The full Medicare home-health agency workflow, built end to end: referral intake → OASIS-E (Medicare's required patient assessment) → CMS-485 plan of care → scheduled visits with EVV (electronic proof the visit happened) → PDGM billing (how Medicare decides what a visit episode pays) → QA review. Built in six stages, each one proven working on the running system before the next began.
Home health isn't generic EMR territory — it's a regulated pipeline where each document feeds the next. The module was built around that pipeline from day one, instead of bolting home-health forms onto a clinic chart.
Intake that reads referral paperwork for you — AI pulls the key details out of referral narratives and faxed documents — plus patient creation on the spot, eligibility and homebound checks, then admission into a certification episode.
The complete 188-item OASIS-E assessment — built directly from the official CMS guidance manual, not retyped by hand — with error checks, scoring, QA review states, locking, and a submission-ready export.
All 26 sections of the form, including the real functional-limitation and activities-permitted checkbox grids; an AI draft that fills in blanks only, never overwrites; a printable form that matches the official layout exactly; and a physician e-sign portal with attestation.
Visit schedules generated straight from the plan-of-care frequencies, GPS-verified check-in and check-out capturing all six federally required visit-verification elements, and live transmission to the state's EVV collection system.
The system works out what each episode should pay under Medicare's rules, watches LUPA visit thresholds (the cutoff below which Medicare slashes payment), generates notices and claims in the standard electronic claims formats, codes diagnoses against the full official ICD-10 code set, and posts payer remittances with aging reports.
QA review queues where nothing ships until it passes — returns go back with notes — plus care-team coordination notes and access controls built around real agency staffing: administrator, director of nursing, QA, intake, and every field discipline.
Home-health revenue leaks in known places — LUPA shortfalls, OASIS miscoding, late notices, claims sent back unpaid. The module ships a set of tools aimed squarely at those leaks, and the AI only ever suggests — the actual payment math is fixed, checkable arithmetic, the same every time.
Everywhere AI appears, the rule is the same: AI drafts, a licensed clinician confirms. Nothing goes into the record or onto a claim without a human signing off.
The build ran as a staged plan — foundation, referral/admission/episodes, OASIS-E, plan of care and orders, scheduling and EVV, then coordination, PDGM billing, and QA. Every stage was exercised end to end on the running system, not just checked in isolation, before moving on.
The OASIS-E assessment was built from the official CMS guidance manual and cross-checked against the published scoring scales — and that process caught and fixed a real coding-list error in an earlier draft. The 485 checkbox codes were verified against the official CMS form itself.
Outside submissions — OASIS transmission, claims, eligibility — are fully built and simply waiting on each agency's own enrollment credentials: valid files in the standard electronic claims formats go out the day enrollment lands, and everything queues safely until then. EVV transmission to the state's collection system is fully live.
Sold two ways. The module ships inside the full SynergyEMR and as a standalone home-health edition for agencies — same engine, gated by practice type, with a native field app for the clinicians driving between visits.
Modern web platformEnterprise-grade databaseOASIS-E (188 items)PDGM payment groupingStandard electronic claims formatsGPS visit verificationBuilt-in AI (draft-assist)