Built for home health
Home health referral records, ready before the start of care.
A referral came in this morning for a patient discharged yesterday. The start-of-care visit has to happen within days, the documentation that makes the episode payable is at the hospital, the certifying physician's office and two specialists, and until it arrives the case cannot open and the episode cannot be billed.
The decision
A patient is transitioning.
Home health agencies: the intake coordinators, referral nurses and clinical managers who take a referral, confirm the patient is eligible and get a clinician into the home for the start of care.
A home health referral is a transition with a clock on it. The patient is already home, or about to be, the start-of-care visit has to happen within days, and the documentation that supports it was written somewhere else: the certifying physician’s office, the hospital, the specialists who saw the patient during the stay. The list below is what an intake has to have in hand before the case can open, and it is short because the decision is whether and how to start, not the whole plan.
Vivlio retrieves the outside record from providers, hospitals and health systems in minutes and organizes it for that start: what has arrived, from where, what is new, and who said it.
And this is how the agency gets paid. The face-to-face encounter documentation and the signed certification are conditions of payment: the visit can happen, the clinician can chart it, and the episode still cannot be billed until the evidence written somewhere else is in the record. Every referral sitting in a pile waiting on a fax is revenue that has not started, and the same documents come back around later as the answer to an additional documentation request and the basis of the recertification. That is the case an intake coordinator can carry to whoever owns the budget: not hours saved at the margin, but episodes that open on the day the referral arrives and bill without a hole in the file.
Before the decision
What the home health record has to contain.
Not a generic records list. What has to be on the table before this decision can be made well.
The face-to-face encounter note
The visit with the certifying physician or allowed practitioner that the referral rests on, with its date, because the encounter has to fall within the window around the start of care.
Orders and the referral
What has been ordered, which disciplines, and at what frequency, so the case opens on what the physician asked for rather than on a phone call about it.
The discharge summary
From the hospital or post-acute facility the patient is coming home from, with the discharge medications and the follow-up plan.
The history and physical
The overview of chronic conditions, diagnoses and current status that the comprehensive assessment builds on.
Medications, with dose and prescriber
Every active prescription from every prescriber, because the first visit's reconciliation is where a transition home goes wrong.
Recent labs, imaging and therapy notes
Wound care, physical and occupational therapy evaluations, and the results the plan of care will be measured against.
The distinction
Hundreds of pages, or one record.
The files a home health intake actually receives, before and after Vivlio organizes them: one record per event, duplicates folded into their originals, and every line carrying its source and date.
What arrives today: eight files, three of them duplicates, in no order. What a start of care needs: five sections, duplicates removed, a source and a date on every line.
What arrives
Organized for this decision, not just retrieved.
Retrieval is the commodity. What arrives has already been sorted for the decision above, and each line says where it came from.
Illustration · synthetic
- One record per event
- A discharge summary released by the hospital and again by the health system arrives once, with both sources named.
- Only what is new since the referral
- Encounters and results that landed after the referral came in are marked as such, so the coordinator reads what changed rather than the whole history again.
- Which sources have returned, and when
- Every entry names the organization that released it and the date it arrived, so a source that has not returned anything is visible before the first visit is scheduled.
- A source and a date on every line
- Each line carries which organization it came from and when it arrived, so the plan of care can say where every fact came from.
The record
This is what arrives.
The portal itself, rendered from the product's own source over a synthetic patient. Every line carries the organization that released it and the date it arrived.
Vivlio portal, release 5.30.0, rendered from source · Synthetic patient, no PHI
Rivera, Elena
Showing 1–10 of 27 records
| Date of Service | Record Title | Facility | Department/Location | Provider | Transaction Date | |
|---|---|---|---|---|---|---|
| 08/27/2026 | Progress Note | Northside Regional Medical Center | Internal Medicine | Priya Natarajan, MD | 09/02/2026 | |
| 08/14/2026 | Consult Note | Atlanta Cardiology Associates | Cardiology | Marcus Bell, MD | 09/02/2026 | |
| 07/30/2026 | Admission Discharge | Northside Regional Medical Center | Inpatient | Hannah Okafor, DO | 09/02/2026 | |
| 07/22/2026 | Clinical Document | Peachtree Family Medicine | Primary Care | Daniel Reyes, MD | 09/02/2026 | |
| 06/09/2026 | Image Document | Lakeview Imaging Partners | Radiology | Sunil Mehta, MD | 09/02/2026 | |
| 05/12/2026 | Operative Note | Northside Regional Medical Center | Surgery | Grace Lindqvist, MD | 09/02/2026 | |
| 03/03/2026 | Patient History | Peachtree Family Medicine | Primary Care | Daniel Reyes, MD | 09/02/2026 | |
| 01/15/2026 | Progress Note | Atlanta Cardiology Associates | Cardiology | Marcus Bell, MD | 09/02/2026 | |
| 12/02/2025 | Clinical Document | Lakeview Imaging Partners | Radiology | Sunil Mehta, MD | 09/02/2026 | |
| 10/21/2025 | Consult Note | Northside Regional Medical Center | Endocrinology | Rina Adeyemi, MD | 09/02/2026 |
Demographics
Decatur, GA 30030
Data Summary
Encounters
Vitals
Allergies
Immunizations
Problem List
Care Team
In minutes
The manual way isn't the only way anymore.
Vivlio retrieves and organizes the outside record in minutes. The manual way is home health staff on the phone chasing records, and a decision that waits for them.
The manual way
DaysWith Vivlio
MinutesQuestions
Questions home health teams ask first.
Answered here in the same words as the structured data behind the page, so what a search engine shows is what a reader gets.
- Does this cover the face-to-face encounter documentation?
- The record is organized around what a start of care has to be supported by: the face-to-face encounter note from the certifying physician or allowed practitioner, the orders, the hospital or facility discharge summary, the history and physical, and the current medication list. Each arrives with its source and date, so the agency can see whether the encounter falls in the window the referral needs.
- Can the agency see the records before the start-of-care visit?
- Yes. Records arrive in minutes once requested, and every entry names the organization that released it and when. The intake coordinator can see which sources have returned and which have not before the clinician is scheduled, rather than discovering a gap in the home.
- Is the demo run on real patient data?
- No. Every walkthrough runs on synthetic records that say so on the screen. Production access to real records requires an NPI, a declared purpose of use and a signed BAA.
- What does missing documentation actually cost the agency?
- The face-to-face encounter documentation and the certification are conditions of payment, not paperwork: an episode delivered without them in the record is an episode that cannot be billed, and the shortfall surfaces weeks later as a denial rather than on the day the case opened. The same documents are what an additional documentation request asks for, and what a recertification rests on. Every case waiting on a fax is unbilled revenue and staff time spent twice.
Also built for
The same job, a different decision.
Every branch does the same work on the outside record. What changes is who is deciding, and what.
PACE
The intake checklist, from twelve months of progress notes to the medication list, assembled before the team meets.
Structured family caregiving
Diagnosis documentation, the H&P, medications and the functional evidence, assembled before the nurse's first home visit.
Care coordination
The intake checklist, from progress notes to medications, assembled before the care plan meeting.
Chart prep
What happened to tomorrow's patients since their last visit, retrieved and organized the night before.
Technology partners
The outside record as structured data, under your own customers' authority, through one partner API.
Oncology
Pathology, imaging reports, labs and notes from every outside source, on the table before the first consult.
Cardiology
Prior cath, echo and stress reports and the discharge summary, before a study is repeated because the last one could not be found.
Transplant
Years of referring notes, labs and hospitalizations from several health systems, complete before the evaluation is scheduled.
Handling
What we do with records, stated plainly.
Built for real-world workflows, Vivlio supports the needs of both clinical and administrative teams while meeting strict privacy, security, and interoperability standards.
Production access is gated, by design
Real records require an NPI, a declared purpose of use, and a signed BAA. Nobody swipes a card onto live PHI.
HITRUST certification underway
Vivlio's HITRUST assessment is underway and on track to complete in November 2026: the certification healthcare security teams ask for by name.
Provenance travels with the record
Each line carries the source it came from and when it arrived, because a clinical decision needs to know who said it.
Built to WCAG 2.1 AA
Contrast, focus order and heading structure are requirements here, not a remediation project after procurement asks.
Talk to us
Walk a referral through the view
Thirty minutes over a synthetic home health referral: the face-to-face note, orders, discharge summary and medications, organized the way they would arrive before the start of care. Send your details and the calendar opens here.
- Send your detailsTwo minutes. Your organization, name, email and phone, and the time records cost you; the rest is optional and helps us reply with something specific.
- Pick a timeThirty minutes, live, over synthetic records in the shape your team works in. No slides, and no discovery call before the demo.
Who this is for, and who it is not
- Coverage comes firstVivlio retrieves from providers, hospitals and health systems it can reach through national exchange networks and direct connections. Name the facilities your patients come from on the form and we check coverage before anyone spends thirty minutes on a demo.
- You can say what the chasing costsThe form asks how many hours a week your team loses to chasing records. If nobody can put a number near it, the case for Vivlio is not there yet, and we would rather say so than sell you a demo.
- Patients and files at volumeThis is built for intake that runs every day. For one record, once, your patient can request it from the provider directly, and that will be faster than going through us.
- Treatment, with the paperwork doneProduction access needs an NPI, a declared purpose of use and a signed BAA. Nobody swipes a card onto live PHI.
If none of those describe you, say so in the last field and we will come back in writing instead of booking a call.
Or call sales directly at 404-777-5772
Step 1 of 2
Send us your details
Step 2 of 2
Book a 1:1 call
Thanks. Pick a time below and the invitation comes straight to your inbox.
Step 2 of 2
We will come back in writing
Thanks - that is a useful answer. Before either of us spends thirty minutes, we will come back by email with the two or three questions that size what record chasing is actually costing your team, and what we can reach for the facilities you named. If the numbers are there, we will send a time then.
If you would rather just talk, the sales line below reaches the same people.