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Home health workflow automation

Verify accuracy. Forge Clarity. From intake to submission.

VeriForge helps home health teams organize intake, automate documentation review, monitor episode risk, and prepare release-ready corrections before claims are submitted.

Request a demo See the workflow
Agency Review Command Center
Workflow coverage End-to-end intake, review, release, and audit readiness
Agency manual touches 90%+ designed reduction in agency-side review burden
Finding classification lanes Every finding routed
CMS payment defects Payment risk
Clinical safety concerns Safety
Agency policy findings Policy
Needs human review Uncertain
Release controls

Exact patient, episode, discipline, document type, task, and date matching before any EHR write.

Agency-hosted by design PHI and credentials remain inside the agency environment by default.
Reviewer judgment preserved Uncertain automation is surfaced for human review instead of silently changing records.
Built around home health reality Intake, routine, evaluation, reevaluation, discharge, pre-claim review, and RAC readiness in one operating model.

Fully customizable to your EMR and agency preferences.

The platform

One control layer for intake, documentation quality, claim preparation, and audit readiness.

Fictional data. Simulated actions. Watch full-size
Follow the workbench from episode setup to evidence-linked review and controlled release. Timing is condensed for demonstration.
Read the walkthrough
  1. Open AutoPull and build the Episode Tracker to collect and verify episode context.
  2. Run QA Manager to collect the source documents, then open a pre-audited fictional batch in Review.
  3. Compare an education-related finding with its source evidence and approve the documentation correction.
  4. Edit a second reviewer comment to clarify the missing progress explanation, then save the edit.
  5. Verify that stair activity was deferred in a third record, type the rationale, and exclude the distance finding as a false positive.
  6. Open Release, freeze the reviewed outcomes, prepare the write plan, verify exact matches, and confirm a simulated write-back. No live records are accessed or changed.

VeriForge is built for agencies that need a repeatable way to move from referral to release while adapting the workflow to their policies, clinical standards, and EHR operating model.

01

Intake

Coordinate referral readiness, document completeness, episode context, and handoff points so intake work starts cleaner and moves faster.

02

Pre-claim review

Classify probable CMS payment defects, clinical safety concerns, agency policy findings, and unresolved uncertainty before submission.

03

Evidence-linked audit

Reviewers see findings beside source evidence, make durable decisions, and keep release text separate from internal rule logic.

04

Controlled release

Freeze release packages, validate exact record matches, resume interrupted work, and avoid duplicate EHR actions.

05

RAC audit readiness

Monitor episodes for critical charting omissions, alert teams before deficiencies harden, and prepare the documentation package needed for RAC audit submission.

Intake to submission

Simplify the path from new referral to claim-ready documentation.

  1. 1

    Referral processing

    Extract and normalize patient, payer, provider, diagnosis, discipline, and start-of-care details, then flag missing or conflicting referral information before the intake handoff.

  2. 2

    EMR patient creation

    Using verified referral data, the automated intake assistant creates the patient record in your EMR, places each detail in the correct field, and routes the case to the appropriate clinical staff.

  3. 3

    Pre-claim review

    Automatically gather the required episode documentation, submit the review package to the appropriate CMS portal, monitor for a response, and reconcile the decision with the record. Staff are notified when follow-up or correction is required.

  4. 4

    QA auditing and clinical monitoring

    From start of care through discharge, run versioned clinical and documentation checks, classify payment, safety, and policy risk, and link each finding to source evidence. Reviewer decisions feed the daily training bucket, and only approved, matched items enter controlled release.

  5. 5

    RAC readiness

    Track the episode continuously, surface vulnerabilities, and cue agency staff while deficiencies can still be corrected. If a RAC audit occurs, VeriForge organizes the addressed documentation into an export-ready episode package at the push of a button.

Episode-long monitoring
for audit vulnerabilities.

  1. Referral received and verified complete.

  2. Patient creation and assignment in EMR.

  3. PCR Automation and Monitoring.

  4. Daily documentation QA.

Staff notified in real time of deficiencies.

VeriForge

RAC Audit
Readiness

For operators

Built for high-volume review without losing clinical control.

VeriForge is designed to reduce repetitive navigation and duplicate work while keeping the agency in charge of clinical interpretation, reviewer authority, final submission decisions, and agency-specific customization.

Its review engine learns from VeriForge review work and reviewer notes through a daily training bucket update, allowing the process and clinical awareness to evolve continuously.

Blocked items isolated Continue release
Reviewer feedback loop Improves daily logic
Agency rule customization Policy-aware review
Human review export Agency-authorized

Trust model

Privacy-first architecture for clinical operations.

VeriForge is designed around agency-hosted deployment, signed updates, protected local credentials, and tamper-evident operational events.

Local by default

PHI and credentials

Verified updates

Signed release packages

Accountable actions

Traceable decisions

Your agency's rules

Policy-aware controls

PHI stays local by default

Clinical documents, patient identifiers, reviewer decisions, and EHR credentials remain inside the agency data boundary unless the agency explicitly exports support material.

Signed release governance

Application and rule packages are staged, verified, and activated through controlled update channels with rollback in mind.

Auditable actions

Critical workflow events can be recorded with version, user, job, decision, and integrity context for operational accountability.

Configurable by agency

Review lanes, policy findings, escalation logic, release controls, and training priorities can be shaped around each agency's operating model.

RAC audit readiness

Monitor the episode before the audit request arrives.

VeriForge is being built to help agencies identify charting omissions while there is still time to correct them, then assemble the documentation package needed for RAC audit preparation.

Episode-long monitoring Start of care Discharge

  • Falls

    Falls and related follow-up.

  • Medication changes

    Medication changes and supporting documentation.

  • Changes in status

    Changes in condition, including hospitalization.

  • New or healed wounds

    Wound changes documented throughout care.

  • Therapy plan follow-through

    Supervisor plan-of-care items not yet addressed by therapy assistants.

  • Progress and barriers

    Documented progress, or lack of progress with a documented reason.

VeriForge

Episode review

Clinical changes.
Documentation gaps.

Staff alerted automatically

When a change or charting gap needs attention.

Ongoing episode monitoring

Flag critical omissions throughout the episode of care and alert the agency when missing documentation could become a downstream audit problem.

Submission package preparation

Collect the required documentation, surface deficiencies, and help teams resolve gaps before audit material is submitted.

EHR workflow fit

Purpose-built for the systems agencies already use.

VeriForge supports workflows around WellSky and is architected to extend across additional home health EHR environments, including KanTime-style operating models where appropriate.

VeriForge is an independent product. References to EHR systems describe workflow compatibility and customer operating context, not endorsement, certification, or formal partnership.

Two ways to put VeriForge to work.
01 Workstation deployment

Your team, powered by VeriForge.

A VeriForge-managed tool on your employees' existing workstations, designed to reduce avoidable errors and dramatically shorten time to task completion.

VeriForgeManaged by VeriForge

Your employees. Their existing workstations.

  • VeriForge consistency
  • Faster task completion
02 Agentic employee

VeriForge works. Your team stays focused.

VeriForge performs the digital work; VF staff handle all human review and manual actions, guided by your agency's policies.

Guided by your agency's policies
Rules engineProprietary VF logic
AI pass 1Filtered review
AI pass 2Filtered review
VF staffHuman actions

Proprietary rules shape two separate, filtered AI review passes.

Designed to further reduce human-error risk.
Self-contained LLM learns daily toward a 0% error-rate goal.

A rules engine that improves every day.

  • Company-wide
    training buckets
  • CMS guideline
    updates
  • Human-adjudicated
    edge cases
Daily rule refinement

Bring automation, evidence, and control to the full home health workflow.

VeriForge helps agencies move faster from intake readiness to claim-ready documentation and audit preparation while preserving privacy, reviewer judgment, and operational accountability.

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VeriForge
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