Workflow Automation:

The AI that finishes the admission.

Flowtrics reads the hospital packet, transcribes medication orders, finds every NTA, completes and e-signs every form, and creates the resident in PointClickCare. Your team reviews. Nobody re-keys.

PointClickCare Marketplace partner HIPAA compliant, BAA included Skilled nursing, assisted living, memory care, rehab
Sample data. Typical admission: under 30 minutes of staff time.

How Flowtrics receives, processes, completes, and synchronizes resident information

Hospital Portals
Referral Portals
eFax & Email
Scanned
Documents
Referral
Intake
AI Packet
Review
Compliance
& Audit
Clinical
Validation
PDPM &
Reimbursement
Insurance
Verification
Task
Automation
Forms &
eSignature
Received Extracted Validated Completed Synced
PointClickCare
Physicians
Care Teams
Residents
& Families
Reports & Education
Faster admissions
Less duplicate entry
Complete audit trail

Receive

Hospital Portals
Referral Portals
eFax & Email
Scanned Documents
Received Extracted Validated Completed Synced
Referral Intake
AI Packet Review
Compliance & Audit
Clinical Validation
PDPM & Reimbursement
Insurance Verification
Task Automation
Forms & eSignature

Complete & Sync

PointClickCare
Physicians
Care Teams
Residents & Families
Reports & Education
Faster admissions
Less duplicate entry
Complete audit trail
Works inside the systems you already run
PointClickCareMarketplace MatrixCare Paychex MicrosoftPartner

Every admission carries revenue, risk, and hours. Most buildings only have time for one of them.

A referral packet runs sixty pages and arrives at four in the afternoon. Flowtrics reads all of it — hospital history, medications, diagnoses, therapy and wound notes — and hands your team a finished admission to review instead of one to build. The payoff shows up in the first MDS, in your denial rate, and on the schedules of everyone who touches an admission.

  • Accurate payment across the whole PDPM stayNursing, therapy, and NTA components are all supported by documentation captured on day one, not reconstructed in week three.
  • Faster referral decisions, fuller censusClinical review that used to take hours takes minutes, so you answer the hospital while the bed is still yours to fill.
  • Fewer denials, easier surveysEvery classification is validated before submission with the source page linked, so an audit or appeal starts with the evidence already attached.
  • Hours back in every departmentAdmissions, floor nursing, MDS, and billing stop rekeying the same packet into four systems and get that time back for residents.

Estimate your annual impact

Move the sliders. Assumptions are editable and conservative.

$per hour
$editable assumption
600
Staff hours returned per year
$22,800
Labor value of those hours
$130,800
Estimated annual impact, labor plus NTA reimbursement

Assumes Flowtrics cuts admission time by 50% and 40% of admissions are Medicare Part A. Estimates only; a demo with your census data replaces these assumptions with your numbers.

Interested in seeing how how all this works?
Contact us now!

Admissions are where facilities lose hours and leave reimbursement on the table.

A referral packet runs 40 to 100 pages. Today a coordinator reads it, a nurse re-types the medications, an MDS nurse hunts for NTA qualifiers, and the business office chases signatures. Flowtrics does the reading, typing and hunting once, so the numbers move.

50%
Faster admission completion
From packet received to resident live in the EHR.
90%
Less manual data entry
Extract once, reuse across every form and record.
99%
Document processing accuracy
With every exception flagged for a human to review.
$1M+
Additional annual reimbursement
NTA qualifiers captured that were previously missed.

Results reported by Flowtrics customers. Reimbursement impact depends on payer mix, census and current NTA capture rate.

From packet to admitted resident in four steps.

Flowtrics sits at the edge of your EHR. It takes in what the hospital sends, turns it into structured, validated data, and pushes finished work into the systems your staff already use.

Receive

Referral and discharge packets arrive from any hospital portal, fax, or email. Flowtrics picks them up, in any format, including handwritten and scanned pages.

Read

AI extracts demographics, diagnoses, medications, allergies, immunizations, and NTA qualifiers page by page, and validates each item against the source.

Complete

Every admission form is pre-filled and routed for eSignature. Medication orders are transcribed into structured orders. Anything uncertain is flagged for a nurse.

Sync

The resident, orders, and documents land in PointClickCare or MatrixCare. Nothing is typed twice, and the audit trail is complete.

One platform for the whole admission, and everything after it.

Point solutions review the referral and hand the rest back to your staff. Flowtrics carries the admission through to a live resident record, then keeps working on onboarding, contracts and compliance.

Answer every referral in minutes, with the clinical and financial fit already worked out.

Referrals from every hospital portal land in one queue. Flowtrics reads the packet, summarizes acuity, flags high-cost medications and equipment, and shows payer fit, so your team says yes to the right patients first.

  • One queue for every referral source, no portal juggling
  • Clinical summary and cost flags on the first screen
  • Accept, and the same data flows into every downstream step
See AdmissionsFlow in a demo

Interested in Flowtrics Workflow AI?
Contact us now!

Referral review tools stop at the decision. Flowtrics finishes the work.

Reading the packet faster matters. It matters more when the same platform also produces the orders, the forms, the signatures and the EHR record, then keeps running the building after the resident arrives.

CapabilityReferral review toolsFlowtrics
Admission
Reads referral and discharge packetsYesYes
Flags clinical and financial fitYesYes
Flags high-cost medications before you acceptYesYes
Runs insurance verification and background checksNoYes
Transcribes medication orders into the MARNoYes
Finds NTA qualifiers and validates PDPM classificationNoYes
Completes every admission form automaticallyNoYes
Built-in eSignature, no third-party subscriptionNoYes
Creates the resident in PointClickCare or MatrixCareNoYes
After admission
Tracks Medicaid preparation through to submissionNoYes
Resident and family education and engagement portalsNoYes
Broadcasts emails, texts, forms, surveys and documentsNoYes
Schedules automations for recurring, time-sensitive tasksNoYes
HR onboarding, contracts and compliance on the same platformNoYes

Interested in seeing how how all this works?
Contact us now!

Built for the people who actually do the admission.

Admissions coordinators

Respond to referrals in minutes with the packet already summarized. One queue instead of seven portals, and no re-typing.

"The packet comes in, the record goes out."

MDS nurses

Every NTA qualifier listed with its points and source page, validated before submission. Less hunting, cleaner PDPM.

"I review the list. I don't build it."

Directors of nursing

Medication orders transcribed and checked before they reach the floor, with anything uncertain flagged to a nurse first.

"Fewer transcription errors, fewer surveyor questions."

Administrators and owners

Faster census, complete documentation, and reimbursement captured on every admission. Visible across every building.

"The ROI shows up on the first PDPM cycle."

Flowtrics AI reduces manual entry, reads data & analyzes documents & seamlessly automates webforms, PDF forms, tasks, contracts, documents & integrates data into enterprise software & more through partner integrations.

Admissions is where facilities start. It's rarely where they stop.

The same platform that finishes an admission runs the rest of the building's paperwork. Every enhancement ships to every customer at no extra cost.

HR onboarding and trainingOffer letters, I-9s, licenses, competencies and training records, routed and filed.
Cert and recert formsPhysician certifications generated on schedule and sent for signature.
Contracts and vendor agreementsLifecycle management from draft to renewal with AI search across every clause.
Compliance trackingLicense expirations, policy acknowledgements and survey-ready documentation.
Family and referral communicationPortals and templated updates so families and hospitals stay informed.
Anything with a formBuild it in the editor, connect it to a workflow, and retire the paper.

Interested in seeing how how all this works?
Contact us now!

All-in-one business process management, running on auto‑pilot

Contracts, tasks, forms, documents, eSignatures, and data management on one platform. Flowtrics automates the handoffs between them, so the manual workload — and the cost attached to it — comes down.

AI document and data processing

Upload a document and Flowtrics-AI reads it, analyzes it, and extracts the fields that matter. Search across everything you've stored and pull a specific clause or figure out of a contract in seconds instead of scrolling for it.

Form builder and e-signatures

Build any form you need without code. The WYSIWYG editor handles web forms and PDF documents alike, with unlimited fields, submission tracking, and signatures collected inside the same workflow.

Contract lifecycle management

Take a contract from first draft to renewal in one place. AI-assisted review flags compliance risk early, and centralizing every agreement means you always know what you signed and when it comes up again.

Workflow automation and process intelligence

TaskFlow automates the routing and approvals your team does by hand. Process Intelligence then shows you where work actually slows down, so you're optimizing based on what the data says rather than what people remember.

Kanban boards

See tasks, projects, leads, and core processes on one visual board. Drag and drop to reprioritize, track progress at a glance, and keep everyone looking at the same picture of what's moving and what's stuck.

Using Automation Where Automation Works

“…I have written about this in the Wall Street Journal and I think it is really really fundamental.  Which is you are not going to solve shortages of workers by throwing workers at them so you need AUTOMATION where you know it can work…There is a lot of AUTOMATION that can happen…”  Exekiel Manual with The Wharton School of the Univeristy of Pennsylvania

WebForms and PDF Form Builder

Form Builder

Impliment any form into your Business Process Intelligence Developed to enhance functionality anywhere in your business

Build Forms Faster Than any other System
Plug into your worklfows to Automate Process
Easy To Use, Edit, Manage and Control
No Coding to builde any custom forms
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Contract Management Lifcycle - Every contract, from first request to renewal, in one place

Agreements scattered across inboxes and shared drives get signed late and renewed by accident. Flowtrics gives each one a single record: drafted from approved language, negotiated with full history, routed, signed, and tracked through every obligation and date that follows.

Templates and a clause library

Start every contract from language legal has already approved. Legal maintains the templates and clauses once; sales, procurement, and HR assemble compliant agreements in minutes, and routine deals stop waiting in a review queue.

Redlining and version control

Negotiate in one thread instead of a chain of email attachments. Every edit is tracked, every version is kept, and a side-by-side comparison shows exactly what changed between the draft you sent and the one that came back.

Approval routing and e‑signature

Each contract goes to the right approvers based on value, type, or risk, in sequence or in parallel, then out for signature the moment the last approval lands. The audit trail records who approved what, and when.

One repository, with the terms already pulled out

Every executed agreement lives in one place, with parties, dates, values, and key clauses extracted automatically. Ask which contracts renew next quarter or which carry a specific indemnity and get an answer, not a folder to dig through.

Obligations, renewals, and reminders

Deliverables, deadlines, and auto-renewal windows are tracked from the day a contract is signed. Owners get reminders with enough lead time to act, so renewals happen on purpose rather than by default.

One record, every stage of the contract

  1. Request
  2. Draft
  3. Negotiate
  4. Approve
  5. Sign
  6. Manage
  7. Renew

Operators who moved their admissions to Flowtrics.

As a Skilled Nursing Facility Administrator, I've looked at many solutions, but Flowtrics AI truly stands out. Its automation of MDS, NTA findings, and admissions paperwork saves hours, reduces errors, and gives us time back. The seamless EHR integration is a game-changer for cutting costs and enhancing resident satisfaction.

AdministratorPACS

We've partnered with this company from day one, impressed by their ambitious vision. They not only promised big results—they delivered them, every single time.

AdministratorAspen

Through Flowtrics' comprehensive services, our organization has experienced significant improvements in the storage and organization of employee files. We have streamlined the process of sending documents for signature, resulting in increased efficiency and reduced administrative burden.

AdministratorAccess Medical