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| Full Case
Management Solution for All Programs |
- Manage services, cases, paperwork, staff, service providers,
claims, plans, authorizations, schedules, and more
in one central solution. solution.
- Track cases with information and/or services common to
multiple programs without any re-entry of data
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- Contains all the fields needed to track a case - from
contact information to authorizations to medical information
- Any program type can be incorporated seamlessly with
multiple payment sources including Private Pay
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| Centralized
Maintenance Free System |
- Access identical information from multiple locations
in real time
- Enhancements are seamless
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- No hardware or software setup
- No system requirements
- No software maintenance
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| Simple
to Use with Summarized Information |
- Point and click screens with ability to easily drill down
into detailed data
- Validation prevents data entry mistakes
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- Administrators can customize fields, summaries, reports, and
other information
- Summary pages highlight key fields
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| HR & Service Provider
Information |
- HR information for staff, consultants, service providers,
and case managers
- Tracking fields for important date notifications such
as license expirations
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- Customizable fields including multiple disciplines, specialties,
and regions
- Scheduling and availability to easily match cases with
service providers
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| Claim &
Visit Entry |
- Ability to enter case notes online and store the printed
copy in the case file
- Customizable visit codes for tracking scheduled visits
and attendance
- Billing amounts and units automatically calculated according
to regulations
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- Quick and accurate data entry
- Optional scannable time sheets using OCR/ICR/OMR technology
- Claim information is extracted from Encounters/Visits
for processing and transmission
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| Billing
and Online Forms |
- Standard forms are available and populated with stored
system data
- Any form can be incorporated into the system including
custom forms unique to the program type and/or business
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- Billing forms are configured and printed for programs
and/or pay sources that do not offer electronic billing
- Forms can be filled out real-time and saved for future
reference and use
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| Customizable
User Level Access Rights |
- Data can be filtered based on program type, assignments,
and/or site
- System access tracked for audit trails
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- Users are configured for each page to allow viewing,
editing, and deleting based on security groups
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| Data Communication |
- Billing and remittance advice update can be configured
electronically
- Standard EDI formats available
- Export/Import data to and from any source
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- Automatically calculate and generate payroll data for
communication to financial and payroll data to in-house
G/L accounting/payroll system(s)
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| Powerful
Reports & Searching |
- Search engine allows users to quickly find data and present
it on the screen for immediate action
- Generate easy to read powerful reports with summarized
or detailed information
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- Financial and productivity reports give management a
quick and easy way to keep a constant pulse on each program
- Export reports to various standard formats (Word, Excel,
PDF, etc.)
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| Mail
Merge & Letter Generating |
- Customizable labels & letters uploaded and generated
for cases, contacts, staff, and service providers
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- Generate mail merges based on specific case or tracking
information such as due dates or any customized field
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| Payroll
Generation & Tracking |
- Generate payroll claims based on visit information
- Configure payroll rates and regulations by multiple claim
criteria
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- Calculate bonuses based on productivity and/or service
utilization
- Adjust payroll at any time
- Communication to existing systems
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| Document
Storage |
- Unlimited storage of PDF documents with the first gigabyte
included in the basic services fee and a modest charge for
additional gigabytes. Storing an image of a signed
or handwritten document converted to PDF format is a powerful
auditing tool.
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