The Paperwork That Eats Your Staff's Day? We Automate It.
Tell us the workflows that burn hours in your building. We build custom AI automations around your existing systems and turn them on within 1 to 2 weeks. No new software for your staff to learn.
Daily census reconciled
2 admissions, 1 discharge, 1 payer change flagged
Skilled charting audited
31 residents checked, 2 misses named for follow-up
Change-of-condition audit
3 events tracked across 72-hour windows
Drafts ready for your review
Your coordinator verifies before anything is final
See It in Two Minutes
What your team walks into every morning once the automations are on: census reconciled, charting audited, change-of-condition windows tracked, and the forms already filled.
From Discovery to Live in 1 to 2 Weeks
No six-month implementations. No committees. We meet, we build, we turn it on.
Discovery Meeting
We sit down with you and the staff who actually do the work. Walk us through the forms, audits, and trackers that consume their day. We map each workflow end to end.
- 60 to 90 minutes, on-site or virtual
- We interview the people who do the workflow daily
- You leave with a prioritized automation plan
We Build
Within 1 to 2 weeks we build automations that work against your real systems and your real forms, exactly the way your team fills them out today.
- Built around your EHR, not instead of it
- Read-only access, nothing written to your chart
- Your team reviews every draft during the build
Turn On and Tune
Your automations run on schedule, every day. Filled forms, audit grids, worklists, and flags land on your desk as drafts your team verifies and signs off on.
- Runs daily, weekly, or on your cadence
- We refine as your workflows evolve
- Add new automations any time
This Isn't a Concept. It's Live.
Two examples of custom automations we built for skilled nursing facilities, each delivered within two weeks of the discovery meeting.
Daily Medical Records Audit
Skilled nursing facility, California
The medical records coordinator spent most of every day reconciling the census, checking Medicare skilled charting, and auditing change-of-condition follow-ups by hand. Now an automation does the reading and she does the deciding.
- Reconciles the building every morning: admissions, discharges, payer changes, room moves
- Fills the weekly Medicare skilled charting grid and names every miss with the responsible nurse
- Audits falls, antibiotics, psychotropics, wounds, and UTIs across their full 72-hour monitoring windows
- Rolls repeat documentation issues into a per-nurse retraining report
PDPM Revenue Capture
Skilled nursing facility, new admissions
Every uncaptured comorbidity on the 5-day MDS is daily revenue lost for the entire stay. This automation works the assessment window for every new admission so nothing supported by the record slips through.
- Watches the day 1 to 8 assessment window for every new admission
- Extracts page-cited evidence from hospital records for every capture candidate
- Drafts physician queries and coordinator tasks, never coding instructions
- Flags audit-risk items before they become ADR problems
1-2
Weeks from discovery to live
0
New systems for staff to learn
Daily
Runs on your schedule, not ours
What We Can Automate for You
These are starting points from real discovery conversations. If your team does it on a screen, on paper, or over the fax machine, odds are we can automate it.
Daily Census Reconciliation
Who is in the building, on what payer, and what changed overnight: admissions, discharges, AMAs, payer switches, room moves.
Medicare Skilled Charting Audit
Daily verification that every skilled resident was charted on, with the weekly grid filled and every miss attributed to a nurse.
Change-of-Condition Audits
Falls, antibiotics, psychotropics, wounds, UTIs, and new admissions tracked across SBARs, notifications, care plans, and 72-hour monitoring.
PDPM Capture Worklist
Evidence-supported comorbidity candidates surfaced inside the 5-day assessment window, with page-cited hospital documentation.
Triple Check Prep
Pre-bill packets assembled before your triple check meeting: MDS, orders, therapy logs, and supporting documentation cross-checked per claim.
Survey Readiness Packets
F-tag trend analysis for your region, mock survey document pulls, and standing audit binders that stay current instead of being rebuilt in a panic.
ADR and Denial Response
Documentation packets assembled for additional development requests, organized to the reviewer's checklist with gaps flagged before submission.
Weekly Summary Scheduling
Which rooms owe a weekly nursing summary on which day and shift, with schedules repaired automatically after room changes.
Nurse Retraining Tracker
Documentation misses rolled up per nurse over time so your DON coaches from evidence, not memory.
Don't see your workflow? That's what the discovery meeting is for.
Tell Us About YoursBuilt Around the Systems You Already Run
We don't replace your EHR and we don't ask your staff to learn new software. Our automations read from the systems you already use, including PointClickCare, MatrixCare, Homecare Homebase, Axxess, WellSky, and ECP, then deliver the finished work in the formats your team already trusts: filled PDF forms, audit grids, worklists, and reports.
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Read-only by default
Automations read your chart. They never create, edit, sign, or lock anything in your EHR.
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Human in the loop, always
Every output is a draft until your coordinator, DON, or administrator verifies it. The automation does the reading; your people do the deciding.
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HIPAA-aligned from day one
Business associate agreements, least-privilege access, and audit trails are part of the engagement, not an afterthought.
A typical first engagement
Discovery meeting
We map your three highest-burden workflows with the staff who own them.
Access and first build
Read-only credentials set up, first automation producing drafts against your real data.
Your team reviews
Staff check the drafts against how they would have done it by hand. We tune until they match.
Live
Automations run on schedule. Your staff start every day with the work already drafted.
Questions We Hear in Every Discovery Meeting
What happens in the discovery meeting?
We spend 60 to 90 minutes with you and the staff who do the work. They show us the forms they fill out, the audits they run, and the trackers they maintain. We identify which workflows are automatable, in what order, and what the output should look like. You get a prioritized plan whether or not you move forward.
Is this safe with resident and patient data?
Yes. We operate under a business associate agreement, use least-privilege read-only access, and never write to your clinical record. Every automation produces drafts that your staff verify. Visit our Trust Center for our security posture.
Do my staff need to learn new software?
No. The automations deliver work in the formats your team already uses: the same filled PDF forms, the same audit grids, the same spreadsheets. The only change your staff notice is that the work arrives already done, waiting for their review.
What if our workflow changes?
We tune it. Custom automations are a relationship, not a one-time install. When your forms change, a regulation updates, or you add a unit, we adjust the automation to match. Most changes are turned around in days.
What does it cost?
It depends on the workflows and the number of automations, so we scope it in the discovery meeting. Engagements are structured so the automation costs meaningfully less than the staff hours it gives back.
We're not a nursing facility. Can you still help?
Almost certainly. We build for skilled nursing, assisted living, hospice, and home health, and the approach carries to any care setting with repetitive documentation, audit, and tracking work. Bring your workflow to a discovery meeting and we'll tell you honestly whether it's a fit.
Bring Us Your Worst Workflow
One discovery meeting. Within 1 to 2 weeks, the work your team dreads most runs itself, and they just review the drafts.
No commitment. You leave the meeting with a prioritized automation plan either way.