Settings
🏢 Agency Profile
🏥 Service Lines
💳 Billing Rails
📍 EVV & Integrations
👤 Users & Roles
✉️ Invite Agencies
🔔 Notifications
📋 Compliance
⚙️ System

Agency Profile

Your organization's identity — used on claims, CMS filings, and licensure.

✓ Agency profile saved.

Service Lines

Enable or disable service lines for your agency. Controls UI visibility and billing rail availability.

✓ Service line settings saved.
Home HealthPDGM billing · OASIS-E · CMS-485 · EVV required
HospicePer-diem billing · NOE · HIS · IDG every 15 days
Palliative CareConsultation-based · No Medicare Part A election required
Assisted LivingMN Assisted Living facility license required · Minn. Stat. §144G

Billing Rails

Configure payer connections. Set env vars for live submission; demo mode active otherwise.

⚠️ BAA required — Medplum BAA must be signed before live production billing. Currently in demo mode.
Medicare Home Health (PDGM)
Wave 1 · Availity clearinghouse · All 50 states
Demo
Medicare Hospice (Per-Diem)
Wave 1b · Availity clearinghouse · All 50 states
Demo
Minnesota Medicaid (MMIS)
Wave 2 · HHAeXchange EVV · Requires MN_MMIS_PROVIDER_ID
Demo
Georgia Medicaid (GAMMIS)
Wave 2 · Sandata EVV · Requires GA_GAMMIS_PROVIDER_ID
Demo
Texas Medicaid (TMHP)
Wave 2 · HHAeXchange EVV · 95-day timely filing · Requires TX_TMHP_PROVIDER_NUMBER
Demo
Florida Medicaid (AHCA)
Wave 2 · Sandata EVV · Requires FL_AHCA_PROVIDER_ID
Demo
Never stored in browser. Set as Netlify environment variable.

EVV & Integrations

Electronic Visit Verification vendor connections and third-party system links.

HHAeXchange (MN/TX)Required for MN MMIS and TX TMHP Medicaid claims. Contact: hhaexchange.com
Demo
Sandata (GA/FL)Required for GA GAMMIS and FL AHCA Medicaid claims. Contact: sandata.com
Demo
Medplum FHIR (R4)FHIR store for all clinical data — Patient, Encounter, Claim, Task, etc.
CMS iQIESOASIS-E and HIS submission portal. Manual upload until API available.
Open iQIES ↗
MN-ITS (Medicaid eligibility)Minnesota real-time eligibility verification (270/271).
Open MN-ITS ↗

Users & Roles

Manage staff login access and role-based permissions.

NameRoleService LinesLast Login

Role Permissions

What each role can access.

RolePatientsBillingHR/StaffSettingsField App
Admin✅ Full✅ Full✅ Full✅ Full—
RN / Clinician✅ Assigned👁️ View——✅
Billing👁️ View✅ Full———
Aide / HHAAssigned———✅
Social Worker✅ Assigned———✅

Invite Agencies

Generate invite links for beta agencies or new customers.

Active Invites

No invites generated yet.

Notification Rules

Configure alerts for compliance deadlines and urgent tasks.

✓ Notification settings saved.
NOE / NOA due in <2 daysAlert when Notice of Election or Admission deadline is approaching
OASIS-E overdueAlert when OASIS-E SOC assessment is past 5-day deadline
Competency gate blockedAlert when a clinician is blocked from scheduling due to missing competency
TX timely filing 20-day warningAlert when TX encounter is within 20 days of 95-day timely filing cutoff
Claim rejectedAlert when clearinghouse returns a rejection
IDG meeting overdueAlert when IDG meeting is past 15-day requirement

Compliance Configuration

Regulatory settings per state and service line.

Primary state of operationUsed to load state-specific CoP overlays and background check system
MN Background Check SystemNETStudy 2.0 — required for all direct-care staff (Minn. Stat. §245C)
Manual
OIG Exclusion checkMonthly OIG LEIE check for all staff and contractors
SAM.gov checkFederal excluded parties (required for Medicare/Medicaid participation)
Competency expiry warning (days)Warn clinicians when credentials expire within this window

System

Data management, environment info, and danger zone.

EnvironmentCurrent deployment context
Detecting…
Medplum proxyRoutes FHIR calls through secure serverless function
—
Export demo dataDownload all localStorage data as JSON
Import dataRestore from a previously exported JSON file

Danger Zone — these actions cannot be undone.