SELF-HOSTED PROTOTYPE — synthetic demo data · notifications require this tab to stay open · not HIPAA-compliant infrastructure
Care Coordination
Select your name and enter your PIN to start receiving task alerts.
Staff member
PIN
Demo PINs: care manager 1111 · aide 2222 · executive director 3333
Care Coordination
Signed in as ()
Medications due
PRN medications available
Quick log
–
Completed Today
–
Open
–
Overdue
Overdue — needs attention
Recent sign-offs
Digest push interval:
Today's coverage
Add a shift
Staff
Date
Facility
Start time
End time
Notes
Compliance flags
Add a resident
Name
Room
Facility
Your PIN (Care Manager / Coordinator / Executive Director)
All residents
Edit changes name/room/facility. Discharge is the normal way to remove a real resident who's left care — it keeps their record for compliance history. Delete is permanent and only works if nothing else in the system references them (no tasks, care plans, medications, notes, etc.) — intended for cleaning up test entries, not real residents.
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Face sheet (DSS-4449B identifying data + getting-to-know-you)
Resident
Date of birth
Admission date
Language spoken
Prior address
SSN (last 4 only)
Medicaid CIN
Medicare #
Other insurance name
Policy number
Physician & transportation
Primary physician
Physician phone
General transportation need
Transportation Assistance Level (TAL) — official NYSDOH evacuation classification, per DAL DHCBS 16-02/25-11
TAL-1 sub-category (per DAL update to DHCBS 16-11, 9/26/2025)
Transportation notes (e.g. equipment needed during movement, mobility assistance for emergencies)
Advance directive & funeral wishes
Advance directive status
Healthcare proxy name
Healthcare proxy phone
Funeral home
Funeral home phone
Funeral wishes
Getting to know you
Biography / life history
Preferences (likes, dislikes, routine)
Your PIN (to save)
Emergency contacts
Name
Relationship
Phone
Priority (1 = call first)
Notes
Tonight's residency status
This is the universal census — every resident on one screen, no need to open individual resident tabs. Change any status dropdowns below, then click "Save all changes" once at the bottom to confirm with a single PIN entry. This feeds directly into the 11:59pm nightly snapshot and the billing integrity check.
Billing integrity check
Flags any service sign-off logged for a date when the census marked that resident as not in the building.
Import medications
Upload a UAS-NY report, DSS-4449C, DSS-4568, or a MAR/eMAR export — Claude extracts the medication list. Nothing is saved until you review and confirm each row below.
Resident
Source type
File (PDF, image, or text)
Review before importing — edit anything that's wrong
Your PIN (to import checked rows)
Medication list
Add a medication
Resident
Medication name
Dosage
Route
Frequency label
Scheduled times (blank if PRN)
Start date
Expiration date
Quantity on hand
Reorder threshold
Prescribing physician
Flags
PRN instructions (if PRN)
Recent incident reports
File a report
Resident
Type
Date/time
Location
Witnesses
Follow-up actions
Description of what happened
Injury assessment
Your PIN
Resident
Weight history
Date
Weight (lbs)
Your PIN
Vitals history
Date
BP (systolic/diastolic)
Pulse
Temperature (°F)
Your PIN
Supply inventory
Add a supply item
Resident
Type
Item name
Quantity on hand
Reorder threshold
Unit
Your PIN
Active orders (PT/OT, DME, labs)
Add an order
Resident
Type
Prescribing physician
Description
Ordered date
Follow-up date (optional)
Your PIN
Staff credentials
Add a credential
Staff member
Type
Credential name
Issued date
Expiration date
Your PIN
Resident (for communication log, property, visitors)
Select a resident below to view their plan history.
New Person-Centered Plan of Care
HCBS Settings Rule / 42 CFR §441.725 / NYS DAL 23-21. A new plan is a new record — history is preserved, not overwritten.
Resident
A — Resident Information
UAS-NY Assessment Date
B — Preferences, Strengths & Goals
What matters most (check all that apply)
Other
Resident's stated goals and desired outcomes
Resident's strengths and abilities
C — Supports
Unmet service needs identified
D — HCBS Settings Compliance Checklist
Any restrictions to the above settings standards?
E — Risk Management, Safeguards & Backup Plan
Other
Safeguards in place
Backup plan if primary supports are unavailable
F — Signatures
Resident signed date
Rep name
Relationship
Rep signed date
Facility rep name
Title
Facility signed date
Administrator name
Title
Admin signed date
Review annually and upon change of condition. Next review date is set automatically to 365 days from the facility signed date.
Your PIN
Resident
Activity history
Date
Category (from resident's stated preferences)
Activity name
Engagement
Your PIN
Notes
Resident
Meal intake history
Date
Meal
Intake %
Fluid intake (mL, optional)
Your PIN
Notes
Average intake below 50% across the last 3 logged meals triggers a nutrition concern flag on the Compliance Dashboard.
Authorized signers
Only active physicians, NPs, or PAs listed here can be selected as a signer below. DSS-4568 requires a physician signature; NP/PA is optional but must also be dated if designated.
Full name
Credential
License number
NPI number (optional, 10 digits)
Your PIN
Exclusion list screening
OIG (federal) and NY OMIG (state) don't offer a real-time API — both publish downloadable files instead. Download the current file from
exclusions.oig.hhs.gov or
apps.omig.ny.gov/exclusions, then upload it here (CSV format). Each upload replaces that source's prior list, matching how OIG/OMIG recommend refreshing — download the full current file monthly rather than trying to patch an old one.
Source
CSV file
Your PIN (Executive Director)
Medical evaluations (DSS-4449C / DSS-4568)
Enter an evaluation
Resident
Form type
Exam date
Evaluation purpose (affects exam-timing rules, not who can sign)
Per OMIG ALP audit protocol (Findings #6 & #8): a physician, PA, or NP may each sign in lieu of the others for either evaluation type — this has applied since 2/19/2014. Purpose only affects the exam-timing requirement, not signer eligibility.
Physician signer (required)
Physician signed date
NP/PA signer (optional)
NP/PA signed date
Recommended exam frequency (days)
UAS-NY reviewed, dated
Your PIN
Exam date must be on or before whichever signed date(s) you enter. An evaluation with any additional medication sheet pages isn't "fully executed" until every page is also signed and dated — add pages from the evaluation's row below once saved.
Care Plan Approvals
AI-generated Plans of Care and Task Sheets, saved from the AI Chart Review tool, waiting for review. Nothing here takes effect until approved.
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Self-administration capability assessments
Resident
Assessment date
Reason
Determination
Detail (reason/assistance needed)
Next re-evaluation (blank = +30 days)
Completed by (title)
Your PIN
Pre-pour authorizations
Resident
Authorized by (signer)
Authorization date
Max days pre-poured
Your PIN
LOA medications
Resident
LOA date
Medication
Dosage
Amount given
Your PIN
Medication refusals / out-of-meds
Resident
Medication
Type
Event date
Your PIN
MAR review log
Resident (blank = facility-wide)
Review type
Review date
Reviewer role
Your PIN
Controlled substance disposal (DOH-5733)
Resident
Medication
Strength / form
Quantity destroyed
Discontinued date
Your PIN
Liner shipments
Liner removed date
Your PIN
Weekly cart/room audit
Facility
Audit date
Refrigerator temp (°F, 35-36 required)
Your PIN
Notes
Room occupancy
Quick overview of who's in which room — not full bed-level management, just an at-a-glance grid.
Recurring task templates
Tasks generated from these run automatically every night for the next day — no need to re-enter daily tasks by hand. Requires the nightly cron job (see README Part 17) to actually run each night.
Add a template
Resident
Title
Category
Scheduled time (24hr)
Window (minutes)
Assigned role
Days (blank = daily)
Your PIN
Unified audit log
Covers the highest-stakes actions system-wide (task sign-offs, medication administration, fund withdrawals/deposits, census changes, resident/face-sheet edits, incident reports, staff changes) — not literally every click in every module. See README Part 17 for the exact list.
Days back
Action type (optional)
Export data (CSV)
Downloads a CSV directly — no PIN required for these read-only exports.
Staff accounts
Only the Executive Director can add staff, deactivate accounts, or reset PINs.
Add staff member
Name
Role
PIN (4-6 digits)
Your PIN (Executive Director)
Billing register
This computes an internal pre-claim summary from data already in the system (nightly census + RUG/rehab classification) — it does NOT submit a real Medicaid claim, generate an 837 file, or talk to any clearinghouse. It's the number-crunching that would need to feed into real claims submission "one day."
Period start
Period end
Your PIN
Past periods
Register detail —
Rate schedule
RUG-II category
Daily rate ($)
Effective date
Your PIN (Executive Director)
Facilities
Scopes what aides/care managers see — staff assigned to a facility only see that facility's residents/tasks/meds. Leave a staff member unassigned ("All") if they oversee multiple sites (typical for the Executive Director).
Name
License type
Address
Your PIN
Assign staff to a facility
Staff member
Facility (blank = All/unrestricted)
Your PIN
Assign residents to a facility
Resident
Facility
Your PIN
System health
Checks whether the moving pieces (billing rates, signers, cron jobs, facility scoping) are actually configured, or still on placeholder/demo state.
Confirm & sign
Your name
PIN
Edit credentialing
Medicaid ID
ALP exception code
Eligibility status
Verified date
Last exam date
Last exam form
Exam frequency (days, blank = 180 cap)
UAS frequency (days, default 365)
Person-Centered Plan of Care last reviewed
Your PIN (to save)
Add RUG assessment
Assessment date
RUG score
NFLOC score (Need for Facility Level of Care — must be ≥5 for ALP eligibility)
Your PIN
Log a note
Note type
Note
Your PIN
Log activity participation
Resident
Activity name
Category
Date
Engagement
Notes (optional)
Your PIN
Log meal intake
Resident
Date
Meal
Intake %
Fluid intake (mL, optional)
Notes (optional)
Your PIN
Administer medication
Status
Dose given (optional override)
Notes (optional)
Witness staff member (required — controlled substance)