Documentation Library

Submission Templates, Briefs, and Pricing Logic

Use this library to move from pathway selection to a clean submission package. Templates support the formal paperwork. Outreach briefs explain the contact strategy, pricing fit, and what to say before the first conversation.

Facility Procurement & Compliance Documents

These are the public-facing documents most useful for procurement, legal, facility operations, and billing review. For anything that is not posted publicly, use the request list below and contact info@eldercarerobotics.net.

PDF

Certificate of Insurance

General liability certificate for Eldercare Robotics LLC.

Best for: Procurement / legal

Next Insurance policy NXTPKVWC4C-00-GL | Effective May 16, 2026 through May 16, 2027 | $1M per occurrence | $2M aggregate.

PDF

W-9 — Eldercare Robotics LLC (2026)

Current IRS Form W-9 for accounts payable, purchasing, and vendor onboarding.

Best for: Accounts payable / procurement

Use for procurement setup, purchase order workflows, and payment system onboarding.

PDF

NPI Confirmation — 1013844018, Type 2 Organization

NPI confirmation document for Eldercare Robotics LLC as a Type 2 Organization.

Best for: Billing / credentialing / procurement

Useful for payer setup, procurement review, and facility billing verification.

DOCX

Compliance Portfolio v2.1

Privacy, HIPAA positioning, FDA non-medical status, technical certifications, intended-use & functional classification (new Section 0), and procurement readiness summary.

Best for: Procurement / legal / IT

July 4, 2026 revised edition. Includes the signed FDA non-medical self-declaration, BAA positioning summary, and CMS AT benefit-criteria mapping. It also documents the optional Away Monitoring behavior-clip recording (motion-only, no audio, encrypted, 7-day auto-delete) and the Camera Access History access log.

WEB

Rental Agreement & Consent

Live customer agreement covering the 14-day trial, Monthly Rental, Own It pricing, privacy, and consent terms.

Best for: Facility operations / legal / leadership

Opens the canonical agreement page hosted on eldercarerobotics.net so portal visitors always see the current language and working submission flow.

DOCX

Luka Bear Complete Manual — User & Caregiver Guide

Full voice, touch, reminders, games, support features, and caregiver workflow guide for Luka Bear.

Best for: Families / caregivers / facility staff

Best for orientation, caregiver onboarding, and staff review before trial or home deployment.

WEB

Reimbursement Pathways Overview — 51 Pathways

Live public reference for all 51 reimbursement pathways and the 22 Easy-Pass routes.

Best for: Families / billing / case management

Use the live page so pathway counts, state notes, and brief links stay current.

WEB

Public Aggregate Evidence Dashboard

De-identified public proof page for current home and facility deployments.

Best for: Billing / leadership / partners

Use for facility billing, procurement, and partner conversations that need aggregate real-world signals.

Available On Request

HIPAA BAA template is included in Compliance Portfolio v2.1 — Appendix C.

  • Facility-specific quote — contact info@eldercarerobotics.net
  • Vendor registration support packet — contact info@eldercarerobotics.net (typically provided within 1 business day)

Need procurement support quickly? Email info@eldercarerobotics.net or call (413) 296-LUKA.

How to Use This Library

The workflow is the same across the portal: choose the pathway, open the matching brief if one exists, gather the right template set, then submit with the correct pricing and evidence package.

StepWhat to Do
1. Choose pathwayUse the 51-pathway reference or the Easy-Pass page to identify the payer, waiver, grant, or consumer route.
2. Open the briefUse the pathway-specific outreach brief for contact strategy, pricing fit, messaging, and required documents.
3. Match the templatesSelect the correct LMN, justification letter, care plan, quote, or cost-comparison package.
4. Submit cleanlyPair the correct pricing model, quote or invoice, and the right de-identified evidence support.

Outreach Briefs

The briefs are the execution layer of the portal. They turn a pathway into an actual funding conversation by explaining how the route works, how Luka should be priced, who to contact, and what pilot evidence to reference.

01

HSA / FSA & Dependent Care FSA

Tax-advantaged accounts: HSA, FSA, and DCFSA with the fastest self-administered reimbursement path.

Typical speed: Days - zero waiting

02

LTC Insurance - Alternate Plan of Care

Long-term care insurance APC positioning, documentation package, and insurer cost-savings framing.

Typical speed: 4-8 weeks

03

Virginia CCC Plus - AT Category

Assistive Technology category under the Virginia CCC Plus Waiver. Member's MCO care manager submits prior authorization request. Enrollment confirmed; coverage inquiry active with DMAS.

Typical speed: 4-8 weeks

04

DC Services My Way

Individual-Directed Goods & Services under the DC EPD Waiver with three parallel entry paths.

Typical speed: 4-8 weeks

05

State AT Programs

Maryland, Virginia, DC, and Pennsylvania assistive technology grant and device-loan pathways.

Typical speed: 2-4 weeks

06

PA CHC Participant Direction

Pennsylvania Community HealthChoices consumer-directed pathway with service-coordinator gatekeeping.

Typical speed: 6-8 weeks

07

New York

NY CDPAP, TBI Waiver, NHTD Waiver, and NYSOFA outreach using the ElliQ precedent.

Typical speed: 2-8 weeks

08

VA Outreach Brief

PCAFC stipend, VA compensation, Aid & Attendance, and Veteran-Directed Care pathways.

Typical speed: Days-8 weeks

09

Maryland CFC

Community First Choice (1915k) pathway with POS, COMAR framing, and FMS/Own It strategy.

Typical speed: 6-10 weeks

10

GUIDE Model Programs

CMS GUIDE Model for dementia dyads: caregiver-support and respite positioning, the $2,500/yr respite economics, and automatic evidence reporting.

Typical speed: Program-by-program

11

Remote Supports Providers & Partners

Partner / OEM overview for certified Remote Supports / Enabling Technology providers: wholesale model, three deployment configurations, pilot template, and portal evidence reporting.

Typical speed: Pilot: 90 days

13.1

LTC Insurance

Template set: Physician LMN + written care plan + cost comparison support

Built for Alternate Plan of Care requests, placement-delay support, and insurer-facing long-term care reimbursement packages.

  • Use when the payer is a long-term care insurer or claims administrator.
  • Supports physician letter, written care plan, and policy-specific cost framing.
  • Pricing fit: Own It or one-time device framing is often strongest when compared against recurring aide hours.

13.2

Medicaid Self-Direction

Template set: Justification letter for self-direction, participant direction, and goods-and-services approvals

For participant-directed budgets, goods-and-services requests, and self-direction approvals where Luka Bear is framed as a substitute for human assistance or supervision hours.

  • Includes Maryland CFC, Virginia CCC Plus AT, DC Services My Way, PA CHC Participant Direction, and New York consumer-directed routes.
  • Works best when paired with ADL/IADL support logic, quote support, and POS or PCSP language.
  • Pricing fit: Own It for equipment purchase logic; Monthly Rental when the family is using an ongoing stipend or flexible monthly budget.

13.3

HSA / FSA / DCFSA

Template set: Letter of Medical Necessity + purchase support

For employer benefits, HSA administrators, and FSA reimbursement requests that need a physician-supported medical necessity statement and simple purchase documentation.

  • Fastest direct consumer reimbursement path in many cases.
  • Useful while larger payer or waiver routes are still in progress.
  • Pricing fit: Own It is the cleanest default; DCFSA may also support recurring care-style spend in some cases.

13.4

Cost Comparison Reference Sheet

Reference set: Transamerica, Genworth, Mutual of Omaha, New York Life, and John Hancock policy language

Use when the payer needs economic framing, supervision-substitution logic, or insurer-specific policy wording to support approval.

  • Most useful for LTC and insurer-facing reimbursement work.
  • Strengthens aide-hour replacement and cost-effectiveness arguments.
  • Designed to be used alongside the LTC package, not instead of it.

13.5

VA Pathways

Reference set: PCAFC stipend, Aid & Attendance, Veteran-Directed Care, and VA-connected outreach language

For veterans and veteran caregivers using stipend-driven, pension-driven, or veteran-directed routes that do not require a medical device claim.

  • Strongest fit when the household already has access to a VA-connected benefit stream.
  • Pricing fit: Monthly Rental for stipend-based cash flow; Own It when the family wants a one-time purchase from pension or benefit funds.
  • Use the VA outreach brief first so the family knows which benefit bucket they are actually using.

13.6

New York Pathways

Reference set: CDPAP, NYSOFA, TBI Waiver, NHTD Waiver, and aging-system outreach logic

For New York families, agencies, and aging-system contacts using the state’s strongest AI companion precedent and consumer-direction routes.

  • Best fit when using NYSOFA precedent, CDPAP consumer-directed budgets, or New York waiver goods-and-services logic.
  • Pricing fit: Own It for procurement and one-time device requests; Monthly Rental when the family prefers ongoing budget flexibility.
  • Pairs with the New York brief before any agency, waiver, or aging-office conversation.

What Stays Standalone

The full LTC Documentation Package stays separate for direct family use because it includes family-fill fields and a more submission-ready structure than the appendix view inside the guide.

What the Guide Still Covers

The guide remains the main source for pathway strategy, timing, privacy rules, and state-by-state playbooks. The dedicated Pathways, Easy-Pass, and Briefs pages are the faster execution views.

Pricing Reference by Pathway

ChannelBest Pricing LogicWhy
HSA / FSA / DCFSAOwn ItSimplest reimbursement logic for consumer purchase and employer-benefit submission.
LTC Insurance APCOwn It or one-time device framingMatches cost-comparison logic against ongoing aide hours.
Medicaid Self-Direction / FMSOwn It or Monthly RentalUse Own It for equipment/device purchase; use Monthly Rental when the budget behaves like ongoing household support.
VA Stipend / Pension RoutesMonthly Rental or Own ItDepends on whether the family wants flexible monthly spend or a one-time purchase.
Facility ProcurementOwn ItMost facility procurement workflows require a quote, invoice, purchase order, W-9, or vendor registration rather than a family-style subscription narrative.

Need a purchase order, W-9, vendor registration, or invoice? The portal documentation set should support that facility or payer workflow without changing the de-identified evidence process.