Software for IDD & HCBS agencies nationwide
Find recorded gaps in care documentation, staff requirements and EVV. Keep the next follow-up’s owner, due date and status in view, with AI preparing drafts for your people to check.
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
Direct support staff clarify the note. A supervisor investigates the visit. HR looks for evidence. An agency leader asks what is still open. Rebuilding the context for each person keeps the question circulating instead of giving the next reviewer a clear place to begin.
What your team can do
Where enabled, AI organizes the facts staff enter or dictate into proposed note wording. Staff clarify missing information, correct the draft and complete the authorized signing process.
Review configured staff evidence gaps and the recorded details of a visit exception in their respective workflows. An alert does not establish ineligibility, missed care or a completed compliance finding.
Use the corrective-action tracker’s recorded owner, due date and status. Review what supports the action separately rather than assuming every operational gap automatically creates a complete linked compliance loop.
The evidence to examine
Existing proof includes proposed note wording with required staff confirmation, one saved synthetic EVV cancellation and separate action tracking. Those observations establish bounded steps, not customer results or universal program coverage. Use the walkthrough to inspect the path your team actually needs.
A practical evaluation
Start with the task taking repeated searches, writing or follow-up conversations.
Use sample data to check what staff enter, what the software prepares and what the reviewer approves.
Agree scope, access, available connections and the task your team will compare before a broader transition.
Confirm available checks, permissions and connections for your agency. Nationwide service does not establish universal state or payer coverage.
Questions before the next step
LunahUP serves agencies nationwide, including residential, day, employment, personal-care and community-service providers. Confirm available records, requirements and connections for your specific programs.
No universal state, payer or program coverage is promised. Review current requirements and supported configuration before planning a trial.
No fixed saving is promised. Compare searching, repeated entry, corrections and reviewer effort for the same task during your agreed evaluation.
Keep the work connected
Start with one recurring task
See the relevant software workflow with sample data, inspect the human review and decide what would make a useful trial.
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.
