Assisted Living

Home health and assisted living — one platform, one login.

Carelytic isn't a home-health tool with a senior-living bolt-on. Assisted living is a first-class care setting: facilities and census, residents and care levels, Minnesota 144G service plans, an eMAR med-pass, resident billing, and a resident & family portal — with a workspace switcher so an agency that runs both lines works from a single tenant.

MN 144G service plans & reassessments eMAR med-pass over the live MAR engine Room & board + care tier resident billing Resident & family portal built in

Care-setting workspaces

One tenant. Two care settings. Nothing bleeds across.

Agencies that run home health and assisted living shouldn't pay for — or log into — two systems. Carelytic puts both in one tenant behind a workspace switcher, and the workspace drives everything: the nav, the forms, the billing rail, even the words on the screen.

A switch, not a second system

Enable Assisted Living per agency and a pill-style switcher appears in the header — Home Health (blue) or Assisted Living (teal). Single-setting agencies are locked to their one setting and never see the other; nothing to configure, nothing to confuse.

The workspace drives the nav

In assisted living the Home-Health surfaces disappear — no OASIS, no PDGM, no 485. Direct-care staff land on My Shift and the resident roster instead of a visit calendar. Clinicians see resident-appropriate charts, not home-health visit notes.

The right word, the right rule

The person receiving care is a Client in home health and a Resident in assisted living — and the platform says so, everywhere. Regulatory citations follow the setting too: 42 CFR §484 for home health, Minnesota §144G for assisted living.

Facilities, census & residents

From inquiry to move-in to discharge — the census is live.

Model your buildings and units, track the residency lifecycle end to end, and see the real census at a glance. An unhoused resident profile carries a one-click “Move in → Census” so admissions don't stall in a spreadsheet.

  • Facilities & units — Facilities lives in Settings; Branches stay home-health-only
  • Census board with the full residency lifecycle (inquiry → move-in → in-residence → discharge)
  • Resident roster + resident profile with residency & care-level card
  • National ALF face-sheet fields — dietary, mobility, structured immunization record
  • A dedicated assisted-living dashboard built on real census data — not a redirect to the HH dashboard

Resident chart

Built for how a resident is actually cared for.

  • Vitals tab with abnormal-value flagging (shared with home health)
  • Care Log — per-resident charting history, research-designed for AL
  • Payer & eligibility — kept for waiver/managed-care residents
  • Facility-wide review queues — out-of-range vitals, declined meds, PRN follow-ups surface for the nurse without hunting chart to chart

Service plans & reassessments (MN 144G)

The assisted-living care document — generated, not retyped.

Assisted living doesn't run on a CMS-485. It runs on a service plan under Minnesota's Chapter 144G — and on a reassessment cadence a surveyor will ask about. Carelytic builds the plan from the admission assessment and keeps the reassessment clock so nothing lapses.

Service Plan from the admission assessment

The MN Nursing Admission Assessment feeds an Individualized Service Plan built to §144G.70(4)(f) content. The plan is generated from what the nurse assessed — the clinician reviews and finalizes rather than starting from a blank template.

Type-driven reassessment engine

Reassessments are interval-configurable and type-driven — a two-tier cadence tied to the resident's service tier. The bed-rail safety reassessment fires on the 90-day MDH cadence; physician re-exam is tracked on its own clock. Due and overdue reassessments surface on the Compliance hub.

Admission checklist with e-signature

The admission checklist captures e-signatures and in-app photo capture — Bill of Rights, service agreement, and the required 144G disclosures signed on the device, filed to the resident's documents, no scan-and-upload dance.

MN 144G assessment set

Nursing admission, ISP, nutrition and mood screens with follow-up triggers, and a Bed Rail Safety assessment — the assessments a Minnesota assisted-living or assisted-living-with-dementia-care license actually requires.

Follow-up triggers, built in

A flagged nutrition or mood screen auto-creates the follow-up — the same trigger philosophy that closes audit gaps on the home-health side, applied to the resident's care plan.

State-configurable by design

The ruleset is data, not hard-code: Minnesota 144G ships today as a provisioning pack, and the assessment / service-plan / reassessment engine is built to be configured for other states' assisted-living rules as they're added.

Medication administration

An eMAR med-pass over the same live MAR engine.

Assisted-living medication administration is a round, not a one-off note. Carelytic ships an assisted-living med-pass that runs over the same medication-administration record the clinical side uses — so the active medication list, the administration record, and the eMAR are one source of truth, never a re-entry.

  • Med-pass round view — administer down a resident list, not chart by chart
  • Per-dose administration with timestamps, refusals, and PRN documentation
  • Declined-med follow-ups surface in the facility-wide review queue
  • Pharmacy Connect feeds new orders into a nurse reconciliation queue — nothing reaches the MAR without an RN accepting it

Direct-care staff

My Shift & the aide Care Card.

Med techs and caregivers don't want a visit calendar — they want today's residents and today's tasks. My Shift gives direct-care staff the resident roster and a Care Card of service-plan tasks to complete and log, backed by a real task engine.

  • My Shift roster → Care Card of service-plan tasks per resident
  • Task completion logged as care events — a real charting history, not a checkbox
  • Reachable by med techs, caregivers, memory-care staff, and the RN alike

Resident billing

Room & board, care tier, and à-la-carte — on the right rail.

Assisted living bills by resident and by day, not by Medicare episode. Carelytic prices care by tier, generates recurring monthly resident invoices, and keeps the waiver/managed-care rail separate from private-pay — the way Minnesota Customized Living actually splits.

Care levels drive the rate

Define care levels with their daily/monthly rate. A resident's tier sets what they're billed — assessed care, not a flat fee — and a reassessment that changes the tier flows to billing.

Recurring resident invoicing

Generate monthly invoices that combine room & board, the care-tier charge, and à-la-carte services in one statement per resident.

Private-pay + waiver, kept straight

Minnesota Customized Living splits room & board (private) from services (waiver). Carelytic keeps the claims console and per-diem generator available in the assisted-living workspace so waiver services bill on their own rail while room & board invoices privately.

Resident & family portal

A fenced window for residents and their families.

Families ask the same questions every week — what's the schedule, what do we owe. Carelytic answers them with a fenced portal scoped by explicit access grants, so a family member sees exactly their resident's schedule and invoices and nothing else.

  • Per-grant access — a family member sees only the resident they're authorized for
  • Schedule + invoices, read-only, on their own login
  • Fewer front-desk calls; more transparency for families

Compliance, in the same hub

Assisted-living survey readiness too.

The Compliance hub is care-setting aware. Assisted living gets its own Minnesota 144G policy & procedure pack — including the dementia-care add-on for §144G.81–.83 — plus resident-scoped incidents, grievances, and reassessment tracking, all under the same survey-readiness roof.

Explore compliance & survey readiness →

Run home health, assisted living, or both?

See the workspace switcher, the 144G service plan, and resident billing on your own operation. 30 minutes, same-day quote.

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