PivotChart — Agency Setup

Agency Profile

Tell us about your agency. This information appears on clinical documents and reports.

Agency / Organization Name *

Agency NPI *

Medicare Provider Number

State of Operation *

Agency Phone

Agency Address

Licensed Service Lines

Select every service line your agency is licensed and certified to provide. Staff will only see workflows for selected lines.

⚠️ Regulatory reminder: Only select service lines your agency is currently licensed for by your state health department and certified by Medicare. Selecting an unlicensed service line does not grant authorization to provide that care.

🏠

Home Care

Home Health Agency (HHA) — Medicare-certified skilled nursing, PT, OT, SLP, aide services. OASIS-E, PDGM, CMS-485, EVV.

🏥

Hospice

Medicare Hospice Benefit — NOE, election statements, IDG reviews, HIS/iQIES, per diem billing. Requires separate CMS hospice certification.

🌿

Palliative Care

Specialist palliative services — goals of care, symptom management, advance care planning. Concurrent with curative treatment. No election required.

🏢

Assisted Living

Residential care for seniors — ADL assistance, medication management, activities, incident tracking, move-in/move-out, service plans. State-licensed facility.

🏡

Group Home

Community residential setting — daily living support, incident tracking, staffing ratios, DD/IDD waiver billing, and state compliance reporting.

Review & Save

Confirm your agency configuration before saving. You can update this at any time from Agency Setup.