Agent 05 of nine · Documentation · The chart that was already signed.

Every chart complete and signed, so every shift can bill.

CareBravo®’s Documentation agent is AI documentation and charting software for Medicaid home and community based care agencies. The caregiver speaks the note at the end of the shift, and CareJot® writes it down. A person confirms anything that moves money or changes care.

The work we carry

The record drafted from the nurse’s words.

The bravo you keep

Her signature, her judgment.

We email you the highlights the moment you ask. No call. Nobody calls unless you ask.

CareBravo Documentation screen: the outcome, the numbers behind it and what needs you today.

The product, not a promise

This is the screen for Documentation.

CareBravo Documentation overview: the job’s outcome, the numbers behind it, and what needs you today.

Real product screen. Sample agency, sample data, not a claim.

What your people and your office see.

CareBravo nurse screen: A reassessment, one question at a time.

Nurse

A reassessment, one question at a time.

CareBravo nurse screen: Review the summary. Sign once.

Nurse

Review the summary. Sign once.

CareBravo caregiver screen: Speak the visit note. CareJot writes it.

Caregiver

Speak the visit note. CareJot writes it.

Real product screens. Sample agency, sample data.

Every document on the record it belongs to, versioned, with who signed and when.

On the office screen: Every document on the record it belongs to, versioned, with who signed and when.

If any of these are your sentences.

Why your current app can’t

Notes get written at the kitchen table at night, from memory, on paper, and filed in a binder. The nurse’s assessment lives on a form nobody can find when the surveyor asks. A chart that is not signed cannot bill.

What the Documentation agent makes from the tap

The caregiver speaks the note at the end of the shift, and CareJot writes it down. The Documentation agent drafts the chart line, the assessment summary and the care plan change from it. The nurse reviews and signs. Every chart is complete and signed, so every shift can bill and every survey passes.

CareBravo is the Autonomous Care OS®: an operating system for Medicaid home and community based care, with an AI agent built into each of nine jobs. It starts as the EVV your state approved. Then it does the office work from the caregiver’s one tap at the door. How the whole thing works

Questions

An owner’s exact words, answered on the screen, three ways to have it done.

Nurse asks

Half the chart is already filled in. Where did that come from?

Your teamCore

Fields come from the client record and are marked Inferred. Your nurse taps to change one; nothing files until she confirms every one.

Nothing retyped. Nothing assumed.
Cary®Autonomous

Cary drafts the assessment from the nurse’s words, with a mark on every field that is from her words, plus the authorization request for the case manager and the next care plan. The nurse signs every clinical field. Cary never signs.

The chart that was already signed. The nurse signed by noon.

Compare the three plans

Five promises, written like promises.

  1. Nothing stops. Your current system keeps running while CareBravo runs beside it for two weeks on your real data. The Parallel Promise™
  2. 99%, in writing. On Managed Billing, at least 99% of your claims go out without a mistake we caused. If we make one, we fix it free. We cannot promise what a payer decides. Read the guarantee
  3. The floor, stated up front: $250 a month, no seats, no per-user fees, no implementation fee — and corrections never billed twice.
  4. Thirty days’ notice, either way.
  5. Nobody calls unless you ask.

What owners ask about documentation.

Is there AI software for documentation and charting in home care?

Yes. Several home care systems now use AI for documentation and charting, mostly in scheduling and billing, and in most of them the AI suggests while your office does the work. In CareBravo, the Documentation agent does the work inside rules you write once: The caregiver speaks the note at the end of the shift, and CareJot writes it down. It is one of nine agents, one for every job in the office, coordinated by Cary. A person confirms anything that moves money or changes care. CareBravo’s AI runs inside our HIPAA safeguards. Your clients’ records are not sent to public frontier AI models.

Who signs?

The nurse signs every clinical field. Cary requests, reminds and files, and never signs. Signing order is set by the agency per form.

Whose care plan is it?

Your agency’s care plan sits inside the program’s plan. In PSS the program plan belongs to the care coordinator; in ICWP, to Alliant and the case manager; in NOW and COMP, to DBHDD planners.

Does Cary answer clinical questions?

No. Flags and trends are prompts for a person’s judgment, never findings.

What should be in a client file and a visit note for Medicaid home care?

Georgia’s rule for licensed private home care agencies lists what a client file must hold: identifying information, the service agreement and service plan, signed and dated notes for nursing clients, the personal care tasks actually done, supervisory visit findings, and the date and source of the referral. Check your waiver manual too. Read the full answer

What do auditors look for in a Medicaid home care audit?

They check that every paid visit has proof: a service authorized in the plan, a worker with documented qualifications, a visit record showing time and place, and a note of what was done. Federal reviews have found missing worker qualification papers and no record of services. Match claim to chart to plan. Read the full answer

How often does a nurse have to do a supervisory visit?

It depends on your program and license, and we could not confirm one Georgia number. Georgia requires supervisory home visit findings to be kept in the client file, and the CCSP and SOURCE manual includes a Nursing Supervisory Visit form. Check the PSS manual or ask your program manager for the schedule. Read the full answer

What is a plan of care and who writes it?

A plan of care lists the services a client is approved to receive, how often, and for what goals. In Georgia waiver programs, the care coordinator authorizes the care plan and the agency delivers services as ordered. Your agency also keeps a service plan in the client file. Follow it exactly. Read the full answer

What do I do when a client’s care needs change or the plan has to change?

Do not change what caregivers do or how many hours they work on your own. Tell the care coordinator, document why the need changed, and wait for the updated authorization. Services outside the authorization may not be paid. Georgia ties payment to the authorized plan and units. Read the full answer

More answers in Learn

You take the bravo. We take the work.

Is Documentation the job you’d hand over first?

The Calculator maps your drain across all nine jobs, shows which to hand over first, and recommends one plan. It never sells you up.

We email you the highlights the moment you ask. No call. Nobody calls unless you ask.

See What’s Draining Your Agency →View the demo