Capability catalog

Browse ThereCare capabilities

• Adaptable Patient Consent Capture

  Requires consent content to be chosen when a clinic is created, then captures it during registration with per-client consent language, state-approved signatory options for minors, and an option to require manual completion while skipping health questions per client preference.

• Adaptive Nutrition Program (Evolved Plate)

  Guides a patient from a nutrition assessment through an adaptive plan, with weekly check-ins that adjust the plan over time, automated reminders, a care-team adherence dashboard, and aggregate program/payer reporting.

• Admin Request Fulfillment from Inventory

  Lets administrators see every organization with an open request, fulfill requested items against available inventory item by item with live status recalculation, and track multiple fulfillment orders against a single request.

• Admin User Creation & Organization Assignment

  Lets an administrator create a new user account, assign it to an existing organization, and trigger that user's activation email — with the new user then appearing in that organization's own user list, and duplicate emails blocked.

• Advance Registration for Clinic Attendance

  Lets a provider enable Advance Registration on a clinic and lets a member of the public submit one directly from Clinic Finder search results without a full registration flow, with submissions surfaced to providers everywhere a clinic's attendance is tracked, including the Provider Dashboard.

• AI-Assisted Recipe Generation

  Parses a member's free-text description of what they actually eat into recipe nutrient targets, then progresses recipes toward the provider's prescribed targets over successive check-ins so recommendations stay close to the patient's real diet.

• AI-Generated Planning Documents

  Lets members generate a professional Business Plan or Community Health Needs Assessment from structured multi-step forms — submitted through the shared AI Gateway to the underlying AI provider — with the result viewable on-screen, printable to PDF, and auto-filed into a per-resource Documents library.

• Automated Application & Branded Email Notifications

  Sends automated, network-branded emails confirming an organization's request submission and notifying them of approval or denial, so applicants don't have to check in manually to learn their status.

• Client Onboarding & Credentialing Status Visibility

  Gives clients a dashboard showing exactly what's needed from them next, plus full visibility into every in-process and completed insurance-company credentialing application.

• Clinic Activity & Operational Reporting

  Gives administrators a Clinic Activity Report, Clinic History, customizable reports, and a dashboard of clinic counts, plus operational reports on user logins, active/inactive user counts, and an automated paid-claims report for billing reconciliation.

• Clinic Approval Rules & Staffing Guidelines

  Lets a Clinic Administrator set organization-wide rules — minimum clinic length, minimum notice required, default appointment length and staffing ratios per clinic type and participant type, and what counts as a conforming clinic — which drive automatic conformity checks and staffing recommendations shown during clinic-request review.

• Clinic Cancellation & Rescheduling

  Handles the distinct rules for cancelling a clinic before or after approval and before or after registrations are attached — including recovering a cancelled clinic's registrations for data-retention compliance — and reschedules an approved clinic to a new date across matching-time, walk-in, and different-hours scenarios while porting existing registrations to the new date.

• Clinic Creation & Bulk Clinic Upload

  Lets a Clinic Administrator create a clinic specifying date/time, multiple clinic types, and multiple regions/jurisdictions in one timeslot, duplicate an existing clinic to quickly spin up several with identical specs, save a clinic without publishing it for bulk/advance entry, or upload clinic details from a spreadsheet template with dropdown-validated fields instead of manual entry.

• Clinic Creation & Day-of-Clinic Management

  Walks administrators through creating and configuring a clinic — venue, consent, clinic-type-specific fields — then gives staff a working Clinic Activity Form for the day of the event and a Close Out Clinic action that cleanly resolves any patients still in process.

• Clinic Creation & Recurring Clinic Series Management

  Lets provider staff create a mobile health clinic with details like age group, insurance information, and a patient registration link, or set up a recurring daily or weekly clinic series managed from a dedicated list and per-series detail page instead of creating each occurrence individually.

• Clinic Schedule & Vaccine Inventory Reporting

  Lets a Clinic Administrator generate a printable, shareable Clinic Schedule report covering upcoming clinics (Host Administrators get a version scoped to their own organization), and lets jurisdiction customers export a CSV Vaccine Inventory report scoped to their own data.

• Clinic Status, Listings & Calendar Views

  Tracks each clinic through Unpublished, Published (labeled "Unclaimed" on the Pending Clinics and All Events tabs), and Pending Host Approval statuses, and gives Clinic Administrators dedicated Pending, Unpublished, and All Events/Clinics views plus a filterable Events Listing and Calendar view, with every date and time shown in each user's own timezone.

• Clinic Tracking, Attendance & Provider Dashboard

  Shows providers all upcoming clinics on a sortable Active/Scheduled Clinics table and all past clinics on a Clinic History table with inline entry/update of actual attendance, plus a single-clinic detail page and a homepage dashboard that consolidates a provider's clinics, performance insights, and key actions after login.

• Clinic Visibility Controls & Organization Microsites

  Lets providers mark each clinic public (discoverable via the Mobile Clinic Finder) or private, with a matching visibility filter on every clinic list and the downloadable clinic history report, and gives organizations a private microsite page for a shareable presence outside the public directory.

• Collaborative Claim Submission Form

  Lets a client (and collaborators they invite) fill out, review, lock, and reopen a claim submission form, with the ReadiBilling team reviewing it by status before it's used to create claims.

• Connecting PrepMod and IIS Data to HealthLake

  Connects PrepMod's updates and any HL7-based Immunization Information System to Vault, converting HL7 messages to the FHIR data standard and sending both into AWS HealthLake through one shared connection, so a new IIS source can be added without custom one-off integration work.

• Cross-Application Data Sharing Agreements

  Lets one client application's Vault tenant enter an agreement granting another client application read access to its data sources specifically for report generation, without opening full, unrestricted access.

• Cross-Application Reporting Infrastructure

  Provides the shared date-based reporting data source — including historical record context, not just current activity — that powers activity and reporting features across every VAULT application.

• Cross-Jurisdiction Patient Look-Up

  Lets a vaccination provider search a patient's immunization history across every IIS they're authorized to query and merge matching records from different jurisdictions into one view.

• Data Source Deduplication & Lifecycle Controls

  Deduplicates patient records created via JSON batch imports to prevent duplicate patients in HealthLake, and disables a data source in HealthLake — stopping further JSON, CSV, and HL7 data — the moment it's disabled in Vault.

• Demo Environment Provisioning

  Loads demo environments with automated, regularly-refreshed test data and connects a PrepMod demo to sister products' demos (IISConnex, PMCommunity, OptimIIS, ReadiBilling) for realistic, end-to-end product demonstrations.

• Donation Center & Organization Management

  Lets administrators manage donation centers, donation organizations, and the catalog of donation goods as distinct records, each with its own detail and edit views.

• Donation Inventory & Movement Tracking

  Shows an itemized, filterable table of every donated item with its starting and remaining quantity, and lets staff record inventory movements (date, quantity, action) against an item, validated so a movement can never exceed the quantity remaining, with a full movement history retained per item.

• Downloadable Templates & Guides

  Publishes previewable, downloadable planning resources for members — a Utilization Plan Template, Staffing Model & Cross-Training Guide, Payer Partnership Framework, Host Site Agreement Template, an interactive Scheduling & Coverage Gap Tool, and a program sustainability white paper.

• Exchange Activity Home Dashboard

  Summarizes exchange partner counts, new requests, recent query/response activity, and notifications the moment a user logs in, with every tile linking straight to the relevant page.

• Exchange Activity Reporting

  Provides daily, monthly, annual, and custom reports on records sent, received, queried, and rejected, broken out by data-sharing partner and date.

• Exchanges Dashboard & Connection Management

  Gives users a sortable, filterable view of every exchange connection and its status, separating active exchanges from ones merely requested, with per-relationship detail pages.

• Fine-Grained Data-Sharing Controls

  Gives administrators precise control over which partners, vaccines, and time periods immunization data is shared under, including pausing or immediately stopping any exchange.

• Help Center & Provider Training

  Gives providers a Help Center with explainer videos and an FAQ, including dedicated guidance on managing recurring clinics, plus a sign-up prompt for live, guided onboarding training sessions.

• HL7 Immunization Reporting to State IIS

  Transmits recorded vaccinations to the correct state IIS over HL7 based on a clinic's location, with per-client registry routing, sanitized message content, resubmission support, and investigation of exception messages.

• Host Organization Onboarding & Invitation Tracking

  Lets a Clinic Administrator invite a Host organization via an emailed invitation link that walks the new Host Admin through account creation, an Organization Onboarding Form, and venue and user creation in sequence, with an Onboarding Invitations Status page (with resend) and an Organization Listings page tracking every invitation and completed onboarding.

• Import & Search Error Visibility

  Surfaces HealthLake import errors to users instead of failing silently — including CSV import jobs, where Data Synthesizer creates and checks a HealthLake Import Job and displays any errors in the UI — and detects and surfaces errors during HealthLake record searches instead of returning what looks like an empty result set.

• In-App Messaging

  Gives users a full messaging system inside ReadiBilling — direct and group messages, drafts, folders, search, and email notifications — so billing and credentialing conversations stay organized without relying on outside email.

• In-App Messaging & News Feed Announcements

  Lets Staff scheduled on the same clinic message each other directly, and gives a Clinic Administrator one-click access to message a Host right after accepting or denying their request; separately, Clinic Administrators publish News Feed posts to Hosts and/or Staff, who are notified by email and text when a post needs their attention.

• Insurance Claims via ReadiBilling

  Generates insurance claims through ReadiBilling's connection to the Change Healthcare clearinghouse, with archiving for mistaken claims, a per-client toggle for claims on underage patients, customizable rendering providers, and VFC vaccine/eligibility code mapping.

• Item-Level Receipt Confirmation & Discrepancy Alerts

  Lets an organization confirm exactly how many units of each fulfilled item it actually received, moving confirmed quantities into its inventory and marking the request fully or partially received — and automatically emails the donation center's admin a discrepancy notice whenever a confirmed quantity comes in under what was shipped.

• Mapping Client Data to the FHIR Data Standard

  Lets technical staff map source data onto standard FHIR data fields — Patient, Immunization, and Location — including carrying a client's own custom details, and to remove a single mapped field or value without rebuilding the whole setup.

• Modern, Secure Application Foundation

  Runs on a current, actively-supported Rails framework with background job processing and a standardized encryption approach applied consistently across every data model that touches sensitive information.

• Modern, Secure Multi-Language Platform Foundation

  Runs on a current, actively-supported Rails framework with security patches applied for known CVEs, and internationalized back-office pages so markets can be served in languages other than English.

• Multi-Channel Notifications & Communication Preferences

  Sends SMS (with a URL shortener) and email notifications for events like a new clinic request or an approval/denial decision, including the PrepMod registration link directly in a Host's approval email; each user picks their own notification channel(s), and Clinic Administrators can control how frequently they're notified so managing many Hosts doesn't flood their inbox.

• Multi-Provider Organization Onboarding

  Walks a new organization through a guided onboarding flow and supports a parent/child hierarchy so sub-providers can bill independently while the parent sees aggregate data.

• Multi-Provider User & Access Management

  Lets super admins filter users by organization and permission level, with automatic session timeouts protecting PHI and one-click access to the downstream billing portal.

• Multi-Type Donor Pledge Submission

  Lets a donor pledge goods, cash, or medical-mission support through a public form that adapts its fields to the chosen donation type, assigning a unique Donor ID and giving the donor an on-screen and email confirmation immediately.

• No-Show Tracking & Data Export Utilities

  Tracks patients who don't attend a scheduled clinic and supports exporting and transferring client data in and out of PrepMod.

• Offline-Capable Shelter Registration

  Lets a recipient organization (shelter, community center, hospital, or other facility) register its contact details, capacity, current occupancy, and current resource needs across food, medical, pharmaceutical, equipment, clothing, and hygiene categories — working offline via local-storage sync so a facility with no live connectivity can still register and have the submission sync once connectivity returns.

• Offline Clinic Registration (PWA)

  Lets authorized clinic staff install an offline-capable Progressive Web App, download clinic data while online, keep registering patients with no connectivity, and sync completed work back to PrepMod once connectivity returns.

• Onboarding Tracking & Exchange Journal

  Tracks the status of every provider's onboarding to an IIS in one place, and keeps a full chronological journal of activity, actions, and attachments per exchange partner.

• Organization Profile, Users, Venues & Services Settings

  Gives an approved provider organization a tabbed Organization Settings page to manage internal users, clinic venues, and the services it offers, plus a Profile tab — clearly separating public vs. internal fields — controlling the org's public-facing description, logo, and contact info, including an opt-in for whether its logo appears on the public landing page.

• Organization Resource Request Submission & Tracking

  Lets a logged-in organization submit a new resource request or occupancy update and track every past request's fulfillment status in one Requests History view, without re-submitting its full registration.

• Passwordless Organization Portal Login

  Lets a registered organization log back into its own portal with a passwordless, time-limited magic link sent to its registration email, instead of managing a password.

• Peer Community Forum ("The Exchange")

  Gives authenticated, permissioned provider users a searchable, filterable forum home feed, a Create Post flow with rich text formatting, a Thread View with scoped edit permissions, and a personal Activity page with Notifications, My Posts, My Replies, and Bookmarks tabs.

• Pledge Review, Acceptance & Rejection Workflow

  Lets an administrator review submitted pledges in a searchable, status-filtered list and accept, reject with a reason, request more information from the donor, or move an accepted pledge into tracked inventory — logging every status change and exporting pledges and donations to CSV.

• Proactive Claim Issue Monitoring

  Flags rejected, denied, or correction-needed claims with color coding and customizable email notifications, plus an automated monthly report of claims that have actually been paid.

• Program Maturity Self-Assessment & Planning Tools

  Provides a member-tiered Resources library organized by sustainability pillars (Demand, Delivery, Revenue, Workforce, Outcomes) and program-maturity stage, including a scored Mobile Health Capability Assessment with targeted resource recommendations, a Program Readiness Checklist, an RHTP Readiness Assessment, a two-tier ROI Calculator, and a member-only KPI Dashboard.

• Prospective Host Outreach & Child-Organization Onboarding

  Lets a Clinic Administrator upload or enter a list of prospective clinic hosts, send them outreach emails, and track their status as they express interest, and lets a parent organization bulk-add child organizations via CSV or manual entry with tracked invitations so each can onboard and manage its own venues and scheduling independently, in an internationalized interface.

• Provider Credentialing Status Tracking

  Lets the onboarding team log actions, message clients for missing information, and search or filter the credentialing status board, with a full change history on every activity.

• Provider Organization Application & Review

  Lets prospective provider organizations apply to join the network via a "Request Access for your Organization" page, and gives administrators a queue of pending requests they can approve, deny, or send back with a request for more information.

• Provider Self-Service Onboarding Portal

  Lets providers register themselves, browse a directory of state IISes, upload onboarding forms, and land on a pre-populated exchange request — with the State IIS able to review and respond.

• Public Mobile Clinic Finder & Landing Site

  Introduces the network to the public through a homepage, "About" and "How It Works" pages, and a "Find a Health Service" search page with listing cards, filters, and an interactive map with clinic pins, distinguishing "no upcoming clinics" from "filters too narrow" when nothing matches.

• Realistic Demo Data Provisioning

  Populates an immunization registry with realistic, varied dummy data so data-sharing scenarios and procurement demos look and behave like production.

• Real-Time Insurance Verification

  Verifies a patient's private insurance in real time from the Patient Record page, showing status (With Benefits / No Benefits) everywhere it's needed and flagging payers that require manual verification instead of blocking registration.

• Real-Time Patient Check-In & Check-Out Tracking

  Tracks every patient through Registered, Checked-In, In Process, and Checked-Out statuses with live updates across every staff device, status counters for at-a-glance clinic load, and a check-out gate that blocks departure until services are documented.

• Region/Jurisdiction Management & Access Control

  Lets a Clinic Administrator create, update, and archive Regions/Jurisdictions, automatically assigns a venue to matching regions whenever it's created or its address changes, supports manually assigning an organization to a region independent of address rules, and restricts which clinics Staff and Hosts can see and access based on their assigned region(s).

• Requesting and Approving Data-Sharing Agreements

  Lets jurisdictions and partners request, review, modify, and approve data-exchange relationships, with full visibility into any changes made during approval and a way to ask a requester for more information before deciding.

• Reusable Clinic Setup for Any Type of Service

  Lets administrators build a clinic's setup once — the screening questions, consent, and results to record for a given service — and reuse it for future clinics, extending beyond vaccine-only events to any service-based encounter, with one shared consent step across every service a clinic offers.

• Role-Based User & Organization Administration

  Lets administrators manage users, roles (including a dedicated Intake Administrator role), and organizations themselves, with session-expiry security and a maintained User Access Matrix documenting role permissions across VAULT apps.

• Running Multiple Isolated Client Markets from One Platform

  Runs many separate client markets from one shared platform — each set up from scratch or copied from an existing market — with its own vaccine list, consent language, demographic fields, insurance payer list, immunization-registry connection, and branding.

• Secure Cross-Application Authentication

  Provides Single Sign-On and two-factor authentication, plus an enhanced shared user administration page, used consistently across VAULT applications.

• Self-Service Auto-Enrollment Portal

  Walks a prospective client from a public enrollment landing page through creating an account and organization profile, selecting VAULT ecosystem modules with live pricing, choosing a billing cadence and payment method (including coupon codes), and receiving a confirmation and welcome email.

• Self-Service & Staff-Assisted Patient Registration

  Lets patients register themselves through a step-based Registration Wizard on the public site, or lets staff register or add patients inline during a clinic, with existing records pre-filling the form and support for international phone numbers and client-specific fields.

• Self-Service Vaccine & Supply Inventory Management

  Lets administrators add and manage vaccines and supplies themselves — searching by lot number, exporting filtered results to CSV, and curating a client's specific vaccine list — without needing an account manager to make the change.

• Separate Immunization Registries for Each State or Jurisdiction

  Sets up a separate, independent immunization registry for each state or jurisdiction it represents, connected so they can query and exchange data with each other.

• Service-Delivery Recording & Coverage Analytics

  Lets providers record services delivered at a clinic broken down by service type and age group, not just attendance counts, and visualizes network-wide activity on a filterable map with pins and heat mapping to spot geographic coverage gaps or areas of concentrated activity.

• Shared IIS & Vaccine Reference Data

  Maintains shared vaccine funding codes, forecast-aware IIS query responses, and periodic health checks on IIS connections across many jurisdictions.

• Staff Shift Claiming, Swapping, Declining & Check-In/Out

  Lets Staff claim shifts across multiple same-day clinics with automatic conflict checking, decline or swap an assigned shift with a colleague, and check in and out from homepage buttons; Clinic Administrators assign Staff to regions to control which clinics' shifts they're eligible to see and claim.

• Streamlined Encounter Recording (Encounter Box)

  Records the vaccines and services a patient received in a redesigned Encounter Box with vaccine nicknames and expiration-date pop-ups for fast, accurate selection, and guardrails that prevent encounters on cancelled patients or duplicate submissions.

• Submitting and Approving Clinic Requests

  Lets a Host submit a Clinic Request specifying staffing needs, timing, anticipated participation, and services, with real-time warnings when a request wouldn't meet the Clinic Administrator's conformity rules; lets a Clinic Administrator accept a recommended staffing count with one click, bulk-accept every conforming request at once, or decline with a request-specific reason.

• Synthetic HL7 Test Data Generation

  Generates realistic synthetic HL7 patient data (via the HAPI library) so a new state or city IIS integration can be tested and validated end to end before it ever touches real patient data.

• User Account Management, Roles & Session Security

  Lets a Clinic Administrator search for, activate, and deactivate user accounts, assigns roles (Clinic Coordinator, Lead Vaccinator, Vaccinator, Clerk) during clinic-request approval, supports Two-Factor Authentication via SMS or email, and automatically logs out inactive users to protect Protected Health Information and other confidential data.

• Vaccine Forecasting via IIS Query

  Queries the state IIS's forecaster (QBP with forecast) to determine which vaccinations a registered patient still needs, building on their existing vaccination history.

• Venue Management & PrepMod Data Synchronization

  Lets Hosts create venues for their organization — tagged with a setting type like school, church, or senior center — as a required step right after organization onboarding, and keeps Organization, Region, and Venue records synchronized between PMCommunity and PrepMod automatically, surfacing naming conflicts and a manual refresh control when a PrepMod-side identifier isn't yet available.

• Visual Duplication

  Lets a user duplicate an existing report visual instead of re-creating it from scratch, carrying over its search criteria so a near-identical report can be produced with a quick tweak.

• Worksite/Employer Clinic Enrollment

  Supports worksites as clinic locations for occupational vaccination events, with state-IIS enrollment status tracked per client.