Compliance Review
Keep your current system and put a review layer beside it. Upload visit notes, charts, assessments and plans as PDFs, check them against criteria your agency sets, record each finding as confirmed, dismissed or resolved, and approve, return or escalate the document. Qualified reviewers make the final decisions, and the follow-up history stays with the record.
Explore Compliance ReviewBilling/RCM
Generate or import billing data, validate and submit claims through clearinghouse-supported payer workflows, track status, work denials, post 835 ERAs and reconcile remittance advice. Exact payer, plan, transaction, enrollment, and claim-type fit is confirmed during setup. Use it by itself or with Case Management. The 835 ERA Dashboard is available standalone and inside Billing/RCM.
Explore Billing/RCM 835 ERA DashboardCase Management
Role-scoped caseloads, calendars and visit schedules. A note for every contact with date, time, method, type, location and people present. Problems found at a contact stay open on the next note until someone resolves them. Supervisor review with required-field validation, signatures, attestation, amendments and audit history. Service authorization records and an expiring-authorizations report. Participant and staff documents with expiration dates.
Explore Case Management