# Logicly — Home Health Scheduling Software (Full Content) > Logicly is home health scheduling software for clinicians and agencies. This document contains the full content of every feature page concatenated for AI agents to ingest in a single fetch. Website: https://homehealthscheduling.com Reviewed by: Reza, OTR/L — practicing Occupational Therapist and co-founder of Logicly Last updated: April 6, 2026 ## About Logicly Logicly replaces spreadsheets, whiteboards, paper maps, and late-night documentation sessions with one purpose-built platform for home health. Clinicians and agencies use it to auto-schedule visits, optimize routes, complete SOAP notes and OASIS assessments at the bedside, coordinate interdisciplinary care teams, track referrals within the 48-hour CMS rule, and manage 60-day certification periods. - Clinician plan: $30/month - Agency plan: custom pricing, contact sales - Access: demo-only — self-serve sign-up is closed, schedule a demo at https://homehealthscheduling.com/contact - HIPAA compliant: TLS 1.3, AES-256, audit logging, BAA available - Platforms: web, iOS, Android --- ## Home Health Auto-Scheduling Software URL: https://homehealthscheduling.com/features/auto-scheduling-software Category: Scheduling Tagline: Generate a full week of visits in seconds, not hours. Logicly’s auto-scheduling is software that assigns home health visits to clinicians based on discipline, availability, geography, and certification periods. It replaces manual spreadsheet scheduling, saving home health agencies 8+ hours per week per scheduler. ### Key benefits - **8+ hrs** Saved per week - **2.3 sec** Schedule generation - **100%** Frequency compliance - **0** Spreadsheets ### What is home health auto-scheduling software? Auto-scheduling is the process of automatically matching home health visits to clinicians using rule-based algorithms. Logicly takes your patient frequencies, clinician availability, disciplines, geography, and certification periods, then produces a complete weekly schedule in under three seconds. You keep full control — auto-generated visits appear on the calendar and can be drag-and-dropped to reassign at any time. ### How does home health auto-scheduling software work? 1. **Define frequencies per patient** — Set visit frequencies per discipline using standard notation like 2W4 (2 visits per week for 4 weeks) or 1W9 (1 visit per week for 9 weeks). Logicly parses this automatically. 2. **Set clinician availability** — Clinicians set their working days, start/end times, disciplines, and geographic preferences. The algorithm respects every constraint. 3. **Run auto-schedule** — Click "Auto-schedule week" and Logicly assigns every visit in the pool, grouping by geography, respecting cert period deadlines, and enforcing eval-before-routine ordering. 4. **Review and adjust** — The result is a drag-and-drop calendar. Reassign anything you want, and the system re-validates conflicts in real time. ### Who is this for? - **Solo home health clinicians**: Manage your own caseload without a scheduler. Auto-schedule your week on Sunday night and spend Monday seeing patients instead of planning. - **Home health agencies**: Replace the weekly scheduling meeting. Schedulers manage exceptions and callouts instead of building the schedule from scratch every week. ### How much time does it save? Home health schedulers typically spend 8–12 hours per week building schedules manually in spreadsheets or legacy EMR calendars. Logicly’s auto-scheduler generates the same schedule in under three seconds, saving the average agency 8+ hours per scheduler per week. For a 5-person schedule team, that’s 40+ hours of recovered capacity every week — enough to handle double the caseload without additional headcount. ### Is it HIPAA compliant? Yes. All patient data used for scheduling is protected under HIPAA. Logicly encrypts data in transit (TLS 1.3) and at rest (AES-256), enforces role-based access controls, and maintains an audit trail of every schedule change. A Business Associate Agreement (BAA) is available on the Agency plan. ### Frequently asked questions **Q: How does the auto-scheduling algorithm decide who gets which visit?** The algorithm scores each potential clinician-visit match across four factors: discipline match (hard constraint), availability on the visit date (hard constraint), proximity to the clinician’s other visits that day (soft constraint, optimizes drive time), and current caseload balance (soft constraint, distributes workload evenly). It then picks the highest-scoring assignment for each visit, resolving conflicts automatically. **Q: Can I override auto-generated visits?** Absolutely. Auto-generated visits appear on your drag-and-drop calendar like any other visit. You can reassign, reschedule, or delete them at any time. Logicly respects your changes and won’t overwrite them on the next auto-schedule run. **Q: Does auto-scheduling work for PRN and as-needed visits?** Yes. Auto-scheduling handles frequency-based visits (e.g., 2W4) and can also queue PRN visits for manual assignment. Evals are always scheduled before routines to enforce CMS ordering rules. **Q: What happens when a clinician calls out sick?** When a clinician marks themselves unavailable, their visits appear in an unassigned pool. You can reassign manually with drag-and-drop or click "Auto-reassign" to let the algorithm redistribute them across the remaining team. **Q: How long does it take to set up?** Solo clinicians are typically scheduling within 10 minutes of signup. Agencies complete setup in under a day once patient and clinician data is imported — Logicly supports CSV import from Axxess, WellSky, and MatrixCare. --- ## Home Health Route Optimization URL: https://homehealthscheduling.com/features/route-optimization Category: Routing Tagline: Cut windshield time. See more patients. Home health route optimization is the process of sequencing a clinician’s daily visits to minimize drive time. Logicly automatically orders visits by geography, respects appointment windows, and hands off to turn-by-turn navigation — saving clinicians an average of 42 minutes per day. ### Key benefits - **42 min** Saved per day - **40%** Less drive time - **1-2** Extra visits/day - **15%** Lower fuel costs ### What is home health route optimization? Route optimization software calculates the fastest sequence to visit a set of patients on a given day. Unlike generic routing tools (Google Maps, Waze), Logicly understands home health constraints: appointment windows, visit durations, clinician discipline, and patient preferences. It plans the whole day, not just the next stop, and recalculates on the fly when plans change. ### How does home health route optimization work? 1. **Pull today’s visits** — Logicly reads your scheduled visits from the calendar — no manual address entry required. Addresses are geocoded and validated at intake. 2. **Sequence by geography** — The optimizer uses a traveling salesman algorithm to find the shortest-drive-time sequence across all of today’s stops, respecting any fixed appointment times. 3. **See the full day mapped** — You get a visual route on the map, a timeline of arrival times, and total drive time. Review before you leave the house. 4. **Navigate turn-by-turn** — One tap launches turn-by-turn directions in Apple Maps, Google Maps, or Waze. The next stop is always prefilled. ### Who is this for? - **Field clinicians**: Every clinician seeing patients in their homes. PT, OT, SLP, RN, MSW, HHA — anyone whose day involves driving between visits benefits immediately. - **Multi-county agencies**: Agencies covering wide geographic areas see the biggest savings. Logicly’s geographic clustering during auto-scheduling also helps groups visits by region before the day starts. ### How much time does it save? Clinicians using Logicly save an average of 42 minutes per day on drive time — equivalent to 3.5 hours per week or enough time for 1-2 additional visits per day. For a 10-clinician agency, that’s 70+ extra billable visits per week without hiring anyone new. Drive time reduction also lowers mileage reimbursement costs and vehicle wear. ### Is it HIPAA compliant? Yes. All patient addresses and visit data are encrypted and access-controlled. Logicly does not share patient location data with third-party mapping services — only the coordinates required for turn-by-turn directions are sent to the user’s chosen navigation app, and only after the user taps "Navigate." ### Frequently asked questions **Q: Does route optimization work offline?** The initial route is calculated online, but once generated, it’s stored on the device and remains viewable offline. Turn-by-turn navigation is handled by Apple Maps, Google Maps, or Waze, which all support offline maps. **Q: What if a visit runs long and I fall behind schedule?** Logicly detects delays in real time and offers to re-optimize the remaining route. You can also manually mark a visit as running late and the system will notify subsequent patients if you’ve enabled patient notifications. **Q: Can I lock a visit to a specific time?** Yes. Any visit with a fixed appointment time acts as an anchor — the optimizer routes around it. This is common for patients with caregiver-coordinated visits or specific medication timing. **Q: How is this different from Google Maps?** Google Maps routes between two points. Logicly optimizes a full-day itinerary across 5-10 stops, respecting appointment windows, visit durations, and clinician availability. It’s built for the "traveling salesman" problem, which is exponentially harder than A-to-B routing. --- ## Home Health Clinical Documentation URL: https://homehealthscheduling.com/features/clinical-documentation Category: Documentation Tagline: Finish charting before you leave the driveway. Logicly’s clinical documentation lets home health clinicians complete SOAP notes, OASIS assessments, and visit notes at the bedside using structured templates. Auto-save, offline-safe entry, and one-tap signing reduce post-visit charting from 3+ hours per day to zero. ### Key benefits - **3 hrs** Saved per day - **3x** Faster notes - **100%** CMS-compliant - **0** After-hours charting ### What is home health clinical documentation? Clinical documentation software captures the SOAP note, OASIS assessment, and visit details required to document a home health visit. Logicly’s documentation is designed for the visit itself, not for after-hours data entry. Structured templates, smart defaults, and voice dictation let clinicians finish the note before they leave the patient’s home. ### How does home health clinical documentation work? 1. **Start the visit** — Tap "Start visit" on your calendar. The right note template loads automatically based on visit type (routine, eval, discharge, recert, supervisory). 2. **Document at the bedside** — Fill in Subjective, Objective, Assessment, and Plan as you go. Smart defaults prefill from the prior visit. Voice-to-text is available for longer narrative fields. 3. **Capture EVV signature** — At the end of the visit, the patient signs on the device (Electronic Visit Verification). Signatures are timestamped and geo-stamped. 4. **Sign and submit** — Review the note, tap "Sign & submit," and the note is locked into the audit log. No after-hours charting. ### Who is this for? - **PT, OT, SLP clinicians**: Discipline-specific SOAP note templates with pre-filled goals, standardized tests (TUG, 6MWT, BERG), and progress tracking. - **RN case managers**: OASIS assessments, medication reconciliation, wound documentation, and skilled nursing visit notes — all in one flow. ### How much time does it save? A typical home health clinician spends 2-3 hours per day on post-visit charting. Logicly’s bedside documentation eliminates that entirely. Over a 5-day week, that’s 10-15 hours of recovered personal time — often the difference between burnout and a sustainable caseload. ### Is it HIPAA compliant? Yes. All documentation is encrypted at rest and in transit. Every note edit is captured in an immutable audit log. Signed notes cannot be modified — only amended via a new addendum note. Access is scoped to the patient’s care team via database-level row security. ### Frequently asked questions **Q: Does it work offline?** Yes. Notes are drafted locally on the device and sync when connectivity returns. Offline visits are queued and never lost. See our offline strategy for details. **Q: Can I use voice dictation?** Yes. Logicly integrates with the device’s native dictation (iOS and Android). Voice-to-text is available in every narrative field. **Q: What templates are available?** Logicly includes discipline-specific SOAP templates for PT, OT, SLP, RN, MSW, and HHA. OASIS-E is included for start-of-care, resumption-of-care, recertification, and discharge assessments. You can customize any template at the agency level. **Q: Can a clinician edit a signed note?** No. Signed notes are immutable. To correct or clarify, clinicians create an addendum note, which appears linked to the original. This preserves the audit trail required by CMS. --- ## Home Health Care Team Management URL: https://homehealthscheduling.com/features/care-team-management Category: Care Team Tagline: Every discipline. Every patient. One view. Care team management in Logicly lets home health agencies assign clinicians to patients across every discipline (PT, OT, SLP, RN, MSW, HHA), track visit frequencies, certification periods, and visit progress in real time. All disciplines see the same live data — no more conflicting notes or missed updates. ### Key benefits - **6** Disciplines supported - **Real-time** Sync across team - **60-day** Cert tracking - **1** Source of truth ### What is home health care team management? Home health care team management is the practice of coordinating multiple clinical disciplines around a single patient. A typical home health patient may have PT, OT, RN, and HHA visits all happening in the same week — each with its own frequency, notes, goals, and case manager. Logicly gives every team member a shared view of who’s assigned, what’s been done, and what’s coming up. ### How does home health care team management work? 1. **Assign disciplines** — When a patient is admitted, assign clinicians for each required discipline. Set one primary clinician per discipline (usually the eval clinician) and a case manager for the overall patient. 2. **Set frequencies** — Each discipline gets its own frequency notation (e.g., PT 2W4, RN 1W9, OT 2W2). Logicly parses the notation and generates the visit pool automatically. 3. **Track cert periods** — Certification periods are tracked automatically — 60 days from start-of-care, with recert due date flagged at day 50. The dashboard shows which patients are approaching recert. 4. **Coordinate in real time** — Every team member sees the same live care plan, visit history, and progress notes. Chat threads are scoped per patient so conversations stay organized. ### Who is this for? - **Home health agencies**: Multi-clinician agencies running interdisciplinary plans of care. Especially valuable for patients with 3+ active disciplines. - **Case managers**: Case managers can see every discipline’s progress toward shared goals, track which visits are complete, and intervene when a discipline falls behind frequency. ### How much time does it save? Care team coordination typically happens via phone, text, and email — taking 30-60 minutes per patient per week. With Logicly, all coordination happens inside the patient’s chart. Case managers report saving 5+ hours per week per 20-patient caseload by eliminating the status-check loop. ### Is it HIPAA compliant? Yes. Care team access is enforced at the database level via row-level security. A clinician can only see patients they’re assigned to on the care team, plus the agency admin. Every access is logged to the HIPAA audit trail. ### Frequently asked questions **Q: How does Logicly prevent a clinician from seeing patients they aren’t assigned to?** Logicly enforces care-team membership at the database level using Postgres row-level security (RLS) policies. Non-admin clinicians only see patients where they appear on patient_care_team. Admins see all patients in their agency. This is enforced on every query, so there’s no way to bypass it from the client. **Q: What disciplines are supported?** PT, OT, PTA, COTA, SLP, RN, LPN, MSW, HHA, and Chaplain. Assistants (PTA, COTA) can perform routine visits only — Logicly enforces discipline scope-of-practice rules automatically. **Q: How are case managers assigned?** The first clinician to complete an eval for a discipline typically becomes the primary for that discipline. Case managers are assigned at the patient level and can be transferred to another clinician if the original case manager discharges. **Q: What happens when a discipline discharges?** When a discipline discharges (e.g., PT finishes their plan of care), that discipline is marked inactive on the care team but visible in history. Other active disciplines continue their visits and the patient remains on service until all disciplines discharge. --- ## OASIS-E Assessment Software URL: https://homehealthscheduling.com/features/oasis-assessment Category: Compliance Tagline: CMS-compliant assessments that don’t slow you down. OASIS-E assessment software helps home health clinicians complete the CMS-mandated Outcome and Assessment Information Set. Logicly embeds OASIS into the visit workflow with all 100+ CMS-required items, built-in skip patterns, real-time validation, and automatic RFA code selection. ### Key benefits - **OASIS-E** Current version - **100%** Skip pattern automation - **0** Validation errors at submit - **Real-time** CMS validation ### What is oasis-e assessment software? OASIS (Outcome and Assessment Information Set) is the CMS-mandated patient assessment tool for home health. It’s required at five touchpoints: start of care (SOC), resumption of care (ROC), follow-up, transfer, and discharge. Each assessment contains 100+ items with strict validation rules, skip patterns, and inter-item dependencies. Logicly handles all of that automatically so clinicians only see the items they need to answer. ### How does oasis-e assessment software work? 1. **Select the RFA code** — Choose the reason for assessment (01 SOC, 03 ROC, 04 Follow-up, 06 Transfer, 09 Discharge). Logicly filters the item set to only what’s required for that code. 2. **Complete required items** — Answer M0, M1, M2, M3, GG, and other sections in any order. Skip patterns hide items that don’t apply based on your answers. 3. **Get real-time validation** — Every field is validated as you type. Inconsistencies (e.g., bathing score higher than grooming) are flagged immediately, not at submission. 4. **Lock and submit** — Signed OASIS assessments are immutable. If corrections are needed, clinicians create a correction assessment linked to the original, preserving the CMS audit trail. ### Who is this for? - **RN case managers**: RNs typically complete OASIS at SOC, ROC, and discharge. Logicly’s guided flow cuts OASIS completion time in half. - **Home health agencies**: Agencies that submit OASIS data to CMS for quality reporting and payment. Logicly produces CMS-conformant export files ready for iQIES submission. ### How much time does it save? A complete OASIS-E assessment typically takes 45-90 minutes using legacy EMR software. Logicly’s skip patterns, smart defaults, and real-time validation cut that to 25-40 minutes. Over a year of weekly OASIS assessments, that’s 40+ hours of recovered clinician time per case manager. ### Is it HIPAA compliant? Yes. OASIS data is PHI and is protected under HIPAA. Logicly encrypts OASIS data at rest and in transit, restricts access to assigned clinicians and admins, and maintains a full audit log of every change. Signed OASIS assessments are immutable — corrections require an amendment, which is the CMS-required pattern. ### Frequently asked questions **Q: Does Logicly support OASIS-E (the current version)?** Yes. Logicly uses the current OASIS-E item set, including the GG functional abilities items, social determinants of health (SDOH) questions, and all other January 2023 updates. **Q: How are skip patterns handled?** Automatically. As you answer items, Logicly hides any items that the skip pattern rules say don’t apply. You only see what’s required. Skip patterns follow the official CMS OASIS-E specification. **Q: Can I export OASIS data for CMS submission?** Yes. Logicly produces CMS-conformant export files in the OASIS-E submission format, ready for upload to iQIES. Export is available on the Agency plan. **Q: What if I find an error after signing?** Create a correction assessment. It’s linked to the original in the audit trail and carries the correct values. This is the CMS-required pattern for OASIS corrections. --- ## Home Health Referral Management URL: https://homehealthscheduling.com/features/referral-management Category: Intake Tagline: Never miss the 48-hour window again. Home health referral management tracks new patient referrals from physicians, hospitals, and case managers through intake to the first eval visit. Logicly enforces the CMS 48-hour rule with countdown timers, auto-assigns clinicians by discipline and availability, and flags referrals at risk of missing their window. ### Key benefits - **48 hr** Rule enforced - **100%** Referrals on time - **Auto** Clinician assignment - **0** Missed deadlines ### What is home health referral management? Referral management in home health is the process of receiving, triaging, and converting new patient referrals into started plans of care. CMS Conditions of Participation require that an evaluation visit occur within 48 hours of the referral being accepted (or the physician-ordered start date, whichever is later). Logicly automates the tracking and enforcement of this rule. ### How does home health referral management work? 1. **Intake the referral** — Enter referrals manually, import from a CSV, or accept them via API from upstream sources (hospitals, physician practices). Logicly captures source, disciplines ordered, and clinical notes. 2. **Triage and assign** — Each referral is triaged by the intake team or auto-assigned to clinicians based on discipline, availability, and geography. The 48-hour countdown starts at the moment of acceptance. 3. **Schedule the eval** — Logicly enforces eval-before-routine ordering. The eval visit is auto-scheduled within the 48-hour window and the assigned clinician is notified immediately. 4. **Track to completion** — The referral stays in the queue with a live status until the eval is completed. At-risk referrals (less than 12 hours remaining) are flagged red in the dashboard. ### Who is this for? - **Intake coordinators**: Intake staff at home health agencies who receive and triage incoming referrals. Logicly replaces spreadsheets and whiteboards with a live dashboard. - **Agency administrators**: Admins who need to track referral volume, conversion rates, and compliance with the 48-hour rule for CMS audits. ### How much time does it save? Agencies without dedicated referral software typically spend 15-30 minutes per referral on tracking and coordination. Logicly cuts this to under 5 minutes per referral, freeing intake coordinators for higher-value work like referral source relationship management. ### Is it HIPAA compliant? Yes. Referral data includes PHI (patient name, DOB, diagnosis) and is fully encrypted. Access is restricted to intake staff and admins. Every referral status change is audit-logged for CMS and HIPAA compliance. ### Frequently asked questions **Q: What is the 48-hour rule?** CMS Conditions of Participation require that a qualified clinician conduct an initial assessment visit within 48 hours of the referral being accepted, or within 48 hours of the physician-ordered start date, whichever is later. Logicly tracks both timestamps and enforces the rule automatically. **Q: Can referrals be auto-assigned?** Yes. Auto-assignment picks the best-fit clinician based on discipline, availability within the 48-hour window, and geographic proximity to the patient. Auto-assignment is optional — agencies can require manual triage if they prefer. **Q: What if the physician order is missing or unsigned?** Logicly tracks physician order status separately from the referral. An eval can be scheduled while awaiting a signed order, but routine visits are blocked until the order is on file — this protects the agency from CoP violations. **Q: Can I integrate with upstream referral sources?** Yes. Logicly supports CSV import today and is building direct integrations with Axxess, WellSky, and hospital EMRs. Custom integrations are available on the Agency plan. --- ## Home Health Visit Calendar URL: https://homehealthscheduling.com/features/visit-calendar Category: Scheduling Tagline: Plans change. Your schedule adapts instantly. Logicly’s visit calendar is a drag-and-drop weekly view of every scheduled home health visit across a clinician’s caseload or an agency’s full team. It enforces frequency compliance, eval-before-routine ordering, and discipline rules automatically as visits are moved, reassigned, or rescheduled. ### Key benefits - **Drag-drop** Interface - **Real-time** Conflict check - **Auto** Frequency rules - **5+** Disciplines shown ### What is home health visit calendar? The visit calendar is Logicly’s central workspace. It shows every scheduled visit across disciplines in a weekly grid, color-coded by discipline. Schedulers drag and drop visits to rearrange them, reassign clinicians, or handle callouts — and the system validates every move in real time against business rules (cert periods, eval ordering, frequency compliance). ### How does home health visit calendar work? 1. **View the whole week** — The calendar shows a full week by default, with each day as a column. Visit blocks are color-coded by discipline (PT, OT, RN, HHA, etc.) and show patient name, time, and status. 2. **Drag to reassign or reschedule** — Drag any visit to a new day, time, or clinician. The system validates the move in real time and flashes a warning if it would violate a rule (overbooking, missing eval, etc.). 3. **Handle callouts instantly** — When a clinician calls out, drag their visits to the unassigned pool or onto a different clinician. Each reassignment re-checks constraints and drive-time impact. 4. **See the visit pool** — Unscheduled visits from the frequency pool appear in a side panel. Drag them onto the calendar to manually schedule, or run auto-schedule to fill them all at once. ### Who is this for? - **Schedulers**: Agency schedulers running multi-clinician schedules. Drag-and-drop replaces hours of spreadsheet editing with seconds of mouse work. - **Solo clinicians**: Solo clinicians managing their own caseloads get the same calendar view, scoped to just their visits. ### How much time does it save? Schedulers using spreadsheets or legacy EMR calendars typically spend 4-6 hours per week maintaining the schedule (callouts, reassignments, add-ons). Logicly’s drag-and-drop calendar cuts this to 30-60 minutes per week. ### Is it HIPAA compliant? Yes. The calendar displays PHI (patient name, visit details) and is protected with the same row-level security as the rest of the application. Schedulers only see visits for patients in their agency. ### Frequently asked questions **Q: Can I see multiple clinicians on one calendar?** Yes. Switch between "my visits," "team view," or filter by individual clinician. Team view shows every visit across the agency, color-coded by clinician or discipline. **Q: Does it enforce CMS rules?** Yes. The calendar enforces eval-before-routine ordering, cert period boundaries, discipline scope (assistants only do routines), and frequency compliance. Rule violations are flagged immediately when you try to drop a visit. **Q: Can I see canceled or missed visits?** Yes. Canceled and missed visits are displayed with strike-through styling and remain on the calendar for audit purposes. You can filter them in or out. **Q: Does the calendar sync with my phone calendar?** Yes. Clinicians can subscribe to their personal calendar feed (iCal format) to see visits in Apple Calendar, Google Calendar, or Outlook. The feed is read-only for security.