Connection fit for IDD & HCBS agencies
Connect reviewed records to the next task with Stedi claims, QuickBooks hours preparation, CareBridge EVV and supported pharmacy messages. Review Outlook and AI app connections too, with agency setup and human approval.
People verify the facts, review AI drafts and approve consequential actions.
Book a 30-minute compliance demo30 days free · Then $20 USD per person supported per month.
$0 setup for system initialization · Month-to-month · No long-term contract
Migration scope and costs are separately agreed.
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.
Agency mailbox · Reviewed responses
With agency consent and configuration, review possible records requests from the connected Outlook mailbox and prepare a response using selected records. Authorized people verify the recipient, sources and exact response before sending. A possible match is not a verified request; the search is limited in scope.
Screening-source imports · Human resolution
Use supported OIG file retrieval and imported exclusion lists, including SAM source records. Check the source date and identity before resolving a possible match. This is not a claim of live SAM synchronization, universal screening coverage or an automated employment decision.
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 decision
Your team needs to know what data moves, which review comes first and what response shows the next system received or accepted it. Confirm that path for the particular program.
What your team can evaluate
CareBridge is described for supported, configured programs. Review the required state, payer, service and specification, then inspect the relevant visit and response-review workflow.
Supported pharmacy messages can prepare reconciliation information. Staff resolve the person match and compare the proposed details with the source before the authorized order process.
A received message or saved record is a starting point. Authorized people check the information and the required response before deciding the next action.
What to examine
Use an agreed sample visit, claim, hours batch or pharmacy message to check the required source, staff review and connection response. Confirm agency setup, enrollment and the relevant test result separately before planning a transition.
A practical evaluation
Bring your service specification, source format and the response your team needs.
Confirm the supported data, setup, permissions and responsibility for resolving errors.
Keep saved data, transmission, acceptance and downstream outcomes distinct during an agreed test.
Confirm workflow availability, required approvals and the connections available for your agency. Nationwide service does not establish universal state or payer coverage.
Questions before the next step
No. Confirm the specific state, payer, service, required specification and current configuration. Agency readiness and connection availability need separate verification.
No. Proposed details require authorized review and the appropriate activation process. Receipt is not an order approval or medication-administration record.
No. Receipt, acceptance, service verification and payment are separate outcomes. Confirm the response relevant to the next workflow step.
No. Supported non-EVV institutional claims require agency and payer setup, current claim evidence, required enrollment and explicit authorized release. Preparation and approval do not send a claim. Payer receipt, acceptance, reported payment and bank deposit are separate outcomes.
A focused demonstration
Review the source data, staff approval, required destination and response needed to establish program fit.
Book a 30-minute compliance demoUse sample data. No patient records needed for the demo.
