INDUSTRIES → HOME CARE

AI teammates for agencies where the care happens in the field.

Routina runs referral intake, scheduling, nurse dispatch, remote patient monitoring, documentation, and family communication for home care agencies — plus the nurse network that delivers the visits — on top of the EHR and scheduling tools you already use, in English and Spanish.

PAINS → SOLUTIONS

What keeps agencies up at night, and what Routina does about it.

None of it is clinical work, but all of it lands on clinical staff — and it gets worse every time a nurse or caregiver leaves.

PAIN

High staff turnover

Nurses, caregivers, and schedulers turn over constantly. Every departure takes process knowledge with it, and every new hire restarts training.

SOLUTION

Knowledge that stays when people leave

Intake, scheduling, monitoring, and documentation workflows live in Routina, not in someone's head. Agents keep the routine work moving through every resignation, and new hires step into a process that's already running.

PAIN

Doing more with the same team

Patient census grows faster than headcount. Nurses spend hours on phone calls, scheduling, and paperwork instead of visits.

SOLUTION

Operate more efficiently

Agents take the coordination layer — intake, scheduling, reminders, overnight monitoring, visit prep. At one agency running Routina, nurse staff doubled the patient panel they could manage.

PAIN

When a nurse calls out, the day falls apart

A 6am call-out, a vacation, a storm or a power outage — and visits get missed while the office rebuilds the schedule by phone.

SOLUTION

Business continuity

Agents work around the clock with the full history of every patient. When someone is out, the schedule rebalances, affected patients are notified, and nothing depends on who was on shift.

PAIN

Not enough nurses to cover the visits

Open visits go unstaffed, referrals get turned away, and the agency can't grow past the staff it can hire.

SOLUTION

Access to the Last-Mile Management Module

An on-demand network of credentialed nurses, routed, verified, priced, and paid on the same platform — so coverage scales with demand instead of headcount. See the module ↓

PAIN

Referrals by phone and fax

Every referral is typed in by hand before anyone can call the patient back.

SOLUTION

Referrals parsed on arrival

Intake Coordinator turns phone, fax, and email referrals into a patient record — demographics, insurance, diagnosis, ordered services — ready for review.

PAIN

Overnight RPM readings nobody reads

Vitals come in overnight and sit until someone checks them in the morning.

SOLUTION

Every reading checked before the office opens

RPM Monitor compares each reading to patient-specific thresholds. Mild flags get outreach; critical ones go to nursing with the chart already pulled.

PAIN

Documentation after the shift

Visit notes get written at night, from memory, after the last visit.

SOLUTION

Notes ready before the visit

Documentation Assistant pre-populates visit notes with recent vitals, medications, and history, so documentation happens during the visit.

PAIN

Families calling the office for updates

The office spends the day answering calls about visit times it doesn't have yet.

SOLUTION

Families updated automatically

Patient Outreach sends visit reminders, schedule changes, and status updates by SMS or WhatsApp, in the family's preferred language.

THREE OPERATIONS, ONE PLATFORM

Where Routina runs in home care.

Home care agencies rarely run just one line of service. Each one has its own agents and workflow — on the same platform, the same patient record, the same audit trail.

Skilled Home Health

Nursing, therapy, and post-acute visits ordered by a physician. Referral intake, eligibility, authorization tracking, nurse scheduling, and visit documentation.

AGENTS
Intake Coordinator Eligibility Verification Scheduling Assistant Documentation Assistant

Intake Coordinator turns a faxed referral into a patient record — demographics, insurance, diagnosis, ordered services — ready for review before the first call back.

Personal & Companion Care

Caregiver visits for daily living, respite, and companionship. Shift scheduling against caregiver availability and geography, call-out coverage, and family updates.

AGENTS
Scheduling Assistant Patient Outreach Eligibility Verification

When a caregiver calls out, Scheduling Assistant rebalances the day against availability, skills, and geography — and notifies every affected family.

Remote Patient Monitoring

Chronic care patients with connected devices at home. Overnight readings checked against patient-specific thresholds, outreach on mild flags, escalation on critical ones.

AGENTS
RPM Monitor Patient Outreach Documentation Assistant

RPM Monitor reads every enrolled patient's overnight vitals before the office opens, so nursing starts the day knowing which patients need them.

SOLUTION

The Last-Mile Management Module: your nurse network, run like a gig platform.

Home care is a last-mile business — the service is delivered at the patient's door. The Last-Mile Management Module manages the nurses who deliver it: an on-demand network of credentialed clinicians, routed, verified, priced, and paid by the same platform that runs intake and scheduling.

Gig-Economy Nurse Network

Build an on-demand pool of independent and staff nurses. Open visits are offered to qualified nurses nearby, who accept from their phone — so coverage scales with demand instead of headcount.

Routing & Dispatch

Visits sequenced into efficient routes by geography, time windows, skills, and visit priority. Call-outs and same-day visits re-route the day automatically, with live status for the office.

Proof of Visit (POD)

GPS-stamped check-in and check-out, patient or caregiver signature, photos, and visit notes captured on the nurse's phone — attached to the patient record as evidence for billing and audits.

Nurse Compliance

Licenses, certifications, background checks, and training tracked with expiration alerts. A nurse whose credentials lapse stops receiving visits until they're renewed.

Visit Pricing

Rate rules by visit type, skill level, distance, urgency, and time of day — applied automatically to every visit, so what the agency bills and what the nurse earns are consistent.

Nurse Payables

Nurse pay calculated from completed, verified visits — mileage and adjustments included. Payouts batched for approval, with a statement every nurse can see.

ORIGIN

Built inside a healthcare operation, not theorized from outside one.

Routina started inside Flexio — a healthcare logistics operation in Puerto Rico. Every agent was first run against real PHI, real auditors, and real clinical priorities before it was offered to anyone else.

That's why the home care workflows assume what actually happens: referrals by fax, nurses who call out at 6am, families who prefer WhatsApp, and patients who prefer Spanish.

IN PRACTICE

Two home care workflows, start to finish.

What each step is, which agent owns it, what integration it touches, and what the operator sees.

LIVE Referral to first visit
1
Intake Coordinator
Parses a phone, fax, or email referral into a patient record — demographics, insurance, diagnosis, ordered services — and flags anything missing.
EHR, fax, email
2
Eligibility Verification
Verifies coverage before the first visit and records the authorization window, so no visit gets delivered unbillable.
Payer & eligibility systems
3
Scheduling Assistant
Books the start-of-care visit against nurse availability, skills, and geography, and notifies the assigned nurse.
Scheduling, nurse mobile
4
Patient Outreach
Confirms the visit with the patient or family by SMS or WhatsApp, in their preferred language (EN/ES), and answers logistics questions.
Twilio, WhatsApp Business
RESULT
The office reviews a complete, verified referral with a visit already booked — instead of building it by hand from a fax.
LIVE Home care RPM monitoring · 320 patients
1
RPM Monitor
Reads overnight vitals from 320 enrolled patients via RPM Device Bridge — blood pressure, glucose, weight, SpO2. Compares each reading to patient-specific thresholds.
RPM Device Bridge, EHR
2
RPM Monitor
Flags 12 readings outside thresholds. Cross-references against medication changes, recent visits, baseline trends. Determines criticality.
EHR, prior visit history
3
Patient Outreach
Auto-contacts the 9 mild flags via patient's preferred channel (SMS/WhatsApp). Asks 2–3 follow-up questions. Documents responses.
Twilio, WhatsApp Business
4
Documentation Assistant
Escalates the 3 critical flags to nursing in Slack with patient chart pulled, recent meds, last 7 days of vitals, and suggested clinical action.
Slack, EHR
RESULT
320 patients monitored daily by 4 agents working as one team. Nursing staff focuses only on the 3 that actually need them.

COMPLIANCE

Healthcare-grade by default.

Not features we added. Conditions we built in.

HIPAA-Compliant Infrastructure

Encryption at rest and in transit. PHI logging, access controls, and audit trails — all on by default, not toggles you turn on later.

BAA Available

Standard BAA available for any tier. Custom BAA review available for Enterprise. Our legal counsel signs; your compliance team reviews.

Role-Based Access

Every agent action is scoped by user permission. The scheduler sees what they need, the nurse sees what they need, the auditor sees what they need.

Audit Trails by Default

Every agent action is logged with who, what, when, and why. Audit-ready exports in seconds, not days.

INTEGRATIONS

The systems Routina already speaks.

Routina connects to the stack your agency already runs. No migration, no rip-and-replace.

EHR Systems

Patient records, visit history, clinical documentation.

Scheduling

Nurse and caregiver availability, visits, and routes.

RPM Device Bridge

Readings from enrolled monitoring devices.

Payer & Eligibility Systems

Coverage verification and authorization status.

Twilio

SMS and voice for patients, families, and nurses.

WhatsApp Business

Family communication in EN/ES.

Slack

Clinical escalations to nursing teams.

Fax & Email

Referral documents parsed on arrival.

Nurse Mobile

Schedule changes and visit prep in the field.

Don't see your system? We add new integrations in days, not quarters.

IN PRODUCTION

A home care agency running Routina, anonymized for HIPAA.

HOME CARE

Home Care Agency

~120 active home care patients with RPM enrollment. Routina runs intake, scheduling, RPM monitoring, and clinical documentation. Nurse staff doubled the patient panel they could manage.

GET STARTED

Ready to see what Routina does inside a home care agency?

Book a 30-minute working session. We'll walk through your intake, scheduling, and monitoring flow and show you the first two teammates we'd deploy.