Every feature on every tier. You only pay for the scale.

An active client is a patient with a status of Active, On Hold, or Pending Admission in your tenant during the billing month. Discharged and inactive patients don't count toward the cap. We count the highest active count during the month — not a daily average — so a brief census spike doesn't trigger an overage if you're back under by month-end.

You don't fall off a cliff. Above 30 active clients you pay $20 per active client per month, automatically capped at the Professional rate ($999/mo). So the most you'd ever pay on Starter is $999 — at which point you'd just convert to Professional anyway. The cap removes the perverse incentive to stay under 30 clients to save money.

Same idea — Professional caps at 100 active clients, and we don't auto-bump to Enterprise. We'll reach out at 90+ to discuss the right Enterprise package for your operating shape (multi-branch, multi-state, payer complexity, custom integrations) before you'd hit the ceiling.

Yes — the entire platform. OASIS-E2, CMS-485, AI Coding Review, PDGM, multi-clearinghouse billing, real-time eligibility, fax, EVV, payroll exporters, HIPAA BAA. The differences between tiers are about scale (active client cap, support level, dedicated CSM) and a few service-tier items (white-glove migration on Professional+, SSO on Enterprise). No core platform feature is gated.

Onboarding covers your data migration from your current platform, payer/HCPCS/service-line setup, EVV state-aggregator configuration, clearinghouse enrollment for your NPIs, HETS attestation, and clinician training. We disclose it upfront because hidden setup fees are how competitors burn customer trust. Annual contracts of $25K+ get onboarding waived.

Yes. Annual billing is 7% off the monthly rate on Starter and Professional. Onboarding fees are waived on annual contracts of $25K+. Enterprise is negotiated annually.

Clearinghouse usage for 837P/837I/835/270/276 is bundled at standard volumes (across the major clearinghouses we integrate with). Very high-volume agencies (10K+ claims/month) may see a clearinghouse pass-through line item at cost.

Yes — on every tier. Most home health vendors gate the BAA to their Enterprise contract. We sign it as part of every Carelytic agreement because if you're handling PHI on our platform, you need the BAA on day one, not on contract renewal.

No. Pricing is by active client census only. Visit volume, claim volume, ERA postings, EVV events, fax pages — none of it changes your monthly bill. The only volume-based pass-through is clearinghouse pages on very-high-volume agencies (10K+ claims/month).

We don't run an open free trial because clinical software with PHI shouldn't be used on synthetic data and abandoned. We run a 30-day pilot on real workflows for qualified agencies — ask about it on your demo.

Faster than the 8–12-week ranges most home health vendors quote. 24 onboarding tasks across 4 phases (Foundation → Billing → Clinical → Go-Live) — 20 of which auto-detect from your data so the work that's already done shows as done. Your CSM focuses on the remaining items, not on chasing checkboxes.

Up or down is prorated to the day. No re-onboarding fee — your data, configuration, and integrations stay where they are. Most agencies cross from Starter to Professional within their first 90 days; the change happens in your billing settings without anyone touching your platform.