AgenciesForge

AgenciesForge provides patient management and scheduling, which holds each client’s record and the calendar for visits. Front-desk staff and clinicians create the client chart and book appointments against it, and the chart shows only the tabs that match the client’s service lines, such as the DD/IDD tab or the home health episode tab.

The software includes SOAP Notes, the documentation clinicians complete after each client session. A note moves through three states: draft, signed, and locked, so the clinician reviews and signs it before it is locked against changes. Behavioral health clinicians and their supervisors use it, and AI Forge can draft the note in SOAP, BIRP, or DAP format from the session details the clinician provides.

The vendor handles billing through the Stedi clearinghouse, which checks a client’s insurance eligibility, submits claims, and receives payment remittances. Billers generate the CMS-1500 claim form and run a 15-point audit that flags errors before the claim goes out, and denied claims get a drafted appeal.

AgenciesForge offers OASIS charting for home health agencies, covering the CMS assessment that drives Medicare payment. Nurses complete it through a chart-aware interview that pre-loads diagnoses, medications, wounds, and prior scores, and the platform checks each answer against the same rules iQIES applies, so rejections appear before uploading. It follows the CMS v3.02.0 specification, and home-care-only agencies never see it.

The software offers an agency network, which lets one owner run several agencies from one account, with each child agency keeping its own NPI, EIN, and EVV. Owners of multi-agency groups use it to find a client across all of their agencies.