Care Guide

Feel more prepared when finding care.

A little clarity can make the next step easier.

Practical guidance for comparing providers, preparing your information, and understanding what happens after you send a request.

Find your starting point

Finding the right care.

Start with the kind of care you need, then compare the details that matter for your visit. Smart Match can help you narrow the available options.

Understand the specialty

A specialty describes a provider's area of focus. Read their profile for the services they offer, patient ages they see, and any limits on their practice. A category alone does not confirm that a provider can meet your needs.

Explore care categories

Primary care or a specialist?

If you're unsure which kind of provider to contact, ask your usual healthcare provider for guidance. Before requesting a specialist, check whether your health plan or the office requires a referral.

In person or telehealth?

Compare the visit types offered on the provider's profile. Ask the office whether a virtual visit is suitable for what you need, and confirm where you must be located during the visit.

Choose with the details in mind

Review location, services, availability, insurance information, and the provider's About section. Write down anything you want to clarify directly with the office.

Browse provider profiles

Make the first conversation easier

Before your appointment.

A few practical details can help the office respond and help you arrive prepared.

Have the basics ready

Use contact information you can reliably access. Have your insurance card, preferred times, and a brief reason for the visit ready. Avoid putting sensitive medical details into an appointment request.

Prepare a few questions

  • Does this provider offer the service I need?
  • Is a referral or prior authorization required?
  • What should I bring or complete before the visit?
  • What costs should I confirm with my plan and the office?

Know what happens next

Using CareXo.

From your first request to the provider's response, here is what to expect and where to find help.

A request comes first

Choose a provider and a requestable time, then submit your information. Sending a request does not mean your appointment is booked. The provider reviews it and confirms or follows up with you.

See how requests work

Check your request status

Use the private request/status link supplied for your request. Keep that link private. If you need help finding it or understanding a response, contact CareXo or the provider's office.

Get help with a request

If you need to cancel

Open your request/status page and use the cancellation option when available. Complete the fresh email verification and review the appointment details before confirming. Contact the office if the option is unavailable or you need help.

Ask the office about its cancellation policy and any visit charges; CareXo does not replace that policy.

Keep communication clear

Watch for the provider's confirmation and instructions. Check the date, time, location or video details before attending. Share detailed medical questions directly with the provider through the channels they recommend.

Read our privacy policy

Check before you go

Insurance information is a starting point.

CareXo may display insurance information supplied by providers. A listed insurer or logo does not guarantee that your specific plan, service, or visit is covered.

Confirm participation with the provider's office and confirm your benefits, referrals, authorizations, and expected costs with your health plan. CareXo does not guarantee insurance coverage.

Common questions

A few useful answers.

Understand what CareXo can help with, and when to speak directly with your provider.

Is my request an appointment confirmation?

No. Wait for the provider to confirm your appointment and its details before attending.

Can CareXo tell me which treatment I need?

No. This guide helps with finding and requesting care. It does not provide a diagnosis or individualized medical advice.

Where can I find more help?

Visit our FAQs or contact CareXo. For questions about your care or an upcoming visit, contact the provider directly.

CareXo is not for emergencies. If this is a medical emergency, call 911 or go to your nearest emergency room.

Your next step

Find care with CareXo.

A clearer place to start, with providers who confirm the next step directly.