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