IDD & HCBS agency software
Find recorded gaps in care documentation, staff requirements and EVV. Track follow-up by owner, due date and status. Use AI to prepare drafts so staff can focus on checking the facts.
Your people stay in control: they verify facts, correct drafts, sign records and approve the next step.
Book a 30-minute compliance demoBring one recurring documentation gap or evidence request.
30 days free · $0 setup for system initialization · Month-to-month
Then $20 per person supported per month. No long-term contract.
Migration scope and costs are separately agreed.
Running an I D D agency means keeping up with a lot, doesn't it?
It does. Care notes, staff requirements, and visits. Lunah Up brings that work together.
And when something needs attention?
Your team can review the details, track follow-up, and see who's responsible. AI helps prepare note drafts from the facts staff provide.
But people still check the facts and approve the next step.
Exactly. That's Lunah Up. Book a demo and see how it could work for your agency.
AI-generated narration using voices with the speakers' permission.
Confirm the checks and connections available for your state and programs in the demo.
Connections your team can evaluate
Bring visit records, claim information, pharmacy messages and reviewed hours into the next workflow. Start from existing facts instead of retyping them; your team checks the source, approves the next step and reviews the response.
Claims · Explicit human release
Review supported non-EVV institutional claims, complete the required setup and evidence checks, and explicitly authorize release. Keep payer responses and claim-specific remittance details available for follow-up. Receipt, acceptance and payment remain separate outcomes.
QuickBooks · Reviewed-hours preparation
Use the configured QuickBooks connection to read the employee roster, review mappings and prepare a locked Regular Hours batch. The current workflow does not transmit payroll or run payments. Your existing payroll system and responsible people retain those decisions.
EVV · Program-specific setup
The configured CareBridge workflow prepares visit files and records responses. Confirm your program, agency enrollment and required specification before relying on the connection.
Pharmacy HL7 intake · Staff verification
Configured Del Mar Medical connections receive supported pharmacy messages and prepare medication-reconciliation drafts, giving staff incoming details to check instead of retyping them. Authorized staff resolve the person match and check the source before the appropriate order-activation process.
OpenAI · ChatGPTMCP connection · Agency-authorized reads
Authorized agency administrators can connect an agency-approved ChatGPT account to look up permitted LunahUP records, with source links for review. Agency settings, permissions and required data agreements apply. This connection reads records; it cannot change or approve them, release claims or send a response. People take those actions in LunahUP.
Also evaluate Outlook records-request responses and screening-source imports in the connection guide.
A connection does not establish every state’s coverage, activate an order or prove acceptance or payment. Confirm the required source, human approval and response for your agency.
OpenAI and ChatGPT are trademarks of OpenAI. Other product names and logos belong to their respective owners.
The work behind the review
A missing record becomes another task for your team: find the details, contact the right person, ask for the information and check again.
Each unresolved item leaves a question on your desk: what is missing, who needs to act and what still needs checking?
Put the next review and follow-up step in view, so the work has somewhere to move forward.
From a flagged visit to a staff decision
A missing EVV punch is one example of the record problems that return to your desk. Open the flagged visit and review its recorded details. Your authorized staff establish what happened and choose the appropriate action. The synthetic example below shows a saved cancellation and explanation.
Find a visit marked for attention.
Examine the recorded context.
Authorized staff determine the appropriate action.
Examine the saved decision from one synthetic test visit ↓
A missing punch alone does not establish that care was missed. EVV connections and correction requirements depend on your state, payer and setup.
See the software at work
Same test visit · Actual administrator interface
An existing test visit had no recorded clock-in and was marked for attention. The administrator workflow was used to document an Other reason and cancel the simulation. After a full reload, the same visit retained the cancelled status, explanation, account attribution and time. The test worklist’s attention count fell from eight to seven.
This was assistant-operated synthetic QA through the administrator account. It demonstrates a recorded test disposition, not real-care correction, independent clinical verification, supervisor approval or payer transmission. The fixture remained Test only · never sent.
Open saved status full size ↗
Open saved explanation full size ↗These are unaltered browser captures, framed to exclude agency, staff and home identifiers. The application’s retained actor and time were inspected privately. Cancellation resolves this test finding; it does not establish that care occurred or that an agency is compliant.
The synthetic example above starts with a missing-clock-in finding and ends with a saved cancellation and explanation. Reloading the same record preserved the result.
Demonstration scope: synthetic cancellation, not corrected care time or billing approval.
In the tested sample draft, AI flagged missing information and required staff confirmation before prepared wording could be applied. Your staff supply the facts and check the proposed wording.
Demonstration scope: sample-note preparation and staff confirmation.
Review the owner, due date and status recorded in the corrective-action tracker. Start the next conversation with the recorded responsibility and deadline in view.
Demonstration scope: action tracking, shown separately from the EVV example.
Your people verify the facts and approve consequential actions.
Configured checks, usable source links and supported connections vary by workflow and agency setup.
Support the people doing the work
AI can organize entered or dictated facts into proposed note wording. Review and correct that draft instead of starting each sentence again. Your staff remain responsible for the facts and the signed record.
See recorded evidence gaps against configured personnel requirements. Give HR a specific item to investigate and a concrete starting point for requesting the evidence still needed.
Open an EVV exception and its recorded details. Give the supervisor a specific visit to investigate while staff establish what happened and decide the appropriate action.
See a corrective action’s recorded owner, due date and status together. Use that record to check what remains open and discuss the next step with the responsible person.
Use AI to prepare proposed note wording from the facts staff provide, giving them a draft to check and correct. Staff confirm missing information before prepared wording can be applied. Your agency’s permissions and settings govern access.
For agencies nationwide
Discuss your service lines, state requirements and existing systems in the demo. Confirm the supported checks and connections before planning a trial.
We serve IDD and HCBS agencies nationwide. Confirm the checks and connections available for your service lines, state requirements and existing systems before planning a trial.
Authorized staff verify facts, correct drafts, sign records and approve consequential actions. AI output needs human review.
Agree which records can move, who will do the work and how they will be checked. Migration scope and any associated costs are separately agreed. The $0 setup fee covers system initialization.
Identify who will enter information, review work and approve records. Confirm access, training and responsibilities as part of your trial plan.
Put the software to work on a recurring task
Use the 30-day free evaluation to assess one supported workflow. First, agree the trial scope and record how your team handles the task today: searching, entering information, correcting records and getting approvals.
Then compare the same task in LunahUP. See where the software helps, which decisions stay with your team and whether the process fits your agency. Make the next decision from what you observe.
30 days free
After your free evaluation
$20 USD / person supported
per month
Booking does not create an account or start billing. Migration scope and costs are separately agreed.
Start with the work that keeps coming back
Bring one documentation gap, missing-punch problem or evidence request. In 30 minutes, review a relevant available workflow:
No patient records needed. Bring one recurring documentation gap, missing-punch problem or evidence request.
