Featured Case Study · AI Automation

AI-native operations platform
for modern home care agencies

We built PulseUp Health end-to-end — a unified platform replacing the spreadsheets, group chats, and disconnected tools that 500+ home care agencies were running on, with AI woven through every workflow.

Next.jsReactNode.jsPostgreSQLOpenAITwilioBolna Voice AIStripeAWSEVV IntegrationsEpic / PointClickCare
PulseUp Health — AI-native home care operations platform
80%
Reduction in scheduling admin
avg. across customers
<60s
Shift fill time with AI
SmartMatch median
97.4%
On-time shift rate
platform-wide
99.1%
Claim acceptance rate
first submission
500+
Agencies on platform
and growing
$2B+
Billing processed annually
across customers
The Problem

Home care agencies run on spreadsheets, group texts, and disconnected tools.

Coordinators spend more time chasing data than running the agency. Schedules live in one tool, billing in another, family updates in a third, and payroll in a fourth. Every new patient is a new manual workflow.

The agencies serving 10, 100, or 10,000 patients all hit the same wall: operations don't scale without adding headcount, billing slips through the cracks, and family communication becomes reactive instead of proactive.

What We Built

One platform instead of five disconnected tools

We shipped PulseUp end-to-end: scheduling, billing, workforce, family communication, payroll, reporting, and a white-label agency portal — with AI woven through every workflow.

Smart Scheduling

AI fills open shifts in under 60 seconds

SmartMatch pairs caregivers to patients by location, certification, skill, and availability. The system detects shift conflicts 24 hours in advance and suggests replacements before gaps happen.

  • Drag-and-drop shift builder
  • SmartMatch AI shift filling
  • Route optimization for multi-patient caregivers
  • Real-time caregiver availability
Automated Billing

From visit to payment without manual entry

Auto-generates invoices from approved visit notes, tracks claims, and monitors payment health in one dashboard. EVV-ready with direct payer integration across Medicaid, insurance, and private pay.

  • Auto-invoicing from completed visits
  • Real-time claim tracking + rejection alerts
  • EVV-compliant visit verification
  • Multi-payer billing pipeline
AI Operations Copilot

PulseUp AI runs the operations layer 24/7

Voice AI handles intake calls and follow-ups. Conflict resolution runs overnight. Smart lead triage routes inquiries to the right coordinator. Over 18 pre-built automation workflows ship out of the box.

  • Voice AI for intake + confirmations
  • Overnight conflict resolution
  • Lead scoring + routing
  • 18+ pre-built automation workflows
White-Label Agency Portal

A public website with a live AI chatbot per tenant

Every agency gets a branded site with a real-time AI chatbot that qualifies leads, books consultations, and routes inquiries into the admin portal — with Voice + WhatsApp follow-up via Twilio and Bolna.

  • Branded tenant website per agency
  • AI chatbot powered by service catalog
  • Inquiries auto-flow into admin portal
  • Voice + WhatsApp follow-up
Workforce + Payroll

One dashboard for the entire care team

Caregiver profiles, certifications, payroll, and compliance tracking — unified. Payroll is computed automatically from shift data with mileage, overtime, and deductions handled in a single one-click run.

  • Certification + license expiry alerts
  • Auto-calculated payroll from shifts
  • Performance scorecards from patient feedback
  • One-click payroll runs
Reports + Family Portal

Investor-grade visibility + automated family updates

Real-time utilization, revenue, and outcome dashboards designed to be shared with investors and boards. Families get automatic post-visit summaries, secure messaging, and live care plan visibility — without your team lifting a finger.

  • Utilization + revenue dashboards
  • Cohort outcome tracking
  • Auto-sent visit summaries to family
  • Secure family messaging
Challenges → Solutions

Where AI automation moved the numbers

Challenge

Manual scheduling burned coordinator hours

Solution

AI SmartMatch fills shifts in under 60 seconds, resolves conflicts overnight, and reduced scheduling admin by 80% on average across customers.

Challenge

Billing was scattered across spreadsheets and payer portals

Solution

Unified EVV-compliant billing pipeline auto-generates invoices from approved visits and tracks claims in real time — 99.1% first-submission claim acceptance.

Challenge

Families felt out of the loop between visits

Solution

Automated post-visit summaries, secure messaging, and live care plan visibility — delivered to families without coordinator effort.

Challenge

Agencies lacked a public-facing way to capture and qualify leads

Solution

White-label tenant website with a real-time AI chatbot that qualifies, books consultations, and routes inquiries straight to the admin portal.

Challenge

Compliance + enterprise procurement was a blocker

Solution

HIPAA-aligned controls, SOC 2 practices, AES-256 at rest, TLS 1.3 in transit, audit-grade event logs, and 99.9% SLA uptime with multi-region failover.

Technology Stack

Built for healthcare-grade reliability

HIPAA-aligned, SOC 2 practices, AES-256 at rest, TLS 1.3 in transit, 99.9% SLA uptime with multi-region failover.

Next.js
React
Node.js
PostgreSQL
OpenAI
Twilio
Bolna Voice AI
Stripe
AWS
EVV Integrations
Epic / PointClickCare
HIPAA-aligned
SOC 2 practices
99.9% SLA uptime
Audit-grade logs

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