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Digital Field Supervision, Evolved.

Start of Care & Supervisory Visits – Digitized
Record visit data onsite, autopopulate fields, collect signatures, and generate branded PDFs instantly.

HIPAA-Compliant. No Paper. Unlimited Access
Archive documents securely, enable on-demand printing, and eliminate risks of physical data loss.

Double Supervisor Efficiency
Save time, reduce errors, and boost productivity with dynamic, fillable digital forms tailored to your agency.
Primary Health Care Portal
The Primary Health Care Portal is a specialized digital solution built to streamline and automate the post-visit workflow of field supervisors in home health care agencies. Designed for real-time data entry at the client’s premises via laptops or tablets, the portal replaces outdated paper-based processes with secure, fillable forms, digital signatures, and instant PDF generation.
It supports a wide range of essential packages, including:
Start of Care
Initiate new client services with all essential intake documentation. This includes health assessments, plan of care, initial service details, and necessary consents—digitally recorded and signed to launch care smoothly.
PRN Supervisory
As-needed (PRN) supervisory visits to monitor care delivery, resolve issues, or follow up on client concerns. This form ensures compliance and provides clear documentation for clinical oversight.
Attendant Orientation
Document training, role explanation, and policy acknowledgment for new attendants before beginning care. The form confirms the attendant’s readiness and understanding of their responsibilities.
ISP Changes
Capture updates to the client’s Individual Service Plan—including changes in care needs, services, or goals. Ensures proper documentation and compliance with service plan modifications.
Annual Assessments
Complete yearly evaluations of client health, services received, and any adjustments needed to their care plan. This assessment ensures continued eligibility and care quality.
Post-Hospital Follow-Ups
Record follow-up visits after a client’s hospital discharge to assess recovery, update care plans, and ensure smooth transition back to in-home services.


Features
Our feature set is designed to replace your paper forms while making data entry faster, more accurate, and fully compliant.
Features including:
Digital Data Collection
Fill forms directly on-site using tablets or laptops.
Dynamic Fillable Forms
Smart, auto-updating fields based on selected package and role.
Autopopulate Repeated Info
Enter once, reuse across all related documents automatically.
Member & Staff Preloaded Database
Integrated lookup for members, caregivers, and supervisors.
Single Digital Signature
One signature applied to all pages; signed in person or via unique link (e.g., DocuSign-style).
Custom PDF Generator
Branded, formatted output matching your agency’s existing paper layout.
Secure Digital Archive
Instantly stores signed documents in your searchable, HIPAA-compliant vault.
Audit Ready
Retrieve any document, any date, with a few clicks—perfect for audits and compliance reviews.
Workflow You will love
Our intuitive workflow ensures supervisors can complete visits quickly without compromising data quality or compliance. This structure removes repetitive work, ensures consistency, and allows supervisors to focus more on care than documentation.
Unique Login
Supervisor accesses the portal via tablet or laptop.
Select Layout
Choose the visit type from the list.
Auto-Fill Data
Preloaded member and supervisor information populates instantly.
Input New Notes
Minimal manual entry required for the visit.
Signature Collection
Capture in-person or send via a secure link.
PDF Generation
Instantly create a formatted, branded document.
Notable Benefits
The Primary Health Care Portal delivers tangible improvements to daily operations and long-term compliance.
Boost Productivity
Supervisors can serve twice the number of clients compared to traditional paperwork.
Reduce Human Error
Smart forms and validation ensure all required data is captured correctly.
Instant Access to Documents
No more file cabinets or searching through boxes, retrieve anything in seconds.
Centralized Control
Administrators have a real-time view of every supervisor’s activity.
Access Management
Instantly deactivate access for supervisors who leave the organization.
On-Demand Printing
Need a hard copy for an audit? Print or email documents directly from the system.
Return on Investment & Cost Savings
Switching to the Primary Health Care Portal doesn’t just simplify work. It pays for itself in months.
No Paper, Printing, or Storage Costs
Eliminate recurring expenses on paper, toner, and archive rooms.
Save Time, Serve More
Supervisors using the portal can double the number of visits per day.
Reduce Admin Overhead
Less time spent organizing, filing, or retrieving paperwork means more focus on client care.
Always Audit Ready
Avoid penalties and delays. Documents are complete, accessible, and compliant.

Why HIPAA Compliance Matters
Compliance isn’t just a legal requirement—it’s integral to your organization’s credibility, operational efficiency, and patient trust. Our SharePoint portal meets rigorous HIPAA compliance standards, reducing your risk and ensuring continuous adherence to the latest regulatory requirements.
Fully HIPAA compliant storage solution with signed BAA.
Secure, encrypted document management.
Continuous monitoring and
audit-readiness.
Book an Appointment
Schedule a meeting with our experts for consultation, system demonstration, and potential solutions.
Call Us: (956) 804-6600
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