Software Platform
Bring simplified data collection and transparency to your fund management.
Our platform makes it easy to configure programs, allocate funds, enter services, and deliver timely payment.
We build our software using a flexible model that can support many kinds of programs - whether they are distributing funds across a number of recipients and grantees, paying providers who offer some kind of service or benefit, or tracking participants who receive those services or benefits.
With a configurable rules engine, smart invoice processing, and clean data collection and outcome tracking, our end-to-end technical solutions can support your goals, whatever the size and purpose of your program - from a large state funded program for behavioral healthcare providers offering addiction recovery services to a small privately funded program providing food assistance to local families.
Project Configuration: At Your Service
Before you start using our platform, we’ll work closely with you to understand your program needs and our excellent support staff will configure our platform to incorporate vital attributes for your program and sub-projects, such as which services are included, how frequently to bundle services into invoices, and what required data you’d like the system to collect. We’ll help you create fund sources and set allocations, then configure business rules to ensure only valid services are accepted for payment.
Platform Modules
Our platform allows you to assemble the exact combination of features you need to succeed.
Provider & Grantee Management
Whether you’re kickstarting a new program or hoping to improve transparency and performance of an ongoing program, our Provider and Grantee Management module will help you onboard service providers or other funding recipients and configure their allocations efficiently, including program-specific billing caps and service rules.
Participant Management
Our Participant Management module streamlines the registration and management of the beneficiaries of your program. Whether they are behavioral health clients working with therapists or job trainees taking classes to help them grow in their careers, our platform will help you log their information and follow their progress.
Billing & Recoupment
Our Billing and Recoupment module streamlines entry of claims and services provided, governed by program specific billing and data collection rules. This module supports traditional claims and medical services, as well as custom and program-specific services with unique rules and data collection requirements.
Our system automatically bundles services into invoices, allowing for review, corrections, and resubmission. Our smart rules engine checks services immediately on entry, rejecting any unqualified or overfilled services up front, rather than requiring a lengthy review process that keeps providers waiting. Our 3rd party payer services ensures timely review and direct payment for all invoices. This way, we keep your providers and vendors happy, and your program beneficiaries keep receiving all the services and benefits you intend.
Survey & Assessment Collection
Our Survey and Assessment Collection module enables configurable assessment creation to measure program outcomes, with pre-built common client assessment tools like the GPRA, ACES, and CANS.
So whether you want to track participant progress in a nutritional program or determine how therapy is impacting a client in recovery, we can help you capture and interpret the relevant data.
Incident Reporting & Case Management
Our Incident Reporting and Case Management module streamlines the creation and submission of incident reports. Track cases with configurable workflows through steps like investigation, follow-up, corrective action, and more.
Whether you’re in the business of incident response and simply looking to log predictable incidents or a care provider needing a system to manage corrective response to rare incidents, we can configure a reporting and response workflow to fit your process.
Reporting & Analytics
Our Reporting and Analytics module powers detailed reports and analytics dashboards on all aspects of managed programs. Visualize your program impact, outcomes, and financial health with tools like program fund burn-downs, client demographics, and more.
We can create dashboards for data derived from our platform or from existing datasets, so whatever you’re doing, we can help you better understand it.
