Copergrine

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.

A home health nurse and an elderly patient sharing a moment of trust in the patient's living room

The platform

The Command Center your supervisor opens every morning.

Census, visits due, OASIS holds, order aging, EVV exceptions, and clean-claim rate — with today's field work, billing holds, capacity, and operating workqueues on one screen.

Copergrine Home Health Command Center — referral-to-SOC, LUPA risk, OASIS holds, order aging, EVV exceptions and clean-claim rate, with today's field work, billing holds, capacity, and episode billability gates

Home Health Command Center

Six live KPIs, field work, billing holds, capacity, and episode billability gates — one screen.

Home health episode billability gates plus operating workqueues — intake, QA, EVV, and revenue lanes, with tenant quality signals, each task showing an owner and status

Episode gates & operating workqueues

Billability gates, then intake / QA / EVV / revenue lanes — every task with an owner and a next step.

The full agency workflow

From referral to PDGM-grouped claim.

01

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.

02

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.

03

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.

04

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.

05

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.

06

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.

EVV location verification — a map pinning the patient's registered address against the clinician's captured GPS check-in, with geofence radius, distance from the address, and check-in/check-out times

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.

Home health episode — referral and case origin: referring physician, physician-stated medical necessity and goals, primary diagnosis, payer, and the episode's visit list with billing-released status

Referral & case origin

Physician reason, medical necessity, goals, payer, and the visit history.

485 Plan of Care builder — AI-draft this 485, certification period, per-discipline visit frequency (CMS-485 box 21), measurable goals, and skilled interventions; the clinician saves the draft and sends to the physician

485 Plan of Care — AI-drafted

AI-draft the 485, then the clinician reviews, saves, and sends to the physician.

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.