AI Features

AI built in compliantly. Not "maximize reimbursement."

Every AI feature in Carelytics is anchored to the documentation in the chart. Coding Review cites the chart text it found. Pre-Sign QA flags missing CMS Conditions of Participation items. SOAP draft writes from the structured form data the clinician already entered.

We don't recommend changes purely to maximize reimbursement. OIG-safe by design.

app.carelytics.com/clinical/oasis/<pk>/coding-review
AI

PDGM Coding Review with cited documentation evidence

Each finding shows: code involved, severity, the doc text the AI found, and the CMS rule cited. No "we suggest J18.9 to bump your case mix." Specificity gaps and doc-vs-code mismatches only.

↳ Capture: any OASIS, AI Coding Review action

What AI does in Carelytics

Four features. Each one earns its own button.

AI SOAP Draft

Drafts Subjective / Objective / Assessment / Plan paragraphs from the structured form data the clinician already entered. Clinician reviews, edits, signs.

  • Reads vitals, body-system findings, NPF/WNL flags, comments
  • Generates SOAP narrative the clinician edits, not boilerplate
  • Available in every schema form (drop-in field type)
  • Falls back to rule-based draft if AI is unconfigured

AI Pre-Sign QA

Scans the form for CMS Conditions of Participation issues before the clinician signs. If issues, a modal lists them and the clinician fixes or overrides.

  • Internal contradictions (BIMS & cognitive findings disagree)
  • Missing homebound rationale
  • Missing medication reconciliation
  • Critical missing data the form didn't enforce

AI PDGM Coding Review OIG-safe

Medicare-compliant PDGM coding accuracy check. Flags RTP risk, specificity gaps, and doc-vs-code mismatches with cited documentation evidence.

  • Anchored to the chart — every finding cites the source text
  • Flags downcoding gaps as well as upcoding risks
  • Never recommends changes purely to maximize reimbursement
  • Output reviewable side-by-side with chart in QA queue

AI Carry-Forward

Smart copy from the patient's prior visit, skipping vitals and visit-specific stamps. Banner appears automatically when prior visits exist for the same form template.

  • Body-system findings, narratives, teaching topics — copied
  • Vitals, dates, times, signatures — never copied
  • Available in every schema form (no template work needed)
  • Cancels gracefully if AI is unconfigured for the tenant

Why this matters

The OIG is paying attention to AI in Medicare. So are we.

The HHS Office of Inspector General has been explicit: AI tools that recommend coding changes purely to maximize reimbursement are a fraud risk. Carelytics's AI is built to live on the right side of that line — and to keep your agency on it too.

Evidence first

Every AI finding cites the chart text it found. The clinician sees what the AI saw. There's no opaque "score increased."

Bidirectional flags

Coding Review surfaces downcoding gaps as well as upcoding risks. We're checking accuracy, not optimizing for revenue.

Clinician sign-off

AI never auto-applies coding changes. The clinician (or coder) reviews each finding, accepts or rejects, and signs.

Audit trail of AI use

Every AI run is logged with the prompt category, input fingerprint, and which findings were accepted. Reviewable per OASIS.

Per-tenant prompts

Enterprise tenants can customize prompts to match their coding manual. We never tune the prompt to "lift case mix."

Graceful degradation

Every AI feature falls back to rule-based logic when AI is unconfigured. A new agency that hasn't set up an AI key still gets the workflow.

AI POC Generation

The CMS-485 narrative sections, drafted from the OASIS — not from a template library.

§21 Orders/Interventions and §22 Goals are drafted from the patient's actual OASIS data, primary diagnosis, fall risk, hospitalization risk, and visit frequency. Not the same three paragraphs every other agency in the country uses.

  • SMART goals derived from M-item findings
  • Frequency drawn from current authorization + episode length
  • Interventions cite the OASIS items they address
  • Clinician edits, then signs — AI never auto-locks the 485
app.carelytics.com/clinical/poc/generate-from-oasis
CMS-485

POC sections being drafted from a locked OASIS

Side-by-side: OASIS findings on the left, drafted §21 and §22 on the right with edit / regenerate buttons.

↳ Capture: an OASIS detail page showing "AI Generate from OASIS" → resulting POC draft