CALTRIX · The Future of Value-Based Care
The Value-Based Care
Operating System.
Not a dashboard. Not analytics. Not a bolt-on. Caltrix is the system that converts your data into prioritized, role-routed action — for every team member in your VBC operation.
One platform. Every role. Real execution.
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
Post-discharge day 3
PRI Velocity · 6 wk
+12per week
Recommended Action
Schedule follow-up · Confirm furosemide refill · Order BNP
Avoidable cost$22,400
BUILT FOR HEALTHCARE
HIPAA-aligned architecture
BAA-ready · SOC 2 path
Sits on Epic, Athena, eCW, Cerner
Deploys in weeks, not quarters
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.
Today · The Dashboard Model
Reports, dashboards, scorecards.
47 metrics. 12 reports. One meeting a week. The work doesn't get done.
Population Health · Q3 Performance
RAF
1.71
▼ .03
STARS
4.2
▼ .1
PDC
78%
— flat
EDAP
71%
▼ 4%
READMIT
17%
▲ 2%
GAPS
284
▲ 18
TCOC PMPM trend · 12 months
Quality composite by market
HCC capture
Top markets by gaps
Market A84
Market B61
Market C52
Market D48
PMPM Δ vs target
What happens next
Someone has to open it. Read it. Decide who acts. Tell them. Hope it gets done.
CALTRIX
With Caltrix · The Execution Model
Less digging. More action.
Ranked by impact. Routed to the right role. Refreshed in real time.
FROM EMR · cohort risk model · 2 min ago
MD
Rising risk alert · 3 patients · PRI velocity ↑
$55k
P1
REVIEW
FROM ADT · discharge feed · 8 min ago
CO
Maria Rivera · 7-day discharge · TCM due
$22k
P1
CALL
FROM CLAIMS · HCC capture model · 14 min ago
PR
H. Martinez · HCC 138 recapture at visit
$3.3k
P1
ATTEST
FROM FINANCE · MER decomposition · 27 min ago
EX
MER 87.8 · gain entirely revenue-side · not structural
RISK
DRILL DOWN
What happens now
Each role opens Caltrix — and the work is already done.
The Execution Gap
Healthcare solved the data gap years ago.
The execution problem still exists.
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%
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
— Mankins & Steele, Harvard Business Review
CALTRIX · OPERATING THESIS
The Platform
A platform built around those who execute on the front lines.
Coordinators · Providers · Leaders
01 · Scheduling Optimization
The right patient, at the right time, with the right script.
Care coordinators stop digging through patient lists and start working a prioritized queue — refreshed in real time, ranked by clinical urgency and revenue impact, every morning.
Care Coordinators
Front Office
AI-prioritized worklist
Every coordinator opens to a queue ranked by clinical urgency, revenue impact, and reach-rate likelihood. No more list exports.
Tailored outreach scripts
Caltrix generates specific talking points for each call — rising risk, gap closure, post-discharge — so every coordinator sounds like your best one.
Performance tracking
Conversion rates, reach rates, and outcome attribution at the coordinator level. Manage what you can measure.
Higher reach rate
More gap closure
Lower no-show
Sample data
CALTRIX
SCHEDULING
Dashboard
Patients
Cohorts
GOOD MORNING
55 patients to contact today
23 critical
26 off cadence
108
Total
71%80%
Engaged
51%<10%
No Appt
29%<5%
HR No Appt
9%80%
Cadence
Susan Miller
94
No Appt
Patricia Mitchell
94
No Appt
Daniel Garcia
91
Off Cadence
02 · Panel Management
The AI co-pilot that catches rising risk before claims do.
Caltrix surfaces accelerating risk between your sessions — named patients, velocity context, and time estimates — so providers act on the right patients first, not the loudest data.
Providers
Medical Directors
Rising-risk surfacing
Predictive intervention queue with admit probability, days-to-admit, and specific clinical drivers — surfaced ahead of claims signals.
HCC suspect & gap detection
Unrecaptured conditions, suspected diagnoses, and quality gaps surfaced at the patient level — with revenue impact attached.
Specialty leakage tracking
eConsult-eligible referrals, network-leakage patterns, and cost-of-care diagnostics — with one-click actions.
Admission prevention
HCC recapture
Network steerage
Sample data
CALTRIX
PANEL MGMT
Overview
Manage
Rising Risk21
Rising Risk
Whose risk is accelerating fast enough to catch?
Critical
10
↑+2 this wk
triage now
Proj 7
Urgent
6
↑1 new
review
Stable
5
→flat
monitor
Trend
+11
rising/wk
cohort
Proj +15
Untriaged
21
awaiting
take action
CALTRIX
10 patients are accelerating toward a hospital admission this week. Maria Rivera is the fastest signal — triage her first.
21 patients are untriaged. Estimated time to clear: 1 hour 45 minutes.
WHAT CHANGED
Wed, Apr 15 · 4:12 PM
Maria Rivera — risk rising fastest. CHF, day 3 post-discharge.
Beatrice Okafor — risk rising fast. Diabetes, day 5 post-discharge.
Post-discharge patients overall — risk climbing across the cohort this week.
This week: 10 critical, 6 urgent, 21 still untriaged.
Start triage
Minimize for later
03 · Executive Co-Pilot
Forecast. Plan. Execute. — All from natural language.
Executives stop waiting for analytics teams to build the next dashboard. Ask Caltrix any question about your P&L, your panel, or your performance — and get an answer with the action plan attached.
Executives
Directors
VPs
Conversational analytics
Ask any question in plain English. "What's driving MER drift this quarter?" Get an answer — with the supporting data.
KPI drift detection
Caltrix monitors every KPI across every market and surfaces anomalies before your monthly review — with root-cause analysis and recommended action.
Forecast & scenario modeling
Model the combined impact of multiple operational decisions before you make them. "If we reduce admissions by 5%, improve 7-day follow-up to 60%, and complete 50 more eConsults than last month — what's the MER impact?"
Faster decisions
Earlier detection
Action-oriented
Caltrix is watching your markets — updated just now
WORKING
Caltrix ran 186 checks today. 14 things are on track — no action needed.
YOUR CALL
17 things changed and need a decision. Caltrix drafted what to do — review them below.
TELL CALTRIX WHAT TO WATCH
What should I watch for you?
e.g., Watch Orlando specialty leakage and tell me when it hits 45%…
How Caltrix Works
One platform. Every role. Continuous translation.
Same platform. Every surface. Always running.
An agent runs the workflow. Your team runs the care.
The disposition engine works autonomously — ingesting signals, ranking what matters, assigning every task to the role that can act on it. No one drives it. But Caltrix never makes the clinical call. The agent orchestrates; your people decide and execute.
The Operating Model · One Platform, Six Roles
EX
Executive
PR
Provider
CO
Coordinator
PH
Pharmacy
NS
Nursing
RF
Referral
Overnight
Caltrix processed 2,340 signals, identified 31 actionable insights, and generated 47 named tasks waiting on the right desk this morning.
The Workflow Engine · Data → Insights → Tasks
01
Data
● LIVE
Raw signals from every source
EMR · LAB
Robert Chen · blood sugar elevated · HbA1c 9.2
CLAIMS · ADT
Maria Rivera · recent hospital discharge · 30 days
RAF · SUSPECT
6 patients · open revenue opportunity · ~$78K
↓
02
Insights
AI
Patterns identified · prioritized · named
REVENUE GAP
Robert Chen · HCC 138 unrecaptured · $3,300 at risk
RISING RISK
Maria Rivera · likely admission in 7–10 days
HCC SUSPECTS
6 patients · prioritize for upcoming visits
↓
03
Tasks
47 OPEN
Click-ready work · owner pre-assigned
PROVIDER · REVIEW
Robert Chen · capture HCC 138 at next visit · $3,300
COORDINATOR · CALL
Maria Rivera · post-discharge follow-up · ~10 min
EXECUTIVE · DEBRIEF
Top 6 opportunities · review this week
Every signal becomes a task. Every task lands on the right desk. The platform does the work.
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
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 →
Dashboards
& Reports
& Reports
100%
Analysts &
Data Teams
Data Teams
↓ REINTERPRETED
Excel &
Spreadsheets
Spreadsheets
↓ REFORMATTED
Meetings &
Reviews
Reviews
↓ DELAYED
DAYS /
WEEKS
LATER
WEEKS
LATER
Providers
"Last month's
HCC report"
HCC report"
Coordinators
"Spreadsheet of
40 patients"
40 patients"
Leaders
"Quarterly
scorecard"
scorecard"
4+
layers between
data and action
data and action
CALTRIX
Real-time data and guided actions, delivered directly to the people doing the work.
DIRECT →
Live Data +
AI Intelligence
AI Intelligence
ALWAYS-ON
CALTRIX
Routes signal → role → action
NOW
Providers
Rising risk
surfaced
surfaced
Coordinators
Priority queue
+ scripts
+ scripts
Leaders
KPI drift before
P&L hit
P&L hit
1
intelligent layer
routes signal to
the right desk
routes signal to
the right desk
The Operating Model
From hierarchy to platform.
Strategy decays through six layers — Caltrix replaces them with a connective platform.
▼ TODAY
The Hierarchy Operating Model
CEO
CMO
CFO
COO
FRONT LINE
EX
Exec
PR
Provider
CO
Coord
NS
Nursing
PH
Pharmacy
RF
Referral
Strategy decays through every layer it travels.
● TOMORROW
The Caltrix Operating Model
EX
Exec
PR
Provider
CO
Coord
PH
Pharmacy
NS
Nursing
RF
Referral
Strategy lives in the platform — every role connected directly.
This Morning
Caltrix surfaced a rising-risk patient to the Provider's panel, prioritized them in the Coordinator's outreach queue, and flagged the cohort trend in the Executive's debrief — simultaneously, without anyone asking.
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.
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
CALTRIX
Intelligence Layer
Risk scoring
Priority algorithms
AI Copilot
Gap detection
Trend analysis
Action recommendations
Scheduling Optimization
01
Coordinators · Front Office
Priority queue · 7-day follow-up · gap closure
Panel Management
02
Providers · Medical Directors
Risk alerts · admission prevention · specialty leakage
Executive Co-Pilot
03
Executives & Site Leaders
Forecast · plan · execute
Real-time data flow
Live processing
0 layers between data and action
An operating system built for VBC.
Configured for how you run.
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.
No more Excel exports. No more manual trackers. Just the platform — working the way you need it to.
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 Co-Pilot — 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.
Frequently Asked
The questions every VBC leader asks.
Straight answers to what you're actually weighing before a pilot conversation.
Those platforms solved data aggregation — they pull your sources into one warehouse and show you dashboards. Caltrix assumes that problem is already solved and addresses the next one: execution. We convert the data signals you already have into prioritized, role-routed daily tasks. Most VBC organizations don't have a data problem — they have a "now what do we do with it" problem.
No. Caltrix sits on top of what you already have. It connects to your existing EMR and data lake, layers intelligence on top, and delivers tasks to the people who need them. No rip-and-replace, no data migration, no 18-month IT project.
A data connection to your EMR and claims feeds, and a short configuration phase to map Caltrix's disposition rules to how your organization actually runs — your risk thresholds, your escalation paths, your role structure. Deployment is measured in weeks, not quarters. Your team doesn't learn a new system; the tasks show up where they already work.
Caltrix is built HIPAA-aligned, is BAA-ready, and is on a path to SOC 2. The architecture includes audit logging, role-based access control, and a PHI-handling design that minimizes exposure. We're happy to walk your security and compliance teams through the specifics in a pilot conversation.
No. Caltrix's AI is suggestive, not prescriptive. It surfaces and prioritizes — "here is what to look at, and why" — but the coordinator, provider, or executive always makes the call. The platform does the thinking about what matters most; your team does the deciding and the execution.
Caltrix was built by a working VBC operator — someone who has run value-based care organizations and lived the execution gap firsthand. Two of the three tools are live today; the third is demo-ready. We're actively seeking pilot partners who want to shape the platform around real operational needs.
Every task Caltrix surfaces carries an explicit rationale and, where applicable, a dollar value — HCC recapture, avoided admission, closed quality gap. Impact is tracked at the task level and rolled up by role, market, and P&L line, so attribution is transparent and auditable rather than a black-box number.
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
Let's talk about
your execution gap.
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.