Plan of Care
Manage Every Plan of Care With Structure
From generation to signed return, track each Plan of Care through its full certification lifecycle with accurate records, real-time status visibility, and secure document storage built in.
Reduce Manual Entry
Auto-Generated CMS-485/487 Forms
Generate Plans of Care pre-populated with existing client and service data — reducing manual entry, minimizing transcription errors, and keeping documentation consistent across certification periods.
Accurate forms from the start means fewer delays at the point of submission and less rework before reimbursement.
Stay on Top of Every Period
Full Lifecycle Tracking
Track each Plan of Care from creation through practitioner signature and return, organized by certification period so nothing gets missed between steps.
Real-time status visibility shortens turnaround times and prevents gaps in certification or billing readiness.
Keep Records Accessible
Secure Document Storage
Upload, store, and access signed or unsigned Plan of Care PDFs directly within the client record. Every document is organized by certification period and readily available when payers, reviewers, or auditors need it.
Role-based access ensures the right people can view and manage documents without compromising record security.
Strengthen Oversight
Compliance Reporting
Monitor Plan of Care status across clients, caregivers, and certification periods with built-in reporting tools. Quickly identify bottlenecks, outstanding signatures, or gaps in coverage before they become compliance risks.
Audit prep becomes a routine task rather than a scramble when the records are already organized and complete.
