounts can be created from the patient profile, with invitations delivered by email, SMS or QR code. First-time login supports password creation and two-factor authentication.

Patients can

• View shared documents
• Access pathology and radiology information
• Complete forms and assessments
• Download invoices and receipts
• Sign Medicare and DVA consent forms
• View appointment confirmations
• Update selected contact and next-of-kin details
• Access secure payment requests

Portal security

• Individual patient login
• Secure passwords
• Two-factor authentication
• Time-limited links
• Revocable shared content
• Consent-based sharing

CareRight uses layered security controls to protect patient and organisational information.

Access to patient records and system functions is governed through authentication, group membership, role permissions and location-based restrictions.

Key capabilities

• HTTPS access
• Secure password storage
• Configurable password rules
• Group-based permissions
• Role-based permissions
• Location-based patient access
• View and edit controls
• Restricted Smart Forms
• Restricted workflows
• Restricted task types
• Location-restricted clinical notes
• Document and correspondence restrictions
• SAML and identity-provider integration
• Audit logging and reporting

CareRight supports telehealth billing and invoicing workflows.

Telehealth invoices can be produced using the same general structure as other medical and hospital invoices, with configured MBS items able to derive their value from an associated consultation item.

Key capabilities

• Telehealth invoice generation
• Configurable MBS telehealth items
• Derived-fee calculation
• Associated consultation items
• Outpatient telehealth billing
• Integration with assignment-of-benefits workflows
• Relationship to CareRight appointments and providers

CareRight integrates with Microsoft Teams to provide secure, scalable telehealth linked directly to CareRight appointments and programs.

Appointments can automatically create and manage Microsoft Teams meetings, with providers joining as hosts and patients joining securely as guests.

Key capabilities

• Automatic Microsoft Teams meeting creation
• Secure patient and provider links
• Automatic appointment updates and cancellations
• SMS and email delivery
• Calendar invitations
• Provider one-click join
• Guest access without a Microsoft account
• Waiting-room experience
• Outlook and Google Calendar integration
• Program and group telehealth support
• Microsoft Entra and Graph API integration

CareRight integrates with Coviu to create and manage secure telehealth sessions directly from CareRight appointments.

The integration reduces double handling by linking appointment creation, cancellation, reminders and calendar invitations with Coviu sessions.

Key capabilities

• Automatic Coviu session creation
• Appointment cancellation synchronisation
• Secure patient and provider join links
• SMS and email reminders
• iCalendar invitations
• Provider one-click join
• Patient assessments during sessions
• Small-group telehealth
• Screen sharing and file-sharing tools within Coviu
• Configurable patient join window

CareRight supports a secure workflow for collecting signed Medicare DB04 Assignment of Benefits forms.

The capability is particularly relevant to telehealth claiming, where signed consent can be requested electronically rather than collected in person.

Key capabilities

• One-click signature request
• Email, SMS or QR-code delivery
• Secure patient link
• Medicare assignment of benefits
• DVA treatment voucher support
• Patient, parent, guardian or responsible-person signature
• Downloadable signed PDF
• Integration with invoice workflows

CareRight supports structured migration of information from existing systems.

Three migration approaches are available depending on the source system, required data and project complexity.

Core CSV migration

An efficient option for migrating core patient demographic information using structured CSV files.

Preset migration tools

Existing migration pathways may be available for selected systems, including:

• Bluechip
• Genie
• HealthTrack
• HosCare
• Medical Wizard
• Zedmed

Bespoke migration

Where more complex migration is required, Clintel Systems can develop a tailored migration approach.

This may include:

• Patient demographics
• Patient correspondence
• Appointments
• Providers
• Referring doctors
• Source-system analysis
• Data mapping
• Deduplication rules
• Canonical-source rules
• Trial migration
• Data validation
• Client review and sign-off
• Final migration before go-live

CareRight supports a flexible range of integration options for clinical, administrative, billing, reporting and analytics workflows.

The appropriate method is determined during solution design based on the systems involved, data volumes, security requirements and use case.

Supported approaches include

• HL7 v2 messaging
• FHIR-based APIs
• REST/JSON APIs
• REST/XML and SOAP integrations
• CSV and manual imports
• Scheduled exports
• Database views
• Custom APIs
• Middleware and integration platforms

Common integration scenarios

• Patient demographics
• Referrals
• Appointments
• Clinical documents
• Patient updates
• Billing-related events
• Reporting extracts
• Data warehouse integration
• Analytics pipelines

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