Care Transitions & Coordination

Care Coordination is where the patient moves: between settings, between teams, and between visits. The Solutions below brief the receiving team before arrival, surface full clinical context at the point of care, ready the next level of care with utilization review support, keep everyone reading the same patient, and watch for deterioration after they leave. Deploy one, or coordinate the whole journey.

The handoff happens in minutes. The bounce-back takes weeks.

Transitions are decided at the bedside on partial context, and the receiving team inherits assumptions more than facts.

With cliexa
01Pre-Arrival Clinical Brief

Know the patient before they arrive.

A pre-arrival briefing so the patient lands in the right place, ready: presentation, history, family dynamics, language needs, and a warm-handoff recommendation.

  • One brief before the patient arrives: presentation, history, family dynamics, language needs, warm-handoff recommendation
  • Assembled automatically from every system that touched the patient
  • The patient lands in the right unit, with a team that already knows them

Pre-arrival brief, 3 West

  • Acute agitation, 36 hours without sleep.
  • Two prior admissions, both responded to.

Support and language

  • Sister is the primary support and contact.
  • French interpreter required before consent.

Precautions

  • Low stimulation room, quiet corridor requested.
  • No restraint history, de-escalation worked in March.

On arrival

  • Assign the charge nurse from the March stay.
Arriving 14:20 38 min
Bed assigned, 3 West room 12 Quiet corridorRiverside ED
Interpreter booked for 14:15 FrenchBefore consent
Sister reached, on her way Primary supportETA 15:00
Warm handoff to R. Diaz, RN March stay
Home meds reconciled on arrival 4 meds
02Real-Time Clinical Insight

Full clinical context before the chart even opens.

Surfaces the clinical context, changes since the last visit, open protocol items, and billing readiness before the chart even opens, including real-time care plans, clinical guideline retrieval, and SOAP note writeback to the EMR.

  • Full clinical context before the chart opens: changes since last visit, open protocol items, billing readiness
  • Real-time care plans and guideline retrieval at the point of care
  • SOAP writeback to the EMR, intelligence in the workflow, not another tab
R. Alvarez pre-loaded
Changes since last visit

Weight up 3.1 kg. New furosemide from cardiology on 4 Aug.

Open protocol items

Foot exam and retinal screening both due today.

Billing readiness

Two conditions support the visit level. Nothing outstanding.

Guideline, ADA 2026 SOAP writeback on
Surfaced in the chart the clinician already opened. No extra tab, no second login.
03Care Transition Readiness

No step-up or step-down catches the next team off guard.

Step-up and step-down moves with readiness intelligence, so the next level of care is prepared before the patient gets there.

  • Step-up and step-down decisions made with readiness intelligence, grounded in the full clinical picture
  • Clinical picture, risk trajectory, and receiving-team requirements evaluated before the move
  • Transitions that hold are readmissions that never happen
Step-down, planned 16:00 Ready, 86 percent
FromICU, bed 126 days
ToMed-Surg, 4 EastTeam briefed
Off pressors 12h Telemetry carried forward PT eval, 15:30
Reasoning

Risk trajectory has been improving for 18 hours. The one open gate is timed to clear before the move, so the receiving team inherits facts instead of assumptions.

04Shared Care View

Everyone on the care team reads the same patient.

One coordinated view across the care team and the systems they work in, so everyone is reading the same patient.

  • One coordinated view of the patient: timeline, active protocols, notes, care gaps
  • Readable in every system the care team already uses, right where they already work
  • Nobody works from a different version of the patient
MB
Marcus BellOne record, four systems
Epic athena BH portal
Hospitalist4 East
PCPFollow-up 9 Aug
TherapistIntake 18 Aug

Same timeline, same active protocols, same three open care gaps. Nobody works from a different version of the patient.

05Remote Monitoring Integration

Catch deterioration between visits, before it becomes a readmission.

Keep eyes on the patient between visits and after discharge, integrating connected-device data and patient-reported check-ins from existing RPM workflows to surface deterioration early.

  • Connected-device data and patient-reported check-ins in one place
  • Built on the RPM workflows you already run
  • Deterioration surfaced early, between visits and after discharge
Read · Behavioral health AI Case study · cliexaTrac in RA
Day 1108:04
This morning
84.3kg
up 2.7 in 3 days
Daily check-in New shortness of breath at rest
Routed to the HF nurse08:06, before the visit was ever booked
Weight trend Threshold crossed
Reported symptom New
Days since discharge11
Reasoning

Fluid overload pattern appeared three days before the usual readmission window, built on the RPM workflow already running.

Connected scale BP cuff Check-in
Deployment

It fits the stack you already run.

Reads the record you already have

No new EMR, no rip-and-replace. cliexa layers onto the system of record you already run.

Waits inside the chart

Reasoning surfaces where clinicians already work. No extra screen, no new login, nothing to learn.

EMR-agnostic and cloud-agnostic

Live on the systems you already run, on-premises or in the cloud, whatever your stack looks like.

FAQ

Care Coordination

Still have questions? Talk to us →

Care across a multidisciplinary team is coordinated by giving everyone one current view of the patient and preparing the next handoff before arrival. cliexa reads across the EMR, EMS report, registration, and care history to assemble a clinical brief covering presentation, history, family dynamics, language needs, and a warm-handoff recommendation. cliexaProtocols also generates provider-ready patient snapshots for upcoming visits. The result is a care team that begins with shared context and can direct the patient to the appropriate unit, services, and next steps.

A clinical risk model is explainable enough to trust when every risk label shows the supporting data, applied rules, reasoning factors, and recommended actions. cliexaProtocols evaluates event history, medications, labs and diagnostics, comorbidities, social and behavioral risk, and patient-reported outcomes, weighting each domain based on the encounter and available information. Outputs identify why the patient has a given risk state and why an intervention aligns with a guideline. Inference activity is logged, auditable, reproducible, and linked to underlying data; clinicians review the advisory output and retain decision authority.

Opioid use disorder risk can be flagged before prescribing by combining validated assessments, patient-record data, and explainable clinical rules into a real-time composite score. cliexa uses SOAPP-14, DAST-10, AUDIT, GAD-7, PHQ-9, the Pain Disability Index, and the Current Opioid Misuse Measure, supported by an XGBoost classifier trained on real patient records. Patients are stratified into minimal, low, medium, or high risk, with a clinical action protocol for each tier. This approach was qualified as a solution on the Mayo Clinic Platform in January 2026.

Clinical decision support changes provider behavior when its thresholds reflect real practice and every recommendation includes clear, case-specific reasoning. cliexaProtocols analyzes historical decisions and outcomes, calibrates rule thresholds to the clinic's observed practice patterns, and flags deviations between written protocols and day-to-day care. Its outputs explain the current risk state, contributing factors, triggered actions, and applicable guideline or policy. Because recommendations arrive with relevant context, they can inform scheduling, resource allocation, ancillary service eligibility, documentation, and billing workflows.

Remote monitoring built on cardiology algorithms turns physiologic readings and reported symptoms into defined risk states, escalation logic, and automated case alerts. cliexa's cardiovascular monitoring algorithms were co-developed with the American College of Cardiology beginning in 2018 and cover atrial fibrillation, hypertension, heart failure, and coronary artery disease. Each includes clinical assessment criteria, monitoring signals, symptom tracking, and threshold-based escalation. For hypertension, the algorithm averages blood pressure across seven days with at least 12 readings, then stratifies the patient as Stable, Attention, or High Risk, including urgent thresholds.

Remote patient monitoring clinicians act on is built by converting device data into clinically relevant alerts within the workflow where care decisions occur. cliexa integrates with more than 300 Bluetooth-enabled medical devices measuring blood pressure, heart rate and rhythm, body weight, physical activity, glucose, and oxygen saturation. Condition-specific algorithms evaluate those signals and use risk states to trigger patient case alerts and real-time escalation through cliexaConnect inside the EMR. The output is advisory, explainable, and reviewed by clinicians, who retain decision authority.

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