CSM/AC -- Client Services Manager - Assisted Care
Practice Management
System Architecture Components
Security
- HIPAA Compliant
- Double password
- Double password
- Optional Biometric / barcode badge user idenitifcation
Access Management
- On Site -- Access Nursing Station/ Hub work stations
- Hand Held devices -- IPod touch, Iphone, Droid, Blackberry (WIFI)
- Touch tablets, netbooks, and Notebooks
- Multiple Sites via internet
Client Management
- Profile
- Demographic Data
- Client Notes
- Meds
- Phyican Instructions
- File Access Log
- Family, friends, associates, Insurance, etc.
- Engagement/program history summary
Practice Management
- Define Products and Services
- Define Programs and Program Requirements
- Define Program Work Flow, rules, terms, etc.
- Administer Practice Members
- Define Member Roles (Administrator, Program Manager, professional, Consultant, Clerical)
- Assign Client to Programs/Engagement
- Assign Client to Facility
- Track employee (Assignments, schedules, engagements, certifications, licenses)
- Time Clock Integration
Work Flow Management
- Administrator defined program requirements
- Requirements assigned to professional
- Completion and progress tracking
- Event alerts
User Messaging
- Secure person to person messaging for practice members
- Event Alerts
- interfaces with Outlook email
Engagement Management
- Enables professional to manage all their clients
- Prompted work list
- Schedule / reschedule (appointments, meetings, personal time, training, etc)
- Service Plan/ Maintenance
- Client/ Shift Notes / History
Billing
- Administer price per service or product / program
- Administer – professional fees payable per member and professional certification level
- Produce Billable events report
- Produce AR/AP Invoices and Payables – (requires accounting modules)
- Produce electronic EDI transmissions -- (requires EDI Module)
Document Management
- Provides Printing of paper forms and documents
- Management of forms and document versions
- Forms can be bar coded and pre printed with client tracking data
- Paper forms issued – are tracked
- Paper forms signed and retuned -- are tracked
- Paper files can be scanned, classified and digitally filed
- E-files (word, PDF etc) can be classified and digitally filed
- All Client/ engagement scanned and e-filed documents are filed in archive-able folders
Technology
- 100% Microsoft Office Compatible
- Source Code Available
- MS SQL Server
- Microsoft Servers (32 and 64 bit)
EDI Billing Interface
Optional EDI transalator/ transamission module for sending EDI 837 information to Medicaid and Medicare trading partners. Mapping to Insurace carrier trading partners is avaialble on a case by case basis
Accounting Interface
Optional UA Accounting System Module provides:
- HR records
- Payroll
- Customers / Third Party Accounts Recievable
- Invocing, Statements, Payments, Deposits, Collections
- Vendors -- Bills / 1099 Employees
- Check printing, Bill payment, check book(s) reconciliation
- General Ledger -- Financial Statements/ Budgets
