Record the arrangement
Set up the client’s insurance payer and applicable caps. Keep the details with other payer records so the office can see how the client’s care is funded.
Long-term-care insurance packets
Care records together. A packet ready to review.
Manage long-term-care insurance as a documentation workflow. Keep payer arrangements, coverage limits and claim packet preparation beside the visits and invoices they relate to.
See it in a demoFor private-pay home care · Works with AI offheyhomecareForms & records
Long-term-care insurance packets
Insurance packet- Invoice
- Included
- Visit records
- Included
- Care documentation
- Review required
- Delivery
- Awaiting office review
Confirm the insurer’s required documents before sending.
Inside the workflow
The details that make the difference.
Connected to the people, visits and records your office already works with.
Prepare the documentation
Bring invoices, visit records and required care documentation into the packet workflow. Review the documents before sending them to the insurer.
Track the follow-through
Use the configured delivery options and keep a record of packet work. The billing team can follow up without reconstructing the client’s visits from separate systems.
How it comes together
A clear next step. At every stage.
- 1
Set up the payer
Record coverage details and the documentation needed.
- 2
Build the packet
Prepare the supporting records for the selected period.
- 3
Review and send
Check the documents and use the configured delivery method.
Built around your agency
See your workflow, connected.
Walk through long-term-care insurance packets with our team. We’ll show how it fits your agency’s people, process and business rules.