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A physician signing a digital order on a tablet
A medical assistant reviewing patient records on a monitor
A physician reviewing referral paperwork at a desk
Referral + order management for physician offices

Physician office, closing the loop on home health

Klio is the operating layer between physician offices and home health — send complete referrals, document patient preference, and move every order from review to signature. Automatically, and fully audit-ready.

Our customers
Sunshine Medical CarePassion Health Primary CareFranklin MedicalKingsway Medical CenterFamily Medicine and Psychiatric Wellness CenterAnthony Primary CareRenu MedicalSunshine Medical CarePassion Health Primary CareFranklin MedicalKingsway Medical CenterFamily Medicine and Psychiatric Wellness CenterAnthony Primary CareRenu MedicalSunshine Medical CarePassion Health Primary CareFranklin MedicalKingsway Medical CenterFamily Medicine and Psychiatric Wellness CenterAnthony Primary CareRenu MedicalSunshine Medical CarePassion Health Primary CareFranklin MedicalKingsway Medical CenterFamily Medicine and Psychiatric Wellness CenterAnthony Primary CareRenu Medical

Klio is designed for order signing and referrals across physician offices. Close care gaps, sign orders in seconds, and keep every certification documented and billing-ready — on a secure, audit-ready platform.

The top physician offices use Klio forOrder signing

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The coordination gap

The EHR manages the chart. It rarely manages what happens between organizations.

Referral and order work crosses systems, fax queues, people, and organizations. That is where ownership and status disappear.

Read the referral-management paper
01

Referral leaves the office

A fax confirmation proves delivery — not review or acceptance.

Status gap
02

Agency requests missing information

The request returns through another channel and loses context.

Rework
03

Orders return for signature

Documents land in a general queue without a clear owner.

Backlog
04

Leadership lacks a reliable view

Each location creates its own spreadsheet, inbox, and escalation process.

Variation
One connected operating layer

Manage the patient journey before and after home-health admission.

Prepare the packet, record patient preference, and route to preferred and backup agencies — then track every response to a clear outcome.

Explore referral management
Referral management

New referral

Margaret Chen

Home health · Episode start

⬆ Upload referral
📄

Referral_MChen.pdf

The lifecycle

Every stage has a status, an owner, and a next action.

See platform architecture
01

Prepare

Assemble the referral packet and identify missing elements.

02

Document choice

Record the patient-preferred agency and backup options.

03

Send

Deliver the packet and retain recipients and timestamps.

04

Resolve

Manage acceptance, decline, non-response, or information requests.

05

Receive orders

Bring incoming documents into a structured office queue.

06

Review and act

Route to the authorized practitioner for the appropriate action.

07

Return and close

Return the completed document and preserve the history.

End to end

One trail, from first packet to closed order.

All of it runs quietly alongside your EHR — never on top of it.

The work is already done

You’re already signing the orders. Make sure your practice is paid for every one.

Every cert and recert you sign is reimbursable. Klio captures the G-codes you’ve already earned — automatically, and audit-ready.

G0180 + G0179

Capture every cert & recert

Klio builds the timestamped evidence trail the moment you sign — so billing submits cleanly, every time. No missed codes.

2–3 hrs/ day

Hours back, every week

No faxes, callbacks, or status checks. Most offices reclaim roughly a third of an FTE — with no change to how anyone documents.

Zerogaps

Audit-ready, by default

Every action is timestamped and hashed. Evidence PDFs are one click away — not one week.

How the billing actually works

You sign. We send the report. Your billers do the rest.

01

Sign as you go

Every cert and recert you sign is timestamped, hashed, and attached to the patient — automatically.

02

Report on the 1st

Each month Klio emails a clean billing report — every G0180 / G0179-eligible patient, evidence attached.

03

Pass to billing

Your billers submit through your normal claims process. That’s the whole loop.

Never billed G-codes before? Your Klio rep walks your billing team through it in a single 15-minute call.

Insights

Ideas on closing the loop.

How physician offices scale referral volume without adding headcount

Referrals

The workflow shifts that let lean front-desk teams send more complete referrals, faster — and never lose one to a fax queue.

Read article5 min read

Why home-health cash flow improves when orders stop sitting unsigned

Revenue

Every unsigned order is delayed revenue. How closing the signature gap shortens the cash cycle for the whole network.

Read article4 min read

The hidden cost of fax-based coordination

Operations

Faxes, callbacks, and status checks quietly consume hours a week. We add up what that really costs a physician office.

Read article6 min read

What an audit-ready referral trail actually looks like

Compliance

Timestamped, hashed, and one click away — the anatomy of documentation that holds up under any review.

Read article4 min read

Billing the certifications you already sign: getting G0180 and G0179 right

Billing

G0180 and G0179 are reimbursable. The simple monthly loop that makes sure none of them slip through.

Read article3 min read

How to Bill G0179 and G0180: The Complete Guide to Home Health Certification Codes

Billing

Everything a physician office needs to bill G0180 (home health certification) and G0179 (recertification) — documentation, CMS-1500 rules, timelines, reimbursement, and the denials to avoid.

Read article9 min read

Are Electronic Signatures Acceptable for Home Health Orders? CMS Rules, Explained

Compliance

Yes — Medicare accepts electronic signatures on home health orders and the CMS-485, if they meet specific standards. Here is exactly what CMS requires, and what gets claims denied.

Read article7 min read

How to Sign Home Health Orders: A Physician’s Guide to the CMS-485, Interim Orders, and Timelines

Operations

What actually lands on your desk from home health agencies, who is allowed to sign it, the deadlines that matter, and how to clear the queue in minutes instead of weeks.

Read article8 min read

Hospice Order Signing: Certification of Terminal Illness, Timelines, and Who Signs What

Compliance

Hospice has its own signature rules — the certification of terminal illness, benefit-period deadlines, face-to-face requirements, and the G0182 oversight code. A complete guide for attending physicians.

Read article7 min read

How to Refer a Patient to Home Health: The Complete Guide for Physician Offices

Referrals

Medicare eligibility rules, the face-to-face requirement, what a complete referral packet contains, how to choose between home health, skilled nursing, and assisted living — and what happens after you hit send.

Read article9 min read

Who Can Sign Home Health Orders? Medicare’s Rules for Physicians, NPs, PAs, and More

Compliance

Medicare’s guidelines for signing home health orders: which practitioners are allowed to sign, whether nurse practitioners and PAs qualify, what VA doctors can do, and the signatures that get claims denied.

Read article7 min read

Home Health Orders, Explained: Every Document, Deadline, and Signature in One Guide

Operations

What home health care orders actually are — the referral order, plan of care (CMS-485), verbal and interim orders, recertifications — plus who signs each one, the deadlines, and how the loop is supposed to work.

Read article8 min read

ACHC Survey Prep: Physician Orders Under 42 CFR 484.60 (G570–G584, G1022 & G1024 Explained)

Compliance

A home health agency’s guide to the physician-order requirements surveyors actually check: 42 CFR 484.60 conformance with physician orders, the G-tag deficiencies, verbal order rules, and what G1022 really covers.

Read article8 min read

Care Coordination & Order Management Software for Home Health: A Buyer’s Guide

Operations

How to evaluate order management platforms connecting physician practices and home health agencies — the capabilities that matter, the questions to ask, and why most tools only solve half the problem.

Read article8 min read

Best Home Health Order Signing Software in 2026: An Honest Comparison

Operations

Klio vs. Forcura vs. WorldView vs. EMR-native modules vs. generic e-signature tools — which order signing platform actually gets physicians to sign faster, and which side of the fax line each one solves.

Read article9 min read

How to Market a Home Health Agency to Physician Offices (What Actually Wins Referrals)

Referrals

A field guide for home health marketers and liaisons: how physician offices actually choose agencies, the referral friction that loses accounts, compliant relationship-building under the Anti-Kickback Statute, and the tools that make you the easiest agency to refer to.

Read article9 min read

The CMS-485 Form, Explained: Every Field, Signature Rule, and Deadline on the Home Health Plan of Care

Operations

What the CMS-485 Home Health Certification and Plan of Care actually contains, field by field — who fills out what, how it must be signed, the deadlines that keep claims moving, and the errors that get it bounced back.

Read article9 min read

The Home Health Face-to-Face Requirement: Timing, Who Can Perform It, and How to Document It

Compliance

Medicare’s face-to-face encounter rule for home health: the 90-day / 30-day window, who can perform the encounter, telehealth rules through 2027, documentation that survives review, and the denials it causes.

Read article8 min read

G0181 and G0182: How Physicians Bill Care Plan Oversight for Home Health and Hospice

Billing

Care plan oversight pays physicians $100+ per patient per month for supervision work they already do. The complete G0181 / G0182 guide: what counts toward the 30 minutes, documentation, claim rules, and the pitfalls.

Read article9 min read

What "Homebound" Actually Means: Medicare’s Two-Part Test, With Examples

Compliance

Medicare’s homebound requirement is the gate to all home health coverage — and it does not mean bedbound. The two-part test, the absences that are allowed, documentation examples, and the myths that cause wrongful denials.

Read article7 min read

PECOS and Home Health: Why Claims Deny When the Ordering Physician Isn’t Enrolled

Billing

Home health claims deny automatically when the certifying practitioner lacks an active PECOS record — denial codes 37236, 37237, and 32072 explained, how to verify enrollment before referring, and how to fix a denial.

Read article7 min read

How Physician Offices Cut Hours of Manual Work from Home Health Signing, Referrals, and Follow-Ups

Operations

The average office loses 2–3 staff-hours a day to home health paperwork: sorting faxes, chasing signatures, re-sending declined referrals, and answering status calls. Here is where the time actually goes — and how to get it back.

Read article8 min read

How Home Health Agencies Eliminate Signature Chasing and Referral Follow-Up Work

Operations

Intake and order teams spend a shocking share of their week chasing physician signatures and following up on referrals. Where that labor hides, what unsigned orders really cost, and the workflow that removes the chase entirely.

Read article8 min read

The Technology-First Home Health Agency: How to Grow Margin, Capacity, and Care When the Industry Is Being Squeezed

Growth

America needs home health more than ever — and 4.3 million patients a year are turned away anyway. A deeply-researched playbook, with real numbers, for running a profitable, technology-first home health agency: automated intake, AI documentation, revenue intelligence, and orders signed in days.

Read article15 min read
Security

Enterprise-grade security, built in from day one.

Klio meets the standards healthcare teams expect — protecting patient data and your practice’s reputation with the highest controls in the industry.

HIPAABAAAES-256

HIPAA-aligned

A Business Associate Agreement available on day one.

Encryption everywhere

AES-256 in transit and at rest, across every record.

Complete audit trails

Every action timestamped, hashed, and preserved.

Access control

Role-based permissions and single sign-on (SSO).

Data lifecycle

Retention, residency, and deletion you control.