Eclipse's plan-of-care module extends the platform beyond one-off visits to support recurring care episodes, multi-visit plans of care, and authorized service programs. Manage the full episode—from intake and authorization through recurring visits, supervision, and discharge—within a unified platform that handles caregiver appointment, visit documentation, per-payer billing, authorization tracking, and client invoicing.
Design custom plan-of-care templates that chain visit types in sequence, each with its own frequency, rate, and caregiver appointment.
Create plan-of-care templates that chain visit types in sequence—Initial Assessment → Recurring Skilled Visits → Reassessment → Discharge—each with its own frequency, provider appointment, and documentation.
Configure visit frequency (e.g., 3x/week, MWF), authorized units, and per-payer rate cards for accurate billing across the episode.
Define episode start/end dates, authorized visit counts, and payer authorization windows with automatic alerts before expiration.
Assign primary and backup caregivers per visit type. Auto-broadcast open shifts and auto-assign based on skills, credentials, and location.
Track assessments, visit notes, and required forms across the episode with version control, per-visit status, and timestamped signatures.
Configure supervisor review rules: require clinician sign-off, auto-advance completed visits, or route flagged notes back for correction.
Upon intake, a single episode is created with a visual timeline UI showing each visit as a discrete step in the plan—with scheduled dates, assigned caregivers, and action buttons for management.
From authorized unit reconciliation to per-episode invoicing and provider reimbursement—complete financial management for care episodes.
Capture authorized units at intake, reconcile delivered visits during the episode, and auto-adjust invoices based on actual completed visits.
Configure automatic rate modifiers for after-hours, weekend, and holiday visits per payer contract.
Generate consolidated invoices with per-visit breakdowns, or close out completed periods to invoice while care continues.
Track provider reimbursements from verified visits with adjustments for shift differentials, mileage, and per-visit bonuses.
Configure workflows for any recurring care service with the right visit cadence and payer rate model.
60-day skilled nursing and therapy plans of care
Recurring companion, homemaker, and personal care schedules
Multi-week continuous shift care plans
Multidisciplinary hospice team visit schedules
Authorized ABA sessions with BCBA supervision
Speech, OT, and PT plans across the authorization period
Individualized Family Service Plan visit tracking
Person-centered plans for disability and IDD support
Eclipse's plan-of-care module covers every capability care agencies expect from an episode management system, backed by our signature caregiver dispatch automation and end-to-end financial management.
See how Eclipse manages complex plans of care across care verticals.
Discharged patient needs a 60-day episode of skilled nursing plus PT with a certified plan of care.
Initial OASIS Assessment → 3x/week Skilled Nursing → 2x/week PT → Reassessment → Discharge
System schedules recurring visits, tracks authorized units, and alerts the supervisor before authorization expires. All visits verified via EVV.
Medicaid HCBS client authorized for 20 hours/week of personal care over 6 months.
Care Plan → Recurring Weekly Visits (MWF morning + T/Th afternoon) → Monthly Supervisor Review
Recurring shifts auto-post to the caregiver network. Open shifts are auto-filled from qualified backups. Monthly reviews and re-authorizations are tracked in the episode.
Client authorized for 20 hours/week of direct ABA with weekly BCBA supervision.
Assessment → Weekly Direct Therapy Sessions → Weekly BCBA Supervision → Reauthorization
Authorized hours are drawn down per session, supervision minutes are tracked separately, and the system flags when reauthorization is due.
Hospice admission requires a coordinated interdisciplinary plan across RN, aide, social work, and chaplaincy.
Admission → Weekly RN Visits + 3x/week Aide Visits + Bi-Weekly Social Work + Monthly Chaplaincy
Each discipline follows its own visit cadence within the same episode. Coordination notes and updates are shared across the care team in one plan.
One platform that unifies one-off visits, recurring shifts, and multi-visit plans of care with enterprise-grade automation.
Single system for one-off visits, recurring shifts, and multi-visit plans of care—no separate scheduling or EMR add-ons required.
Leverage your existing caregiver and clinician roster with skills-based routing across all care lines.
Apply proven auto-broadcast and auto-assign logic to recurring plans of care just like one-off visits.
payer invoicing, payment tracking, and provider reimbursement in one integrated workflow.
Clients and family members can view schedules, approve visits, and pay invoices without leaving the platform.
Configure every aspect of plan-of-care templates, payer rules, and supervision logic to match your operations.
Keep projects moving with multi-channel notifications, in-context discussions, and automated SLA management.
Template-driven notifications via email, SMS, and in-app for visit appointments, approvals, and authorization reminders.
Per-episode chat threads for admins, caregivers, and clients/families with visit-specific discussions and note annotations.
Automated warnings when episodes approach authorization end or reassessment dates, with escalation rules for unassigned visits or delayed sign-offs.
Initial OASIS assessment complete. Ready for supervisor review before starting weekly visits.
2 hours agoReviewing now. One follow-up on wound care documentation for the plan.
1 hour ago