INSIDE CHARTTRACE
Automate the work.
Keep the authority.
Every code backed by literal evidence.
ChartTrace is being built to do routine SNF billing, coding and revenue-cycle work automatically. Experts handle genuine exceptions and final release, not every routine item. Early access · commercial validation.
VIDEO / 8:14 · SYNTHETIC DEMO DATA
See ChartTrace end to end.
In 8 minutes.
ChartTrace is SNF billing and coding software for skilled nursing facilities. The walkthrough follows real product screens on synthetic data, from the command center to claim release, exceptions and payment variance.
What the video shows
An 8-minute walkthrough of ChartTrace, SNF billing and coding software for skilled nursing facilities, on synthetic demo data: the command center, a clean claim through final review and release, an exception claim held for a human reviewer, Medicare payment variance review and the portfolio workload across facilities. All data in the video is synthetic; no real patient information is shown.
- 0:00Command center
Facility workload, claims, evidence and exceptions in one view.
- 5:00Clean claim review and release
A claim is scrubbed, reviewed and approved for release by a person, followed by the submission package, acknowledgments and payment reconciliation as shown on demo data.
- 5:55Exception claim
Supported codes sit beside an unsupported item, which is routed to a human reviewer instead of moving forward.
- 6:32Medicare payment variance
The expected Medicare payment from the CMS SNF Pricer is compared with the amount paid, underpayments are flagged for review and recovery is tracked.
- 7:22Portfolio workload
Workload across several facilities in one operating picture.
ChartTrace is in early access. Direct clearinghouse submission and live remittance ingestion are not yet production-live; the walkthrough shows those steps on demo data. More on the ChartTrace YouTube channel ↗
ChartTrace/ Platform previewHuman judgment.
Start with the source.
SYNTHETIC INTAKE PROVEN · Production document ingestion and EHR integrations are being built. ChartTrace complements the EHR; this public site does not ingest patient records.
Oral hygiene
Self-care · Illustrative source excerpt
Resident completed toothbrushing while seated at the sink.
The oral-hygiene activity was completed.
“Staff provided verbal cues only; no physical assistance was needed.”
Exact words. Exact location.
Oral hygiene
Self-care · Illustrative source excerpt
Resident completed toothbrushing while seated at the sink.
The oral-hygiene activity was completed.
A statement you can verify.
“Staff provided verbal cues only; no physical assistance was needed.”
The interpretation stays linked to the literal sentence.
AI proposes routine work.
Supervision or
touching assistance
Observed verbal cueing supports this candidate. Confirm usual performance and the applicable assessment window.
“Staff provided verbal cues only…”
CMS Section GG
Supervision or touching assistance
Is this the usual performance across the assessment window?
Rules determine. AI cannot override.
“Staff provided verbal cues only; no physical assistance was needed.”
Assistance required
touching assistance
Illustrated reference: CMS RAI Manual v1.20.1 · effective October 1, 2025. Production evaluation must resolve the version and effective date applicable to each determination. Full payer coverage is not established.
SNF intelligence within the platform.
SNF-specific reimbursement intelligence.
- 01Supported MDS / PDPM inputs
Evidence-backed assessment processing for the supported scope.
- 02Official CMS FY2026 HIPPS grouping
Authoritative grouper results for supported synthetic vectors.
- 03Claim construction and scrub primitives
Building blocks for claim logic and validation, with human review and provenance.
A single oral-hygiene excerpt cannot establish a complete HIPPS result. Required assessment inputs and applicable versions must be established.
Construct claims. Apply edits. Scrub.
Claim construction and scrub primitives
Working building blocks connect supported inputs to claim logic and edits. This is distinct from a production submission service.
Supported routine work advances.
Applicable billing edits, claim construction and scrubbing feed the intended automatic processing path. Judgment, missing information and external waits stay distinct. Ready for final review is separate from human released.
Production 837I generation/transmission, clearinghouse lifecycle and comprehensive payer rules are not yet live. Explore the intended routing model below.
Work advances. Without another approval click.
Process the supported work.
ChartTrace is being built to perform repetitive billing/coding work, validate supported proposals, apply billing edits, construct and scrub claims, and advance routine items automatically.
No coder approval click is required on each supported routine item. AI confidence alone cannot substitute for literal evidence and authoritative rules.
Keep unresolved work distinct.
True ambiguity and clinical/coding judgment go to an expert. Missing required information blocks the item. Payer/provider dependencies remain tracked as external waits.
A qualified human retains final claim or batch release before transmission.
Conceptual production workflow being completed. Inspect all six operating states below.
Focus experts on the exceptions.
PRODUCTION EXCEPTION MODEL · A coder does not approve every routine recommendation. ChartTrace is designed to process supported work automatically; experts supervise genuine exceptions and final release.
Judgment. Missing data. External waits.
Route genuine judgment to people, block missing information, and track external dependencies separately. An unresolved item must not silently pass.
Ready is not released.
After required processing and exception resolution, a qualified person reviews and releases the claim or batch before transmission.
Inspect the six operating states ↗Inspect a synthetic judgment exception
Supervision or
touching assistance
Observed verbal cueing supports this candidate. Confirm usual performance and the applicable assessment window.
“Staff provided verbal cues only; no physical assistance was needed.”
The final call is yours.
Confirm the supporting assessment context before approving this fictional example.
Pending human review. No claim is submitted.
Trace the authority behind a decision.
Evidence
“Staff provided verbal cues only; no physical assistance was needed.”
Rule / version / effective date
Human action distinguished
Continue beyond the coding decision.
- Claim generationUB-04 / 837I
- SubmissionClearinghouse connectivity
- Acknowledgements999 / 277CA lifecycle
- Remittance835 processing
- Denials / rejectionsCorrection and rebill
- ReconciliationExpected vs. paid → A/R / underpayment recovery → resolution
These are the production lifecycle being built, not live services. Claim construction/scrubbing primitives have been demonstrated synthetically; production generation, transmission and downstream processing remain unfinished.
Automated intake
Synthetic inputs work today. Clinical/source documents and resident, facility, payer and coverage context are intended to enter the workflow; automatic production EHR ingestion and integrations are being built.
BILLING & CODING AUTOMATION
Routine work, automated.
Experts, by exception.
ChartTrace is being built to perform routine SNF billing and coding work. Supported items advance automatically; only genuine exceptions need expert judgment. A person does not approve every routine recommendation.
AI extracts and proposes. Effective-dated deterministic rules establish what can safely advance. Humans resolve exceptions and retain final claim or batch release authority.
ChartTrace does the routine work.
No approval click on every item.
A qualified person reviews and releases the claim or batch before transmission.
Supported routine work advances
Sufficient literal evidence and authoritative, effective-dated rule support establish a supported routine result. Confidence alone is not enough.
ChartTrace is designed to process and advance this routine work automatically. A coder does not approve each item. Final claim or batch release still requires a qualified human.
Automatic processing · no item-by-item approvalA genuine exception
Clinical or coding judgment, conflicting evidence or true ambiguity prevents a safe mechanical determination.
Route the unresolved decision to a qualified expert. Their resolution returns through applicable validation; routine supported work continues without joining this queue.
Expert attention where judgment is requiredRequired support is absent
Required documentation, literal evidence or authoritative data cannot be established. There is no defensible basis to advance.
Fail closed. Keep the missing requirement visible and hold the item until it is supplied and validated. Do not guess or substitute AI confidence for authority.
Blocked until required information is establishedAn outside response is needed
A payer, provider or other external party must supply information before the work can continue.
The intended workflow tracks the dependency and keeps it distinct from an expert-judgment task, reducing repeated manual status checking. Live payer connections are not established.
Dependency tracked · resume when resolvedRoutine work and exceptions resolved
Required routine processing, validation and exception resolution are complete for this conceptual claim or batch.
Present the release-ready work and its evidence/rule provenance to an authorized person. Ready is a review state; it is not approval and does not permit automatic transmission.
Awaiting a qualified human’s final decisionExplicit final authority
A qualified human has reviewed the completed claim or batch and explicitly authorized release in the intended operating model.
Retain the human release action with literal evidence, rule version and effective date before the downstream transmission workflow. This illustration releases or transmits nothing.
Human authorization recorded · before transmissionSelect a state to inspect it. Qualitative illustration only: item counts and branch sizes do not represent measured volumes or automation rates. No patient data or claim transmission.
Fewer manual touches
Move repetitive coding, billing checks and supported routine processing into the operating workflow, reducing reliance on a large manual processing team.
More throughput per expert
Separate judgment tasks from missing information and external waits. Experienced staff spend their time where expertise is required, instead of repeatedly checking every item.
Consistent work across facilities
Standardized validation and traceable decisions are designed to reduce rework and supervisory burden as facility count grows. Specific staffing savings and automation rates are not yet proven.
Designed to complement the EHR and billing stack, not replace them. Production integrations and end-to-end RCM automation are being completed.
Request early accessCOMMERCIAL VALIDATION / EARLY ACCESS
Proven foundations.
A broader platform in build.
Evaluate ChartTrace with a clear view of what runs today and what the production workflow is designed to become. The complete production RCM lifecycle is still being built.
Runnable product foundations
- AI evidence extraction and literal highlighting, with OpenAI/Gemini analysis
- Effective-dated deterministic rule infrastructure
- Supported MDS/PDPM processing and official CMS FY2026 HIPPS grouping for supported vectors
- Claim construction/scrubbing primitives
- Human review, audit and provenance
Connected workflow automation
- Automated intake and production EHR integrations; no live PointClickCare or MatrixCare connection
- Broader code-set and payer-specific rule coverage
- Automatic routine processing, judgment exceptions, missing-information blocks, external waits and final human release
- Production UB-04 / 837I, clearinghouse submission, acknowledgements, 835/remittance, denials/rebill, reconciliation and A/R resolution
- A protected application environment with required agreements and validated controls before PHI
Early access is an evaluation conversation, not immediate production onboarding. Comprehensive ICD-10/CPT/HCPCS automation, full payer coverage and production PHI readiness are not established.
BUILT FOR THE REVENUE CYCLE
More facilities.
Focused expert oversight.
Corporate RCM and reimbursement leaders need standardized oversight across buildings. ChartTrace is designed to centralize the work that needs attention while routine processing advances automatically. MDS/PDPM review is one part of this operating platform.
Evaluate a path to scaling operations without proportional additions to billing and coding headcount.
Oversee judgment exceptions, blocked items, external waits and release-ready work across facilities, with evidence and rule provenance attached.
Spend expertise on ambiguity and exceptions, with source support and rule context ready to inspect.
One operating view. Across buildings.
Designed for corporate RCM and reimbursement leaders to see what needs attention across facilities, without reviewing every routine item.
- Facility scope
- One building or the organization
- Expert workload
- Judgment exceptions by facility
- Blocked work
- Missing evidence or authority
- External waits
- Payer / provider dependencies
- Approaching release
- Claims and batches ready for review
- Decision provenance
- Evidence · rule / version / date · human action
Illustrated oversight categories, not a live dashboard, customer data or measured facility workload.
SEE IT WITH YOUR TEAM
Shape the workflow
with your team.
Discuss early access or becoming a design partner. Confirm supported rules, inputs and production scope. Explore MDS/PDPM coding review and SNF pre-bill review.