Platform
Every module, one thread: the visit.
Referrals, schedule slots, dispatch offers, notes, wound photos, orders, supplies, authorizations, and claims are not separate products in AtSite OS. They are views of one record. Nothing is keyed in twice, and there is nothing to sync between systems.
One visit, referral to billing ready
- Referred
- Ready to schedule
- Offered
- Accepted
- Patient confirmed
- En route
- Arrived
- In progress
- Note pending
- Note signed
- Quality review
- Billing ready
Scheduling & dispatch
Scheduling, dispatch, and the rules that guard both
One master calendar covers every clinician, facility, and route. A rules engine checks the things that get practices in trouble — licensure, facility privileges, travel time, authorization windows, order validity, visit frequency — before an assignment is made rather than after the claim is denied.
Referral pipeline
22 open
4
New referral
2
Docs missing
3
Clinical review
2
Insurance verification
5
Auth pending
6
Ready to schedule
Master schedule · Tue 4 Mar
Timeline view
- 08:30Cedar Grove Rehab — facility rounds6 residents · R. Okafor, RNConfirmed
- 10:15M.T. — wound follow-upVisit 9 of episode · R. Okafor, RNRules warning
- 13:00D.L. — IV infusion, visit 4 of 8No clinician assignedUnassigned
Warning · prior authorization expires in 3 visits
8 of 12 authorized visits used. Authorization ends 12 Apr 2026. Scheduling past the window needs an override and a reason.
Override recorded with reason, user, and timestamp
Dispatch offer
Sent 09:52
D.L. — IV infusion
Tue 4 Mar, 13:00 · 60 min · 07458
Expires in 04:12
R. Okafor, RN
Rank 1 of 2
Why this clinician
- Infusion competency current, expires 2027-01
- Has seen this patient on 4 prior visits
- 12 minutes from the preceding stop
- Under weekly visit cap for the pay period
Assignment mode
Continuity of care. Dispatchers can switch to best-qualified, rotation, or emergency broadcast, and can override any recommendation.
Scheduling & dispatch
06 capabilities
Intake to schedulable visit
Fax, email, and portal referrals move through missing documents, clinical review, insurance verification, and prior auth before they reach the unassigned queue.
One schedule, every view
Day, week, month, timeline, clinician, facility, and map views with drag-and-drop, over one set of visits.
Rules engine on every assignment
Licensure, facility credentials, travel time, auth windows, order validity, treatment frequency, workload, and facility access hours are checked before a visit is booked.
Matching that explains itself
Dispatch shows why each clinician was recommended — competency, continuity, distance, workload — and the dispatcher can override.
Rounds and series, not copies
Recurring facility rounds and infusion series are scheduled as a series, so a change to the plan reaches every future visit.
Live status, offer to billing
Offered, accepted, patient confirmed, en route, arrived, in progress, note pending, signed, quality review, billing ready — with late-arrival and missed check-in alerts.
Wound care & Wound AI
Wound care with a longitudinal memory
A wound is an episode, not a field on a note. Measurements, tissue composition, and photographs accumulate against the same wound across every visit and every clinician who sees it — so healing, or the absence of it, is visible.
Wound episode · M.T.
Day 34 · 9 visits
Wound 2 · sacrum · pressure injury, stage 3
Opened 30 Jan 2026 · moderate serous exudate · periwound intact
4.2
Length cm
3.1
Width cm
0.4
Depth cm
10.2
Area cm
Surface area, last 6 visits
18.4 → 10.2 cm²
Healing rate · 0.24 cm² per day
Photo timeline
CompareDay 1
Day 8
Day 15
Day 22
Day 34
Abstract stand-ins for captured images. No patient photography appears on this site.
Wound AI · suggestion
Review requiredBoundary detected. Suggested 4.2 × 3.1 cm, surface area 10.2 cm². Tissue estimate: 70% granulation, 20% slough, 10% epithelial.
Nothing enters the signed record until a clinician confirms it.
Wounds are episodes, not fields
Location, etiology, stage, dimensions, tissue composition, exudate, and periwound status accumulate against the same wound across every visit.
Photography with guidance
Capture guidance keeps distance, angle, and framing consistent, so images taken by different clinicians still compare.
Side-by-side compare
Put any two points in the photo timeline next to each other, at any interval, with the measurements from each visit.
Wound AI, confirmed by a clinician
Boundary detection, suggested measurements and surface area, tissue-type estimates, and draft descriptions — every one of them editable and confirmed before it is signed.
Healing rate and deterioration alerts
Healing velocity is calculated per wound, and stalled or worsening wounds raise an alert instead of waiting for the next chart review.
Infusion on the same record
Vascular access records, site assessments, pre and post vitals, lot numbers, waste documentation, and reaction escalation live on the visit like everything else.
Infusion runs on the same record
IV and infusion visits use the same visit object, the same rules engine, and the same audit trail as wound care — with the order, the access device, and the vitals kept together.
Infusion visit · D.L.
Visit 4 of 8
Order
Vascular access
Adverse reaction pathway
A reaction logged mid-infusion opens the escalation workflow your clinical leadership approved — stop criteria, notification order, and the documentation the event requires.
Clinical documentation
Notes that finish at the bedside
Templates match the work — SOAP, wound notes, infusion notes, facility rounds — and the mobile app keeps working when the building has no signal. The goal is a signed note before the clinician gets back in the vehicle.
Wound note · M.T. · Cedar Grove Rehab
Template: wound follow-up v4
Subjective
Carried forward from 26 Feb — reviewResident reports no pain at the wound site. Tolerating repositioning schedule. Nursing staff report no drainage on the bed linens since the last visit.
Objective
- Measurements
- 4.2 × 3.1 × 0.4 cm
- Tissue
- 70% granulation, 20% slough
- Exudate
- Moderate, serous
- Dressing applied
- Collagen 4×4, silver alginate rope
Required field empty · periwound assessment
Assessment · AI draft
Review requiredStage 3 sacral pressure injury continues to improve. Surface area down 44% since the episode opened, granulation increasing, no signs of infection. Continue current dressing regimen and offloading schedule; reassess in seven days.
Drafted from dictation and ambient capture with consent recorded at 14:02. Labeled as AI output until a clinician accepts it.
Signature
R. Okafor, RN
Signed 4 Mar 2026, 14:41
Version 3 · 1 addendum · audit trail complete
Clinical documentation
06 capabilities
Templates that match the work
SOAP, wound notes, infusion notes, and facility rounds, configured per service line with required and conditional fields.
Full documentation offline
The mobile app keeps working inside buildings with no signal and syncs in the background once it reconnects.
Dictation and ambient drafting
Voice dictation and ambient note drafting run with consent captured, and the output is labeled AI and editable before anyone signs it.
Carry-forward is never silent
Prior content is surfaced as a suggestion marked carried forward, so a clinician confirms it rather than inheriting it.
Sign, co-sign, amend
E-signature, co-signature routing, addenda, and late-entry labels, with version history kept intact rather than overwritten.
Everything auditable
Every state change is appended to the audit trail with the user, the timestamp, and what changed.
Nothing is keyed in twice. Nothing falls between systems.
Billing & inventory
Revenue cycle that starts before the visit
Eligibility and prior authorization are settled during intake, and the visit itself produces the charge. Supplies scanned at the bedside decrement inventory and post to the claim in the same action.
Billing readiness · visit 4821
Wound follow-up · 4 Mar
M.T. · Cedar Grove Rehab
Billing ready- Eligibility verified28 Feb 2026 · payer response on fileClear
- Prior authorization8 of 12 visits used · expires 12 Apr 2026Clear
- Note signed4 Mar 2026, 14:41 · co-signature pendingClear
- Documentation completenessAll payer-required elements presentClear
- Claim scrub0 edits returnedClear
Codes on the claim
AI suggested · biller finalized- ICD-10 L89.153
- CPT 97597
- HCPCS A6021 ×2
Suggestions come from the signed documentation and the supplies scanned at the bedside. A person accepts, edits, or replaces each one before the claim goes out.
Eligibility and auth up front
Coverage is checked at intake and prior authorizations are tracked with visit counts and expiration dates, so nobody discovers the window closed after the round.
The visit produces the charge
Signed documentation and scanned supplies build the charge, instead of a biller reconstructing the visit days later.
Coding support, human-finalized
AI suggests ICD-10, CPT, and HCPCS codes from the record. A person accepts or changes every code before submission.
Completeness checks and scrubbing
Missing documentation elements and claim edits surface before submission, and denials come back with a reason and an owner.
Facility invoicing and A/R
Per-facility invoicing runs alongside payer claims, with aging visible in the same place.
Warehouse to vehicle to bag
Stock is tracked at each level with barcode and QR scanning, lot and expiration dates, par levels, and automatic replenishment.
The supply chain behind every visit
Stock moves from warehouse to vehicle to clinician bag, and each move is scanned. Par levels are set per bag and per van, so replenishment is a task with an owner rather than a text message at 9pm.
Supplies scanned · bag
R. Okafor, RN · Van 2
| Item | Lot | Expiry | Qty |
|---|---|---|---|
| Collagen dressing 4×4 | 8842-C | 2027-05 | 2 |
| Silver alginate rope | 5510-A | 2026-11 | 1 |
| Sterile saline 100 mL | 2213-S | 2028-01 | 1 |
Charge capture
Three line items, four units, posted to visit 4821 as billable supplies.
Inventory
Bag count 6 → 2. Below par of 4 — replenishment task created for Van 2.
One scan · one charge · one decrement
Inventory
02 capabilities
Scanning that works in a basement
Barcode scanning runs offline in the clinician app and reconciles when the device is back on a network.
Lot, expiry, and cold chain
Every lot carries its expiration date and, where it applies, its temperature record — recalls and expiries are a query, not a search of the vans.
Portals & mobile app
Every seat sees exactly what it should
Operations, clinicians, facilities, patients, and caregivers all work from the same visit record through different windows onto it. What each one can read is decided by role and relationship, not by which export they were emailed.
Operations
Command center
- Unassigned
- 3
- En route
- 6
- Notes pending
- 2
- Billing ready
- 11
Dispatch board, exception alerts, and audit search across every visit in the organization.
Clinician
Mobile app
- Stops today
- 6
- Route
- 41 mi
- Next arrival
- 10:15
- Sync
- Offline ready
Optimized route, pre-visit summary, check-in and check-out, documentation that works with no signal.
Facility
Cedar Grove Rehab
- Rounds
- Tue 08:30
- ETA
- 08:25
- Residents
- 6 to confirm
- Shared notes
- 3 authorized
Submit referrals, upload face sheets and orders, confirm resident availability, message the care team.
Patient & caregiver
Visit portal
- Next visit
- Thu 10:15
- Forms
- 1 consent due
- Messages
- 1 unread
- Balance
- $0.00
Confirm or reschedule, sign consents, join telehealth, read approved summaries. Urgent symptom reports go straight to the practice’s emergency workflow.
Every seat above reads the same visit record through a different permission set. Access is scoped to the organization and to the relationship, and each read is logged. Figures shown are illustrative.
Command center for operations
Dispatch board, live exception alerts, unassigned queue, and audit search over every visit the organization runs.
Clinician app built for the field
Today’s optimized route, pre-visit patient summary, check-in and check-out with optional geofence, and secure messaging.
Facility portal
Nursing homes submit referrals, upload face sheets and orders, see scheduled rounds and ETAs, and read the notes they are authorized to see.
Patient and caregiver portal
Confirm or reschedule visits, complete forms and consents, exchange secure messages, join telehealth, view approved summaries and balances.
Role-based access, org-scoped
What a seat can see is decided by role and relationship, and no query path can cross organizations.
Location only while working
Clinician location is used for assigned working activity — routing, arrival, geofenced check-in — and not outside it.
Workforce
Credentials decide who can be dispatched
Licenses and certifications
Held per clinician with issue and expiration dates, and flagged before they lapse.
Facility privileges
Credentialed site by site, so clinicians are only offered work they are cleared to do.
Gaps block dispatch
A missing or expired credential removes a clinician from matching until it is resolved.
Availability and effort
Availability windows, on-call rotation, mileage, and productivity in one workforce view.
Analytics
Numbers you can trace back to a visit
Because every record hangs off the same visit, a metric is not an export from three systems reconciled by hand. Open any figure and the visits behind it are right there.
Clinical
Whether the care is working, wound by wound.
- Healing velocity
- Stalled wounds
- Infection rate
Operational
Whether the day ran the way it was planned.
- Schedule fill rate
- On-time arrival
- Same-day note completion
Financial
Whether the work turns into paid claims.
- Clean-claim rate
- Denial rate
- Days in A/R
Dashboards are scoped by role, and reports can be scheduled to the people who act on them.
The full surface
If it happens in the field, it's in here.
The five sections above are the spine. This is everything else the platform carries, in one place.
Referral & intake
- Fax, email, and portal referral intake
- AI extraction from faxes and PDFs, human-verified
- Missing-document checklists
- Duplicate detection and record merging
- Facility census imports
- Intake turnaround reporting
Patient records
- One longitudinal record per patient
- Demographics, insurance, consents, directives
- Wound and infusion history
- Facility, building, wing, and room tracking
- Admission, discharge, and transfer updates
- Full activity timeline
Secure communication
- Patient- and visit-linked message threads
- Care team, facility, and on-call channels
- Attachments, voice notes, and templates
- Priority flags and unread escalation
- Translation and quiet hours
- Emergency broadcasts
- Retention policies with audit history
Confirmations & reminders
- SMS, voice, email, and portal reminders
- Confirm, reschedule, and call-back responses
- Language and quiet-hour preferences
- Delivery and failure tracking
- Escalation after no response
- Automated waitlist backfill
- No diagnosis details in SMS, ever
Orders & tasks
- Physician and standing orders
- Verbal-order workflows with co-signature
- Order expirations and frequencies
- Every task owned, dated, and escalated
- Approved orders generate visits and supply reservations
Telehealth & engagement
- Telehealth visits from the portal
- Patient forms, consents, and uploads
- Symptom reports routed to the care team
- Balance payment and record requests
- Satisfaction surveys
Credentialing & workforce
- Licenses, DEA, certifications, privileges
- Expirations block scheduling and dispatch
- Availability, on-call, and shift scheduling
- Timekeeping, mileage, and expenses
- Productivity and continuing education
Integrations
- FHIR APIs and USCDI-aligned data
- HL7 v2 and C-CDA
- Eligibility and clearinghouse connections
- E-prescribing, eMAR, and eTAR
- Secure fax, SMS, and voice
- Google and Outlook calendars
- Payroll, accounting, and BI exports
- Webhooks and structured exports
Operations at scale
- Multi-region and multi-facility structure
- Role-based dashboards for 18 roles
- Global search and command palette
- Saved filters and bulk actions
- Scheduled reports and exports
- Offline documentation with background sync
- Dark and light modes, localization-ready
Want the module-by-module walkthrough? That’s what a demo is for.
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See your own workflows in it.
A demo runs your intake-to-outcome flow, not a canned script. Bring a real referral, a real round, and a real denial, and we will walk them through the platform.