See what we built, and try it
Six systems built for one working California home health agency, walked through step by step. Click through them, make the decisions, and see what a person still decides.
Route sheets to payroll
Paper and photographed route sheets are read, matched to the visits in the EMR, and payroll gets an exceptions-only list.
- Status
- Running in production
- It replaces
- A person comparing every sheet with every visit by hand.
- What stays with a person
- The office decides every exception.
Vendor invoice check
Each billed visit on a therapy invoice is matched to a visit note. The office gets one report: ready to pay, wait, or needs a person.
- Status
- Running in production
- It replaces
- Ticking invoices against notes on paper.
- What stays with a person
- A person decides what is paid.
Credentials by e-mail
A caregiver replies to a reminder with a photo. The card is read, a person confirms with a one-line reply, and only then is it filed and the date recorded.
- Status
- Newly switched on; a person confirms every filing
- It replaces
- Opening files and typing dates by hand.
- What stays with a person
- A person confirms every filing.
Credential board
Every requirement for every caregiver in one colour-coded picture, rebuilt from the personnel files each week.
- Status
- Running in production
- It replaces
- Three sources that disagreed.
- What stays with a person
- People act on what the board shows.
One-click operations
Recurring tasks become buttons. Each run e-mails a report, posts to Teams and leaves a record that nobody edits.
- Status
- Running in production
- It replaces
- Remembering to run things, and proving later that you did.
- What stays with a person
- A person presses the button.
Voicemail to task
A caller picks who they are from a phone menu. An unanswered call becomes a transcript and a task with a due time.
- Status
- Running in production
- It replaces
- A blinking light on a desk phone.
- What stays with a person
- The office works the task.
Three rules run through every one of these. Patient information stays inside the agency's own boundary. A person decides: whatever a system reads is a proposal until someone confirms it. And every run leaves a record. Read how we build them in How we work and Trust, or see the results in the case studies.