Care AxisPlatformCore Platform

trycareaxis.com

Tell us what you need. We turn it into your custom Care Axis EMR.

Choose your vertical, portals, AI, patient import, migration, users, branding, billing, integrations, and first administrator in one guided questionnaire. Your answers become the reviewed quote, exact license, implementation build sheet, and launch checklist.

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What This Page Supports

Quote generationPackage recommendation, scope assumptions, and recurring billing inputs.

Provisioning logicModules, portals, workflows, integrations, and white-label setup signals.

Launch planningMigration, training, billing kickoff, and go-live dependencies.

Operations handoffStructured, no-secret customer build sheet with first-login identity and exact licensed scope.

Buyer-friendly intake

Client-safe wording for a complex onboarding questionnaire without exposing internal pricing logic.

Provisioning-ready outputs

Captures the signals needed for modules, portals, roles, integrations, migration, and billing workflows.

Launch-focused structure

Built to move from intake to quote, contract, payment, and implementation with less back-and-forth.

Onboarding Intake

One intake flow for package fit, provisioning, pricing, and launch readiness

Complete this once. Care Axis uses it to prepare the quote, confirm exactly which features are licensed, scope data migration, build the isolated customer environment, create the approved first administrator, and verify the system before secure credential delivery. Do not enter passwords or PHI.

Choose a starting vertical

Which Care Axis package best matches your practice?

This guides the recommendation and quote. You can change it before submitting.

Configure your Care Axis

1. Client account and legal entity setup

This step mirrors the legal entity and launch setup section from the questionnaire. Tax IDs are collected later through secure contracting, so do not enter an EIN here.

0%0 of 14 questionnaire sections complete

Your answers are submitted securely after the final step. Keep this tab open until you receive a confirmation number.

Step 1 of 14Client account and legal entity setup

Legal Entity

Legal business name *

Exact contracting entity name.

DBA / brand name *

Displayed brand if different from legal entity.

Decision Maker

Decision Maker Full Name *

Primary business owner or decision maker.

Decision Maker Title *

Role or title for the primary contact.

Decision Maker Email *

Email for approvals and onboarding communication.

Decision Maker Mobile *

Direct mobile or best callback number.

Billing Contact

Billing contact name *

Accounts payable or billing owner.

Billing contact email *

Invoice and billing communication address.

Billing contact phone *

Direct line for billing follow-up.

Billing address *

Full billing address for invoicing records.

Contract Signer

Contract signer name *

Authorized signer for the agreement.

Contract signer title *

Signer title or authority level.

Contract signer email *

Email used for quote and contract signature.

First Login

Initial system administrator *

Named person who will receive the first Care Axis administrator login after launch gates pass.

Initial administrator email *

Unique business email for the first tenant administrator. Do not enter a password or credential.

Initial administrator role *

Choose the first account owner’s operating role.

Entity Details

State of formation

State where the entity was formed.

Entity type

Legal entity type.

Launch Timing

Target go-live date *

Desired launch date.

Urgency level *

How urgent the launch is.

Sales rep / channel *

How this account is being sold or referred.

Need A Guided Intake?

We can complete the onboarding scope with you live

If you want Care Axis to recommend the right package, rollout order, and provisioning plan, schedule a working session with our team.

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