Case managersready for the audit 

Proof of care, already assembled.

Care plans keyed to the service code, tasks that reach the visit, live units, and every signature with a certificate for the auditor. One record, not a binder.

The round trip

Which task, at which visit.

The plan's tasks go out with the shift and come back with times on them.

  • The tasks are the plan's, not a caregiver's free-text note.
  • Ticked at the visit, on the phone, offline if the house has no signal.
  • A task that didn't happen comes back with a reason, not a blank.

No more surprises

The two things that used to arrive late.

Units and signatures both used to reach you as bad news. Both now reach you early.

Units

Drawn down as visits verify, so the shortfall shows up while there's still time to file for more.

  • Projected run-out, not a month-end total
  • Renewal flagged with days to act
  • Nothing billed past the authorization

Signatures

A role-bound link, signed on a phone, with a certificate page appended to the PDF.

  • SHA-256 snapshot of what was signed
  • Link expires after 30 days
  • Certificate travels with the document

The record

Written once. Never quietly.

Per-agency isolation, role-based access, and one audit log for people and agents alike. A BAA is available. How we handle data

A change is a version, not an overwrite

  • A signed plan isn't edited · it gets a new version

  • Every signature has a certificate · hash, time and role

  • Only verified visits count · toward the authorization

  • PHI minimized in AI prompts · internal IDs where supported, redacted logs

Frequently asked questions

Does the AI write the plan's goals?

Today it generates the plan from your service code and task library; you edit and sign. AI-drafted narrative goals are on the roadmap.

Are e-signatures audit-ready?

Role-bound links, SHA-256 content snapshot, 30-day expiry and a certificate page appended to the PDF.

Other roles: Agency owners · Schedulers · Billing managers · Caregivers. By agency type: Non-medical home care · Medicaid HCBS / waiver · Private pay / private duty.

See it on one of your own authorizations.

A 30-minute demo, on a plan you already have.