Product

Seven surfaces. One platform. One source of truth.

Carelytic isn't a stack of acquisitions stitched together with imports. Every module — clinical, AI, PDGM, billing, EVV, payroll, fax — shares one schema, one permission model, one audit log, and ships in every tier.

Book a demo Security & compliance

Product surfaces

Clinical · AI · PDGM · Billing · EVV · Payroll · Fax. All in one schema.

OASIS-E2 sections

Sections A through Q across all 6 CMS timepoints (SOC, ROC, FU, TRN, DC, DAH).

Permission groups

RBAC enforced at view dispatch — PHI never loads for unauthorized users.

Onboarding tasks

Across 4 phases. 20 auto-detect from your data — the work that's done shows as done.

Seven surfaces

Every module, one schema. Click any surface for the deep dive.

Clinical & EHR

OASIS-E2 across all 6 timepoints. CMS-485 auto-generated from a locked OASIS. Multi-discipline charts. Lock-on-sign. Audit trail. Visual Form Builder.

Explore Clinical

AI Features

SOAP draft, Pre-Sign QA against CMS Conditions of Participation, OIG-safe PDGM Coding Review with cited documentation, Carry-Forward, per-tenant prompts.

Explore AI

Medicare HH (PDGM)

432 HHRGs. Grouper Preview. LUPA Risk Dashboard. NOA Tracker with one-click clearinghouse submission. HIPPS-injected episode claims. CY2026 data bundled.

Explore PDGM

Billing & RCM

837P/I + 835 ERA reconciliation across major clearinghouses (Availity, Waystar, Change Healthcare, Office Ally, Inovalon ABILITY, Stedi, and others). Per-payer rate overrides, 4 unit rounding modes, AR aging, payer enrollment, structured hold queue, CARC adjustments.

Explore Billing

Scheduling & EVV

FullCalendar with drag-create. Recurring visits. Overnight-aware conflict detection. Multi-state EVV with per-state midnight boundaries. Manual entry for clock-failure recovery.

Explore Scheduling & EVV

Payroll & HR

Payroll export to whichever provider your agency runs. Per-visit + hourly + salary + OT/DT. Credential expiration tracking. Per-discipline filtering.

Explore Payroll & HR

Fax (built in)

Dedicated fax line per agency. Inbound auto-routes to the right client + classifies doc type (referral, order, CMS-485, F2F, lab). Send from any chart with a HIPAA cover sheet baked in.

Explore Fax