
Caregiver
Agent 02 of nine · Compliance · The survey you were ready for.
CareBravo®’s Compliance agent is AI EVV and compliance software for Medicaid home and community based care agencies. The tap is the visit record the state wants. A person confirms anything that moves money or changes care.
No call. Nobody calls unless you ask.


Instant demo · Compliance
“The state’s letter gives you the week. Not the day. Somewhere in forty caregiver files, one CPR card expired in March.”
The state’s letter gives you the week. Not the day. Somewhere in forty caregiver files, one CPR card expired in March. You have two weeks to find it before they do.
In CareBravo you found it in February. Ana’s CPR card was flagged thirty days out, here and on the schedule, before she could be booked past it.
She renewed it from her phone. Photo, the date read for her, one confirm. Filed to her record. Nobody chased her.
Every visit went to the state as it happened. The two the state bounced came back with the reason and who fixes them. Same day. Not at survey.
So when the letter comes, the audit pack is already built, from the same record your claims came from. Ten files pulled. Ten complete.
The survey you were ready for. In Core, your team works the flags. In Autonomous, Cary® works them and brings you only the judgment calls. Nothing bolted on afterward. Two weeks beside what you use today. See what’s draining your agency.
Why your current app can’t
Your EVV app sends the visit to the state and gives you a code when it fails. Decoding the code, finding the shift, fixing it and resending is your Thursday. Credentials live in a folder, authorizations in a spreadsheet, and the surveyor asks for all of it on the same morning.
What the Compliance agent makes from the tap
The tap is the visit record the state wants. When the state rejects one, the Compliance agent turns the code into a plain sentence, drafts the fix, and resubmits tonight after your Go ahead. Credentials, authorizations and the audit pack are kept from the same records, so the survey is ready before anyone asks.
The product, not a promise

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Caregiver

Caregiver
Real product screens. Sample agency, sample data.

On the office screen: Every visit sent to the state as it happens. The ones it bounced come back with the reason and who fixes them, the same day.
An owner’s exact words, answered on the screen, three ways to have it done.
Owner asks
Your biller opens EVV exceptions, reads the rejection in plain words, enters the fix with the reason, and resubmits.
Your biller fixed it in one screen.Cary drafts the fix in plain words, with the pattern beneath it: how often, which caregiver, which client. You tap Go ahead and it goes back in tonight’s batch.
Resubmitted tonight, after your Go ahead.Yes. Several home care systems now use AI for EVV and compliance, mostly in scheduling and billing, and in most of them the AI suggests while your office does the work. In CareBravo, the Compliance agent does the work inside rules you write once: The tap is the visit record the state wants. 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.
It depends on the state and the kind of survey. A routine survey may be confirmed by the week, not the day, and a complaint investigation comes with no notice at all. Plan as if any caregiver file or client chart can be pulled on any day; check your state agency’s current practice.
Every credential has its expiry date on the caregiver’s record. CareBravo flags it 30 days ahead on the caregiver list and on the schedule, so she cannot be booked past it, and she renews it from her phone with a photo.
Most rejections are a mismatch: a missing clock-out, the wrong service code, a visit outside the authorization, or a location that does not match the client’s address. CareBravo shows the reason in plain words and who fixes it, the same day, and resubmits after your Go ahead.
Gaps in caregiver files and client charts: an expired credential, a missing supervisory visit note, a care plan past its review date. The CareBravo audit pack is built from the same records as your claims, so you can pick any ten files and see the gaps by name.
Cary drafts and you confirm; nothing leaves until you do. For an incident, CareBravo shows the deadlines as a countdown and drafts the notice. You send it.
CCSP, SOURCE, NOW, COMP, ICWP and Georgia Families. The program is a filter on the audit pack, and the requirement sets follow each program’s manual.
Anything that changes money or care waits for you. There is no setting that removes the confirm.
Authorized hours are what the state or plan approved for the client. Scheduled hours are what you put on the calendar. You can only bill up to the authorized amount, so schedule inside it. CMS lists billing more units than the plan allows as a common error that leads to improper payment. Read the full answer
Let caregivers swap only with someone trained and cleared for that client, and have a person in your office approve it before the visit. Georgia’s private home care rule says no personal care assistant may be assigned a task before required training and a competency check are done. Update the schedule so the visit record matches who really went. Read the full answer
EVV (electronic visit verification) is a record, made when the visit happens, that shows who gave which service to whom, where, on what date, and when it started and ended. The 21st Century Cures Act requires it for Medicaid personal care services, and states set the details. In Georgia, PSS agencies must use it. Read the full answer
You take the bravo. We take the work.
The Calculator maps your drain across all nine jobs, shows which to hand over first, and recommends one plan. It never sells you up.
No call. Nobody calls unless you ask.