Track all important information including payments, notes, providers, and progress. Easily navigate between open, pending, and closed services for each client.

Service Management 

Create intake forms for submission right inside the database. Once in the system, the information will automatically cascade to the rest of the system eliminating extra work.

Intake forms 

Easily keep track of all finances in one place whether that be payments in/out, cheque req’s, and budgeting. Easily wrap up each year and balance all the funding.

Accounting Module

Upload all necessary documents (receipts, medical assessments, referrals, and reports) for your clients so that they are available with a click of a button.

Document Management 

Report Wizard allows the flexibility to create your own reports: Need to know all the medical diagnosis of your open clients? Done. Need to see a list of all open services inside a particular community? Easy. Each report can be saved for future use and shared to other staff members. 

Reporting Wizard

Easily manage your current staff information. Design user rolls and assign specific user permissions to all employees, keeping data accurate and secure.

Staff Management 

Capture important details of all communications with your clients, their guardians, and support people, along with the time spent during these conversations. This will make it easier for staff to support each other and give management a better understanding of time spent on client files - from intake to close. 

Notes & Time Tracking