Referrals, read for you.
Upload the referral packet. Patrium pulls out demographics, diagnoses and medications into a structured intake your team reviews before anything is saved.
See referral intakeThe AI-powered clinical platform for home health and hospice.
Connect referral intake, care planning, clinical documentation and quality review, helping your teams deliver care with less administrative burden.
Patient
Sample Patient, 81 · Medicare
Referring physician
Dr. A. Example, Internal Medicine
Diagnoses
- I50.9Heart failure, unspecified
- E11.9Type 2 diabetes
Medications
- Furosemide 40 mg, daily
- Metformin 500 mg, twice daily
Illustration with sample data. No real patient information.
I50.9Heart failure
Goal: patient weighs daily and knows when to report weight gain.
- Teach daily weights and symptoms to reportRN
- Assess lung sounds and edema each visitRN
- Assist with personal care to conserve energyHHA
E11.9Type 2 diabetes
Goal: patient keeps a daily blood glucose log.
- Review glucose log and medication useRN
Illustration with sample data. No real patient information.
Subjective
Patient reports less shortness of breath since the last visit. Sleeping on two pillows. Taking medications as prescribed.
Vitals
BP 128/76 · HR 72 · SpO2 96% on room air · Weight down 1.2 lb
Plan
Continue daily weights. Reinforced low-sodium diet teaching. Next visit in 3 days.
Illustration with sample data. No real patient information.
How each OASIS item was assessed
- M1800GroomingObserved
- M1400DyspneaInterviewed
- C0500BIMS summary scoreMeasured
- M1021Primary diagnosisRecord review
- M2020Oral medication managementConfirm
Illustration with sample data. No real patient information.
Destination
Your EHR (HCHB in this example)
Approved by
QA reviewer, after clinician sign-off
- Visit noteSent
- Assessment answers, mapped to your EHR's formsSent
- Care plan goalsSent
- Next scheduled visitsSynced in
Illustration with sample data. No real patient information.
CHAP VerifiedReviewed by the Community Health Accreditation Partner for secure, auditable documentation workflows.
85%+
less time spent on clinical documentation*
20%+
increase in overall clinician productivity*
0
extra hardware. Clinicians use the phone they already carry.
*Early data from Patrium pilot programs. Full report coming soon.
Your teams chose home health and hospice to care for people, not to chase paperwork.
Less paperwork. Smarter care planning. Stronger compliance.
How it works
One connected workflow, from referral to EHR.
Each team does its part in Patrium and hands the next one reviewed, structured information instead of a stack of paperwork.
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Intake teamDashboard
Turn the referral into an episode
Upload the referral packet. Patrium extracts demographics, diagnoses and medications for your team to review, then drafts a plan of care from the diagnoses.
Hands offAn episode with reviewed diagnoses, medications and a draft plan of care.
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Field cliniciansMobile app
Document the visit in the home
Clinicians follow each patient's visit plan, record the visit on their phone and reconcile medications, even offline. Patrium drafts the note, and AI quality review flags anything to confirm before they sign.
Hands offA signed note with its assessment answers and, for OASIS visits, how each item was assessed.
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QA reviewersDashboard
Review before approval
Signed notes arrive in the dashboard with the requirements for each visit type tracked. Reviewers check the documentation, edit where needed and approve it.
Hands offApproved documentation, ready for the patient's chart.
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Your EHRConnected
Send it to the chart
Approved documentation is mapped to your EHR's visit types and forms and sent automatically. Scheduled visits come back the other way.
Hands backThe next scheduled visits, ready on clinicians' phones.
The platform
Everything between referral and EHR, in one place.
Intake, care planning, visit documentation and quality review work from the same patient episode, so each step builds on the last.
Visits, written up.
Record on iPhone or Android and talk with your patient as you normally would. Patrium filters out small talk and drafts an EHR-ready note, even when there is no signal in the home.
How the workflow fits togetherMedications, reconciled in the home.
Clinicians reconcile the medication profile during the visit, scan a barcode to look up a medication and add photos as evidence, with or without a signal.
See medication reconciliationHospice IDG, documented too.
Hospice teams use the same platform for interdisciplinary group meetings. Record the IDG meeting and Patrium drafts the note for your team to review.
Talk to us about hospice
Care planning
A plan of care, drafted from the referral.
Patrium turns the diagnoses extracted at intake into a draft plan of care from your agency's care plan library, so every episode starts with a plan to review instead of a blank page.
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Drafted from the diagnoses
Goals and interventions are matched to the diagnoses in the referral, ready for your team to review, edit and publish.
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Assigned by discipline
Assign each intervention to the right discipline on the care team.
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Reviewed during the visit
Clinicians review the care plan as part of their visit review, alongside the note, before they sign.
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Visit plans for each patient
Patient- and condition-specific visit plans keep every visit on track in the home.
Quality review
Stronger compliance, checked before sign-off.
AI quality review runs after the visit is recorded and before the clinician signs. Then your QA team reviews the note in the dashboard before it is approved.
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How each OASIS item was assessed
For every OASIS item, Patrium shows whether it was observed, gathered by interview, measured or taken from record review, and flags items it cannot find in the visit for the clinician to confirm.
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Requirements by visit type
Compliance requirements are tracked for each visit type, such as consent and advance directive status at start of care, so gaps show up before the note reaches QA.
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QA review in the dashboard
QA reviewers open signed notes in the dashboard, edit where needed and approve them before anything goes to the EHR.
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EVV on every visit
EVV location is captured at the start and end of every visit.
Built for home-based care
Every part of the episode, covered.
From the first referral to discharge, Patrium supports the clinical and administrative work home health and hospice teams handle every day.
- Referral intake and extraction
- Plan of care drafting
- Patient-specific visit plans
- Start of care and OASIS
- Routine visit notes
- Resumption of care
- Medication reconciliation
- Wound and visit photos
- EVV location capture
- Hospice IDG notes
- Discharge documentation
- AI quality review
- QA review and approval
- EHR handoff
Who uses Patrium
Built for every team in your agency.
Office teams work in the Patrium dashboard. Clinicians use the Patrium mobile app in the field.
Dashboard
Intake staff
Upload referral packets, review what Patrium extracts and create the episode, with a draft plan of care ready for the clinical team.
Mobile app · iPhone and Android
Field clinicians
Follow each patient's visit plan, record the visit, reconcile medications and sign the note, even with no signal in the home.
Dashboard
QA reviewers
Review signed notes and visit requirements in one place, edit where needed and approve documentation for the EHR.
Dashboard
Agency leaders and admins
Configure visit content for each service line, including visit plans, care plan libraries, referral intake forms and compliance requirements.
Integrations
Works alongside your EHR.
Patrium connects to the EHR your agency already uses rather than replacing it. Scheduled visits come in, and approved documentation goes back to the patient's chart, with no double entry.
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HCHB
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Epic
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WellSky
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CareVoyant
- Consolo
- Another EHR?
Schedules in
Scheduled visits download from your EHR, so clinicians start with the right patients and visit types.
Notes out
Approved notes and assessments are sent to the patient's chart automatically. Nothing is sent without sign-off.
Mapped to your setup
Visit types, codes and fields are mapped per agency and service line to match how your EHR is configured.
Trust and safety
Adopt AI without adding risk.
Patrium is built for the regulatory realities of home health and hospice.
Verified by CHAP, one of the most respected accreditors in home health and hospice.
CHAP sets nationally recognized standards for quality, compliance and operational excellence in post-acute care. Its verification confirms that Patrium supports secure, auditable and clinician-friendly documentation workflows.
Watch the CHAP webinarClinicians stay in control
AI drafts, clinicians decide. Every note, care plan and referral extraction can be reviewed and edited before it is approved or sent to the EHR.
Patient data protected
Data is encrypted on the device, patient details are masked from logs and crash reports, and the app locks itself after inactivity.
Works without a signal
Record and document in homes with no connection. Everything syncs automatically when the phone is back online.
Audit-ready by default
Visit requirements are tracked automatically, and EVV location is captured at the start and end of every visit.
Resources
Evaluating AI for your agency?
Tools and insights for home health and hospice leaders, from our work with CHAP and agencies in the field.
Webinar
The AI checklist: what to know, what to ask and how to measure ROI
How CHAP and Patrium see AI adoption across home health and hospice.
Slides · PDF
Webinar presentation deck
Key stats, use cases, common concerns and takeaways on AI in post-acute care.
Checklist · PDF
AI vendor decision guide
Evaluate AI tools and partners with a checklist built for home health and hospice leaders.
FAQ
Questions, answered.
Who is Patrium for?
Home health and hospice agencies. Intake staff, QA reviewers and agency admins
use the Patrium dashboard for referral intake, note review and visit content setup, and field
clinicians use the Patrium mobile app to document visits.
Is Patrium an EHR?
No. Patrium works alongside your existing EHR. It handles referral intake,
care planning, visit documentation and quality review, then sends approved documentation to
your EHR, which stays your system of record.
Does Patrium work with our EHR?
Patrium connects to HCHB, Epic, WellSky, CareVoyant and Consolo. Scheduled visits come into
Patrium, and approved documentation goes back automatically, so clinicians do not re-enter
their notes. Using a different EHR? Tell us which one when you
book a demo and we will walk you through how the integration works for
your agency.
Does Patrium support OASIS?
Yes. Patrium drafts assessment answers, including OASIS items, from the visit
for the clinician to review. Before the clinician signs, AI quality review shows how each OASIS
item was assessed: observed, interviewed, measured or taken from record review.
What devices does it work on?
Patrium runs on the iPhone or Android phone your clinicians already carry. No
extra microphones or hardware are needed.
Does it work in homes with poor or no signal?
Yes. Clinicians can record and document offline. Recordings, photos and
submissions are queued on the device and sync automatically once a connection is available.
Who approves what the AI writes?
Your clinicians and your team do. Patrium drafts notes, care plans and referral
details, and every draft can be reviewed and edited. Nothing is approved or sent to the EHR
without a person signing off.
How do we get started?
Book a demo and we will show Patrium with workflows
like yours. No contracts and no obligations to see whether it is the right fit.
See the whole workflow, from referral to EHR.
See how Patrium connects referral intake, care planning, documentation and quality review for your agency in a short live demo.