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AI That Works the Way Your Team Works

Three AI-powered integrations built into Finale Health. No extra cost. No complexity. Just smarter workflows from intake to discharge.

Finale Health AI

Your Team Spends Too Much Time on Data Entry. We Built AI to Fix That.

From scanning referrals to validating assessments to building plans of care, manual data entry slows your clinicians down and introduces errors. Finale Health’s AI integrations handle the repetitive work, so your team can focus on what matters: patient care.

Meet Your New Workflow Partners

Three AI integrations that work together to streamline your entire patient journey—from day one.

Intake Assist

Clients upload referrals or H&P’s, and Intake Assist scans the documents to automatically extract all pertinent informationdemographics, diagnoses, medications, and more along with a preliminary home bound criteria assessment. 

The extracted data auto-populates your intake form, fast-tracking completion while reducing manual entry errors.

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OASIS Assist

OASIS Assist works alongside your SOC clinician through the entire assessment. It scans the H&P to suggest the primary reason for home care, automatically
extracts medications to build a complete profile, and minimizes repetitive field
inputs.

Once the OASIS is validated for inconsistencies, it generates a detailed
patient summary and narrative to inform care planning.

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Care Planning Assist

Once the OASIS is validated and summary generated, Care Planning Assist scans
the completed assessment to intelligently suggest Problems, Goals, and Interventions
tailored to home health. All selected goals and interventions flow automatically
into the plan of care and appear on every visit for ongoing documentation. 

Goals remain visible across visits until marked as met, ensuring consistent, outcome-focused care.

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How They Work Together

One Seamless Workflow From Referral to Discharge

Each integration builds on the previous one. Documents extracted by Intake Assist inform the OASIS process. Validated OASIS data powers Care Planning recommendations. The result: a complete, accurate patient record with a goal-focused care plan in a fraction of the time.

BENEFIT | TIME SAVINGS

What This Means for Your Team

Faster Onboarding

Reduce intake time from hours to minutes with pre-extracted, validated data.

Fewer Errors

Auto-extraction and validation reduce manual entry mistakes and inconsistencies.

Better Outcomes

Goal-focused plans built from validated assessments mean consistent,
outcome-driven care.

Trusted by Home Health and Hospice Agencies Across the Country

Frequently Asked Questions

Are these AI features included in my Finale Health subscription?

Yes. Intake Assist, OASIS Assist, and Care Planning Assist are included with your platform at no additional cost. No special licensing or setup required.

Our AI is trained on thousands of home health documents and OASIS assessments. Extracted data is flagged for clinician review before being entered into the system, ensuring accuracy and compliance.

No. The integrations are built directly into your existing Finale Health workflow. Your team will learn them as they use them. We also provide training and support
during implementation.

All AI suggestions are recommendations for clinician review. Your clinicians maintain full control—they can accept, modify, or discard suggestions before
anything enters the record.

All data processing occurs within our secure, HIPAA-compliant infrastructure. No data is shared with third parties or used to train public AI models.

Yes. Care Planning suggestions can be customized to align with your agency’s protocols, clinical pathways, and quality standards.

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