The business
Our client is a Southwest-based home care provider, and one of the largest in the US. It provides home health, hospice and personal care to tens of thousands of patients a day across more than a dozen states. Its mission is to serve more patients, and to help its caregivers give each one better care.
The challenge
More time for patients, and a clear view of the business
Time away from care
Visit checks, payroll tie-outs and mileage were reconciled by hand, taking time that branch teams could give to patients and caregivers.
No single view of caregivers and patients
Caregiver and patient records sat in separate clinical, HR and scheduling systems, so branches could not easily see who was free to take on new patients.
Different numbers in different programs
Home health and hospice used different systems and definitions, so leaders saw different numbers for the same question.
Caregivers paid right and on time
Visit, payroll and billing data had to agree, so caregivers are paid correctly and every visit is billed.
The solution
What we delivered
- Connect every systemDone
- One governed foundationDone
- Daily views for leaders and branchesLive
- Every system connected
- Automated pipelines bring in data from the clinical record systems, HR and payroll, billing, scheduling and vendor feeds, with monitoring that flags any failed load.
- One governed foundation
- A data foundation on Snowflake with shared business rules for home health and hospice, quality checks, duplicate records removed, and lineage for every number.
- Daily checks, automated
- Payroll, electronic visit verification (EVV) and mileage are reconciled automatically each day, with exceptions sent to the right branch.
- Views for leaders and branches
- Dashboards across programs and branches, built on the same numbers.
Results
The outcomes
Less time on manual checks
Payroll, EVV and mileage are reconciled automatically each day, with only the exceptions left for people to review.
A week back for each branch
Time that branch teams now give to patients, caregivers and new admissions.
Set of numbers
Leaders across home health, hospice and every branch now see the same figures.
Data issues flagged
Monitoring flags a failed load or a bad record the same day, before it affects care coordination, payroll or billing.
What’s next
AI agents on the same foundation
The provider plans to put AI agents to work in the near term. Each agent will read from the governed foundation, and a person on the care team will approve each step.
Referral intake
Read each referral, check coverage and match the patient to existing records, so new patients start care sooner.
Caregiver scheduling
Match each new patient to an available caregiver with the right skills, near the patient’s home.
Visit documentation checks
Check visit notes and OASIS assessments before claims go out.
Payroll and EVV exceptions
Prepare each exception with its likely cause, so branch teams resolve it in minutes.