CareSource
230 N. Main St,
Dayton, 45402, OH,
United States
Dayton, 45402, OH,
United States
1 937-224-3300
Insurance
CareSource Technographics
CareSource Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by CareSource and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 4500 CareSource employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that CareSource has purchased the following applications: SAP Concur Invoice for AP Automation in 2015, Workday Benefits for Benefits Administration in 2018, Epic Payer Platform for Core Admin Processing System in 2022 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems CareSource is running and its propensity to invest more and deepen its relationship with SAP , Oracle , Fiserv or identify new suppliers as part of their overall Digital and IT transformation projects to stay competitive, fend off threats from disruptive forces, or comply with internal mandates to improve overall enterprise efficiency.
We have been analyzing CareSource revenues, which have grown to $11.80 billion in 2024, plus its IT budget and roadmap, cloud software purchases, aggregating massive amounts of data points that form the basis of our forecast assumptions for CareSource intention to invest in emerging technologies such as AI, Machine Learning, IoT, Blockchain, Autonomous Database or in cloud-based ERP, HCM, CRM, EPM, Procurement or Treasury applications.
CareSource Tech Stack and Enterprise Applications
CareSource ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| SAP | Legacy | SAP Concur Invoice | AP Automation | ERP | n/a | 2015 | 2015 |
In 2015, CareSource implemented SAP Concur Invoice as an AP Automation solution. The engagement ran in Atlanta, Georgia from January 2015 to December 2015 and included Treasury Consulting Services delivered at roughly one day per week to align treasury and accounts payable operations.
SAP Concur Invoice was provisioned to standardize invoice processing and online expense reports, enabling centralized capture, workflow routing, approval orchestration, and electronic expense submission within Accounts Payable. Treasury work explicitly restructured banking from 40 accounts in 10 banks to six accounts in one bank, aligning cash management and bank account structure with the AP Automation implementation. The program covered Treasury, Accounts Payable, and Finance functions at the Atlanta site and focused governance on AP workflow configuration and expense policy enforcement.
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ERP Financial | ERP |
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2015 | 2016 |
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ERP Financial | ERP |
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2014 | 2014 |
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Expense Management | ERP |
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2005 | 2005 |
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Expense Management | ERP |
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2014 | 2014 |
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Payment Processing | ERP |
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2018 | 2018 |
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CareSource HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Workday | Legacy | Workday Benefits | Benefits Administration | HCM | n/a | 2018 | 2018 |
In 2018, CareSource implemented Workday Benefits to centralize benefits management across its Human Resources organization for approximately 4,500 employees. The deployment positioned Workday Benefits as the primary Benefits Administration application to manage enrollment, eligibility, and premium calculation workflows.
Configuration work emphasized standard Benefits Administration functional capabilities, including employee self service enrollment, eligibility rule sets, configurable plan definitions, automated benefit life event handling, and reporting extracts used for monthly premium calculation. Implementation artifacts described in operational job functions included creation of forms and surveys, custom report development, and ongoing configuration of plan and premium data to support carrier reconciliation and compliance reporting.
Operational integrations focused on structured data exchanges between Workday Benefits and other HR system components plus external benefit carriers, supporting carrier premium remittance and reconciliation workflows. The HRIS function served as the primary integration and data governance hub, producing reporting extracts and resolving discrepancies with carrier representatives while ensuring accurate information flow across HR systems.
Governance and operationalization were formalized through HRIS administration, testing protocols, and security procedures. Responsibilities documented in job specifications included system testing before and after updates, development of data security guidelines, workflow analysis to automate manual processes, user training coordination, and ongoing liaison activities between Human Resources, IT, and system users to maintain benefits operations in Workday Benefits as the enterprise Benefits Administration platform.
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Benefits Administration | HCM |
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2021 | 2022 |
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Compensation Management | HCM |
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2018 | 2018 |
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Compensation Management | HCM |
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2021 | 2021 |
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Core HR | HCM |
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2018 | 2018 |
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Employee Experience, Employee Engagement | HCM |
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2022 | 2024 |
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Payroll | HCM |
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2018 | 2018 |
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Recruiting, Applicant Tracking System | HCM |
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2018 | 2018 |
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Talent Management | HCM |
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2018 | 2018 |
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CareSource ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Epic Systems | Legacy | Epic Payer Platform | Core Admin Processing System | ERP Services and Operations | n/a | 2022 | 2022 |
In 2022, CareSource implemented Epic Payer Platform, a Core Admin Processing System, to centralize payer administration across its United States operations. The Epic Payer Platform was positioned to support enterprise claims, member administration, eligibility and enrollment, and care management workflows, aligning the application with core insurance administration functions.
The deployment focused on configuring standard payer modules within Epic Payer Platform, including claims adjudication, provider directory management, member lifecycle management, and quality reporting capabilities. Configuration work emphasized rules-based adjudication, enrollment interfaces, and care management case workflows to support insurance operations and health plan administration.
CareSource integrated Epic Payer Platform with electronic clinical data systems to support Healthcare Effectiveness Data and Information Set reporting, and the company serves as a representative on multiple data sharing committees. Those committees include the Indiana Network for Patient Care Management Committee, Ohio’s Health Care Coverage and Quality Council Health Information Technology Task Force, and the American Health Insurance Plans Health Information and Technology and Interoperability Workgroup, which informed methods for using clinical data in HEDIS measures.
Governance changes aligned IT, quality measurement, and population health teams to operationalize electronic clinical data for HEDIS and interoperability initiatives. Epic Payer Platform supports ongoing workflows for claims processing, quality measurement, and care management, while committee participation provided CareSource a forum to standardize reporting approaches using clinical data sources.
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Core Admin Processing System | ERP Services and Operations |
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2018 | 2018 |
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Electronic Health Record | ERP Services and Operations |
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2019 | 2019 |
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Medical Care Management | ERP Services and Operations |
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2016 | 2017 |
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Patient Management | ERP Services and Operations |
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2019 | 2019 |
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Revenue Cycle Management | ERP Services and Operations |
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2021 | 2021 |
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CareSource Analytics and BI
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Analytics and BI | Analytics and BI |
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2011 | 2018 |
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Data Warehouse | Analytics and BI |
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2020 | 2020 |
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CareSource Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Audio Video and Web Conferencing | Collaboration |
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2018 | 2018 |
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Collaboration | Collaboration |
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2020 | 2020 |
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CareSource Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Digital Signing | Content Management |
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2021 | 2021 |
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Enterprise Content Management | Content Management |
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2018 | 2018 |
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Web Content Management | Content Management |
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2016 | 2016 |
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CareSource CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Call Tracking and Recording | CRM |
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2017 | 2017 |
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CRM | CRM |
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2018 | 2018 |
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Customer Engagement, Customer Experience | CRM |
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2012 | 2012 |
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Customer Experience | CRM |
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2016 | 2016 |
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Customer Experience | CRM |
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2023 | 2023 |
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Customer Support | CRM |
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2018 | 2018 |
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Data Management Platform | CRM |
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2021 | 2021 |
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Digital Advertising Platform | CRM |
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2014 | 2014 |
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Marketing Analytics | CRM |
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2021 | 2021 |
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Marketing Automation | CRM |
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2012 | 2012 |
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Marketing Automation | CRM |
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2019 | 2019 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2015 | 2015 |
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Sales Automation, Sales Engagement | CRM |
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2018 | 2018 |
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CareSource EPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Financial Consolidation and Close | EPM |
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2018 | 2019 |
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CareSource ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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IT Service Management | ITSM |
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2018 | 2018 |
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CareSource Procurement
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Procurement | Procurement |
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2015 | 2016 |
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CareSource SPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Configure Price Quote (CPQ) | SPM |
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2017 | 2017 |
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Incentive Compensation Management | SPM |
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2018 | 2018 |
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Sales Performance Management | SPM |
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2016 | 2016 |
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CareSource TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Payment Integrity | TRM |
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2020 | 2020 |
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Treasury Management | TRM |
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2017 | 2017 |
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CareSource PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Robotic Process Automation | PaaS |
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2019 | 2019 |
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Robotic Process Automation | PaaS |
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2016 | 2016 |
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CareSource IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Hosting and Computing Services | IaaS |
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2016 | 2016 |
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Application Hosting and Computing Services | IaaS |
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2020 | 2020 |
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Data Warehouse Appliance | IaaS |
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2020 | 2020 |
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CareSource CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Endpoint Detection and Response (EDR) | CyberSecurity |
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2019 | 2019 |
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Identity and Access Management (IAM) | CyberSecurity |
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2021 | 2021 |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2021 | 2021 |
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Secure Web Gateways (SWG) | CyberSecurity |
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2015 | 2015 |
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IT Decision Makers and Key Stakeholders at CareSource
| First Name | Last Name | Title | Function | Department | Phone | |
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Senior Director, Information Technology | Director | IT | |
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Director, IT Business Management | Director | IT | |
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Director, Business Intelligence | Director | IT | |
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Human Resources Business Partner | Manager | HR | |
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Director, New Business Development | Director | Finance | |
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Director, UM Operations | Director | Finance | |
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Business Operations Manager | Manager | Operations | |
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Executive Vice President, Operations and Chief Financial Officer | CXO | Finance | |
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CEO | CXO | Finance | |
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Director, Claims Administration | Director | Customer Service | |
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Vice President, Strategic HR Support | VP | HR | |
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SVP Human Resources | VP | HR | |
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Human Resources Business Partner | Manager | HR | |
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Director Enhanced Benefits | Director | HR | |
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Chief Human Resources Officer | CXO | HR | |
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Senior Director, HR Operations | Director | HR | |
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Director, Compensation & Benefits | Director | HR | |
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Chief Information Officer | CXO | IT | |
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Vice President, Corporate IT and Business Services | VP | IT | |
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CFO | CXO | Finance | |
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VP Finance | VP | Finance | |
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Senior Finance Director, Business Development | Director | Finance | |
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CRM Administrator II | Manager | IT | |
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AVP, Sales Operation and Account Management | VP | Sales | |
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Director, Sales Operations | Director | Sales | |
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Manager, Sales and Marketing | Manager | Marketing | |
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Senior Director of Data Engineering | Director | IT | |
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Senior Vice President, Data and IT Shared Services | VP | IT | |
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Associate Director Data Operations | Director | IT | |
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Senior Director Information Technology | Director | IT | |
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Director-Executive Recruiting | Director | HR | |
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Director HR | Director | HR | |
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Director, Talent Acquisition | Director | HR | |
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Talent Acquisition Partner | Manager | HR | |
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Sales Operations Quality Analyst III | Manager | Sales | |
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Vice President Claims | VP | Customer Service | |
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Director, Risk & Insurance | Director | Risk | |
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Senior Director - Talent Management & Talent Development | Director | HR | |
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Director Employee Experience | Director | HR | |
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Director, Health Partner Engagement | Director | Operations | |
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AVP, Health Partner Engagement | VP | Operations | |
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Director, Provider Data Management | Director | IT | |
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Manager - Database Engineering | Manager | IT | |
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VP, Enterprise Data Services | VP | IT | |
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Database Administrator | Non Manager | IT | |
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Director, Data Product Management | Director | IT | |
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Technical Manager - Intelligent Automation | Application Development | Configuration | Manager | IT | |
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Vice President, Payer Configuration & Intelligent Automation | VP | IT | |
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RPA Operation Technical Business Analyst | Non Manager | IT | |
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Director, Revenue Cycle Operations | Director | Finance | |
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Director Payment Cycle | Director | Finance | |
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Senior Director Payment Cycle & Operations | Director | Finance | |
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Apps Being Evaluated by CareSource Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from CareSource IT executives and key decision makers. This section highlights CareSource's latest recorded technology evaluations, including SAP S/4 HANA - Collections and Disbursements (FS-CD) for ERP Financial on 2026-02-05, ServiceNow ITSM for IT Service Management on 2024-09-25, and Legacy for Legacy System on 2024-08-26. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the CareSource digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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| 2026-02-05 | CareSource | Evaluated | SAP | SAP S/4 HANA - Collections and Disbursements (FS-CD) | ERP Financial | ERP |
| 2024-09-25 | CareSource | Evaluated | ServiceNow | ServiceNow ITSM | IT Service Management | ITSM |
| 2024-08-26 | CareSource | Evaluated | Legacy Vendor | Legacy | Legacy System | Legacy |
FAQ - APPS RUN THE WORLD CareSource Technographics
CareSource is a Insurance organization based in United States,
with around 4500 employees and annual revenues of $11.80 billion.
CareSource operates a diverse technology stack with applications such as
SAP Concur Invoice, Workday Benefits and Epic Payer Platform,
covering areas like AP Automation, Benefits Administration and Core Admin Processing System.
CareSource has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as SAP, Workday and Epic Systems.
CareSource recently adopted applications including
Macorva CX in 2023, UKG Great Place to Work Emprising in 2022 and Epic Payer Platform in 2022,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of CareSource’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates CareSource’s profile with verified software purchases,
vendor relationships, and digital initiatives identified from public and proprietary sources.
Subscribe to APPS RUN THE WORLD to access the complete CareSource technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.