HHA DocFlow
Document tracking for home health agencies

Every document, accounted for.

HHA DocFlow reads, tracks, and files your 485s, recerts, and orders — from intake to signature — so nothing sits unsigned past its deadline.

Request a demo See how it works
485 / 486 / 487 workflow  ·  Audit-ready by default
HHA DocFlow — Documents This week
Document Client Received Status
485 — Plan of Care M. Reyes Jul 18 Signed
486 — Recertification J. Okafor Jul 19 Signed
Physician Order L. Tran Jul 21 PendingSigned
485 — Plan of Care D. Whitfield Jul 22 Pending
F2F Encounter S. Beck Jul 22 Pending
DROP EXTRACT TABLE REMINDER SIGN AUDIT SETTLE
A live look — intake to signed, in one quiet flow
Read
Every form, captured automatically
Track
One place to see what's signed
Close
Reminders that finish the job
Prove
A timestamped record for survey
Capabilities

Built around the paperwork, not the other way around.

Six quiet steps carry a document from your inbox to a filed, signed, audit-ready record — no re-keying, no chasing.

01
Intake

Document intake

Drop in a 485 and it lands in the right client folder — read, indexed, and ready before you open it.

02
Capture

Automatic data capture

Patient, provider NPI, and document type are pulled straight from the page. No retyping, no transcription errors.

03
Tracking

Live status tracking

One dashboard shows every document as Signed or Pending, updated the moment something changes.

04
Reminders

Automatic reminders

Unsigned documents nudge themselves — by text and email — well before the deadline, so nothing slips.

05
Signature

Mobile e-signature

Providers review and sign from their phone in one tap. The clock stops the instant they do.

06
Audit

Compliance audit trail

Every event is timestamped and immutable — an answer already on file when a surveyor asks.

How it works

From inbox to filed, in three moves.

01

Receive

Documents arrive and route themselves to the right client folder, read and indexed on the way in.

02

Track

Your dashboard shows each document’s status in real time — signed, pending, or coming due.

03

Sign & file

Providers sign from their phone; DocFlow files the result and logs every step behind it.

Compliance

Ready for survey, not just for today.

Every action DocFlow takes is timestamped and written to an immutable log. When a surveyor asks who signed what, and when, the answer is already on file.

Capabilities vary by plan. DocFlow supports — but does not replace — your agency's own compliance program.
485 / 486 / 487 forms
Timestamped events
Immutable audit log
Role-based access
Configurable retention

Bring quiet order to your paperwork.

See HHA DocFlow on your own documents. We'll walk you through intake, tracking, and signature in about fifteen minutes.

A short reply from a real person — no spam. Or email sales@crownandoak.com.