Follow the Work, Not the Software Boundaries.

Intake and Referral Management

Every referral enters one queue with ownership, source, deadlines and payer context attached.

Referral capture, qualification, Medicare and payer eligibility, authorization context, source communication and admission handoff.

Accountable roles

Intake · Clinical reviewer · Administrator

Care-line reach

Personal Care · Home Health · Hospice

1. Trigger

   A referral arrives by phone, portal, form, email or fax.

2. System Action

   Nuraflow is designed to create or update the person, source and referral records and identify missing fields.

3. Human Decision

   Intake confirms service fit, priority and whether clinical review is required.

4. Resulting Record

   A dated referral record moves forward without being entered again.

AI-Assisted eFax Automation

A referral fax becomes structured work instead of an attachment waiting in an inbox.

Assists with classification and field extraction. A person reviews the result before it becomes authoritative.

Accountable roles

Intake · Clinical reviewer

Care-line reach

Personal Care · Home Health · Hospice

1. Trigger

   A fax or forwarded document reaches the agency inbox.

2. System Action

   The document is classified and proposed patient, payer, order and source fields are extracted with source-page references.

3. Human Decision

   Intake verifies fields and resolves low-confidence items.

4. Resulting Record

   The original document, review history and approved structured data remain linked.

Referral Staffing Recommendations

See whether the agency can staff a referral before promising a start date.

Ranks possible staff using care requirements and workforce records. The agency makes the assignment.

Accountable roles

Intake · Scheduler · Clinical manager

Care-line reach

Personal Care · Home Health · Hospice

1. Trigger

   A referral contains enough information to identify care needs and geography.

2. System Action

   Nuraflow is designed to compare discipline, skills, credentials, language, distance, availability and preferences.

3. Human Decision

   The scheduler reviews ranked options and exceptions before offering work.

4. Resulting Record

   The accepted recommendation becomes the initial staffing plan with its reasoning preserved.

Scheduling and Care Matching

Build a schedule around qualification, continuity, travel and the rules of each care line.

Recurring visits, shifts, on-call coverage, open work, approved trades and route planning.

Accountable roles

Scheduler · Clinical manager · Field staff

Care-line reach

Personal Care · Home Health · Hospice

1. Trigger

   A plan produces a visit, shift or on-call requirement.

2. System Action

   Eligible people are ranked and conflicts, travel, overtime and credential gates are evaluated.

3. Human Decision

   The scheduler publishes, offers or approves the assignment.

4. Resulting Record

   The assignment carries service, authorization and staff eligibility into the visit.

Electronic Visit Verification

Capture a defensible visit record even when the home has no signal.

GPS and telephony clock events, required EVV data, exceptions, offline capture and state-aggregator exchange.

Accountable roles

Field staff · EVV coordinator · Billing

Care-line reach

Personal Care · Home Health

1. Trigger

   Field staff begin or end a scheduled visit.

2. System Action

   Time, person, service and location evidence are captured locally and synchronized when connectivity returns.

3. Human Decision

   Staff or an authorized reviewer resolves exceptions with a reason and evidence.

4. Resulting Record

   The verified visit releases the same service record to documentation, billing and payroll.

Unified Communications

Keep messages with the person, referral, employee or visit they concern.

One communication record for clients, families, sources, applicants and employees across approved channels.

Accountable roles

Office staff · Field staff · Clients and families

Care-line reach

Personal Care · Home Health · Hospice

1. Trigger

   A call, secure message, SMS or email concerns agency work.

2. System Action

   Nuraflow is designed to associate it with the correct record and apply consent and channel rules.

3. Human Decision

   The responsible person replies, escalates or creates a task.

4. Resulting Record

   Communication, ownership and follow-up remain visible in context.

Care Delivery

Put the current plan, assigned tasks and risks in front of the person delivering care.

The field workflow from assignment review through task completion, escalation and signature.

Accountable roles

Caregiver · Clinician · Clinical manager

Care-line reach

Personal Care · Home Health · Hospice

1. Trigger

   Assigned staff open an upcoming visit.

2. System Action

   Nuraflow is designed to present the authorized service, current plan, precautions, tasks and required documentation.

3. Human Decision

   Staff perform care, record exceptions and escalate changes.

4. Resulting Record

   Tasks and observations become part of the visit and longitudinal chart.

Clinical Documentation

Document against the plan at the point of care and route incomplete work before billing.

Discipline-specific assessments, OASIS and HOPE workflows, notes, configurable forms, signatures and supervisory review.

Accountable roles

Clinician · Aide · Clinical reviewer

Care-line reach

Personal Care · Home Health · Hospice

1. Trigger

   A visit or assessment requires documentation.

2. System Action

   The template is assembled from care line, discipline, payer and plan requirements.

3. Human Decision

   The author completes and signs; reviewers return or approve according to policy.

4. Resulting Record

   The signed version, amendments and review trail remain attached to the episode and visit.

Medical Note AI Scribe

Give the clinician a structured draft to review instead of a blank note after the visit.

Creates an assistive draft from approved input. The clinician remains responsible for correction and signature.

Accountable roles

Clinician · Clinical reviewer

Care-line reach

Home Health · Hospice

1. Trigger

   A clinician records or dictates visit information under agency policy.

2. System Action

   Nuraflow is designed to propose narrative and fields aligned to the visit and plan.

3. Human Decision

   The clinician verifies every statement, edits and signs only when accurate.

4. Resulting Record

   The final note is stored with provenance and revision history.

Patient Profile and Longitudinal Record

Keep needs, risks, preferences, relationships and care-line history in one person record.

A structured profile supporting intake, matching, plans, communication and service transitions.

Accountable roles

Intake · Clinical team · Scheduler

Care-line reach

Personal Care · Home Health · Hospice

1. Trigger

   New information arrives from intake, assessment, a visit or the family.

2. System Action

   Nuraflow is designed to propose where it belongs and surface conflicts with current data.

3. Human Decision

   An authorized person confirms material changes and effective dates.

4. Resulting Record

   The current profile and full history remain available to permitted workflows.

Care Plans and Plan of Care

Use one governed plan to drive assignments, tasks, documentation and progress review.

Non-medical care plans, skilled plans of care and hospice interdisciplinary planning.

Accountable roles

Clinical manager · Clinician · Care coordinator

Care-line reach

Personal Care · Home Health · Hospice

1. Trigger

   Assessment identifies needs, goals, orders and service frequency.

2. System Action

   Nuraflow is designed to assemble the care-line plan and route required approvals.

3. Human Decision

   Authorized practitioners and agency roles approve, revise and recertify.

4. Resulting Record

   An effective-dated plan drives visits and preserves every prior version.

Medication Management

Keep the medication profile, review, administration record and alerts connected to care.

Medication reconciliation, profile maintenance, administration and clinical review workflows.

Accountable roles

Nurse · Clinician · Authorized field staff

Care-line reach

Home Health · Hospice

1. Trigger

   A medication is reported, ordered, changed or due.

2. System Action

   Nuraflow is designed to check the profile for allergies, duplication, interactions and timing.

3. Human Decision

   An authorized clinician reconciles changes and addresses alerts.

4. Resulting Record

   The active profile and administration or review evidence update together.

Hospitalization Risk and Intervention

Bring changing risk context and incomplete follow-up into a named clinical review queue.

Organizes agency-approved risk criteria for clinician review without making a diagnosis or clinical determination.

Accountable roles

Clinician · Clinical manager · Care coordinator

Care-line reach

Home Health

1. Trigger

   An assessment, vital sign, medication change, visit or care transition adds new risk context.

2. System Action

   Nuraflow is designed to assemble the applicable criteria and supporting record for review.

3. Human Decision

   A clinician decides whether to contact, escalate, revise, follow up or dismiss.

4. Resulting Record

   The decision, rationale, owner and completed intervention remain linked to the patient record.

Billing and Revenue Cycle Management

Find authorization, visit and documentation conflicts before a claim leaves the agency.

Charge creation, DDE access, claim preparation, clearinghouse and payer exchange, payment posting, remittance and accounts receivable.

Accountable roles

Biller · Revenue-cycle manager · Administrator

Care-line reach

Personal Care · Home Health · Hospice

1. Trigger

   A verified and documented service becomes billable.

2. System Action

   Nuraflow is designed to compare payer, authorization, service, visit, provider and documentation data and explain exceptions.

3. Human Decision

   Billing corrects, holds or approves an editable batch.

4. Resulting Record

   The claim, response, remittance and follow-up remain connected to the service.

Payroll and Accounting

Calculate pay from approved visits and workforce records instead of recreated timesheets.

Prepares gross-pay inputs, differentials, mileage, exports and accounting mappings. Approval stays with the agency.

Accountable roles

Payroll · Administrator · Finance

Care-line reach

Personal Care · Home Health · Hospice

1. Trigger

   A pay period contains approved visits, shifts and travel.

2. System Action

   Nuraflow is designed to apply pay rules, overtime, differentials, mileage and exception checks.

3. Human Decision

   Payroll reviews exceptions and approves the period.

4. Resulting Record

   Approved pay detail remains traceable to each visit and adjustment.

Quality Assurance

Route the right record to the right reviewer before completion or submission.

Clinical, operational and billing checks with named ownership and an auditable resolution trail.

Accountable roles

Clinical reviewer · Billing reviewer · Quality manager

Care-line reach

Personal Care · Home Health · Hospice

1. Trigger

   A note, assessment, claim or employee record reaches a review gate.

2. System Action

   Nuraflow is designed to apply configured checks and propose priorities where enabled.

3. Human Decision

   A named reviewer approves, returns or escalates the item.

4. Resulting Record

   The finding, response, correction and approval are retained together.

Reports and Analytics

Read operations, care, workforce and revenue from the same underlying records.

Role-based dashboards, scheduled reporting, custom analysis and export across locations and care lines.

Accountable roles

Owner · Administrator · Department leaders

Care-line reach

Personal Care · Home Health · Hospice

1. Trigger

   A leader asks a recurring or ad hoc operating question.

2. System Action

   Nuraflow is designed to apply permissions and calculate from current source records.

3. Human Decision

   The leader filters, investigates and assigns follow-up.

4. Resulting Record

   The report definition, schedule and exported result remain governed.

Multi-Branch Administration

Govern branch-level work without losing organization-wide workforce and compliance visibility.

Branches, service areas, roles, permissions and local rule sets under accountable agency leadership.

Accountable roles

Owner · Administrator · Branch leader

Care-line reach

Personal Care · Home Health · Hospice

1. Trigger

   The agency adds a branch, service area or local requirement.

2. System Action

   Nuraflow is designed to apply the approved structure to access, workforce eligibility and reporting.

3. Human Decision

   An authorized leader approves local ownership, permissions and exceptions.

4. Resulting Record

   Branch activity and organization-level oversight remain connected.

Workforce Management

Move a candidate from application to first shift without rebuilding the employee file.

Recruiting, applicant tracking, offers, employee records, availability, performance and separation.

Accountable roles

Recruiter · Compliance · Hiring manager

Care-line reach

Personal Care · Home Health · Hospice

1. Trigger

   A candidate applies, is referred or is entered by recruiting.

2. System Action

   Nuraflow is designed to create one file and track stage requirements, communication and approvals.

3. Human Decision

   Hiring roles advance, decline or conditionally clear the candidate.

4. Resulting Record

   The hired candidate becomes the employee record without re-entry.

Credentials and Scheduling Gates

Stop an assignment when a required licence, certification, insurance or health record is missing or expired.

Requirements by role, service, location, payer and care line with verification and expiration evidence.

Accountable roles

Compliance · Scheduler · Clinical manager

Care-line reach

Personal Care · Home Health · Hospice

1. Trigger

   A credential is submitted, verified, expiring or required for an assignment.

2. System Action

   Nuraflow is designed to evaluate the person against the applicable requirement set.

3. Human Decision

   An authorized reviewer verifies evidence or documents a permitted exception.

4. Resulting Record

   Status, evidence and every verification remain in the employee file.

Background and Exclusion Screening

Keep screening orders, consent, results and required rechecks in one controlled workflow.

Coordinates providers and exclusion checks. Adjudication remains with qualified agency personnel.

Accountable roles

Compliance · Hiring manager

Care-line reach

Personal Care · Home Health · Hospice

1. Trigger

   A candidate reaches screening or an active worker is due for recheck.

2. System Action

   Nuraflow is designed to record consent, initiate configured checks and restrict result access.

3. Human Decision

   Authorized personnel review results under agency policy and applicable law.

4. Resulting Record

   Order, consent, status, decision and recheck date remain auditable.

Drug Testing

Track the order, appointment, status and policy decision without scattering sensitive results across email.

Coordinates testing workflows and vendors. Nuraflow does not interpret laboratory results or make employment decisions.

Accountable roles

Compliance · Authorized hiring staff

Care-line reach

Personal Care · Home Health · Hospice

1. Trigger

   Agency policy requires pre-employment, random, post-incident or other testing.

2. System Action

   Nuraflow is designed to record consent, order status, collection deadline and restricted result status.

3. Human Decision

   Authorized personnel apply policy and legal guidance.

4. Resulting Record

   Workflow status, decision and follow-up are retained with access controls.

Form I-9 and Work Authorization

Guide timely completion and reverification while keeping document access tightly scoped.

Supports the employer workflow and retention record. It does not replace legal guidance or government services.

Accountable roles

Authorized employer representative · Employee

Care-line reach

Personal Care · Home Health · Hospice

1. Trigger

   A new hire accepts employment or authorization requires reverification.

2. System Action

   Nuraflow is designed to assign sections, dates and reminders under restricted permissions.

3. Human Decision

   An authorized representative examines documents and attests.

4. Resulting Record

   Completion, correction, reverification and retention dates remain auditable.

Onboarding, Orientation and Training

Make first-shift eligibility a visible checklist rather than a folder someone remembers to inspect.

Documents, signatures, orientation, competencies, courses and role-specific clearance gates.

Accountable roles

New hire · Trainer · Compliance

Care-line reach

Personal Care · Home Health · Hospice

1. Trigger

   A candidate is hired or an employee is assigned training.

2. System Action

   Nuraflow is designed to create the applicable checklist from role, location, service and care line.

3. Human Decision

   Authorized reviewers validate evidence and clear requirements.

4. Resulting Record

   Signed documents, completions and clearance remain in one employee file.

Compliance Intelligence

Turn a regulatory change into a cited review task and controlled draft, not an unnoticed bookmark.

Monitors configured HHSC, CMS, Medicaid and official sources and prepares drafts for human review. It does not make legal determinations.

Accountable roles

Administrator · Compliance officer · Policy owner

Care-line reach

Personal Care · Home Health · Hospice

1. Trigger

   A monitored official source publishes or revises relevant material.

2. System Action

   Nuraflow is designed to identify the source, effective date and potentially affected policies, forms, training or workflows.

3. Human Decision

   The responsible person evaluates applicability and approves, edits or rejects a cited draft.

4. Resulting Record

   Source, review, approved version, acknowledgement and evidence remain linked.

Nura Policy Assistant

Answer workforce policy questions from the agency's approved documents with the passage attached.

Retrieval and summarization with citation and escalation. It does not make HR, clinical or legal rulings.

Accountable roles

Employee · Supervisor · Policy owner

Care-line reach

Personal Care · Home Health · Hospice

1. Trigger

   A worker asks a policy question in an approved channel.

2. System Action

   Nura retrieves relevant approved passages and drafts a scoped answer with citations.

3. Human Decision

   The worker follows the cited policy or escalates when documents do not answer.

4. Resulting Record

   Question, sources, response and escalation follow agency retention policy.

Client and Family Portal

Give authorized people one place to see schedules, messages, plans and financial information.

Permission-scoped self-service for clients, patients, responsible parties and family members.

Accountable roles

Client or patient · Authorized family · Agency staff

Care-line reach

Personal Care · Home Health · Hospice

1. Trigger

   An authorized person signs in or receives an update.

2. System Action

   Nuraflow is designed to display only records and actions allowed by relationship and permission.

3. Human Decision

   The person reviews, messages, signs, pays or requests follow-up.

4. Resulting Record

   Every action remains attached to the appropriate record.

Agency CRM

Manage private-pay leads, referral relationships and recruiting prospects without another contact database.

Growth pipelines connected to intake and workforce when a prospect becomes a client or employee.

Accountable roles

Owner · Marketing · Intake · Recruiting

Care-line reach

Personal Care · Home Health · Hospice

1. Trigger

   A family, source, partner or candidate engages with the agency.

2. System Action

   Nuraflow is designed to update the relationship, attribute the source and assign the next step.

3. Human Decision

   The owner advances, nurtures or closes the opportunity.

4. Resulting Record

   History converts into intake or workforce without re-entry.

Agency Website Builder

Publish an agency website and connect every inquiry or application directly to the right workflow.

Theme-based building, agency-controlled content, forms and custom-domain publishing.

Accountable roles

Owner · Marketing

Care-line reach

Personal Care · Home Health · Hospice

1. Trigger

   The agency selects a theme or changes approved content.

2. System Action

   Nuraflow is designed to assemble responsive pages and connect forms and jobs to agency records.

3. Human Decision

   An authorized publisher previews and publishes.

4. Resulting Record

   Page versions, forms, leads and attribution remain connected.

Social Media Management

Plan and approve agency content from the same place that knows services, jobs and campaigns.

Content planning, approval and supported-channel publishing under each network's rules.

Accountable roles

Marketing · Owner · Approver

Care-line reach

Personal Care · Home Health · Hospice

1. Trigger

   Marketing creates a campaign, job post or educational update.

2. System Action

   Nuraflow is designed to prepare channel variants and a schedule from approved information.

3. Human Decision

   An authorized person edits, approves and schedules.

4. Resulting Record

   Content, approvals, destinations and responses remain measurable.

24/7 AI Call Receptionist

Answer routine calls from approved agency information and route consequential requests to a person.

First-contact handling and routing. It does not provide clinical advice or make admission decisions.

Accountable roles

Caller · Intake · On-call staff

Care-line reach

Personal Care · Home Health · Hospice

1. Trigger

   A prospect, family, applicant or referral source calls.

2. System Action

   The receptionist identifies intent and answers supported questions.

3. Human Decision

   The caller is transferred, scheduled or routed under agency rules.

4. Resulting Record

   Call summary, consent, disposition and follow-up enter the correct record.

SMS and Email Marketing

Run consent-based follow-up without exporting another contact list.

Segmented campaigns and automated follow-up for prospects, referral relationships and recruiting audiences.

Accountable roles

Marketing · Recruiting · Intake

Care-line reach

Personal Care · Home Health · Hospice

1. Trigger

   A contact enters an approved audience or campaign stage.

2. System Action

   Nuraflow is designed to evaluate consent, preference, suppression and schedule rules.

3. Human Decision

   An authorized sender approves content and audience.

4. Resulting Record

   Consent, delivery, response and resulting inquiry remain connected.

Smart Forms

Make a submitted form create useful work instead of another PDF or inbox message.

Public and authenticated forms that validate input and create or update permitted records.

Accountable roles

Marketing · Intake · Compliance · Client or employee

Care-line reach

Personal Care · Home Health · Hospice

1. Trigger

   A prospect, applicant, client, employee or partner submits a form.

2. System Action

   Nuraflow is designed to validate fields, apply consent and route data to the configured workflow.

3. Human Decision

   The responsible role reviews exceptions and accepts or returns it.

4. Resulting Record

   Submission, source, consent, attachments and resulting task remain traceable.