Home Health & Therapy
The most capable EMR for Medicare-certified Home Health Agencies.
Referral intake. OASIS-E assessments. Multi-discipline plans of care. EVV-tracked in-home visits. PDGM grouping. iQIES export. clean 837I claim submission. PT, OT, SLP, RN, MSW, and HHA disciplines under one platform. Telehealth check-ins are included where they help — but the work happens in the home.
The platform
Every denial, caught before it's a denial.
A missing face-to-face, an unresolved EVV exception, an aging order — each one is a claim your agency won't get paid for. Copergrine surfaces them as owned, dated, severity-ranked work while the episode is still open, not after the payer says no.
QA Workbench — denial prevention in practice
Findings ranked HIGH/MEDIUM, each with a patient, a due date, and a Resolve action — worked before the claim goes out.
OASIS-E2 — every CMS timepoint, validated and locked
SOC, ROC, Recert, Transfer, Discharge — with M0090, iQIES state, and validation status on every record.
The full agency workflow
From referral to PDGM-grouped claim.
Referral intake
Capture referrals from hospital discharge planners, physicians, and community partners. Eligibility verification runs through Copergrine; missing demographics get a single follow-up SMS to the patient. Insurance plus PDGM clinical grouping are pre-computed before SOC.
OASIS-E assessment
SOC, ROC, RECERT, DC. The AI scribe drafts assessment narratives from the visit transcript; the licensed clinician reviews and signs. PRI-MIN logic checks flag inconsistencies before submission. iQIES batch export when you're ready.
Plan of care
POC 485 generation per discipline. PT, OT, SLP, RN, MSW, and HHA visit frequencies and goals roll up into a coherent plan. Physician signature flow is built in — fax, secure email, or e-sign. Recertification cycles tracked automatically.
Visit scheduling & EVV
Multi-discipline scheduling with credential-aware caseload matching. Visit-time integrity captured via geo-stamped check-in/check-out per CMS / state EVV mandate. Mileage and visit count drive PDGM grouping in real time.
Field documentation
Discipline-specific note templates (PT, OT, SLP, RN, MSW, HHA). HEP (Home Exercise Program) library with patient-friendly handouts. Wound photo capture with auto-redaction of background PHI. Offline-capable for rural visits.
PDGM billing & 837I
30-day periods grouped by clinical category, comorbidity adjustment, functional impairment, and admission source. clean 837I claims submission to Medicare; 277CA acknowledgment + 835 ERA reconciliation are automatic. Direct EDI to Novitas JH available for Medicare and TMHP for Texas Medicaid.
Every discipline
Built for the people you actually employ.
PT
Physical Therapy
OT
Occupational Therapy
SLP
Speech-Language Path.
RN
Skilled Nursing
MSW
Medical Social Work
HHA
Home Health Aide
Credential-aware caseload matching. Supervising-provider workflow with co-sign queue. Discipline-specific note templates and visit billing modifiers. PTAs and COTAs route to their supervising PT/OT for review, automatically.
EVV · visit-time integrity
The check-in is the source of truth.
Geo-stamped check-in and check-out at the patient's door. Mileage captured between visits. State EVV-aggregator integration where required. The same event stream feeds PDGM visit counts, supervisor approval queues, and your QA audit trail — without your clinicians touching a separate app.
Compliance built in
The regulatory work is part of the platform — not an add-on.
CMS · iQIES
OASIS-E submission
Validated against CMS data specs before transmit. PRI-MIN checks. Batch upload to iQIES with confirmation logging. SOC, ROC, RECERT, DC.
EVV · State
Electronic Visit Verification
Geo-stamped visit check-in/check-out. Mileage capture. State EVV aggregator integration where required. Audit-ready event stream for the agency's QA team.
Billing · PDGM
PDGM grouping
30-day periods grouped by clinical category, comorbidity adjustment, functional impairment, admission source, and timing. Live HIPPS code preview at SOC.
Claims
837I + 277CA + 835
clean institutional claim submission to Medicare and commercial payers. ERA reconciliation. Direct EDI to Novitas JH and TMHP available for higher-volume agencies.
Survey · Joint Comm.
QA audit trail
Every chart edit, every accepted AI draft, every co-sign event is logged with the user, timestamp, and reason. Survey-ready exports for ACHC, CHAP, and Joint Commission.
HIPAA · BAA
Defense in depth
Postgres Row-Level Security on every PHI table. 9-layer audit framework. Multi-tenant isolation with cross-tenant queries failing closed. Daily encrypted off-VPS backups.
AI in clinical work
AI drafts. Clinicians sign. Every change audited.
The AI scribe drafts visit narratives, OASIS responses, ICD/CPT codes, and care-plan language. A licensed clinician reviews and accepts each suggestion before it lands on the record. Nothing is ever signed, submitted, or filed without a human in the loop. Every accepted AI suggestion is auditable via the provenance log; tenant admins can turn AI features off per module.
Episodes — census with the holds attached
SOC date, program, payer, cert period, visits, and open holds on every episode.
485 Plans of Care — signature state, tracked
Per-cert-period frequency (box 21) with unsigned / sent / signed tracked per plan.
Honest pricing
$229 per provider seat, first 6 months.
Then $380/seat/mo. PTs, OTs, SLPs, RNs, MSWs, and clinician-owners are chargeable seats. Administrators, schedulers, billers, and HHAs running under a supervising nurse are free under your headcount cap.
Examples: a 5-PT agency runs $1,145/mo for six months ($229 × 5), then $1,900/mo. A 10-discipline agency (4 PTs, 3 OTs, 2 RNs, 1 SLP) runs $2,290/mo first 6 months.
Resources for Home Health Billing & Operations
Reference Guide
CY2026 Home Health PPS Rates & Per-Visit Costs
CMS per-discipline rates, OASIS/HIPPS case-mix adjustment, state wage indices, and revenue forecasting tables for 2026.
Read the guide →
Reference Guide
Telehealth Provider Licensing by State 2026
Board certification requirements, prescription authority, and patient consent laws for telehealth services across all 50 states.
Read the guide →