Daily patient workflow — Intake, Active Care, LUPA Risk, Billing Handoff — HAVEN executes, APEX oversees
HIPAA NOTICE: This board displays operational workflow status only — NO patient names, DOBs, diagnoses, or PHI shown in Phase 1. All patient data shown below uses placeholder operational codes. Phase 2 (Skyline OS) will require authenticated access for patient-level data.
Active Census
—
Live in Phase 2 Synergy EMR pull
PHASE 2
LUPA Risk
—
Patients <2 visits Period ending soon
PHASE 2
Pending NOAs
—
Due within 5 days of SOC
PHASE 2
Billing Ready
—
Section 500 packages assembled
PHASE 2
Intakes This Week
—
New patient admissions
PHASE 2
Auth Expiring
—
Expiring in 7 days MA/Commercial
PHASE 2
OASIS Pending
—
OASIS not yet completed/submitted
PHASE 2
MD Orders Pending
—
Awaiting physician signature
PHASE 2
🏥
Phase 1 — Workflow Framework Active: This board shows the HAVEN daily workflow structure used to manage Skyline's patient census. All 5 board sections (000–500) are operational guides your team uses today.
Phase 2 — Live Data (Skyline OS): When the Skyline OS backend launches, this board will auto-populate from Synergy EMR, Sandata EVV, and the Supabase patient database. Patient counts, LUPA risk flags, NOA deadlines, and billing package status will update in real-time. This UI stays exactly as designed.
Daily Board — HAVEN 5-Section Workflow
SECTION 000
🚨 Critical Alerts — Needs Immediate Action Today
PHASE 2 LIVE DATA
Patient ID: ████-001
NOA due in 2 days from SOC — HAVEN to file immediately Medicare — Skilled Nursing + PT
NOA URGENTMEDICARESN + PT
FILE TODAY
Patient ID: ████-002
LUPA RISK — period ends in 4 days, only 1 visit completed Minimum 2 visits required — schedule visit NOW
LUPA RISK1 OF 2 VISITS
SCHEDULE NOW
📌 Phase 2: Section 000 auto-populates from Synergy EMR and Sandata EVV. Zero manual checking. Alerts fire automatically when NOA is <5 days, LUPA is at risk, or auth expires within 7 days.
📌 Phase 2: HAVEN auto-pulls new referrals from Synergy intake module. Eligibility verification status, insurance type, and hospital case manager contact all appear here automatically.
SECTION 200
🏥 Active Patients — Visit Schedule & Compliance
PHASE 2 LIVE DATA
Patient ID: ████-015 through ████-046
Active census — visit schedules, EVV compliance, note completion status Disciplines: SN / PT / OT / ST / HHA / Wound Care / IV Infusion
FULL CENSUSEVV SANDATASYNERGY EMR
PHASE 2
📌 Phase 2: Each active patient shows visit log, next scheduled visit, EVV status from Sandata, and note completion in Synergy. HAVEN monitors for missed visits and compliance gaps daily.
SECTION 400
📋 Clinical Documentation — OASIS & MD Orders
PHASE 2 LIVE DATA
OASIS tracking + Physician Order queue
Start of Care (SOC) OASIS, Recertification OASIS, Discharge OASIS Unsigned MD orders — follow-up required per patient
OASIS SOCOASIS RECERTMD SIGNATURES
PHASE 2
📌 Phase 2: Section 400 lists every OASIS not yet completed or submitted, and every unsigned physician order. HAVEN flags overdue items. APEX monitors OASIS alignment with ICD-10 coding.
SECTION 500
💰 Billing Handoff — Ready for ARIA/VERA
PHASE 2 LIVE DATA
Billing Package Assembly — Period Closeout
All visits completed, notes signed, OASIS submitted, auth valid Package assembled → HAVEN hands to ARIA for claim submission
📌 Phase 2: HAVEN assembles billing packages automatically when all checklist items are green. ARIA receives handoff notification in real-time. No manual batch prep needed.