TriggerReferral, new client, or authorization update starts the workflow.
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1Client intake created
Demographics, payer, coordinator, care needs, and required services.2Authorization checked
Service type, units, dates, payer rules, and billing limits.+
AI actionSuggest next best action, missing setup items, and case-handling steps.
3Suggestive scheduling
Recommend caregivers based on availability, distance, credentials, and case requirements.4EVV and attendance
Track clock-in/out, exceptions, missed visits, and verification status.5Billing and 835 reconciliation
Create claims, post remittance, identify denials, and update A/R.NotificationsKeep coordinators, caregivers, billing, and HR aligned with conditional alerts.
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Coming in 2026: AI assistance for daily agency work.Personal AI assistants for case coordinators, administrators, and HR managers to reduce workload and streamline case handling.