CSM/GH -- Client Services Manager - Group Home

Practice Management

System Architecture Components

Security

• HIPAA Compliant
• Double password
• Double password
• Optional Biometric / barcode badge user idenitifcation

Access Management

• On Site -- Caregivers, Case Workers, Centralized Administration
• 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
• Chores
• Census/ Attendance
• Privledges/ Level
• Homework
• File Access Log
• Run-Away / Missing Profile/ image report
• 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 Home/Dormitory
• Track employee (Assignments, schedules, engagements, certifications, licenses)
• on-line Time Reporting

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

Case/Cliient Management

• Enables professional to manage all their clients
• Prompted work list
• Schedule / reschedule (appointments, meetings, personal time, training, etc)
• Cleint events: doctors, rehab, therapy, etc.
• Service Plan/ Maintenance
• Client/ Shift Notes / History
• Graphical Goal Progress Charting

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 Claims, receiving 835 ERA information with Medicaid, Medicare and other 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