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Patient Management

One record per patient, everything attached.

Demographics, authorizations, care details, and documents in a single profile — so the right caregiver has the right information on every visit.

Capabilities

What you get.

Patient profiles

Demographics, contacts, and address in one place — the source of truth for every visit.

Authorizations

Track authorized services, units, and date ranges so visits stay inside what's covered.

Document vault

Plans of care, consents, and assessments stored against the patient they belong to.

Access controls

Patient records are visible only to the roles that need them — HIPAA-minded by default.

Patient Management

The whole patient record, together.

No more digging through folders. One profile holds who they are, what's authorized, and what care they get.

  • Demographics and contacts
  • Active authorizations
  • Documents and care plans
Patient Record
John Smith
412 Maple Ave, Columbus OH
Personal Care (T1019)
84 / 120 units
Authorization period
Through Sep 30
Care team
2 caregivers
Plan of care
On file
Visits inside authorized units
Authorizations

Stay inside what's authorized.

Track authorized services, units, and date ranges so visits don't run past coverage or trigger billing problems.

  • Services, units, and date ranges
  • Flagged before you go over

Talk to us about your agency.

Tell us about your caseload and we'll show you how patient records, authorizations, and documents fit together.