Use your AI assistant with HomeCareBilling

Grok by xAI

1. Open Grok on the web at grok.com, or in the Grok app on your phone.
2. Go to Connectors (on the web: grok.com/connectors) and choose New Connector, then Custom.
3. Paste the HomeCareBilling connector address shown above.
4. When HomeCareBilling opens, sign in (and choose your agency, if it asks), tick "make changes for you" if it is shown and you want it to log notes and records, and choose Allow.
5. Back in Grok, try: "Which claims were denied last week?"

Claude by Anthropic

1. Open Claude on the web at claude.ai. A connector you add there also works in the Claude desktop and phone apps.
2. Go to Customize, then Connectors. Choose +, then Add custom connector.
3. Name it HomeCareBilling, paste the HomeCareBilling connector address shown above, and choose Add.
4. Choose Connect next to HomeCareBilling.
5. When HomeCareBilling opens, sign in (and choose your agency, if it asks), tick "make changes for you" if it is shown and you want it to log notes and records, and choose Allow.
6. In a new chat, choose + at the bottom left, then Connectors, and make sure HomeCareBilling is switched on.
7. Claude asks before it uses a HomeCareBilling tool. Every answer can show your clients' records, so choose Allow once unless you want Claude to use that tool without asking in every chat.
8. Try: "Which claims were denied last week?"

ChatGPT by OpenAI

1. Open ChatGPT on the web at chatgpt.com and go to Settings.
2. Search the settings for "Apps" and open Apps (plugins).
3. Choose Browse directory, then Add, then Create MCP App. If you do not see Create MCP App, your ChatGPT plan or your workspace admin does not allow custom apps yet.
4. Name it HomeCareBilling and paste the HomeCareBilling connector address shown above as the Connection. Authentication is already set to OAuth.
5. Tick "I understand and want to continue" and continue.
6. When HomeCareBilling opens, sign in (and choose your agency, if it asks), tick "make changes for you" if it is shown and you want it to log notes and records, and choose Allow.
7. Try: "Which claims were denied last week?" If ChatGPT answers from the web or asks you for details instead, tell it to use HomeCareBilling.

See every claim file you uploaded and where it got to, which claims Colorado Medicaid did not pay and why in plain English, which it paid less than its published rate, the last day each denied or unpaid claim can still be resubmitted, and each payment it sent.

• "Which claims were denied last week, and why?"
• "Which denied claims must be resubmitted in the next two weeks?"
• "What did Medicaid pay us on the last remittance?"
• "Find Jane Smith's claims for August."
• "Which claims did Medicaid pay less than its rate this quarter?"

Check a claims spreadsheet for problems before you upload it, and send an uploaded claim file to Colorado Medicaid. Sending takes two steps: the app first gets how many claims the file sends and the total, and is told to show you and ask before it sends. HomeCareBilling cannot see your chat, so read what the app shows you before you say yes. A sent file cannot be recalled. When a claim comes back refused, an admin can release its timesheet to be billed again, one claim or a whole batch; anyone can override an EVV warning with a reason, bill a claim not yet sent for the units its verified EVV visits add up to (and undo that), or open a follow-up on a denial. An uploaded file can be made recurring, so the same claims are billed again each week, two weeks or month: change its schedule and lines, hold a run before it sends, skip the next period, or bill a skipped or failed period again.

• "Check this spreadsheet before I upload it."
• "Make last week's claim file recurring, and skip the Thanksgiving week."
• "Send this week's claim file."
• "Did the file I sent this morning go through?"
• "Release the denied claims in last week's batch so we can bill them again."

Today's reminders and anything overdue (and marking them done), where each work order and timesheet has got to, and counts across the agency.

• "What do I need to deal with today?"
• "Mark Margaret Sullivan's supervisory visit reminder done."
• "Which timesheets for September are not signed yet?"
• "How many active clients do we have?"

Add a client from an intake sheet, or a caregiver from a hire packet, spreadsheet or scan, with everything it has (or complete one already on file), read a client's or caregiver's card (date of birth, address, phones, email), correct their contact details, set them active or inactive, and mark a client in the Address Confidentiality Program so the location never goes to Sandata, as the card in the app does. Record the outside providers serving a client (adult day care, a CNA, an RN, PT) and the days they come, or mark a client Agency services only. Upload, list, download and tidy the documents on a client's or caregiver's file, as the Documents tab does; a file is downloadable once its virus scan is clean. List, add, correct and end a client's people (responsible party, representative, emergency contacts, case manager, physician, pharmacy), find a contact across clients, and read who changed a contact and when, as the client page's People section does.

• "What is Margaret Sullivan's date of birth and phone number?"
• "Change Anna Petrova's address to 12 Elm St, Apt 4, Denver 80203."
• "Create a client from this intake sheet."
• "Add this new caregiver from the hire packet."
• "Set every caregiver who left last year to inactive."
• "Jane Smith is in the Address Confidentiality Program: protect her location."
• "Margaret Sullivan goes to Sunrise Adult Day on Tuesdays and Thursdays, 9 to 3."
• "Put this signed service agreement on Margaret Sullivan's file."
• "Import this InMyTeam Patients export, as a dry run first."

Read the agency's name, address, NPI, Tax ID and claim defaults, and, with Agency settings → Manage, fill them in or correct them, as the Settings page does. Read, add and correct the agency's own service rates, as the Service Rates page does. Every change is recorded.

• "What NPI and Tax ID do we have on file?"
• "Set our address to 2170 S Parker Rd, Suite 415, Denver 80231."
• "Our default place of service is 12."
• "Add our T1019 U1 rate of $7.26 a unit from July 1."

With Team & roles → View, list the agency's members and invitations; with Team & roles → Manage, invite someone, rename a member, change a role, deactivate and reactivate, and revoke an invitation, as the Settings Team screen does. With Agency settings → View, see the agency's API keys and webhook endpoints and read a webhook's delivery log; with Agency settings → Manage, send a delivery again. Creating or revoking an API key and registering or changing a webhook stay in Settings, signed in. Anyone can see and revoke the AI app connections they may see on Connected apps.

• "Invite maria@example.com as billing staff."
• "Make Anna an admin."
• "Deactivate John's account; he left last week."
• "Which webhook deliveries failed yesterday? Send them again."
• "Disconnect the ChatGPT connection I made last month."

Keep the pipeline of possible clients and caregivers: add one, update them as they move along, convert one at onboarding into a client or caregiver, or delete one. Send a message to every active caregiver, one compliance group, or caregivers you choose by id or tag (former ones included), by email, SMS or both, as the broadcast page does, and read who texted back and who said yes. Read your notifications, mark them read and resolve them.

• "Add Maria Lopez, 303-555-0142, as a potential employee from Indeed."
• "Move the Garcia referral to interviewing."
• "Text every caregiver whose credentials expired that they need to renew."
• "What notifications haven't I read?"
• "Resolve the overdue PAR notification; it was renewed today."

With Agency settings → View to read and Agency settings → Manage to change, the Settings list tabs: add, rename, reorder, hide and show the employee-file and compliance checklist items; offer or stop a CFC program and keep its tasks; edit a report template's questions, flags, preset and printed form; and tune, switch and reset the EVV exception rules. A change the page asks to confirm is confirmed with confirm: true.

• "Add a TB test to the compliance checklist."
• "Move CPR to the top of the employee file checklist."
• "Stop offering homemaker CFC, and add laundry, 30 minutes twice a week, to personal care."
• "Add 'Was the caregiver on time?' to the monthly client report."
• "Turn off the GPS distance EVV rule."

With Agency settings → View to read and Agency settings → Manage to change, the Sandata and Telephony settings tabs: read and save the Sandata connection and sending schedule and test the connection, and set, test or clear the agency's own Twilio number. A read says only whether each credential is saved; revealing one writes the same audit row as the tab's eye icon. Changed Twilio credentials are tested before they are saved. Read or disconnect the agency's DocuSign connection, and store or remove its Connect HMAC key, which is never shown again.

• "Is our Sandata connection set up, and does it work?"
• "Send visits to Sandata in batches of 200."
• "Switch our telephony to the new Twilio number (303) 555-0100."
• "Show me the saved Sandata username."
• "Is DocuSign connected, and is a Connect HMAC key set?"

With Agency settings → View to read and Agency settings → Manage to change, the rest of the Settings page: require two-factor sign-in of every member or reset one member's, set the idle session timeout, set who HCB collects EVV for and from which day, set up the ADP payroll connection (which ADP, how payroll reaches it, its file settings, the integration's switch) and which ADP earning code carries each kind of hours, and accept or revoke the AI Access and API Keys consents. Each section that is not the agency's own takes its own permission: the ADP payroll settings (company code, default pay rates, pay period) need Payroll & pay rates → View to read and → Manage to save; the CSV column mapping, the Trading Partner authorization and which EDI events email the agency need Billing & claims → View and → Manage. Any member reads and sets their own reminder preferences.

• "Require two-factor sign-in for everyone in the agency."
• "Sign people out after 15 idle minutes."
• "Email us when an 835 arrives, but not for each 999."
• "Our upload calls the Medicaid id column "Medicaid #"; map it."
• "Pause my reminder emails until Monday."

With Agency settings → View to read and Agency settings → Manage to change, Settings > Sandata > Certification: read the checklist and tick steps off or note them, and, in the certification tenant, create the sample clients, employees and visits, check their data format, send Sandata's test cases one at a time (or, in a dry run, only log what each would send), see where each stands, and remove them.

• "How far along is our Sandata certification?"
• "Mark the UAT credentials step done."
• "Create the sample records and check their format."
• "Has Sandata accepted the sample clients yet? Then send the mobile visits case."
• "Dry-run the Adjust 3 visits case."

Enter a client's PARs from the paperwork and correct them (a new PAR is pending until it is activated, and raising its units needs the case manager's approval with it), read what an active PAR's units not yet billed are roughly worth at the published rate, assign caregivers to clients, create or correct the month of a Work Order for a client and caregiver, or duplicate a Work Order as the page does (keep both, close the previous one, or a temporary one), and see which caregivers' W-4 changes payroll has not been sent and mark one sent. Read and change a client's Shift Plan as its screen does (its days, shifts and start times, a day's marks, a task's figures), generate its Work Orders, and download it as Excel. A completed or archived Work Order is changed in the app, not here.

• "Enter the PARs on this page for Margaret Sullivan."
• "How many T1019 units does Anna Petrova have left?"
• "Which PARs end this month, and roughly how many dollars of care is still unused on each?"
• "Correct the end date on PAR 2210345 to June 30."
• "Import our InMyTeam Authorization export as PARs; show me the dry run first."
• "Activate the new PAR for Margaret Sullivan, and start renewing the one that ends in November."
• "Anna Petrova is eligible for October; record it."
• "Assign Olga Ivanova to Margaret Sullivan for personal care from March 1."
• "Create Margaret Sullivan's October Work Order with Olga."
• "Enter this personal care plan for Anna Petrova: bathing 30 minutes three times a week, dressing daily."
• "Give me Margaret Sullivan's October Work Order as a PDF, the way it prints."
• "Give Margaret Sullivan two personal care shifts a day, Monday to Friday, and generate her Work Orders with Olga."
• "Whose W-4 changes still need to go to payroll?"
• "Start Olga's care log for Margaret Sullivan today and mark bathing done."

Read the calls and messages logged for clients and caregivers, log a new one, or correct one. Each note records the channel it came through: the app, MCP or the API.

• "Log a call with Jane Smith's daughter about next week's schedule."
• "What did we last discuss with Maria's case manager?"
• "Note that I texted Anna about her training."

See which clients need a supervisory visit, plan the month of each quarter and the day a client's visit falls on, start one as a draft or fill one in, and read or fill in a client's monthly report. The client signs in person, or a draft is sent to them with DocuSign and its envelopes are listed.

• "Which clients are overdue for a supervisory visit?"
• "Start a supervisory visit for John Doe for today, in person."
• "Plan John Doe's supervisory visits for the 10th of the second month of each quarter."
• "Which clients is a supervisory visit planned for in February?"
• "Fill in October's monthly report for Jane Smith: taken by phone, doing well."
• "Send John Doe's draft plan of care for signature with DocuSign."
• "Show Jane Smith's chart for the first quarter: every signed record, with its true copy."

Resolve an EVV visit exception: acknowledge it, correct the visit's times, or dismiss it with a note. Record the exception Sandata raised on a visit it took (15 Unmatched Client ID / Phone or 21 No Show Exception), which sends its acknowledgement to Sandata. See the clocks a closed visit refused, kept for the office, and mark each reviewed once its time is entered. Import Sandata's Detail Visit Status export as read-only visits beside your own, previewing it first, and dismiss, with the reason, a day where Sandata's times and your own disagree, or every such day of a client's month at once. Read what share of each month's worked days had electronic evidence, per caregiver and client.

• "Acknowledge the late clock-in exception on yesterday's visit for John Doe: traffic."
• "Sandata raised a No Show (21) on that visit: record it."
• "Which caregiver clocks did closed visits refuse?"
• "Preview this Sandata Detail Visit Status export, then import it."
• "Sandata's clock-out on that visit is 20 minutes later than ours; the caregiver forgot to clock out. Dismiss the warning."
• "Show Jane Doe's October visit evidence for her caregiver and dismiss the open conflicts: reviewed with the RN."
• "Which caregivers still work on paper? Show October's electronic evidence report."

Start a critical incident report or log a complaint, record who it was reported to and what was done, and see what is still open.

• "Which critical incidents are still open?"
• "Record that the fall on Monday was reported to APS today."
• "Log a complaint from John Doe's son about late arrivals."

Training, flu vaccinations, evaluations and background checks for each caregiver, what is expired or about to be, and how ready the agency's files are for an HCPF audit. Keep staff meeting minutes, from draft to finalized, and record the monthly OIG exclusion attestation and each NPI's Medicaid revalidation date, as the Compliance pages do.

• "Which caregivers have training that is expired or about to expire?"
• "Record Anna's flu shot for this year, given October 3."
• "How ready are we for an audit?"
• "When was each caregiver last screened against the OIG exclusion list?"
• "Record this month's OIG attestation: 14 screened, all clear."
• "Our NPI's revalidation is due March 1, 2027; remind us."

Upload a photo or scan of a filled-in paper form, see what it was read as, and update the record from it, as the Paper inbox and its review do: choose which record a page belongs to, read a page again, confirm or correct each value, and undo a paper update. Reading a page sends its image to Anthropic and spends the agency's reading credit, so someone who holds Agency settings → Manage must accept the paper-forms disclosure in Settings first.

• "Upload this photo of Maria's Time and Services Card."
• "Which paper forms are waiting for review?"
• "Show me what was read from the card I uploaded this morning."
• "Apply it, but keep the current Time Out on the 14th."
• "Undo the last paper update to this work order."

Post a shift that needs a caregiver, for a single day or a recurring slot from the client's Shift Plan, and see, change or cancel it, as the Open shifts board does, see who responded to it, and assign a caregiver to it or take the assignment back. After the start, mark it completed or a no-show, and restore a paused caregiver's access to open shifts. Read the open shifts dashboard: coverage by area, who is not responding, candidates waiting for onboarding, pauses and the alerts sent. A posting names cross streets and a service area, never the client's address, and a note that names the client is refused until you confirm it. Set up the service areas shifts are posted in, or take the starter set. Open shifts must be switched on in Settings first.

• "Post an open shift for Ruth Walkerton next Saturday, 9 to 1, personal care at $22.50."
• "Which open shifts have no responders yet?"
• "Assign the Aurora Tuesday shift to Alex Sample."
• "Mark Saturday's shift for Ruth completed."
• "Alex Sample is paused from open shifts by mistake; restore their access."
• "Which areas have nobody in reach on the open shifts dashboard?"
• "Which open shifts are still open?"
• "Who has responded to Saturday's open shift for Ruth?"
• "Suggest cross streets for Ruth's posting."
• "Move Saturday's open shift to start at 10."
• "Cancel the open shift for Ruth on the 15th."
• "Assign Bea to Saturday's open shift for Ruth."
• "Add a service area called Aurora East."

Ask the HomeCareBilling team for help, report something that is not working, or check on a request you already sent. Find the HCB University video that shows how to do a job in the app, with its chapters and a link to play it.

• "Tell HomeCareBilling support that the timesheet print is cut off."
• "What happened to the support ticket I raised last week?"
• "Is there a video on uploading a claims batch?"