The right provider — and a way to pay for it.
A referral is only useful if the family can actually get the care. So before Case Pilot routes anything, it matches on two things at once: what the family needs, and how they can pay.
Step one — a short assessment
At intake, Case Pilot captures what the family needs (the services,urgency, and any court or safety requirements) and their financial situation (insurance, Medicaid, ability to pay). This isn't a clinical diagnosis — providers handle that. It's enough to find the right fit.
Step two — match on need and money
Case Pilot recommends a qualified provider whose services fit the need and whose accepted payment options fit the family:
Can't afford care, or uninsured → Care Scholarship
Case Pilot screens the family against a written eligibility policy. If they qualify, a donation-funded scholarship covers part or all of approved services, paid directly to the provider.
Insurance or Medicaid → a provider who takes it
Case Pilot matches to a network provider who accepts that plan, so coverage actually applies.
Private pay → a provider who takes it, sometimes on a plan
Case Pilot matches to a provider who accepts out-of-pocket payment — and flags those willing to arrange a payment plan so the cost can be spread out.
Step three — confirm and connect
Staff confirm the recommended match, the provider accepts, and the first appointment is scheduled — all tracked in the closed loop. Every provider keeps their accepted payment options current in the platform, so a match is a real option, not a maybe.