◆   case study · our own agency

We replaced six tools inside our own agency. Here's what changed.

We use Braes to run our own large multi-location home health and hospice agency — 1,200 patients a month, 80,000+ visits a year, the same product we sell. Below: the six tools we replaced, and the three workflows that look completely different now.

◆   the stack we replaced

Six logins. Six data models. No idea what was true.

EMR
─── replaced

The system of record for everything clinical and operational.

Field comms
─── replaced

HIPAA-safe texting between office, clinicians, and patients.

Intake tracker
─── replaced

Project tracking for referrals, eligibility, and admission.

Fax / OCR
─── replaced

Inbound fax intake and document field extraction.

Coding & QA AI
─── replaced

Pre-claim review for ICD-10, acuity, case-mix, payor gaps.

Ambient scribe AI
─── replaced

Voice-to-note capture during the visit, mapped to OASIS.

─── plus the spreadsheets we used to load-balance points, track quality issues, and hand off work between teams. all of it now lives in one operator-built system.

◆   the workflows that changed

Three workflows we don't do the same way anymore.

01INTAKE

From a faxed referral to a scheduled visit.

Intake that used to take 45 minutes of manual entry now takes a few — and the patient is on the calendar before the referring physician hears back.

─── before
  • Fax arrives, sits in a queue
  • Office staff manually rekey every field into the EMR
  • Eligibility checked later — sometimes after the first visit
  • Hand-offs between intake, scheduling, and clinical lived in inboxes and post-its
─── after
  • Every field on the fax extracted automatically
  • Duplicate patients flagged on contact
  • Eligibility verified before anyone picks up the phone
  • Workflow engine handles the hand-offs end-to-end
02DOCUMENTATION

From 90-minute OASIS notes to 15.

OASIS time dropped from about 90 minutes per assessment to about 15 — a 6× improvement, on the same product we built for our own clinicians.

─── before
  • Clinicians charted on tablets after visits, often late at night
  • OASIS scoring done in a separate tool, then transcribed
  • Case-mix and acuity edits ran a week or more behind the visit
  • Coding errors got caught at the claim, not at the visit
─── after
  • Ambient scribe captures the visit in the room
  • OASIS draft is ready before the clinician leaves the home
  • Clinician reviews and edits — 15 minutes instead of 90
  • The same draft routes through pre-claim QA before it ships
03REVENUE OPS

From end-of-month surprises to pre-claim catches.

Revenue ops moved from a month-end firefight to a continuous, pre-claim workflow. The work that used to live in spreadsheets lives in Braes.

─── before
  • Coding errors found weeks later by the billing team
  • Denied claims worked as a backlog, not a workflow
  • AR aging tracked in a spreadsheet outside the EMR
  • Nobody could tell the CFO what the day actually looked like
─── after
  • Every visit reviewed pre-claim by Revenue Assurance
  • Issues ranked by dollar impact, routed to the right person
  • Open issues drillable from the morning briefing
  • CFO sees today's ranked issues before the day starts

─── these are the workflow changes inside our own agency. the system that runs them is the same system you would buy. nothing on this page is a marketing mockup.

“We didn't want another tool.We wanted to delete the stack and start over. Braes is the start-over.”
─── Zack McCoy, co-founder
operator · agency CFO · still on call

Want the same workflow change for your agency?

We'll map the first operating loop Braes should close in your agency — from detection through verified outcome. Direct line to the founders, and you'll be running on the same product we run ourselves.