Client records that hold everything your team needs.
One client profile, every record attached. Demographics, payer information, care plans, IAPP, authorizations, documents, notes, schedules, and service history live together — searchable, audit-ready, and easy to share with the right roles on your team.
What's included
- Demographics and emergency contacts
- Payer information and Medicaid IDs
- Care plans and IAPP review history
- Authorizations with usage tracking
- Documents and signed forms
- Notes attributed to author and date
- Service and visit history
FAQ
- Can family members or responsible parties be part of the record?
- Yes. Each client supports multiple contacts with role labels and contact preferences.
See the platform in 20 minutes.
Walk through scheduling, EVV, timesheets, billing-ready records, and 245D documentation with someone who can answer your questions live.