Eight modules. One record. One audit trail.
Every module below reads and writes the same patient record, so the intake coordinator, the field nurse, and the biller are never looking at different truths.
Referral to admission, without the re-typing.
A six-stage pipeline takes every referral from fax to admitted patient. AI reads the referral packet and pre-fills demographics, diagnoses, insurance, and physician details — your team verifies instead of transcribing.
- [✓]AI document extraction with automatic matching to your payers and physicians
- [✓]Dynamic risk scoring as information arrives
- [✓]Insurance eligibility checks (X12 270/271) before you commit resources
- [✓]Referral-source tracking so you know which relationships produce admissions
OASIS-E1 that guides instead of interrogates.
A stepper walks clinicians through each OASIS-E1 section with inline validation, so problems surface while the clinician is still in the home — not when the submission bounces.
- [✓]Full OASIS-E1 item set with guided section-by-section capture
- [✓]Validation before sign-off, tied to episode timing windows
- [✓]iQIES export packages generated from completed assessments
- [✓]Validation-report analysis to catch recurring error patterns
Scheduling that proves the visit happened.
Build recurring schedules against the plan of care, then verify every visit with GPS clock-in and clock-out inside a 100-meter geofence. All six federal EVV data elements, captured automatically.
- [✓]Recurring visit templates matched to ordered frequency and duration
- [✓]GPS-verified clock-in/out with geofence checks on the mobile app
- [✓]Exports for Sandata, HHAeXchange, and generic state aggregator formats
- [✓]Missed-visit documentation tied to the plan of care
Billing that encodes the manual, not vibes.
PDGM 30-day periods, HIPPS scoring, and 837I institutional claims generated with validation rules taken directly from the Medicare Claims Processing Manual — with LUPA risk flagged while you can still act on it.
- [✓]PDGM period management with case-mix grouping
- [✓]837I generation validated against CMS Pub. 100-04 Ch. 10 rules
- [✓]Notice of Admission lifecycle with late-filing exception tracking
- [✓]835 remittance parsing and payment reconciliation
- [✓]LUPA threshold visibility per period, before the period closes
Authorizations tracked before they run out.
Prior authorizations live next to the schedule, so utilization is counted as visits happen and expirations warn you weeks ahead — not in a spreadsheet someone updates on Fridays.
- [✓]Authorization records with units, date ranges, and payer terms
- [✓]Live utilization counting against scheduled and completed visits
- [✓]Expiry and exhaustion alerts with configurable lead time
- [✓]X12 278 prior-authorization transactions via clearinghouse
Care team messaging that belongs in a medical record.
Thread-based messaging encrypted with AES-256-GCM, scoped to your agency, and audit-logged like everything else. Coordination about a patient stays attached to the work — not scattered across personal phones.
- [✓]AES-256-GCM encryption with searchable threads
- [✓]Patient-linked conversations visible to the care team that needs them
- [✓]Real-time delivery to web and mobile with read receipts
- [✓]Every access audit-logged for HIPAA accounting
Hire caregivers as carefully as you schedule them.
Recruiting, screening, and onboarding in the same system that will schedule the person you hire — so a completed hire becomes a schedulable clinician in one step, not a re-entry project.
- [✓]Applicant tracking with stage-based pipelines
- [✓]Screening runs, including recurring re-screens for active staff
- [✓]Job postings with an embeddable board for your website
- [✓]Hire-to-onboarding handoff into user and credential management
The field app that works where cell service doesn't.
Field clinicians get their schedule, EVV clock-in, and secure messaging on iOS and Android. Documentation queues locally when coverage drops and syncs when it returns.
- [✓]Day-at-a-glance schedule with patient context
- [✓]GPS clock-in/out with geofence verification
- [✓]Offline queue with automatic sync
- [✓]Secure messaging and push notifications
Walk through it with us.
Pick the module your agency struggles with most — we'll start there.