Our solution requires no costly installation of servers or software. Just a few steps and your organization is on its way to enjoying the many benefits of a centralized case management system.

1-Convert Existing Data & Forms

The first step is to convert your existing data (excel spread sheets, access databases, existing system, etc) into our database. Our database experts can convert your existing data or we can provide you with a data map of our system for direct conversion. The goal, of course, is to avoid having to renter any existing data.

At this time we will also incorporate any special forms including invoices and preprinted billing forms required by your programs. Simply send us copies and we will do the rest.

2-Configure the System

Once your staff has access to the system, they will have the ability to configure pay rates, security groups, custom fields, payroll rules, and many other options that allows your organization to customize iCaseManage® to your requirements. Our implementation specialists will assist you as necessary.

Optionally, we can also configure iCaseManage® to communicate with your accounting packages or payroll systems or any other system that accepts data. For example, many of our clients,automatically calculate payroll for providers via iCaseManage® and then export the data to their payroll system, thus eliminating the need for manual calculation and entry. If you would like data communicated between systems, we will work with you to set up the link.

3-Training & Implementation

The last step before your users are ready to log in is training. We hold one or more training sessions on site and/or remotely via a web browser. We can also provide an optional workflow analysis in consultation with your staff which allows us to prepare a detailed implementation plan for all departments.

Depending on the size of the organization and the features selected, these steps may be completed in just a few days for smaller clients with little or no data to convert or may require several weeks forlarger clients with custom forms and data interfaces. However much time it takes, our goal is is the same: to help you achieve a smooth transition and migration of your current operations to iCaseManage®.