Pre-populate PDFs with information such as case fields and fill out online.

Create online narrative style merge forms that blend data with text, images and more.

Capture digital signtures on any form from any person including providers, service coordinators and parents.  

Store folders and files for cases, people, visits and more. 

Checklists also track important provider information such as insurance and background check.  

Automated Alerts such as progress notes overdue and gaps in services makes sure your team is on top the important stuff.

When a visit or SC note is entered, over 100 error checks automatically checks to make sure billing is clean and compliant.

Generate a billing batch in the format required by your paysoucre including ANSI 837.  Claims can also be populated onto required billing forms.

Providers have mobile access to their assigned cases and can quickly get to information such as clicking on a phone number to dial a parent.  Providers capture their visits notes on their device including electronic signatures from parents.

Service Coordinators have access to their cases and can quickly enter billable and non-billable notes. Minutes and units are automatically calculated with billing ready to be reviewed.

You have complete control on customizing and creating apps for your teams and external users such as parents and doctors.  

Design unlimited forms that work anywhere – laptop, tablet, mobile.

Customize reports with your custom fields and powerful easy to use filters.  Export to Excel, Word and more.  

Create alerts based on reports and calculations that proactively tell your users to take action.