Michael

Incident reports

What happened, when, and who signed off on it.

Medicaid and MCO authorizations

Per resident: payer, status, dates, services, level of care, and the modifier that sets the rate.

U1 through U6 modifiers drive the daily rate. CBA room and board sits beside the co-pay, and who pays the monthly patient responsibility, the resident or their trust fund, is recorded rather than assumed. One primary authorization per category at a time, so an MCO authorization and a 2065-D can both be primary without competing. Quarterly Medicaid daily rates and RUG levels are managed centrally and the authorizations read from them.

Medicaid pathways

Built for Medicaid communities.

Medicaid enrollment, managed-care authorizations, renewals and the state forms that gate a move-in live on the same record as the census, the care plan and the bill. Authorizations are tracked to the state's timeline and the paperwork behind each one is filed where it happened, so a Medicaid resident is admitted, cared for and billed like everyone else, on one record.

Policies and Procedures

An SOP library with versions, access control, and proof that staff read it.

Checklists

Admission and compliance checklists from templates, tracked per resident across communities.

Signature Hub

One queue for everything waiting on a signature.

H&P and medical-record requests

Outside records compiled in one place, with the release that lets you ask for them.

Documents and chart file sources

Attach a file the chart already holds instead of uploading it again.

Home health and hospice partner portal

A partner agency charts its own residents and sees nothing else.

The login belongs to an institution, and it reaches only residents holding an active link to that institution: exactly seven chart sections: demographics, the physician plan of care and AL order, H&P notes without file streaming, the merged vitals feed, orders, medications, and signed therapy notes only. Four independent kill switches close it: end the link, deactivate the login, deactivate the institution, or turn its portal off. Every response is an explicit whitelist, because a resident row carries financial and identity fields that must never leave. Every read is audit-logged as an external PHI disclosure.

Expiring Auths report

The Medicaid residents whose primary authorization is missing, expired or lapsing inside the window you set.

It heals itself: the list is computed from the authorizations as they stand, so fixing one removes it and letting one lapse adds it, with no queue for anybody to maintain. Nobody bills against paper that ran out.