Start from the facts staff recorded.
AI-assisted note preparation gives staff proposed wording to check and correct. The person responsible for the record supplies the facts and completes the required review.
IDD & HCBS agency software
Care, staff, EVV and compliance. Keep the review moving.
Review care documentation, staff requirements and EVV exceptions. Track corrective actions by owner, due date and status. Your people check the facts and decide what happens next.
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.
The work behind the decision
When the work is spread across records, the follow-up comes back to you.
A missing note, an unresolved visit and an unfinished staff requirement each create another investigation. The useful question is which record needs attention and what your team must check next.
What your team can evaluate
Start with the task that keeps returning to your desk.
Begin with the evidence item needing investigation.
Review recorded gaps against configured personnel requirements. Give the follow-up conversation a specific item to resolve, rather than rebuilding the list.
Find the visit behind the missing punch.
Open an exception and its recorded visit details. Authorized staff establish what happened and choose the appropriate action. A missing punch alone does not establish missed care.
Keep responsibility and deadlines visible.
Use the recorded owner, due date and status when checking what remains open. This view is separate from the synthetic EVV example; automatic linkage has not been demonstrated.
Get a draft your people can check.
Use the note-preparation workflow as a starting point. Check the proposed wording against staff facts and confirm missing information before applying it.
Connections your team can evaluate
Connect the systems behind your agency’s work.
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.
Stedi
Claims · Explicit human release
Prepare supported claims from reviewed service records.
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
Map staff and prepare reviewed hours for the next step.
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
Move a reviewed visit to the required handoff.
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
Prepare incoming order information for review.
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
Ask ChatGPT about the records you’re allowed to read.
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.
What to examine
See one saved decision in the actual interface.
The homepage shows an existing synthetic visit with a missing-clock-in finding, an administrator’s documented cancellation and the saved result after reload. It demonstrates a test disposition. It does not prove real-care correction, independent clinical approval or billing release.
A practical evaluation
See the steps. Compare the work. Decide the fit.
- 01
Choose the recurring problem
Name the note, staff requirement or visit exception that consumes follow-up effort.
- 02
Examine the relevant workflow
Use sample data to inspect the records and decisions involved. Confirm which steps are available for your agency.
- 03
Compare the work in a scoped trial
Record the searches, entry, corrections and approvals in your current process, then compare the same task during the agreed evaluation.
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
Make the decision with the scope in view.
Does one platform mean every workflow is automatically connected?
No complete cross-workflow compliance loop is established by the demonstration. Review the specific source, handoff, action and saved result for each workflow your agency needs.
Can agencies in different states use LunahUP?
LunahUP serves IDD and HCBS agencies nationwide. Confirm the checks, forms and connections available for each state, payer and service type.
Explore the work behind the review
Follow the record into the task your team needs.
Give the next care question a record to start from.
Keep the person’s contacts, plan context, goals and supporting documents within reach of authorized staff. Supported plan intake can prepare proposed details for review, so your team can check the source instead of starting each field again.
Build the form once. Keep the review with your team.
Start from existing form content or a supported document. Review proposed fields in Agency Studio, set the appropriate record destination and give staff a reusable form for the task they actually complete.
Keep the home’s unfinished work in the next review.
Give recurring home checks and incident follow-up a specific record to return to. Review what staff documented, the question still needing attention and the person responsible for the next action.
Start the review with recorded facts already in view.
Use available summaries and reports to prepare a review of documentation, staff requirements and follow-up. Check the period, coverage and underlying records before your team draws conclusions or shares the result.
Bring the next task back to the right person’s attention.
Explore event-based reminders for missing EVV punches and unfinished follow-up. Staff return to the record, investigate the facts and decide the action. The phone menu routes a request to human help.
Check the handoff your program actually needs.
Review available CareBridge and supported pharmacy workflows against your service, source information and required responses. Your staff check the proposed data and authorize the relevant next step.
Review access before you share agency data.
Start with the people who need the record, the actions they can take and the agreements your agency requires. Review data handling and enabled AI workflows before introducing sensitive person or employee information.
Built around the work behind your next compliance review.
LunahUP brings care documentation, staff requirements, EVV review and recorded follow-up into agency workflows. The aim is less repeated preparation and record searching, with your people responsible for checking facts and deciding what comes next.
A focused demonstration
Bring the task your team keeps having to reconstruct.
Review its recorded facts, the staff decisions and the available next step in a sample-data demo.
Book a 30-minute compliance demoUse sample data. No patient records needed for the demo.