How to Automate PointClickCare

PointClickCare automates the resident record and the money attached to it. Point of Care charting feeds MDS and eMAR, MDS submission to iQIES is automated, and billing, collections and claims run inside the platform. Filling beds and keeping authorisations current happens on hospital and payer systems instead.

A nursing home never closes and neither does its record

PointClickCare is the clinical and business platform for long-term and post-acute care: skilled nursing facilities and senior living communities, where the patient is a resident and the building is where they live.

That changes what the software has to be. There is no closing time and no end of the day. Every shift hands over to the next, every medication pass is documented as it happens, every fall and every change of condition goes on the record within hours, and the record is continuous rather than a series of visits.

It is also read by people the facility did not invite. State surveyors read it. Payers read it. The Minimum Data Set assessment coded from it decides what the facility is paid for a resident's stay. So the record is simultaneously the care plan, the compliance file and the revenue.

The admissions coordinator works out of somebody else's inbox

The building is full or it is not, and that gets decided almost entirely outside PointClickCare.

A hospital discharge planner posts a referral to a placement platform and sends it to nine facilities at once. Whoever answers first with a bed and a yes usually gets the resident, and referrals do not arrive politely at ten on a Tuesday. They arrive at five on a Friday.

Meanwhile the business office is watching a Medicaid application that has sat pending on a state site since March while the resident has been in the building since March. Somebody is uploading clinical documentation every few days for a managed care plan's concurrent review, because the plan will only authorise a few more days at a time. Somebody else is working denials on a payer portal.

None of those screens belong to the facility, and all of them decide whether it gets paid.

The pointclickcare.com homepage, the app these three jobs run in. PointClickCare
Referrals seen the hour they land Hospital discharge platforms checked through the evening, so a bed is offered before the coordinator is back at their desk on Monday.
The next review has a date on it Every managed care stay listed with the date of its next review and what the plan last asked for, read on the plan's own site.
Nothing sits pending unnoticed Submissions tracked on the state portal, with anything unchanged for weeks raised while the resident is still in the building.

The resident's own record is the part PointClickCare has solved

Inside the building the platform is thorough, and it is worth being fair about how thorough.

Point of Care puts documentation in front of the care staff on a mobile device, capturing weights, vitals and care plan tasks at the moment they happen, and that flows straight through to MDS assessments and to eMAR rather than being copied. eMAR and QuickMAR handle the medication pass. MDS submission to iQIES is automated, and PDPM Coach exists to make the assessment coordination itself more accurate. Revenue cycle management covers billing, accounts receivable, collections and claims across the facility.

Every one of those acts on the facility's own record, which is the right place for it to act.

The referral sitting on a hospital's placement platform is not in that record yet. The authorisation for the next five days is on the plan's portal. The Medicaid application is on a state website that will not tell anyone when its status changes. The bed that was lost on Friday evening was lost on somebody else's screen.

A bed filled on Friday is worth more than one filled on Monday

An empty bed does not catch up. The revenue for those three days is simply gone, and once something can watch the outside systems continuously, fewer of them go.

Referral platforms checked through the evening and into the night, with new discharges brought to whoever is on call and the clinical summary already pulled out, so a Friday referral gets an answer on Friday.

Every resident on a managed care stay listed with the date their authorisation runs out and what the plan asked for last time, checked on the plan's own portal rather than remembered. Pending applications watched on the state site, with anything that has not moved in three weeks raised. Assessment due dates set against what has actually been completed, so a window is met rather than noticed afterwards. Denials gathered with their appeal deadlines. Resident and responsible party balances aged into one list. In senior living, the tour enquiry that came in over the weekend and was never answered.

Care work has a hard stop. Gathering and comparing can run unattended. Nothing is coded, nothing is written into a resident's record, and anything reaching a family is drafted for a person in the building to read and send.

The logins get worked and the care plan is never touched

The people doing this are nurses, an admissions coordinator and a business office of two or three. Their attention is the scarcest thing the building has, and a large share of it goes on other organisations' login screens.

WebRun is an agent that works a real Chrome browser, signed in as your staff are. It opens the referral platform, the payer portal or the state site, reads what is on the screen, and brings back a list with the dates and the residents attached.

It runs on your schedule in your own private environment, sessions are not shared between tools, and a workflow can be locked to a named list of domains. You can watch a run and stop it.

The workflows below are already built, and each one names what it opens.

Questions people ask

Would it touch the MDS?

No. The assessment is coded by qualified staff and submitted through PointClickCare, and that does not change. What an agent can do is track which assessments are due and which are close to their window, so the coordinator works from a current list rather than a memory.

Our referrals come in at all hours. Can it watch overnight?

Yes, and that is the strongest case for it here. A referral platform can be checked on a schedule through the evening and the night, with new ones brought to whoever is on call, so a bed is not lost because a discharge landed at seven on a Friday.

Does anything reach a resident's family on its own?

No. Anything going to a family or a responsible party is drafted with the details filled in and held for a person in the building to read and send. Families are the last people who should receive an unreviewed message.

17 ready-made PointClickCare workflows

Each one names the apps it touches and the exact steps it takes. Open one to read what it will do, then turn it on.

PointClickCare Automated Post-Discharge Review Drafts
WebRun checks PointClickCare each week for residents discharged to home in the last seven days, and drafts a warm review-request message for your social worker to review and send, helping your facility build its online reputation over time.
PointClickCareGoogle SheetsGmail
PointClickCare Automated Resident Balance Follow-Up
WebRun reviews PointClickCare each week for resident and responsible-party balances past 30 days, logs them in a Google Sheet, and drafts a courteous balance-reminder letter in Gmail for your business office to review and send.
PointClickCareGoogle SheetsGmail
PointClickCare Automated Prior Auth Expiry Tracking
WebRun checks PointClickCare each weekday for Medicare Advantage and Medicaid prior authorizations expiring in the next ten days, logs them in a Google Sheet, and alerts your billing team in Slack so renewals never slip through.
PointClickCareGoogle SheetsSlack
PointClickCare Automated No-Show Recovery
WebRun checks your PointClickCare schedule each morning for missed therapy sessions, flags the resident and responsible party, and drafts a reschedule outreach for your staff to review and send.
PointClickCareGoogle SheetsGmail
PointClickCare Automated MDS Due-Date Tracking
WebRun scans PointClickCare each day for MDS assessments coming due in the next seven days, logs them in a Google Sheet, and posts a prioritized reminder to Slack so your MDS coordinator never misses a submission window.
PointClickCareGoogle SheetsSlack
PointClickCare Automated Eligibility Verification Worklist
WebRun checks PointClickCare each weekday for residents admitted in the last 48 hours or scheduled for admission in the next three days whose insurance eligibility has not been verified, logs each in a Google Sheet, and posts a verification worklist to the billing team in Slack.
PointClickCareGoogle SheetsSlack
PointClickCare Automated Hospital Referral Follow-Up
WebRun checks PointClickCare each weekday for open hospital discharge referrals that have not had a status update in 24 hours, logs them in a Google Sheet, and posts a follow-up prompt to your admissions team in Slack.
PointClickCareGoogle SheetsSlack
PointClickCare Automated Claim Denial Worklist
WebRun checks PointClickCare each weekday for new claim denials, categorizes them by denial reason and payer, logs everything in a Google Sheet, and posts a prioritized worklist to your billing team in Slack so no denial sits unworked.
PointClickCareGoogle SheetsSlack
PointClickCare Automated Daily Census Digest
WebRun pulls your daily census and bed-occupancy figures from PointClickCare each morning and posts a concise digest to Slack and a running log to Google Sheets so leadership always has the current picture.
PointClickCareGoogle SheetsSlack
PointClickCare Automated Care Gap and Family Outreach Drafts
WebRun checks PointClickCare each week for residents with upcoming care conferences who have open care-plan goals past their target date, and drafts a family update letter for your clinical team to review before any communication goes out.
PointClickCareGoogle SheetsGmail
PointClickCare Automated Appointment Confirmation Drafts
WebRun checks PointClickCare each weekday for specialist or off-site appointments scheduled for the next two days, and drafts a confirmation message for each resident's responsible party for your care team to review before sending.
PointClickCareGoogle CalendarGmail
PointClickCare Automated Admissions Paperwork Follow-Up
WebRun checks PointClickCare each weekday for recent admissions with outstanding consent forms or financial agreements, logs the gaps in a Google Sheet, and drafts a follow-up message for your admissions coordinator to review before sending.
PointClickCareGoogle SheetsGmail
Automated Senior Living Tour Lead Follow-Up
After a tour, WebRun pulls the lead from your CRM, drafts a warm follow-up message, and queues it for a staff member to review and send.
PointClickCareGmailSlack
Automated Senior Living Move-In Onboarding Checklist
When a new resident is added in your system, WebRun builds a personalised move-in checklist, notifies the care team, and drafts the welcome letter for staff to review.
PointClickCareGoogle SheetsGmail
Automated Senior Living Daily Incident Report Digest
WebRun pulls all incidents logged in the previous 24 hours, summarises them by type and severity, and posts a digest to the clinical leadership Slack channel before morning rounds.
PointClickCareGoogle SheetsSlack
Automated Senior Living Family Update Drafts
WebRun reads recent care notes and flags any resident with a change in condition, upcoming care plan review, or notable milestone, then drafts a personalised family update email for staff to approve.
PointClickCareGmailSlack
Automated Senior Living Dining Preference Digest
Each Monday, WebRun pulls resident dietary restrictions, texture preferences, and allergy flags from your care system, formats a kitchen-ready digest, and posts it to the dining services team.
PointClickCareGoogle SheetsSlack

Want one of these running on your own PointClickCare?

Show WebRun the process once and it will run it on schedule, in your own private browser environment.