Guided sample agency

Explore the work before you create anything.

This demo uses synthetic records to show how a new agency moves from referral to reimbursement. Switch roles to see the same agency from a different seat.

Owner view

See the health of setup, staffing, records, and billing.

Your next moves

  1. 1Review three referrals that need an intake decision
  2. 2Resolve one authorization that is aging
  3. 3Check the July claim batch before submission

Start with each child’s next action and open the record in context.

Tiny Solutions agencyPreview

Children

Thursday · 3 need you

Running warm

  • Rosa Maldonado · authorization gate

    EIH-4488 · The Bronx

    Overdue34d

  • Marcus Bell · authorization gate

    EIH-4490 · Queens

    Accruing11d

Due this week

  • IFSP review · Junie Park12d left
  • Referral packet · Amara Okafordone

Choose your next step

Keep exploring. Start blank when you are ready.

This sample stays public and synthetic. Creating an account lets you open a blank agency at no cost, and your agency-name draft resumes on this device when you sign back in.

Create free agencySee the full workflow