If your coordinators live in ClickUp, Carelu meets them there. Carelu answers every family the moment they reach out, completes intake conversationally, verifies insurance, and creates a task in the list you choose with custom fields populated from the intake. Your team works from ClickUp as usual, on records that are already complete.
ClickUp is an all-in-one work and task platform — spaces, lists, tasks, custom fields, and views, with automations, docs, and dashboards layered on. (Based on public information; verify current capabilities with the vendor.)
Carelu adds the intake layer in front of ClickUp: 24/7 instant response on phone, chat, form, and text; qualification and insurance verification at first contact; conversational document and consent collection; and waitlist nurture. Each family arrives as a task with custom fields mapped from the intake.
Phone, chat, web form, or text — any hour. Carelu answers in seconds, in English or Spanish.
Diagnosis status, location, availability, and insurance — verified up front, while the family is engaged.
Insurance cards, diagnosis reports, consents — gathered conversationally with automatic follow-up on anything missing.
Created in the list you chose with custom fields filled, then updated as the family moves through intake.
Third-party capabilities summarized at category level from public information — verify specifics with the vendor.
The one you choose during onboarding, where Carelu's intake fields are mapped to your custom fields. Different locations or programs can route to different lists.
No. ClickUp stays where your team manages work; Carelu is the intake layer in front of it that does the answering, verifying, and collecting, then keeps the task current.
Tasks arrive complete. Coordinators stop chasing packets and retyping details and start families from ClickUp instead.
Your platform, plus a front office that never sleeps.
See Carelu answer, qualify, and admit a family end to end — and deliver the finished record into ClickUp.
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