Fewer clicks and faster fixes in Visit Maintenance
Visit Maintenance now handles more of your day-to-day work directly, from filtering and reprocessing to correction requests, so you spend less time jumping between screens or waiting on manual fixes.
Filter by team, location, or branch, matching workflows you previously used in Call Maintenance
Trigger a recalculation when new data changes a visit’s status
Handle more from one view: correction requests from the caregiver mobile app, timesheet status, and all EVV exceptions at once
When a new payer contract goes live, agencies often end up with duplicate patient records. The new Bulk Patient Merge wizard finds the matches and merges them for you, so nothing gets lost and nothing gets missed.
Find matching patient records automatically and merge them in bulk instead of one at a time
Keep visit history, schedules, authorizations, and billing records intact through the merge
Handle the cleanup too: discharging old contracts, end-dating old authorizations, and updating master week schedules
Auto-Populate Plan of Care Details into Clinical Forms
Agency admins can now pull a patient’s Plan of Care (POC) directly into the form they’re completing, auto-populating the relevant care plan details so documentation always matches what’s active.
Select a patient’s POC while creating the form, filtered automatically to the POCs already on their profile
Pull the latest care plan data in real time
Keep documentation aligned with the patient’s active care plan, cutting manual cross-checking and improving care