Exacare Activities

Last updated: June 11, 2026

Try these activities for yourself to familiarize yourself with exacare!

If you want a refresher on how to use exacare's features as you're completing these activities, navigate to our 'Features Page'.

Activity 1

Upload and clinically review a referral package

Potential Roles: Clinical evaluator, admissions director, director of nursing.

How To: 

  1. Click on the blue '+ Quick Upload' button in the top right hand corner.

  2. Fill in the patient information and upload the package from your files.

  3. Update the review stage to 'Referral Received'

  4. Click into the referral and review the AI suggestion by looking at the Rules tab, Data Pulls tab, medication table tab, S/O check and summary report.

  5. Make a decision about whether to accept or decline the referral and update the Review Stage accordingly.

  6. If accepted, update the Admission Status, as though you would when you hear back from the source.

Activity 2

Upload and financially review a referral package

Potential Roles: Admissions director, marketer, community liaison.

How To: 

  1. Click on the blue '+Quick Upload' button in the top right-hand corner.

  2. Fill in the patient information and upload the package from your files.

  3. Update the review stage to 'Referral Received'

  4. Click into the referral and go to the insurance eligibility tab.

  5. Review the insurance information the AI automatically filled into the fields, and update if necessary.

  6. Run the insurance check.

  7. Go to the PDPM tab and click run analysis.

  8. Once analysis has completed, click the blue button 'View & Edit Components' to review the analysis and update the conditions and levels accordingly. The estimate will automatically update when you click 'Save'.

Activity 3

Collaborate with a colleague about a referral

Potential Roles: Marketer, community liaison, executive director.

How To: 

  1. Click into a referral and review the Rules tab, Data Pulls tab, medication table tab, S/O check and PDPM report.

  2. Find the forward button and type in a colleague's name. Write a comment and click the blue 'Comment' button in the bottom right corner.

  3. Go to the Activity tab to view the conversation.

Reflection

After each activity, think about the following questions:

  • If you were to train a colleague on this task, what tips would you give them?

  • Can you think of a real patient or case where this workflow would have saved time or prevented an error?

  • How confident do you feel about doing this task again tomorrow? What would increase your confidence?