# AI Automation for MatrixCare

> 12 workflow automations purpose-built on top of MatrixCare — no data leaves your system, no parallel tool for your team to learn.

- **Canonical URL:** https://calish.com/workflows/tool/matrixcare/
- **Automation count:** 12
- **Roles:** Assisted Living Administrator, Home Health Agency Director

## Automations

- [Patient Experience Feedback Loop for Home Health Agency Directors](https://calish.com/workflows/with/patient-experience-feedback-loop-for-home-health-agency-director-with-matrixcare/) — AI sends post-visit surveys, flags detractors for same-day outreach, and routes promoters to review sites — reputation and clinical quality 
- [Controlled Substance & PDMP Compliance for Home Health Agency Directors](https://calish.com/workflows/with/controlled-substance-and-pdmp-compliance-for-home-health-agency-director-with-matrixcare/) — AI runs PDMP checks on every controlled-substance order, documents the check in Homecare Homebase, flags concerning patterns, and generates 
- [Infusion Chair & Drug Scheduling for Home Health Agency Directors](https://calish.com/workflows/with/infusion-chair-and-drug-scheduling-for-home-health-agency-director-with-matrixcare/) — AI schedules infusions against chair capacity in Homecare Homebase, verifies drug stock and PA, and rebalances when patients reschedule — ch
- [Prior Authorization Submission for Home Health Agency Directors](https://calish.com/workflows/with/prior-authorization-submission-for-home-health-agency-director-with-matrixcare/) — AI checks payer-specific PA requirements, pulls the chart from Homecare Homebase, submits the PA with clinical justification, and tracks sta
- [New Patient Intake & Chart Prep for Assisted Living Administrators](https://calish.com/workflows/with/new-patient-intake-and-chart-prep-for-assisted-living-administrator-with-matrixcare/) — AI sends the intake packet via PointClickCare, ingests responses, requests records from prior providers via HIE/fax, verifies insurance, and
- [Referral Management & Loop Closure for Assisted Living Administrators](https://calish.com/workflows/with/referral-management-and-loop-closure-for-assisted-living-administrator-with-matrixcare/) — AI triages incoming referrals by acuity, schedules them into open slots in PointClickCare, and chases outgoing referral loop closure with co
- [No-Show Reduction & Recall for Assisted Living Administrators](https://calish.com/workflows/with/no-show-reduction-and-recall-for-assisted-living-administrator-with-matrixcare/) — AI sends personalized, channel-optimized reminders (SMS/email/voice) per patient preference, offers reschedule slots, and fills openings fro
- [Chart Closure & Encounter Documentation for Assisted Living Administrators](https://calish.com/workflows/with/chart-closure-and-encounter-documentation-for-assisted-living-administrator-with-matrixcare/) — AI drafts the encounter note from the visit audio and prior chart, populates orders and billing codes, and queues it for provider sign-off —
- [Coding & CDI Quality Check for Assisted Living Administrators](https://calish.com/workflows/with/coding-and-cdi-quality-check-for-assisted-living-administrator-with-matrixcare/) — AI reviews every encounter in PointClickCare, flags missing specificity, suggests the supported code, and queues physician queries — revenue
- [Insurance Eligibility Verification for Assisted Living Administrators](https://calish.com/workflows/with/insurance-eligibility-verification-for-assisted-living-administrator-with-matrixcare/) — AI runs eligibility 72 hours before every appointment, flags inactive or changed coverage, and triggers patient outreach for new info — writ
- [Patient Balance Collections for Assisted Living Administrators](https://calish.com/workflows/with/patient-balance-collections-for-assisted-living-administrator-with-matrixcare/) — AI segments patient balances by likelihood-to-pay, drafts personalized payment-plan offers from PointClickCare, and handles the digital paym
- [Rx Refill Request Processing for Assisted Living Administrators](https://calish.com/workflows/with/rx-refill-request-processing-for-assisted-living-administrator-with-matrixcare/) — AI classifies each refill request against protocol, auto-approves routine refills with provider sign-off, and escalates anything requiring c

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