Admin
Set up the agency, decide who has access, see what needs attention, and keep billing and compliance work on track.
- The Children worklist for the whole agency
- Members, roles, and security settings
- Billing, payroll, reports, and audit history
Roles
A person's role decides which children, lists, and actions they see. The referral, services, documents, claims, and audit history stay on the same record.
Roles at work
Each person sees only the work that is theirs. The server still checks the agency and the role on every protected record.
Set up the agency, decide who has access, see what needs attention, and keep billing and compliance work on track.
Turn a referral into a complete child record with a service coordinator. Family facts are typed once, not again at each handoff.
Start with the children and dates that need attention. Then act from the child record.
See the children assigned to you and your service work. Agency settings and other caseloads stay hidden.
Turn delivered services into claims. Handle claims that need attention, rates, remittances, and matching payments to claims.
The demo shows the same morning as an admin, an intake worker, a service coordinator, and a biller would see it. All names and records are made up.
A handoff updates the same record. Every role works from the same child record, with its referral, plan, services, documents, claims, and audit history.
01
Family facts, assignments, and required documents are entered once and stay on the child record.
02
Plans, services, activity, and documents are added to the same record.
03
Claims, remittances, payroll, and reports stay linked to the work behind them.
The demo shows how the same morning at an agency looks for each role.