The Future Is Here · CALTRIX

The Value-Based Care
Execution Layer.

AI-powered prioritization, routing, and task delegation — embedded in your daily operations. Stop digging through dashboards. Start executing surfaced opportunities in real time.

Dashboards tell your team what's wrong. Caltrix tells them what to do next.

CALTRIX — Panel Management
Platform
Scheduling
Panel Mgmt
Analytics
Provider Views
Overview
Rising Risk
HCCs
Detection
Specialty
Management
AI
Copilot
Panel Overview — Dr. Hartwell
LIVE · 412 PATIENTS
12▲ 3
Rising Risk
22
Open HCCs
$47k
Avoidable · 7d
14
Spec. Referrals
1.78▲ .07
Panel RAF
Today · 4 actions surfacedNew this morning
P1Maria Rivera▲ 12/wkRising risk · 81% admit prob in 10dSCHEDULE
P1H. MartinezHCC 138 · CKD-3 unrecaptured · $3,300ATTEST
P2L. BrooksSuspected DM2 · A1c 6.8 · no dx on fileORDER A1c
P2J. WhitfieldCardiology · eConsult eligible · $550 savedREFER
Ask Caltrix
"What should I know about my panel today?"
Maria Rivera's PRI velocity is +12/wk — fastest in panel. Furosemide refill lapsed 11 days. 72-hr advantage over claims signal.
Selected · M. Rivera, 71F
CHF · CKD-3 · T2DM
Post-discharge day 3
PRI Velocity · 6 wk
+12per week
Recommended Action
Schedule follow-up · Confirm furosemide refill · Order BNP
Avoidable cost$22,400
The problem we solve

Your data is excellent.
Your execution isn't.

Every VBC organization has dashboards. Almost none have a system that converts them into daily action.

Last refresh
6 days ago
Today · The Dashboard Model
Reports, dashboards, scorecards.
47 metrics. 12 reports. One meeting a week. The work doesn't get done.
1.71
RAF
4.2
Stars
78%
PDC
71%
EDAP
17%
Readmit
284
Gaps
What happens next
Someone has to open it. Read it. Decide who acts. Tell them. Hope it gets done.
CALTRIX
Live · Real time
Just now
With Caltrix · The Execution Model
Same data. Already a task queue.
Ranked by impact. Routed to the right role. Refreshed in real time.
COMaria Rivera · 7-day discharge · TCM due$22kP1CALL
PRH. Martinez · HCC 138 recapture at visit$3.3kP1ATTEST
MDRising risk alert · 3 patients · PRI velocity ↑$55kP1REVIEW
EXMER 87.8 · gain entirely revenue-side · not structuralRISKDRILL DOWN
What happens now
Each role opens Caltrix and starts working.
Dashboards vs. Workflow

Data is only valuable when it reaches
the person who can act on it.

Dashboards show you what happened. Workflow tools make sure something happens.

TODAY Data goes to people who translate it for people who need it. signal degrades →
THE MIDDLE LAYERS
Dashboards
& Reports
100% signal
Analysts &
Data Teams
↓ reinterpreted
Excel &
Spreadsheets
↓ reformatted
Meetings &
Reviews
↓ delayed
DAYS /
WEEKS
LATER
THE CARE TEAM
Providers
"Last month's
HCC report"
Coordinators
"Spreadsheet of
40 patients"
Leaders
"Quarterly
scorecard"
4+
layers between
data and action
CALTRIX Real-time data and guided actions, delivered directly to the people doing the work. DIRECT →
Live Data +
AI Intelligence
always on · real-time
Providers
Rising risk surfaced, intervention queued — before the next admission
Coordinators
Priority queue worklist, AI call scripts, gaps surfaced — before the first call
Leaders
KPI drift, anomalies, $ impact — before the impact hits the P&L
0
layers between
data and action
The Execution Gap

Healthcare solved data ten years ago.
The execution problem is still wide open.

Every VBC organization invested in data platforms — Innovaccer, Arcadia, Health Catalyst, Epic analytics. The data is excellent. But data doesn't schedule a patient. Data doesn't call a rising-risk member before they decompensate. Data doesn't close the HCC gap before year-end.

Between the dashboard and the patient, there's a gap. Insights wait for someone to read them. Tasks wait for someone to assign them. By the time action happens — if it happens — the moment has passed and the cost is locked in.

Caltrix is the execution layer above your data stack — the layer that closes the gap.

Strategic value lost in execution
37%
Strategic value100%
63%
37%
← LOST IN EXECUTION
Companies capture only 63% of their strategy's financial value. The other 37% is lost through reinterpretation, delay, and organizational decay.

— Mankins & Steele, Harvard Business Review
How the AI works

AI that reads, ranks, routes, and learns.
Every minute.

Not a copilot. Not a chatbot. An execution engine that converts raw data into the next task in the queue — continuously, across every patient in your population.

01
Reads
Every VBC signal. In real time.
LIVE FEED
EMR HbA1c 9.2now
ADT Discharge2m
RX Refill gap5m
RAF HCC suspect8m
6+ data feeds · updated every minute
02
Ranks
By the math that drives your P&L.
PRIORITY SCORE
Revenue impact92
Clinical urgency78
Reachability85
Capacity71
Weighted · auto-tuned · real-time
03
Routes
To the right role in your building.
ROUTED TASKS
COSchedule · M. Rivera
PRAttest · H. Martinez
MDReview · 3 alerts
EXDrill · MER drift
Every role · role-specific tasks
04
Learns
From what actually worked.
OUTCOME TRACKING
Rising-risk calls↓ 23% admits
Script A vs BA +14% convert
Gap closure rateDr. Hartwell: 94%
Model accuracy↑ 3.2% this month
Closed-loop · self-improving
The Platform

Three tools. Every role covered.

One platform connects coordinators, providers, and executives — with role-specific AI workflows built for VBC.

01
AVAILABLE NOW
Scheduling Optimization
Care Coordinators · Front Office

Schedule the right patient at the right time — without exporting hundreds of lists.

  • AI-generated priority queue, refreshed in real time
  • Tailored outreach scripts for every interaction
  • Coordinator performance tracking
  • Predictive no-show and schedule forecasting
  • Natural language guidance — ask Caltrix
02
AVAILABLE NOW
Panel Management
Providers · Medical Directors

Full panel surveillance surfacing the right patients at the right time. Less digging, more deciding.

  • Predictive admission alerts
  • Rising risk tracking — mitigate before it's too late
  • Disease detection and HCC capture opportunities
  • Specialty cost intelligence and eConsult routing
  • AI Copilot for natural language panel queries
03
DEMO READY · PHASE 2
Executive AI Agent
Executives · Directors · VPs

Less time in meetings and reports. More time on decisions that drive impact.

  • Daily Executive Debrief — what matters most, today
  • P&L Analyzer with AI root-cause and named actions
  • RCA — ask anything, get consulting-grade analysis
  • Predictive forecasting on strategic decisions
  • Custom presentations and graphs on demand

A platform built for VBC.
Configured for you.

Your EMR wasn't built for action. Neither was your data warehouse. That's why your team lives in Excel and manual trackers. Caltrix eliminates that entire layer — designed for execution from day one.

Built by operators who've done the job.

Caltrix ships proven VBC workflows out of the box — risk stratification, gap closure, panel management, escalation paths. Built by people who've actually run VBC organizations from the front line to the c-suite. No generic templates. Real workflows, ready on day one.

Configured for how your org runs.

Custom disposition rules. Risk thresholds by market. Workflows that don't exist anywhere else. Every queue, every escalation path, every role-based view is configurable — because no two VBC organizations run the same way.

No more Excel exports. No more manual trackers. Just the platform — working the way you need it to.

Integration

Caltrix sits on top of what
you already have.

No EMR replacement. No data migration. No 18-month IT project. Caltrix connects to your existing EMR and data lake, layers intelligence on top, and delivers it to the people who need it — in weeks, not quarters.

YOUR EXISTING INFRASTRUCTURE
EMR
Epic / Athena / eCW / Cerner / NextGen
HL7 / FHIR / API / Flat File
Data Lake
Claims / Eligibility / Labs / Pharmacy / SDOH
Read-only data pull
Payer & Registry Feeds
Risk scores / Quality measures / Attribution
Scheduled sync
Intelligence Layer
Risk scoring · Priority algorithms · AI Copilot · Gap detection · Trend analysis · Action recommendations
Scheduling Optimization
Coordinators
Priority queue · 7-day follow-up · gap closure
Panel Management
Providers · Medical Directors
Risk alerts · admission prevention · specialty leakage
Executive AI Agent
Executives & Site Leaders
Forecast · plan · execute
What's ahead

Live today. Growing tomorrow.
The full VBC operating system.

Phase 1 · Live
Coordinators & Providers

Scheduling Optimization and Panel Management — live, deployed, and generating impact. The front line has its execution layer.

Phase 2 · Next
Executives & Site Leaders

Executive AI Agent — AI-generated executive intelligence, P&L analysis, and action plans for leadership.

Phase 3 · Vision
The Full Care Team

Nursing, pharmacy, referrals, and case management — every role in the VBC operation on one platform.

The data problem has been solved for a decade.
Caltrix solves the one that's left — turning data into daily action, for every role, at every site, every morning.

Built for VBCBuilt by operatorsDesigned for execution
Who we are

Caltrix was built by VBC operators — people who have lived through the execution gap, with years of experience at every level of the organization. We built Caltrix because nothing on the market solved it.

Get in touch

Walk through Caltrix
on your own data.

Caltrix partners with VBC organizations, health systems, and risk-bearing providers to operationalize value-based care.

Review the power of the Caltrix platform.
See a live demo of our tools.
Discuss pilot and integration opportunities.
Request a demo
A member of our team will reach out within one business day.
Or email us directly at info@caltrixhealth.com