Person records & supported plan intake

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.

People verify the facts, review AI drafts and approve consequential actions.

Book a 30-minute compliance demo

30 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

The same plan detail should not start another record hunt.

A reviewer may need the current plan, a contact or the goal behind a note. Start with the person’s record and inspect the relevant source when a detail needs clarification.

What your team can evaluate

Bring the context into the next staff review.

Person context

Start with the person and relevant record.

Review available contacts, plans, goals and documents within the viewer’s permissions. Follow the relevant workflow when information needs correction.

Plan preparation

Compare proposed details with the original.

Supported intake can propose information from a supplied plan. Staff check identity, source meaning and missing fields before accepting or changing the proposal.

Human approval

Keep plan decisions with the responsible team.

Extraction prepares a starting point. The responsible people confirm the record, complete required approvals and decide the person’s goals and services.

What to examine

Bring a plan format your team actually receives.

Use a synthetic document to inspect the proposed details, missing-information cases and review steps. Confirm supported formats and the authorized activation path before planning an intake workflow. The existing medication-document example proves a different review task.

Plan the document and program-fit checks →

A practical evaluation

See the steps. Compare the work. Decide the fit.

01
Choose one synthetic plan
Identify the person, document format and information the team needs to reuse.
02
Compare proposal and source
Check the suggested details, unresolved identity questions and fields needing staff entry.
03
Inspect the approved next step
Confirm the permissions, activation process and available record history for the agreed workflow.

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.

Can LunahUP read every plan format?

No universal format coverage is promised. Confirm the document types, required fields and current workflow for your program.

Does extraction decide a person’s goals or services?

No. It proposes information from the supplied document. The person and responsible team make care-planning and service decisions.

Does an imported document become an approved plan automatically?

Do not treat intake as approval. Authorized people check the details and complete the relevant approval and activation steps.

A focused demonstration

Bring the plan detail your team keeps entering again.

Use a synthetic source to examine proposed details, staff corrections and the review your program requires.