Chart.ai

The same intelligence,
pointed at the resident.

A skilled nursing resident arrives with a hospital stay, a medication list, and a rounding provider who sees them for minutes. The record that explains the resident is split across three systems that do not talk to each other.

Chart.ai reads all of it. It briefs the clinician before the round and shows the MDS coordinator what the record supports before the assessment is coded. Your team decides.

Request a demoWorks with PointClickCare, MatrixCare or paper.
Chart.ai brings the hospital stay record, medication list and rounding provider into one intelligent brief

Resident Intelligence

Unified records. Clearer insights. Better clinical decisions.

Key Findings

New diagnosis: Possible UTI

Supported by: Urinalysis (4/20), Nursing note (4/21)

Lab value change: Low hemoglobin

Supported by: Lab results (4/18)

PDPM category: Requires review

Supported by: Discharge summary, Comorbidities

Clinician reviewing a pre-rounding brief
Quickreview

Pre-rounding Brief

Surface relevant clinical changes and uncaptured diagnoses before the visit.

Evidence

Discharge Summary

Page 2 • Diagnosis

Lab Results

04/18 • Hemoglobin 9.2

Nursing Note

04/21 • Fatigue, decreased intake

Evidence-Linked Findings

Every finding is connected to the original documentation in the record.

Convergence Architecture

Three records, one resident

The hospital discharge summary holds the diagnoses and the comorbidities. The facility system holds the nurse shift logs and the care plan. The pharmacy holds the med list.

01

Hospital Discharge Summary

Holds primary admission reasons, surgical procedures, prior baseline vitals, and documented chronic conditions that occurred prior to SNF transfer.

  • Diagnostic reports
  • Lab trend sheets

02

Facility System

PointClickCare or MatrixCare shifts. Contains CNA activities of daily living (ADL) records, nurse shift notes, incident reports, and immediate physician orders.

  • Shift-by-shift notes
  • Functional ADL scores

03

Pharmacy System

The active medication administration record (eMAR). Identifies active high-risk medications, recent titrations, intravenous therapies, and missed doses.

  • Dispensing history
  • Active drug regimens

Clinical Briefing

Before the round

The rounding provider gets a brief on every resident before entering the room.

Uncaptured diagnoses with the evidence behind them. Acute lab shifts since the last visit. A change in condition between rounds that the shift notes recorded and nobody escalated.

The provider walks in already knowing what changed. The visit goes to the resident instead of to the chart.

Full provenance citation on every alert

Before the round: an acute lab shift (serum creatinine elevated to 2.1 mg/dL) and an unescalated condition change surface on the pre-round brief, each cited to the resident record

Assessment Protocol

Before the assessment

PDPM pays on what the record supports inside the assessment window. A condition that is not in the chart when the MDS is coded does not pay, and a condition coded without a physician behind it does not hold up on audit.

Chart.ai hands the MDS coordinator four things before the 5 day assessment is coded:

Primary diagnosis checked against PDPM categories

Codes that return to provider are flagged before they are entered.

Physician documentation gaps flagged

A condition with evidence but no physician note in the lookback goes to the rounding provider for the next visit.

Change in condition surfaced for an interim payment assessment (IPA)

New diagnoses, new treatments and functional change picked up between assessments. An interim assessment becomes a decision, not a surprise.

NTA and SLP comorbidities found in the record

Qualifying conditions in the discharge summary, labs and med list, each pointing to the line in the record behind it.

Accurate, Defensible Clinical Mapping

The result is accurate PDPM and defensible PDPM. The rate reflects the resident. Every coded diagnosis carries physician documentation and record evidence.

PDPM Module

Compliant. Consistent. Complete & Accurate.

The module reads the entire resident chart and shows the MDS coordinator where the chart and the MDS disagree, with the evidence behind every finding. People confirm or dismiss each item. Nothing is coded automatically.

How it works

1

The whole chart

Provider, nursing, CNA, therapy, orders, MAR, transfer packet

2

Module review

Reads every note, finds indicators, cites the source text

3

Coordinator worklist

Confirms or dismisses each finding. A person decides

4

Provider query

Neutral, one issue, chart evidence attached

5

MDS completed

By the coordinator, from confirmed documentation

Read-only. The module never writes to the EHR or the MDS, never diagnoses and never shows reimbursement figures to providers.

What the module finds

Every item resolves to one of four statuses

The last two matter as much as the first two. A diagnosis carried forward without current clinical support is an audit exposure, and the module flags it the same way it flags a missed condition.

  • Supported
  • Indicators, not documented
  • Conflict
  • Documented, unsupported

Supported

Provider documentation present, active and consistent with the chart

Nothing. The item stands

Indicators, not documented

Clinical indicators in the chart, no provider documentation

Provider query

Conflict

Two parts of the record disagree

Clarification query

Documented, unsupported

Coded or documented, but no current indicators or treatment

Clinical validation query

PDPM components

Where documentation drives each component

PT

Primary diagnosis and clinical category

OT

Primary diagnosis and clinical category

SLP

SLP comorbidities, swallowing, cognition, diet orders

Nursing

Clinical complexity, services, mood and cognitive screens

NTA

Comorbidities, treatments and services in the point count

Section GG and BIMS remain assessments performed by facility clinical staff. The module never suggests a score.

Timing

A finding on day one is more useful than a finding on day nine

  1. Admission review

    within 24 to 48 hours

    Day 1

  2. Pre-ARD check

    1 to 2 days before

    Day 3

  3. 5-day assessment window

    ARD set on day 5 to 8

    Day 5 to Day 8

  4. Change in condition

    event-triggered re-review

  5. Pre-discharge

    completeness check

    Discharge

A finding surfaced after the ARD is far less useful than one surfaced on day one to three.

Provider queries

What a provider receives

Documentation query · Resident [name] · Stay admitted [date]

Clinical indicators

  • Nursing note, [date], [author]: “[relevant text]”
  • Labs, [date]: [result]
  • Medication order, [date]: [drug, dose]

Question

Based on your clinical judgment, can the clinical picture above be further clarified?

Response

Please respond using your independent clinical judgment. This query is not intended to suggest any particular response.

  • Drafted by the module, approved by the coordinator before it is sent
  • One neutral question, one issue, evidence cited with source and date
  • Answered from a phone or tablet in under a minute, capped per provider per day
  • No reimbursement, PDPM, case-mix or payment language. Enforced in software, not habit

By design

What the module does not do

Code the MDSWrite to the EHRBill or touch claimsDiagnoseShow $ to providersReplace judgment

Design decisions, not missing features. They are what make the module defensible in a survey or an audit.

Compliance principles

What stays with your staff

Accuracy in both directions

Unsupported findings get dismissed. Supported items do not get missed.

Documentation first

Every MDS item is backed by chart documentation. The module points to it.

Clinicians decide

Providers make diagnoses. Facility staff code the MDS. The module surfaces indicators only.

Everything is auditable

Every finding, edit, approval, query and response in an immutable, exportable log.

Evaluation

A 60 to 90 day evaluation in one building, measured on your own results

Shadow period

2 to 3 weeks, no action taken

Live review on new admissions + look-back on recent discharges

Short-stay Part A residents. Metrics set before data collection

Results review

Per building, never pooled

Confirmed vs dismissed

How many flags the MDS team agreed with

Already captured

Items the team had before the flag

Time per stay

What the review adds for the coordinator

Evidence clarity

How useful the cited text is

Query outcomes

Response rate, time and "not supported" share

Start a pilot in one building

One building, your own residents and staff, measured against the numbers above.

Request a demo
Architecture & Execution

How it works

01

Admission records

Hospital, facility, pharmacy.

02

One resident picture

Every condition, every setting.

03

PDPM and clinical rules

The rules are Playbooks, written in plain language by certified coders and clinicians.

04

Findings with proof

Each linked to the line in the record.

05

Your team decides

MDS coordinator, rounding provider, medical director.

Every admission reviewed before the 5 day assessment. Every finding cited. Nothing to install.

Zero IT Friction

Workflow Continuity

Nothing changes for your staff

No new software for nurses or facility teams. Operations continue in PointClickCare or MatrixCare. Paper records are read as scanned files.

The rounding clinician and the MDS coordinator receive structured intelligence in the tools they already use. Nobody logs into anything new.

PointClickCare & MatrixCare

Direct read-only integration preserves clinical routines.

Scanned Paper Records

High accuracy OCR engine absorbs physical binder pages seamlessly.

Native Delivery

Delivered via daily round briefs and coordinator summary dashboards.

Zero Login Overhead

No additional passwords or separate portal credentials required.

Target Audiences

Who it is for

One building or a portfolio. The same Playbook runs every resident in every building, so the standard is the same across the portfolio.

Skilled Nursing
Operators

MDS teams

Direct to the MDS coordinator where the facility wants the assessment support on its own.

Rounding practices

Chart.ai arrives with the rounding practice that serves the building, so the provider is briefed before every visit from the first day.

Deployment Model

How it arrives

Chart.ai for Skilled Nursing comes with the rounding practice that serves your building, or directly to your MDS team.

A 90 day pilot in one building, measured against your own case mix index, NTA capture rate and interim assessment count.

Clinical mapping keys: PDPM, physician documentation, resident rate, record evidence
Support Center

Frequently Asked Questions About Skilled Nursing

Get clear answers about resident documentation, clinical rounding, and PDPM assessment support with Chart.ai.

No. It reads the record and shows the coordinator what the record supports, with evidence. The coordinator codes the assessment.

Chart.ai reads from PointClickCare and MatrixCare and reports back to the team. Nurses never leave their system.

No. Chart.ai never writes to the chart on its own and never diagnoses. A person accepts or rejects every finding.

A brief on every resident before the visit. It includes uncaptured diagnoses with evidence, lab changes and any change in condition since the last round.

It is about an accurate one. Chart.ai captures what the record supports and flags what it does not. A diagnosis without physician documentation is flagged as a gap, not coded.

Before the 5 day assessment is coded, the coordinator sees the primary diagnosis checked against Patient Driven Payment Model categories. They also see the comorbidities found in the record and the physician documentation gaps, each linked to the line behind it.

Chart.ai watches the record between visits and flags a change in condition to the rounding team. The same signal can flag a resident for a possible interim payment assessment. The care team sees the decline earlier and decides what to do.

Yes. Paper records are read as scanned files. Your team keeps working the way it works today.

No. Chart.ai does not train AI on resident data, and a HIPAA business associate agreement is in place.

Both. The same Playbook runs every resident in every building, so the standard is the same across a portfolio.

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