CertifyMed
Service Authorization & Billing

Authorize services in units with effective dates, payer, and HCPCS codes. Utilized units derive automatically from delivered services so there is no manual tallying. Frequency caps are enforced per period, every amendment is versioned, and every change is auditable across HCBS, nursing facility, and ICF/IID programs.

Authorization Management

From Approved Units to Delivered Services, Fully Reconciled

Service authorizations connect directly to the service catalog, the service plan, and the delivery record, so coordinators, billers, and auditors always work from the same numbers.

Service Authorizations in Units
Each authorization captures the authorized unit count, effective and expiration dates, payer, and HCPCS or procedure code. Authorized vs. utilized units are visible side by side.
Consumption Ledger
Utilized units are derived from delivered services, not entered manually. As services are logged, the ledger updates automatically, giving a real-time remaining-unit balance per authorization.
Frequency Cap Enforcement
Caps are set per period (daily, weekly, monthly) at the authorization level. The platform flags or blocks delivery entries that would exceed the approved frequency.
Amend and Supersede with Full History
Every amendment creates a new version. The prior authorization is retained and marked superseded, never deleted. Void replaces deletion for erroneous authorizations, so the audit trail is always complete.
Service Catalog & Reconciliation

One Catalog. Consistent Rates. No Re-keying.

A shared organization service catalog with HCPCS codes, procedure codes, and rates drives consistency from authorization through billing, with reconciliation against service-plan interventions and delivered services.

Organization Service Catalog
Define services with HCPCS or procedure codes, unit rates, and eligible staff. The catalog is the single source of truth for what your organization can authorize and bill.
Staff Picker per Service
Assign eligible staff to services in the catalog. Authorization and scheduling pull from the same list so only credentialed staff are matched to authorized services.
Intervention Reconciliation
Authorized services are reconciled against active service-plan interventions and delivered service records, surfacing gaps between what was authorized, planned, and actually delivered.
Billing-Ready Authorization Records
Each authorization carries payer, HCPCS code, rate, and unit counts in a structure designed to feed downstream billing workflows without manual re-entry.

Frequently asked questions

How does CertifyMed track utilized units?+

Utilized units are derived automatically from delivered services logged in the platform. There is no manual tallying: as services are delivered and recorded, the consumption ledger updates the utilized count against each authorization, giving coordinators a live view of remaining units.

What happens when an authorization is amended or superseded?+

CertifyMed versions every authorization. When an authorization is amended, the prior version is retained and marked superseded, never deleted. The full amendment history is auditable, and the active version always reflects the current approved units, dates, and payer.

Can I delete an authorization that was issued in error?+

No. CertifyMed uses a Void action rather than deletion. Voided authorizations remain in the record with a tamper-evident audit entry, preserving the billing and compliance history that payers and state auditors require.

Platform Overview

One Platform. Every Module You Need.

Twelve integrated modules that replace scattered tools, spreadsheets, and paper binders - so you can focus on your clients, not your compliance gaps.

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Assessments & Screening

InterRAI engine plus 14 validated screening tools. Scored automatically with clinical bands and safety protocols.

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Service Planning

Person-centered service plans auto-populated from assessments. CMS 42 CFR §441.725 compliant.

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Sessions & Telehealth

Video, audio, chat, in-person consultations with recording, live transcription, and scheduling.

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HCBS Settings Compliance

CHCS compliance scoring (0-100) across 6 modules for 90+ setting types.

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Incident Reporting

9 categories, 34 subcategories, automated severity scoring, and 5-stage investigation workflow.

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Workforce Compliance

Staff credentials, expiration alerts, payer enrollment, and OIG/SAM exclusion monitoring.

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Compliance Dashboard

One view of all compliance areas with priority action items and per-module health cards.

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Organization Management

Client registry, team management, roles & permissions, and 10-tab client profiles.

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Client Portal

Clients view their own care plan, appointments, and care team with restricted access.

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Platform & Security

HIPAA compliant, end-to-end encryption, multi-role architecture, 2FA, and AI integration roadmap.

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Available Now

Service Authorization & Billing

Authorize services in units, track utilization automatically, enforce frequency caps, and keep every change auditable.

Learn more
Coming Soon

Electronic Visit Verification

Integrate with state EVV aggregators and reconcile verified visits against authorizations and units. Cures Act ready.

Learn more
Available Now

Assessments & Screening

InterRAI engine plus 14 validated screening tools. Scored automatically with clinical bands and safety protocols.

Learn more
Available Now

Service Planning

Person-centered service plans auto-populated from assessments. CMS 42 CFR §441.725 compliant.

Learn more
Available Now

Sessions & Telehealth

Video, audio, chat, in-person consultations with recording, live transcription, and scheduling.

Learn more
Available Now

HCBS Settings Compliance

CHCS compliance scoring (0-100) across 6 modules for 90+ setting types.

Learn more
Available Now

Incident Reporting

9 categories, 34 subcategories, automated severity scoring, and 5-stage investigation workflow.

Learn more
Available Now

Workforce Compliance

Staff credentials, expiration alerts, payer enrollment, and OIG/SAM exclusion monitoring.

Learn more
Available Now

Compliance Dashboard

One view of all compliance areas with priority action items and per-module health cards.

Learn more
Available Now

Organization Management

Client registry, team management, roles & permissions, and 10-tab client profiles.

Learn more
Available Now

Client Portal

Clients view their own care plan, appointments, and care team with restricted access.

Learn more
Available Now

Platform & Security

HIPAA compliant, end-to-end encryption, multi-role architecture, 2FA, and AI integration roadmap.

Learn more
Available Now

Service Authorization & Billing

Authorize services in units, track utilization automatically, enforce frequency caps, and keep every change auditable.

Learn more
Coming Soon

Electronic Visit Verification

Integrate with state EVV aggregators and reconcile verified visits against authorizations and units. Cures Act ready.

Learn more

Walk into your next survey ready.

See how state agencies, MCOs, and provider networks run assessment, care planning, and continuous compliance on one platform.