Everything you need to run a compliant HCBS agency

From EVV to AI-assisted documentation โ€” choose the tier that fits your agency's scale and complexity.

StarterCore Operations
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Patient Management
Demographics, contacts, authorizations, documents, and care plan in one profile.
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Scheduling
Create, edit, and view recurring schedules with conflict detection and week calendar.
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EVV (GPS Clock-In/Out)
Mobile GPS clock-in/out with geofence validation and exception flagging.
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Authorization Tracking
Track authorized vs. consumed units with utilization bars and low-balance alerts.
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Document Storage
Upload and manage patient and caregiver documents with tenant-isolated storage.
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Basic Reports
Visit summary, caregiver hours, authorization utilization, and patient activity reports.
ProfessionalBilling & Compliance โ€” everything in Starter, plus:
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Billing & 837 EDI Claims
Auto-generate Medicaid claims from verified visits; export industry-standard 837 EDI files.
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Denial Management & Appeals
Record claim denials, file appeals, and track resolution with full audit trail.
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Care Plan (Goals, Tasks, Medications)
SMART goals with progress tracking, recurring care tasks, and medication management.
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Compliance Dashboard & OIG
Caregiver credential expiry tracking, OIG exclusion list checks, and incident reports.
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Open Shift Broadcasting
Broadcast unfilled shifts to eligible caregivers; first-come-first-served claim with conflict check.
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Patient & Family Portal
Invite family contacts for read-only access to visit history, care plan, and schedule.
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Authorization Renewal Workflow
State-machine renewal requests with notifications and coordinator dashboard.
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Payroll Records
Caregiver payroll calculations from verified visit hours with CSV export.
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Advanced Reports + CSV/PDF Export
Billing summary, compliance, and 5 custom report types with download options.
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Push & In-App Notifications
Shift reminders, credential alerts, and authorization renewal notifications via push + web.
EnterpriseAI & Scale โ€” everything in Professional, plus:
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WaiverLyn AI Assistant
Gemini-powered assistant for visit note generation, care plan suggestions, and compliance Q&A.
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Custom Report Builder
Build and schedule custom data exports across all entities.
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Single Sign-On (SSO)
SAML/OIDC SSO integration for agency-wide identity providers.
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API Access
REST API access for integrations with state EVV aggregators, EHRs, and billing clearinghouses.
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White-Label Options
Custom branding, domain, and color scheme for your agency.
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Priority Support
Dedicated account manager and SLA-backed support response times.
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BAA Included
Business Associate Agreement provided for full HIPAA compliance documentation.

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