System Architecture Components
Security
- HIPAA Compliant
- Double password
- Optional Biometric / barcode badge user identification

- Roles: professional, adminstrative, site manager, program manger, practice manager, supervisor, auditor, accounting, billing, HRS
- Users restricted to assigned clients and folders by role
- Internal Audit trail records user actions and inactions
Access Management
- On Site -- Access Nursing Station/ Hub work stations
- Hand Held devices -- Iphone, Droid
- Touch tablets, PCs, Mac
- Multiple Sites via internet
Ease of use
- On line documentation
- Streaming video tutorials, on menu

- Templates: programs, service plans, goals, progress notes
- Preloaded data: ICD9/10 Diagnostic codes, WHO meds list
- Document Wizards: Info & Consent, Assessment, Logs, Checklists
- Templates for all wizards

- User defined evenst
- Set Up Wizard

- Entire client file and history accessible from a single form
- Tile Interface for Touch screens

Intended Usage
- Multi Site - Multi User
- Clinical, Residential, Day Programs
- Behavioral Psychology Services
- Developmental Disability Services
- Rehabilitaion Treatment Services
- Group Home Residential
- Day Center programs: Adult, children, teens
Client Management
- Profile
- Demographic Data
- Client Notes
- Appointments
- Meds
- Census/ Attendance
- File Access Log
- Family, friends, associates, Insurance, etc.
- Engagement/program history summary
- Chronological Image files

Practice Management
- Define Products and Services
- Define Programs and Program Requirements
- Define Program Work Flow, rules, terms, etc.
- Define Assignment teams/ members

- Administer Practice Members
- Define Member Roles (Administrator, Program Manager, Professional, Consultant, Clerical)
- Assign Client to Home/Dormitory
- Track employee/team (Assignments, schedules, engagements, certifications, licenses)
- On-line Time Reporting
- "Statistical Subjectivity" - Graphical Progress Charting
Event Tracking
- Appointments
- Services
- Incidents
- Travel
- Expenses
- Behavioral Observations
- Disciplinary
- Meetings
- Visitations
- and more....
Work Flow Management
- Administrator defined program requirements
- Requirements assigned to professionals or assignment teams
- Up to 10 assignments per engagement/case
- Completion and progress tracking
- Event alerts
- Triggers on events

User Messaging
- Secure person to person/team messaging for practice members
- Company wide bulletinn/notice board

- Event Alerts
- Interfaces with Outlook email
Calendars/ Scheduling
- Employee/Resource Team: Appointments, Training, Meetings, Personal, days off: drill down to day schedule
- Client: Appointments, Social, Medical Appointments, Days Out: dril down to day schedule

- Personnel: Staff per shift per location : drill down to work schedules

- HRS: Staffing: interviews, Management Reviews, personnel Training

- Buiness Office: compliance, filings certifications, licensing renewals etc
Event Tracking,Scheduling & Reporting
- Document Events
- Attendance Events

- Appointments, meetings, travel
- Training
- User defineable: Behavior observations, incidents, compliance, meals, diciplinary, work, social, points, etc

Case/Client Management
- Enables professionals to manage all their clients
- Prompted work list
- Schedule / reschedule (appointments, meetings, personal time, training, etc)
- Client events: doctors, rehab, therapy, etc.
- Service Plan/ Maintenance

- Weekly Service Grid

- Graphical Goal Progress Charting
Meds
- RX Manager
- OTC Authorizations

- E-prescription
- Allergies

- Formulary: WHO and OTC

- Wikipedia/Drugs.com/WebMd on-line reference

- Meds Administration
- Personalized Inventory and auditability
- MARS
- Vitals

job Traning Module
- Timecards
- Job Descriptions
- Applicants
- Skills/assessments
- Attendance/ days off/ work schedule
- Performance reviews
- Staffing/ Scheduling
- Training
- Job history
- Incidents/ grievances
- ClientPhoto Id /bar code badge
- Jobs
- Courses
- Classes
Billing
- Administer price per service or product / program
- Administer – professional fees payable per member and professional certification level
- Produce Billable events Summary report
- Basic Billing, invoices, statements, take payments
- Produce AR/AP Invoices and Payables – (requires accounting modules)
- Produce electronic EDI transmissions -- (requires EDI Module)
HRS
- Personnel Profile
- Certification tracking
- Job Descriptions
- Applicants
- Skills/assessments
- Attendance/ days off/ work schedule
- Performance reviews
- Staffing/ Scheduling

- Training

- Job history
- Incidents/ grievances
- Employee Photo Id /bar code badge
- more..
Web Portal -- Options
- Guardian Updates - Bi-directional Notes and images
- Admission Forms
- Case Worker Updates
- Personnel Applications
- Follow Up Surveys
Document Management
- User document wizards enable easy creation of information, consent and evaluation questionnaires
- 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 returned -- 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
- Optional e-signatures
- Reuse all docx, pdf an delsx templates and automtaically file in assigend folders
- Optional Barcode document tracking
- Attachments: Scanned documents, files to: Client, Engagement, Employee

Technology
- 100% Microsoft Office Compatible
- Source Code Available
- MS SQL Server
- On Site -- Microsoft Servers (32 and 64 bit)
- SaaS - Hosted
- Dragon Speech Copmatible
- Windows 8.1 Speech Recognition Compatible

- Integrated Barcoding optional
- Integrated Figerprint Biometics
- Integarted electronic Signature
EDI Billing Interface
Optional EDI translator/ transmission module for sending/ receiving EDI 835/837 information to Medicaid and Medicare trading partners. Mapping to Insurace carrier trading partners is avaialble on a case by case basis
Optional Insurance clearing house interface
Accounting Interface
Optional ATEC Accounting System Module provides
- HR records
- Payroll
- Customers / Third Party Accounts Receivable
- Invoicing, Statements, Payments, Deposits, Collections
- Vendors -- Bills / 1099 Employees
- Check printing, Bill payment, check book(s) reconciliation
- General Ledger -- Financial Statements/ Budgets
- Material inventory
- Purchasing