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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 capture the revenue you’ve already earned — on a secure, audit-ready platform.

The top physician offices use Klio forOrder signing

Explore platform
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 you actually get paid

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.

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.