Care-Setting Workflows
Interactive, printable workflows for post-acute teams — both financial and clinical / documentation. Browse by care setting, role, type, and cadence, then work each step with a status, notes, and tips, or build your own. Everything runs in your browser; nothing is saved or sent.
Reference OnlyBrowser-onlyNo PHIBuild your own — or start from any workflow below
Create a workflow for any setting, role, or type. Start from an existing one, drag steps to reorder, write your own, then export a branded PDF. Everything stays in your browser; nothing is saved.
Do not paste patient names, Medicare IDs, SSNs, full claim files containing PHI, or other protected health information. This tool is intended for de-identified examples and educational / reconciliation support. Everything runs in your browser — nothing you paste is stored, logged, or sent anywhere. These are general workflow aids for reference — the clinical ones are general best practice, not clinical or medical advice or a substitute for clinical judgment. Adapt them, add your own, or build one in the Builder, and never enter patient identifiers. Nothing is saved or transmitted.
Daily Cash Reconciliation
Pull the deposit and 835, verify trace / date / payer / total, post, review PLB and recoupments, then tie the batch to the bank.
15 steps · open workflow →Weekly A/R & Denials Follow-Up
Triage denials by reason and dollar, correct and appeal, follow up the aging, and keep the worklist current.
13 steps · open workflow →Month-End A/R Close
Close cash, adjustments, denials, crossover, setting-specific exposure, A/R aging, DSO, and the GL tie-out.
17 steps · open workflow →SNF Daily MDS & Assessment Tracking
Track new admissions, ARDs, interview windows, significant change, and documentation so PDPM assessments are timely and supported.
6 steps · open workflow →SNF Weekly PDPM Capture Review
Interdisciplinary review of primary diagnosis, SLP/NTA comorbidities, Section GG function, and nursing drivers before each ARD.
8 steps · open workflow →SNF Monthly Medicare Billing Close
Reconcile accepted assessments to HIPPS, verify benefit days and coinsurance, handle interrupted stays, submit, and work RTPs.
8 steps · open workflow →HH Admission, OASIS & NOA Setup
Eligibility, orders and face-to-face, timely SOC OASIS, a grouping primary diagnosis, and the 5-day NOA with correct timing and source.
6 steps · open workflow →HH Period Billing & LUPA Watch
Confirm NOAs and orders, watch each 30-day period against its LUPA threshold, bill final claims, and work RTP/denials.
6 steps · open workflow →Hospice Election & Eligibility Setup
Signed election and certification, benefit period and recert schedule, face-to-face for later periods, level of care, and the 5-day NOE.
6 steps · open workflow →Hospice Billing & Level-of-Care Review
Confirm the NOE, support each level-of-care day, capture the Service Intensity Add-on, verify claim detail, and work RTPs.
5 steps · open workflow →Part B Daily Documentation & Charge Capture
Current plan of care, timed-minute documentation and the 8-minute rule, correct CPT and therapy modifiers, and KX threshold awareness.
6 steps · open workflow →Part B Therapy Compliance & Billing Review
Audit certifications, apply KX above the threshold, verify therapy/unit modifiers and MPPR, submit clean claims, and work denials.
6 steps · open workflow →SNF Admission Clinical Review & Care Plan Setup
Order/medication reconciliation, the initial nursing assessment and risk screens, code status, the baseline care plan, and the first care conference.
7 steps · open workflow →SNF Interdisciplinary Care Plan Review
Interdisciplinary care plan review: match problems, goals, and interventions to current status, address new issues, and document participation.
7 steps · open workflow →Hospice IDG Meeting Prep & Care Plan Update
Prep and document the interdisciplinary group meeting (at least every 15 days): update each plan of care, confirm level of care, and review eligibility.
8 steps · open workflow →Part B Therapy Evaluation & Plan of Care Setup
Therapy evaluation and plan-of-care setup: standardized assessment, medical necessity, measurable goals, frequency/duration, and physician certification.
7 steps · open workflow →HH Visit Documentation & Care Coordination
Field visit documentation and care coordination: match the plan of care, document objective findings, reconcile meds, and coordinate with the provider.
6 steps · open workflow →SNF Daily Admission & Eligibility Verification
Daily admission and eligibility verification: Part A and MBI, qualifying stay, benefit period, MA authorization, secondary coverage, and notices.
7 steps · open workflow →