Health records for authorized IDD teams
Keep recorded observations, approved protocol context and available health-summary information within reach of authorized staff. Prepare the next review with less searching while qualified people make care decisions.
Your people verify facts, correct AI drafts, sign records 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.
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 reviewer needs the observation, the relevant instruction and the context behind it. Reassembling those details for each handoff takes attention away from the question that needs a qualified decision.
What your team can do
Review available observations with the person and period in view. A common starting point reduces the need to repeat the same record search before discussing a concern.
Where a supported threshold is configured from an approved protocol, review that context with the observation. Staff confirm the applicable instruction and response; a flag does not diagnose a condition.
The health passport brings available health information into an authorized view. Check the date, completeness and permitted sections before relying on it. An omitted section is a question to investigate, not a finding of no history.
The evidence to examine
Follow a fictional observation to its applicable protocol context and available health summary. Check the period, source and sections the reviewer can see. Use that walkthrough to confirm the information your program needs while the qualified person keeps the interpretation and care decision.
A practical evaluation
Identify the observation and context your qualified reviewer needs at the next handoff.
Inspect the period, applicable protocol and sections the reviewer can actually see.
Evaluate searches and repeated explanations while preserving the qualified person’s care decision.
Confirm available checks, permissions and connections for your agency. Nationwide service does not establish universal state or payer coverage.
Questions before the next step
No. Qualified staff use current approved instructions, agency procedures and their professional responsibilities. Software and AI do not diagnose, prescribe or choose a care response.
No. Available sections follow permissions, person scope and recorded information. Check omissions rather than assume the person has no relevant history.
No. Follow the appropriate urgent-care and communication procedures. Do not wait for a software flag or AI response to take required action.
Keep the work connected
Start with one recurring task
Use a fictional example to examine the observation, protocol context and information available for the next human review.
Book a 30-minute compliance demoUse sample data. No patient or employee records needed for the demo. Booking does not create an account or start billing.
