Carelytics

Clinical & EHR

OASIS-E2 ready. CMS-485 auto-generated. Lock-on-sign across every form.

Clinical software your DON can hand to a brand-new field nurse without a five-day training class. Schema-driven forms, auto-save every 2.5 seconds, sticky section nav, and a single workflow: Draft → Validate & Complete → Sign → QA Review → Locked.

See a demo See AI features
app.carelytics.com/clinical/oasis/<pk>/edit
Clinical

OASIS-E2 form with sticky section nav and stepper

Left rail with 10 sections, completion dots, autosave indicator. Visit-link banner up top showing patient + scheduled times locked in.

↳ Capture: open any OASIS in edit mode at full viewport (1280×800)

OASIS-E2

The workflow that catches errors before they cost you a claim.

Status transitions are button-driven. No "is this draft or in-progress?" guessing. Every transition is audit-logged with user, IP, and timestamp.

  1. Draft autosave 2.5s
  2. Validate & Complete 0-error gate
  3. Sign clinician
  4. QA Review QA / DON
  5. Locked read-only
  6. 485 Generated auto-pre-fill

All 6 CMS timepoints

SOC, ROC, FUP, RFA, TRN, DC, DAH. Timepoint controls section visibility automatically — you don't see Discharge questions on a Start of Care.

10 sections, 200+ items

Sections A through Q. M0010–M2401 plus all OASIS-E2 additions: BIMS, PHQ-9, CAM, Health Literacy, Social Isolation, GG self-care/mobility.

Admin override with audit

System admins can force-complete an OASIS with errors when clinically justified. Reason required, signed, surfaced as an orange override banner for everyone who opens the OASIS afterward.

Plan of Care

CMS-485 from a locked OASIS — all 28 sections pre-filled.

The minute a clinician signs OASIS and QA approves, the 485 is ready. Medications, diagnoses, DME, safety, prognosis, goals, and interventions all auto-populate from OASIS data and the patient's current chart state.

  • §10 Medications from active Medication records (with allergies)
  • §11/13 Diagnoses from OASIS M1021/M1023
  • §15 Safety from fall risk, wounds, respiratory, cognitive status
  • §18A Functional Limitations mapped from M1800–M1880 to CMS codes
  • §21 Orders/Interventions and §22 Goals AI-drafted from chart context
  • §23–28 Signatures with hand-rendered signature image
See how AI drafts the 485 →
app.carelytics.com/clinical/poc/<pk>/?print=1
CMS-485

Print view in the official CMS-485 / KanTime layout

All 28 sections numbered, signature block, two-column dense layout. Drops directly to physician for wet sig or e-sign.

↳ Capture: any locked POC, append ?print=1

Multi-discipline charts

Every discipline. Every form. One Form Registry.

Skilled Nursing

17-section visit note canonical pattern. AI SOAP draft, Pre-Sign QA, Carry-Forward.

PT / OT / SLP

Evaluations and visit notes with discipline-specific assessments and goals.

MSW

Psychosocial evaluation with SDOH, support system, financial barriers.

HHA / Aide

Aide care plan + visit note. Supervisory visit form for RN sign-off.

Private Duty (PDN)

Hourly PDN daily note. Auto-populated from client profile, OASIS, payer, episode.

Incident Reports

Standalone-allowed (clinicians can document an emergency without a scheduled visit).

Medication Management

Active list, allergies, reconciliation, MD notification on changes.

Visual Form Builder

Build agency-specific forms without code. Schema-driven renderer.

Scheduler → Chart

Every chart starts from a visit.

No more "I documented but forgot to clock in." Every visit on the calendar carries an eChart type. The clinician hits Start Documentation, the platform routes to the right form with patient, scheduled times, and clinician already filled in. The visit and the chart stay linked forever — for billing, for QA, for audit.

  • One-click route from visit detail → chart form (OASIS by timepoint, SN, PT/OT/SLP, etc.)
  • Visit-link banner inside every chart shows patient, scheduled times, episode period (locked)
  • Scheduler badge per visit: Doc'd · Needs doc · Chart pending
  • Unscheduled Visit flow for unplanned care — creates the visit and routes to the right chart in one click
app.carelytics.com/clinical/charts/
Charts

Unified Charts list — every visit's eChart status at a glance

Filter by form, clinician, date, doc-status. The "Needs doc" filter shows completed visits without a chart yet — the QA daily round-up.

↳ Capture: /clinical/charts/?doc_status=needs_doc

Lock-on-sign

Signed forms are read-only. No orphan editing paths.

Locked = locked everywhere

Action bar grays out. Form inputs become read-only. Delete blocked. Backdoor /edit URLs return 403. There's no version of "open the locked form, change a field, hope no one notices."

Audit trail of every transition

User, IP, timestamp, and field-level diff for every status change and CRUD operation — including login/logout. Queryable per entity from the activity log.

QA Review queue

Signed forms enter the QA queue. Reviewer can Approve (→ locked) or Return with reason (→ clinician edits → re-validate). All routed by RBAC; only the QA role sees the queue.

app.carelytics.com/forms/<pk>/edit
Form Builder

Visual form builder with section themes and field types

Drag and drop sections, configure fields (text, select, radio, ADL grid, diagnosis table). Schema saves to a JSONField — same renderer as system forms.

↳ Capture: /forms/<pk>/edit/ on a custom form

Visual Form Builder

Custom forms without a developer.

Every clinical form in Carelytics — including OASIS — uses the same JSON schema renderer. That means agency-specific forms (compliance audits, new-hire orientation checklists, peds variants) ship the same way system forms do, just configured in the UI instead of in code.

  • 16 field types — text, textarea, select, radio, checkbox, ADL grid, diagnosis table, vitals, etc.
  • Section themes (red / amber / blue / teal / purple) with icon badges
  • "All Normal" quick-fill button for body-system sections
  • Schema-driven preview — review the form exactly as a clinician would see it, no save actions enabled