Medicare & ACA compliance tools for providers and licensed agents.

HealthLink Secure is workflow-focused software for healthcare organizations and licensed insurance professionals, combining patient-authorized Medicare data, prescription import, and compliance-ready documentation in one platform.

SOA Vault self-serve signup is live at $9.99/month.

Digital Scope of Appointment, Consent for Assistance, and 10-year tamper-proof storage without requiring a CRM.

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Built for Medicare & ACA workflows

Providers

Claims-driven patient intelligence for care teams.

Give clinical and operations teams one place to review patient context, preventive opportunities, and medication safety signals to support more informed clinical and operational decisions.

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Licensed agents

Blue Button-powered intake and plan conversation workflows.

Start with patient-authorized Medicare data, auto-import prescriptions, and streamline recommendation conversations with less manual preparation.

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SOA Vault

Medicare & ACA compliance storage without the CRM bloat.

Create, e-sign, and store digital Scope of Appointment forms, ACA Consent for Assistance forms, and call recordings in a tamper-proof 10-year vault. Always audit-ready.

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Core platform capabilities

Secure Consent Access

Patient-authorized Medicare retrieval for cleaner provider and agent intake workflows.

Medication Import

Pull Part D medication history automatically from claims.

Preventive Care Gaps

Track key preventive opportunities across major measures.

Medication Safety Alerts

Spot high-risk medication patterns for proactive intervention.

Transitions Prioritization

Focus outreach on recent ED and discharge activity.

Risk and Cost Visibility

Use utilization and risk context to prioritize follow-up.

SOA & ACA Compliance Vault

Capture e-signatures and retain documents and call recordings in tamper-proof 10-year storage.

Built for provider workflows.

Give your clinical and operations teams one place to review claims-informed patient context, preventive care opportunities, and safety signals.

View provider features

Built for licensed agent workflows.

Start with patient-authorized Medicare data, auto-import prescriptions, and prepare recommendation conversations with less manual effort.

View agent features

SOA Vault: Medicare & ACA compliance done right.

Digital Scope of Appointment and ACA Consent for Assistance e-signatures, call recording storage, and 10-year tamper-proof vault. $9.99/mo, no CRM required.

Learn about SOA Vault

More payer and plan intelligence is on the way.

We are expanding into deeper formulary and subsidy-aware workflows, plus additional payer authorization connections.

Join the waitlist

Feature availability may vary by tenant setup and product entitlement. Contact the team for current production capabilities.

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