SARA is built by clinicians, for clinicians, powered by more than one million charts

SimiTree, a provider of revenue cycle, coding, and consulting services for the post-acute and behavioral industries, today announced SARA (SimiTree Assessment Review AI), a proprietary artificial intelligence platform designed to improve clinical documentation review, coding accuracy, and operational efficiency for home health agencies. SimiTree is a portfolio company of Sheridan Capital Partners.

“SARA is the result of decades of clinical expertise combined with the analytical power of more than one million charts,” said Bill Simione, CEO and Managing Principal at SimiTree. “It was designed and built by clinicians, for clinicians, enabling them to deliver smarter, faster and more accurate chart reviews. SARA redefines what is possible in coding and documentation support for home health.”

Home health agencies are facing rising documentation demands, staffing shortages, increasing compliance pressures, and looming Medicare reimbursement cuts proposed for 2026. SARA – which is powered by one million charts to train AI-enabled large language models and supported by a team that has been providing coding and OASIS services for 15 years – combines expert human review with advanced AI to help agencies meet these challenges while lowering costs and improving outcomes.

“We built SARA to directly address the operational and financial pressures home health agencies face every day,” said David Berman, COO of SimiTree. “SARA provides agencies with a scalable, intelligent solution that reduces administrative burden, accelerates turnaround times and delivers real-time coding and OASIS insights that drive better results.”

SARA enables teams to return completed charts in less than half the time of traditional models while maintaining exceptional quality. The platform precisely identifies ICD‑10 primary and comorbidity codes, optimizes OASIS scoring, and flags inconsistencies before charts are finalized, reducing denials and boosting first‑pass acceptance rates. SARA is supported by SimiTree’s quality assurance team of clinical nurses.

“OASIS assessments are the foundation of home health reimbursement and outcomes measures, yet they remain one of the most complex and error-prone assessment tools in healthcare,” said J’non Griffin, SVP Coding and OASIS/Compliance at SimiTree. “SARA brings AI precision to OASIS and coding, improving patient assessment accuracy and optimizing reimbursement outcomes.”

Unlike typical software rollouts, SimiTree’s service requires no infrastructure or staff onboarding, allowing agencies to see results immediately and redirect resources toward growth and patient care.

About SimiTree

SimiTree, a Sheridan Capital Partners portfolio company, is a leading provider of tech enabled, specialty revenue cycle management, coding, consulting, staffing solutions and managed services for home health, hospice and behavioral health organizations. By combining deep domain expertise with innovative technology, SimiTree helps providers optimize operations, ensure compliance, and achieve sustainable growth. For more information, visit www.simitreehc.com/

About Sheridan Capital Partners

Sheridan Capital Partners is a Chicago-based healthcare private equity firm that focuses on lower middle market buyouts and growth equity in the U.S. and Canada. Sheridan partners with companies in the verticals of providers and provider services, healthcare IT and outsourced services, and consumer health and medical products, and strives to bring strategic resources to accelerate growth, build enduring value, and achieve strong results. For more information, please visit www.sheridancp.com/

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