Workflow
How Carefolio works
Capture
Web upload + scans
AI extract
Metadata & summary
Validate
Edit + approve
Share
Bundles + controls
Highlights
Web upload today
Drag-and-drop PDFs, portal exports, scans, or photos from any device.
Mobile capture next
Roadmap includes instant photo capture so paper records never get lost.
AI summary preview
See extracted highlights side-by-side with original files before saving.
Share dashboard
One page to view bundles, recipients, expiration dates, and revoke controls.
Start to finish
A guided patient workflow
Upload your documents
Bring in PDFs from portals, scans, photos of paper records, lab results, imaging reports, and visit summaries. Upload through the web app today; mobile capture is on the roadmap.
AI extracts key information
Carefolio’s AI engine recognizes document types and surfaces useful fields like service dates, providers, diagnoses, labs, and medications. Each document gets a 1–2 sentence summary you can review.
Review, validate, and correct
You stay in control. Compare AI text with the original, edit or remove anything, and save a validated version. Restore prior AI text if you need to start over (with clear warnings).
Search and explore your history
Find what you need in seconds by searching keywords, date ranges, or document types. Filter by provider or facility, then open the original and extracted views side-by-side.
Create shareable bundles
Select validated documents, add optional AI summaries, and group everything into a bundle with a name and short description so recipients understand the context.
Share securely
Share via secure links with optional passwords, expiration dates, and download controls (depending on plan). Manage active shares from one page and revoke access anytime.
Share on your terms
Built-in share management
Instead of emailing random attachments, Carefolio lets you build reusable bundles with precise controls. See who has access, what was shared, and when access expires, all from one dashboard.
Active shares
6
Most recent: Oncology review packet
Security: Password + expires in 5 days
Sharing options include:
- Secure links with optional passwords and expiration dates
- Limited-time access views when downloads aren’t appropriate
- Versioned bundles so you can add or remove documents while keeping the same share ID
- Instant revoke and re-share controls without re-uploading files