Agency Portal
Submit a case. Track progress. Download completed files.
Your agency portal gives you full visibility -from the moment you broadcast a new assessment to the final document delivery.
Broadcast a new assessment
Three simple steps: patient information, address, and visit details. Upload any existing documents and set your assessment schedule.
- Start of Care, Reassessment, or Supervisory
- Set certification period and payer source
- Upload previous CMS-485 or medical charts
- Specify patient availability and schedule
Patient Information
Basic details and contact
Address & Location
Patient’s address
Visit Details
Assessment schedule
Visit Details
Assessment schedule
Visit Type *
Certification Period (Start)
Certification Period (End)
Service Type
Payer Source
Assessment Schedule *
Start Date
Due Date
Available Credits
$10,825
Pending
$20,000
Nursing Visits (161)
Track every case in real time
Your dashboard shows every assessment at a glance -from scheduling through completion. No phone calls needed.
- Live status: In Progress, Needs Attention, Completed
- See scheduled visit date and time
- Filter by status, search by patient name
- Credit balance and usage tracking
Review the full clinical picture
Every completed visit includes patient details, ICD diagnosis codes, visit information, and nurse credentials -all in one place.
- Patient demographics and contact info
- Full diagnosis code list with ICD-10
- Visit details: service type, payer, schedule
- Download nurse profile for your records
SARAH MARTINEZ #10045782
Patient Information
Date of Birth
06/14/1948
Gender
Female
Start of Care
02/06/2026
Language
English
Address
123 Maple St, Apt 2B, Brooklyn
Diagnosis Codes
Visit Information
Download Nurse ProfileService Type
PCA
Certification Period
02/06 – 08/04/2026
Payer Source
MLTC
Frequency
7 days 7 hours
Assessment Date
02/06/2026
Schedule
Mon–Sun 10am–5pm
Documents
Download AllDocument SMS Delivery Log
Download completed documentation
Every visit produces a complete documentation package -ready to file, upload to your EMR, or present for audit.
Auto SMS delivery: Documents are automatically sent to patients and caregivers via SMS upon completion.
Ready to simplify your assessment workflow?
Submit your first case and see completed documentation delivered within your SLA.