Solutions by role

Give owners, coordinators, evaluators, providers, and billers the right view of the same child record.

Roles control which children, queues, and actions each person can use. The underlying referral, service, document, claim, and audit history stays connected.

Switch between demo rolesCreate free agency
  • Owners see agency-wide operations
  • Coordinators see assigned work and dates
  • Providers see only their permitted service context
  • Financial and security work stays restricted
Roles at work

Roles change access, navigation, and the next action.

The interface removes unrelated work, while server-side checks still enforce the agency and role boundary on every protected record.

Owner or administrator

Open the agency, configure access, see operational exceptions, and keep financial and compliance work accountable.
  • Agency-wide Children worklist
  • Members, roles, modules, and security settings
  • Billing, payroll, reports, and audit history

Intake or operations coordinator

Turn an early referral into a complete, assigned record without retyping the same family facts at each handoff.
  • Referral staging and aging
  • Insurance, contacts, and consent gates
  • Assignments, saved views, and bulk actions

Service coordinator

Begin with the children and dates that need attention, then act from the child record that holds the full context.
  • Personal Children worklist
  • IFSP, service, activity, and document context
  • Schedule and authorization follow-up

Provider or evaluator

See assigned children and service work without exposing agency administration or unrelated caseloads.
  • Provider-specific navigation
  • Assigned child and schedule context
  • Minimum-necessary access enforced on the server

Billing specialist

Work from delivered services into claim batches, exceptions, rates, remittances, and reconciliation.
  • Billing operations queue
  • Claim and remittance context
  • Admin-restricted financial reporting

Limited collaborator

Give a guest or narrow participant the destinations they need without opening the whole agency workspace.
  • Guest-safe account settings
  • Role and module-aware navigation
  • No hidden access behind absent menu items
Shared context

A handoff updates the same record instead of starting another tracker.

Each role works from the same stable objects: agency, person, child, referral, plan, service, appointment, document, claim, and audit event.

Intake creates context

Family facts, assignments, and required evidence enter once and stay attached to the child.

Delivery adds evidence

Plans, services, schedules, activity, and documents extend the record instead of fragmenting it.

Finance closes the loop

Claims, remittances, payroll, and reporting retain their link to the work that produced them.
Try the handoff

Switch roles before you create an account.

The guided sample shows how the same agency morning changes for ownership, intake, coordination, and billing.

All demo names and records are synthetic.

Open the role demoReview the features