Platform Guide

Everything you need to know about AcuityCore

A complete walkthrough of what AcuityCore is, who it's built for, how to get started, and how waiver providers can operationalize it across their agency.

Platform Overview

What is AcuityCore?

AcuityCore is AcuityCare's integrated HCBS (Home and Community Based Services) operations platform — purpose-built for IDD (Intellectual and Developmental Disabilities) agencies and Medicaid waiver providers.

Traditional IDD agencies operate across a fragmented landscape: one system for EVV, another for billing, a separate tool for care plans, and spreadsheets holding it all together. AcuityCore replaces that patchwork with a single, unified platform where every module — from visit verification to AI risk scoring to HIPAA-encrypted email — shares the same secure data layer.

Every component is built to the regulatory standards of Medicaid HCBS waivers, including 1915(c), CES Waiver, and PASSE programs. AcuityCore is HIPAA-compliant by design, SOC 2 Type II certified, and maintained against real-time changes in state and federal regulation through its built-in StateRules library.

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The core idea

AcuityCore exists so that agency staff spend less time managing systems and more time delivering care. When compliance, documentation, billing, and verification all live in one platform, the friction between direct service and back-office operations disappears.

What problems does it solve?

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Fragmented documentation
Care plans, medication records, risk assessments, and visit logs all live in separate systems — or worse, on paper. AcuityCore unifies them with cross-linked records and shared consumer profiles.
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Billing errors and recoupments
Medicaid audits and billing recoupments are a persistent threat. InsightAI scores every claim's recoupment risk 0–100 before submission, and BillingCore applies state-specific payer rules automatically.
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EVV mandate compliance
The 21st Century Cures Act requires Electronic Visit Verification for all HCBS personal care and homemaker services. CareEVV captures geo-validated check-ins and exports data to state systems automatically.
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HIPAA exposure from unencrypted communications
Most agencies still use standard email for ePHI, which violates HIPAA. MailCore provides end-to-end encrypted email and AuthCore enforces MFA across every login — eliminating the two most common breach vectors.
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Multi-state regulatory complexity
Agencies operating across multiple states face different billing codes, documentation standards, and waiver rules. StateRules manages this automatically, applying the correct requirements by jurisdiction.
Audience

Who is AcuityCore built for?

AcuityCore serves every role in an IDD/Medicaid agency — from direct support professionals in the field to compliance officers in the back office. Each role has a tailored experience within the platform.

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Direct Support Professionals
Field staff use the mobile app to clock in/out with EVV, document visits, and record medication administration.
CareEVV MedLogic NotifyCore
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Case Managers
Develop and manage consumer care plans, coordinate services, track outcomes, and monitor risk assessments.
PlanBuilder RiskCore EngageCore
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Billing Specialists
Submit Medicaid claims, manage remittances, handle denials, and monitor recoupment risk scores from InsightAI.
BillingCore InsightAI StateRules
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Compliance Officers
Monitor audit readiness, review documentation quality, manage HIPAA compliance posture, and track regulatory changes.
CompliCore HIPAAShield InsightAI
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IT / System Admins
Configure user roles, enforce MFA policies, manage SSO integrations, and oversee agency branding settings.
AuthCore BrandCore MailCore
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Consumers & Families
Receive real-time visibility into care plans, visit schedules, and service delivery through the EngageCore family portal.
EngageCore NotifyCore
Getting Started

How to use AcuityCore

AcuityCore runs on iOS, Android, and web — each surface optimized for its context. Field staff work primarily in the mobile app; supervisors and back-office staff use the web portal.

AcuityCore main dashboard — real-time visit map, EVV compliance rate, live visit feed, and daily volume chart
AcuityCore main dashboard — real-time visit intelligence, EVV compliance monitoring, and KPI overview.

Access and authentication

Every AcuityCore account is protected by AuthCore, the platform's multi-factor authentication and SSO module. On first login, staff are enrolled in MFA — either via a TOTP authenticator app or a FIDO2 hardware key or passkey. Agencies using Microsoft Azure AD can enable SSO so staff sign in with their existing organizational credentials.

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Zero-password option available

Agencies can configure FIDO2 passkey-only login — staff authenticate using biometrics (Face ID, fingerprint) with no password to remember or phish. This is the most secure configuration and is available on iOS, Android, and supported browsers.

Daily workflows by role

1
Field Staff — Mobile Visit Workflow

Open the AcuityCore app and authenticate via Face ID or TOTP. Navigate to your assigned consumer's visit. On arrival, tap Check In — CareEVV captures your GPS coordinates, timestamps the start of service, and syncs to the server (or queues offline if no signal is available).

During the visit, record service notes, medication administrations (MedLogic), and any incident observations. On departure, tap Check Out to close the EVV record. The completed visit is automatically queued for supervisor review and billing.

2
Case Managers — Care Plan Authoring

Use PlanBuilder on web or tablet to create or update a consumer's NCTP (Non-Clinical Treatment Plan) or MMP (Medication Management Plan). Plans are built using structured templates aligned to state documentation requirements. Risk assessments from RiskCore — covering Health & Safety, Behavioral, Medication, Environmental, Elopement, and Falls — link directly into the plan.

Collaborative co-authoring is supported; multiple team members can work on different sections simultaneously. Version history is maintained and every approval is time-stamped with the reviewer's identity for audit purposes.

3
Supervisors — Visit Review & Exceptions

Supervisors receive push notifications via NotifyCore when visits are flagged for review — late check-ins, GPS mismatches, or missed visits. The supervisor exception workflow in CareEVV allows authorized supervisors to document the reason for an exception and approve or reject visits before they move to billing.

InsightAI surfaces risk alerts on the supervisor dashboard: consumers with high recoupment risk scores, documentation gaps, and trends that may flag during an audit.

4
Billing — Claims Submission

BillingCore automatically aggregates approved EVV visits, cross-references the consumer's active waiver authorization, and generates claim batches. StateRules validates each claim against the applicable state payer rules before submission — catching errors that would cause denials.

InsightAI assigns each claim a recoupment risk score (0–100). High-risk claims are flagged for documentation review before submission. Remittances are imported and matched to claims automatically; unmatched remittances are surfaced for billing staff review.

5
Compliance — Audit Readiness

CompliCore provides a continuous audit readiness dashboard showing documentation completeness, authorization utilization, and compliance gaps by consumer, staff member, and program. All records — care plans, visit logs, medications, authorizations — are immutably logged in AWS QLDB, the same tamper-evident ledger used in financial services.

When an auditor requests records, CompliCore generates an audit package — a time-stamped, cryptographically verified export of all relevant records for the audit period — in minutes rather than days.

Module Reference

Complete module guide

AcuityCore's 13 modules are purpose-built for specific operational domains but share a unified data model — so data entered in one module is automatically available across all others.

Module Category What it does Who uses it
CompliCore Compliance Audit management, documentation completeness monitoring, multi-state regulation enforcement, and audit package generation. Compliance officers, administrators
WaiverOps Operations Waiver program management for 1915(c), CES, and PASSE programs — authorization tracking, eligibility verification, and service coordination. Program directors, case managers
CareEVV Visit Verification Geo-validated Electronic Visit Verification with offline mode (AES-256 encrypted on-device), supervisor exception workflow, and state-agency data export. DSPs, supervisors, billing
MedLogic Medication Electronic medication administration records (eMAR), refill tracking, interaction alerts, and MMP documentation linked to PlanBuilder. DSPs, nurses, case managers
InsightAI AI / Analytics Azure OpenAI–powered risk intelligence scoring recoupment risk 0–100 per claim, surfacing documentation gaps and audit exposure across the consumer population. Compliance, billing, administrators
RiskCore Risk Management Six standardized risk assessment types: Health & Safety, Behavioral, Medication, Environmental, Elopement, Falls — all integrated into PlanBuilder. Case managers, nurses
PlanBuilder Care Planning Unified NCTP and MMP plan authoring with collaborative editing, outcome tracking, and approval workflow with full version history. Case managers, supervisors
StateRules Regulatory Multi-state compliance library that automatically applies state-specific billing codes, prior authorization requirements, and documentation standards by jurisdiction. Billing, compliance, system
BillingCore Revenue Cycle Full Medicaid RCM — claim generation from EVV, prior auth cross-checking, submission, remittance reconciliation, and denial management. Billing specialists, administrators
EngageCore Consumer Portal Secure consumer and family portal with real-time access to care plans, visit logs, medication records, and two-way secure messaging with the agency. Consumers, families, case managers
ConnectCore Interoperability FHIR-compliant data exchange layer for connecting AcuityCore to EHRs, state MMIS systems, and health information exchanges. IT, system integrators
NotifyCore Notifications Multi-channel push notification delivery via APNs (iOS), Firebase (Android), and WebSocket. Supports actionable notifications with deep-link routing. New in v5. All roles
MailCore Secure Email HIPAA-compliant encrypted email via AWS SES with BAA coverage, end-to-end encryption, audit logging, and KMS-managed keys. New in v5. All roles
AuthCore Authentication MFA with FIDO2 passkeys, TOTP, and Azure AD SSO. Platform-wide identity and access management with role-based permissions. New in v5. IT, administrators
HIPAAShield Compliance Framework Full HIPAA compliance framework — ePHI encryption (AES-256, TLS 1.3), immutable audit trails (AWS QLDB), BAA management, and breach notification workflows. New in v5. Compliance, IT, administrators
BrandCore White Label Custom agency branding — logo, color palette, typography, and subdomain — so staff and consumers see your agency's brand throughout the platform. New in v5. Administrators, IT
Waiver Provider Guide

How waiver providers use AcuityCore

Waiver providers operating under 1915(c), CES Waiver, or PASSE programs have a defined set of federal and state obligations that AcuityCore is specifically engineered to fulfill — from EVV to prior authorization tracking to Medicaid claims submission.

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Who this applies to

This section is written for agencies that hold a Medicaid HCBS waiver provider agreement — including 1915(c) Home and Community Based waiver providers, CES (Children's Extended Services) waiver providers, and PASSE (Provider-led Organized Care) participants operating in Arkansas and similar state programs.

CareEVV mobile check-in app alongside PlanBuilder web interface with care plan, risk assessments, and approval workflow
Left: CareEVV mobile app (GPS check-in, visit notes). Right: PlanBuilder care plan editor with six-domain risk assessments and full approval workflow.

Core waiver workflows in AcuityCore

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Authorization Management
WaiverOps + BillingCore
1
Import authorization — Enter the consumer's approved waiver authorization, including authorized service codes, units, date range, and prior auth numbers from the state MCO or MMIS.
2
Link to consumer record — WaiverOps attaches the authorization to the consumer's profile, making it visible to billing and case management.
3
Utilization tracking — As visits are completed and approved, BillingCore automatically decrements units against the authorization and alerts when thresholds are approached.
4
Re-authorization alerts — WaiverOps generates advance alerts (configurable at 30/60/90 days) before authorizations expire, prompting the re-authorization workflow.
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EVV Compliance Workflow
CareEVV + StateRules
1
Schedule visit — Assign a DSP to a consumer visit. The visit is pre-populated with the correct service code from the consumer's authorization.
2
GPS check-in — DSP opens the mobile app at the consumer's location. CareEVV captures latitude/longitude, timestamps arrival, and validates against the consumer's approved service location.
3
Offline fallback — If the DSP has no network signal, the EVV record is stored encrypted on-device using AES-256 via WatermelonDB + SQLCipher and syncs automatically when connectivity is restored.
4
State submission — StateRules formats and transmits completed EVV records to the state's designated EVV aggregator in the required format (eMedNY, Sandata, or state-specific).
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Medicaid Claims Workflow
BillingCore + InsightAI
1
Visit approval — Supervisor reviews and approves completed EVV visits. Approved visits are automatically passed to BillingCore.
2
Claim generation — BillingCore generates 837P/837I claim files using the correct procedure codes, modifiers, and billing units per StateRules for the consumer's waiver program.
3
AI risk review — InsightAI scores each claim's recoupment risk. Claims scoring above the agency's configured threshold are flagged for documentation review before submission.
4
Remittance & reconciliation — 835 remittance files are imported and auto-matched to claims. Denials are categorized and routed to the appropriate correction workflow.
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Person-Centered Plan Workflow
PlanBuilder + RiskCore
1
Initiate NCTP/MMP — Case manager opens PlanBuilder and selects the applicable plan type. Templates are pre-loaded with the required elements for the consumer's waiver program and state.
2
Complete risk assessments — RiskCore guides completion of all six risk domains. Results auto-populate into the plan's risk mitigation sections.
3
Team collaboration — Interdisciplinary team members are invited to contribute to their sections. Comment threads, tracked changes, and version history are maintained throughout.
4
Approval & lock — Supervisor or QA officer reviews and approves. The plan is locked with a cryptographic signature, notarizing the final version for audit purposes.

EVV mandate compliance in detail

The 21st Century Cures Act (Section 12006) requires states to implement EVV for all Medicaid-funded personal care services and home health services. CareEVV is designed to satisfy these requirements in full across all states where AcuityCore operates.

Captures the type of service performed
Records the individual receiving the service
Records the individual providing the service
Captures the date and start/end time of service
Records the location of service delivery (GPS coordinates)
Transmits data to the state-designated EVV aggregator
Maintains an immutable audit log of all EVV records
Supports supervisor exception workflows for GPS-unavailable scenarios
InsightAI recoupment risk dashboard
InsightAI — AI-powered recoupment risk scoring and consumer risk overview.
BillingCore Medicaid claims dashboard
BillingCore — Medicaid RCM with claims queue, revenue trend, denial analysis, and prior auth utilization.

Medicaid billing specifics for waiver providers

Waiver providers face unique billing requirements compared to standard Medicaid providers. AcuityCore's BillingCore and StateRules modules handle the specifics:

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Prior Authorization Integration
Every claim generated by BillingCore is automatically cross-referenced against the consumer's current prior authorization. Claims without a valid auth, or that exceed authorized units, are blocked before submission and flagged for resolution.
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Waiver-Specific Procedure Codes
StateRules maintains the complete table of waiver-specific HCPCS codes, modifiers, and revenue codes for each supported state and program. Billing staff don't need to look up codes — BillingCore selects them automatically from the service type and authorization.
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Claim Resubmission & Appeals
When claims are denied, BillingCore categorizes the denial reason (technical, clinical, authorization, timely filing) and routes the claim to the appropriate correction workflow. Corrected claims can be resubmitted with one click once the underlying issue is resolved.
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InsightAI Recoupment Risk Scoring
InsightAI analyzes each claim against the documentation record — visit notes completeness, care plan currency, risk assessment dates, medication records — and assigns a recoupment risk score from 0 (low risk) to 100 (high risk). Agencies can set their own risk threshold for mandatory pre-submission review.

Waiver compliance is built in, not bolted on

Every workflow in AcuityCore was designed around the specific operational and regulatory requirements of HCBS waiver programs — not adapted from a general healthcare platform.

Talk to a Waiver Specialist Getting Started Guide
Compliance Overview

Compliance built into every layer

AcuityCore's compliance coverage spans federal regulations, state waiver requirements, and data security standards — enforced at the platform level so agencies don't have to manage compliance as a separate function.

HIPAA compliance

HIPAAShield is AcuityCore's platform-wide HIPAA compliance framework. It operates across every module — not as an add-on, but as a foundational layer that governs how all ePHI is handled.

AES-256 Encryption at Rest TLS 1.3 in Transit AWS KMS Key Management Role-Based Access Control ePHI Audit Trails (QLDB) BAA Management Breach Notification Workflow Minimum Necessary Access Workforce Training Records

SOC 2 Type II

AcuityCore undergoes annual SOC 2 Type II audits conducted by independent third-party auditors. The audit covers the Trust Services Criteria for Security, Availability, and Confidentiality — providing agencies with a verifiable, documented assurance of platform controls. SOC 2 reports are available to prospective and current agency partners under NDA.

Immutable audit trails

All clinical, operational, and compliance records are written to AWS QLDB (Quantum Ledger Database) — a fully managed ledger database that provides a cryptographically verifiable, immutable record of every change made to every document. This means no record can be altered or deleted without the alteration itself being permanently recorded — a standard previously available only to financial institutions, now applied to HCBS documentation.

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Audit request response time

With CompliCore, responding to a Medicaid audit request — which traditionally takes days of manual record compilation — is reduced to minutes. CompliCore generates a complete, time-stamped audit package with cryptographic verification for any date range and any set of consumers or staff.

Onboarding

Getting started with AcuityCore

AcuityCore is deployed and configured by the AcuityCare implementation team. Typical agency onboarding takes 4–8 weeks depending on agency size, data migration complexity, and number of active waiver programs.

1
Discovery & Configuration

The AcuityCare implementation team conducts a structured discovery session to document your agency's waiver programs, billing configurations, consumer population, staff roles, and current software stack. AcuityCore is then configured to your state's specific billing codes, waiver types, and documentation templates.

2
Data Migration

Consumer records, authorization data, staff profiles, and historical billing data are migrated from your existing systems. ConnectCore's FHIR layer supports standard import formats from most major HCBS platforms. Custom migration scripts are available for non-standard exports.

3
Staff Training

AcuityCare delivers role-specific training for each staff group: DSPs receive a mobile app orientation focused on EVV and visit documentation; case managers are trained on PlanBuilder and RiskCore; billing staff receive BillingCore and InsightAI training. Training is available in-person, remote, and via self-paced video modules.

4
Parallel Run & Go-Live

Agencies run AcuityCore in parallel with existing systems for 2–4 weeks, verifying that EVV records, billing outputs, and care plans match expected results. Upon sign-off from agency leadership, the production cutover is executed. AcuityCare support staff are on-call during the go-live period.

5
Ongoing Support

Post go-live support includes a dedicated account manager, access to the AcuityCare support portal, and proactive notifications when StateRules is updated for regulatory changes affecting your programs. Annual platform reviews ensure your configuration stays current as your agency's programs evolve.

Ready to see AcuityCore for your agency?

Request a personalized demo with your program types, consumer population, and state — we'll show you exactly how AcuityCore maps to your operations.

Request a Demo Contact Sales