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
Conversations lets payers, providers, members, and caregivers communicate in one shared thread — across every portal — replacing the phone calls, emails, and disconnected notes that slow care decisions down. Everyone sees the same history, so nothing falls through the cracks.
The right people can be looped in without starting a new conversation
Faster back-and-forth means quicker answers and fewer delays in care
One messaging thread continues across every portal that each stakeholder (provider, payer, and caregiver) already uses
A new billing enhancement is giving agencies greater control over how claim lines are grouped, resolving a long-standing pain point where multiple service codes mapping to the same payer billing code were triggering unnecessary claim rejections.
Visits with the same Export Code now consolidate into a single claim line
Eliminates duplicate claim flags caused by modifier differences
Claims are generated the way payers expect to receive them
Configurable at the contract level
Fewer downstream rejections and less manual rework
Caregivers serving multiple patients in shared care settings can now clock in and out once for all related visits on the mobile app, eliminating repeated entries for each patient.
Enhanced Plan of Care for Multi-service Unscheduled Visits
Documentation accuracy starts at the point of care. Caregivers now see the right care duties based on the service being provided, even for unscheduled visits.
Illinois Department of Aging Billing Migration to e-Billing
Illinois Department of Aging billing has moved into the e-Billing module, bringing Illinois agencies in line with modern billing processes across the platform.