“Brellium is peace of mind. It tells me we’re doing things by the CMS book — which means we’re doing right by the patient.”

— Sam Weyen, CEO, Sumato Health

Overview

Sumato Health is a readmissions prevention company focused on the skilled nursing phase of post-acute care. By combining advanced AI with licensed nurse oversight, Sumato helps skilled nursing facilities (SNFs) detect early signs of clinical decline and coordinate timely interventions to avoid costly rehospitalizations.

Faced with a fast-growing caseload and increasingly complex CMS compliance requirements, Sumato needed a smarter, scalable solution for managing chronic care management compliance and quality assurance. Their existing manual chart review process was inefficient, error-prone, and a constant source of stress for leadership.

By partnering with Brellium, Sumato has been able to streamline its clinical QA workflows, reduce documentation errors, and build a strong foundation for scale — all while ensuring every patient chart meets CMS compliance standards for chronic care management.

Challenge

Before Brellium, Sumato’s documentation audits were entirely manual. At the end of each month, the team — including leadership — would spend hours (or even days) poring over claims and care notes to meet CMS compliance standards.

“We engaged virtual assistants, our own staff, and honestly just brute-forced our way through QA,” says Sam Weyen, CEO. “We were trying to check every field and bullet point required by CMS ourselves — and mistakes still slipped through.”

The burden wasn’t just inefficiency. As a company founded by a technologist and a clinician, Sumato prides itself on bridging care with scalable infrastructure. But as regulatory demands mounted, Sam knew internal scripts and spreadsheets wouldn’t cut it.

“When it comes to compliance, the risks are too high to wing it. We needed a trusted third party who could audit everything — and flag what we missed.”

Solution

Sumato turned to Brellium on the strong recommendation of another post-acute care company. After seeing the platform in action, they were quickly sold.

“The strength of the referral, combined with what we saw the product could do, made it an easy decision to move quickly,” says Sam.

Sumato worked with Brellium to implement AI chart audits for their nurse practitioners’ E-visit notes. These audits check for more than 100 clinical and CMS compliance standards, including:

• Presence and score of A&O (alertness and orientation) tests

• Consent documentation thresholds

• Timely note completion

• Required clinical verbiage

Each note is reviewed against Sumato’s customized rubric, and when issues are found, clinicians receive direct feedback to correct the note themselves. This feedback loop has become a cornerstone of Sumato’s clinical QA process.

“Brellium's platform is meticulous,” says Sam. “It’s not just chart auditing — it’s peace of mind.”

Implementation

Though implementation took longer than anticipated due to EMR-related hurdles, Sam credits Brellium’s team — especially their Implementation Manager Kobe — for their persistence and adaptability.

“Our EMR partner had no API access and required custom SFTP and zip file protocols. Brellium adapted to all of it. They never let the project drop, and now we’re fully live and auditing all our notes.”

Brellium’s flexibility ensured that integration didn’t stall progress, even in a highly customized tech environment.

Results

Since adopting Brellium, Sumato has seen a measurable improvement in documentation accuracy — and a significant reduction in manual work.

Rapid Documentation Improvements

• Initial audit pass rate: 80%

• Within one week: >90%

• Result: Feedback frequency dropped as clinicians adopted better habits

“Ben, our Customer Success Manager, told us we were ready to raise our threshold. That kind of progress in a week is incredible.”

Time Reclaimed

• Multiple days saved each month in QA

• More time spent on clinical decision-making and patient health tracking

• Less time spent second-guessing compliance

Clear, Custom Requirements

Sumato worked with Brellium to translate CMS guidelines, legal counsel input, and their own internal QA patterns into a comprehensive audit rubric — one that now powers real-time feedback and better documentation.

“A missing A&O score isn’t just a documentation error — it’s a patient consent issue. Brellium helps us catch those gaps before they become problems.”

The Impact on Patient Care

For Sumato, CCM compliance isn’t just a box to check — it’s central to their mission of reducing readmissions and improving outcomes.

“Quality care means getting patients to their best outcome with the least amount of pain and delay. Brellium gives us the time and confidence to do that,” says Sam.

By offloading tedious audits and surfacing issues early, Brellium helps Sumato spend more time with data that actually matters — patient data — and less time worrying about whether a claim will get rejected.

Looking Ahead

Sumato is still in the early stages of using Brellium, but the results so far are promising. As their team of clinicians grows, Sam sees Brellium as a vital tool for ensuring that quality and compliance scale with them.

“Why worry about compliance when you can hand it off to a team who’s built to do this — and does it well?”

About Brellium

Brellium is the AI-powered clinical compliance platform trusted by top healthcare providers. From CMS compliance to chronic care management and post-acute care documentation audits, Brellium delivers real-time feedback and automated QA that helps clinical teams work smarter — and stay compliant.