Chartflow is the EHR where agents handle intake, scheduling, orders and chart review — and your team approves what they propose.
Explore a sample agency. Review an admission, approve a visit, and see what happens next.
Skilled nursing + PT after a hip replacement. Start of care proposed for Thursday, Oct 15.
Read the supporting context, then approve, edit or decline. Your decision updates this sample agency.
A hands-on preview with fictional records. Nothing here is sent, filed or changed in a real agency.
Follow a sample referral through the agency. See the context each agent brings to your next decision.
Referral packet gathered in one record
Eligibility and encounter evidence
Service area and discipline needs
SN + PT · proposed start of care Thursday
Try the sample action.Illustrative activity
14 checks · 9 assignments · 6 orders
From referral packet to admission proposal
Verified Medicare eligibility for Maria R.
Gathers the referral context and surfaces evidence for the admission decision.
Match visits to clinicians and days
Proposed Jen P., RN for Lillian’s recert
Brings credentials, visit windows and routes together in one proposal.
Keep physician orders moving
Drafted plan of care for Dr. Okafor
Tracks the draft, approval and signature status alongside the patient record.
Review notes and OASIS in context
Flagged a missing wound measurement
Makes gaps visible to reviewers and routes a specific follow-up to the clinician.
Bring the record and revenue work together
Gathered Maria R.’s episode readiness
Keeps eligibility, orders, NOA and claim status available for billing review.
Review proposals alongside their supporting context. Your people stay part of the decision.
Visit · SN wound careJune Whitfield · sample visit
00:18:42Note drafted2 items to confirm
Capture the visit while the conversation is still fresh. Review the draft, confirm the details, and keep the rest of the agency connected to the same record.
Illustrative product views with fictional records
Agents propose from the visit note. Clinicians review and confirm.
M1800 Grooming
Every clinical suggestion needs your review.
EVV and the schedule, in one place.
Keep the draft, review and signature status together.
Sent to Dr. Okafor
Eligibility, NOA and claims tracked alongside the episode.
Maria R. · SN + PT
A specific follow-up, with the note it came from.
Return to Tomás O., RN to add length, width and depth.
Try the approval queue →Review the evidence alongside the proposal.
Your team reviews what agents propose.
Read how Chartflow handles information.
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