csmpowerpoint2a

Automated Practice Management

Enterprise Solution

(c) AdvanTec Information Systems LLC 2014 www.findsocialservicesoftware.com

Full or partial paperless system

HIPAA compliant

Seamless integration

Streamline your business

Save time & $$$

Increase productivity

Intuitive and easy to use


CLIENT SERVICES MANAGER

Accounting

Practice Management

Billing/EDI

Residential Counseling/Therapy

HRS

Document Manager

Auditing

Maintenance

Scheduling

Meds Administration

In Home Services Assisted Care

ClinicalDay Center


Admission/Intake

Program Definition

Compliance Tracking

Assignment Teams

Workflow

Diagnosis & Evaluations


Client Manager◦ 16 sub data pages to

choose from >>>>


Client Calendars◦ Client, Site, & Team

◦ Month, week, day

Activities

HRS Calendars◦ Employees, Staffing,

Training, & Work Schedules

Maintenance


Scan Attachments

Integrate and reuse◦ Word, Excel, PDF

Document Wizards◦ Consent/ Info

◦ Assessment

◦ Logs

◦ Check Lists

User Defined Folders


Fixed

Rotational

Split

Visual

In-Home

Client


Progress Notes◦ (PIA, SOAP, ISP, Group)

Diagnosis◦ Summaries

◦ WHO

◦ ICD9/ICD10

◦ GAF

Service Plans/Goals

Discharge Summary

Group Therapy◦ Schedule Group Sessions◦ Set group goals◦ Post group Notes


Concierge Billing

Billing codes

Billing reports

Reconciliation

Methods◦ Unit

◦ Hour/Day

◦ Service

◦ Rate

Basic billing◦ Bills

◦ Statements

◦ Take Payments

◦ Payment History

◦ Cash Receipts

Billing summaries

Batch◦ Create

◦ Manage

◦ Print

◦ Recall

Advanced billing◦ 1099 payables

◦ Party invoices

◦ Cascade billing

EDI◦ 835 remittance

◦ 837 claims

◦ Medicaid/Medicare

◦ Clearinghouses

◦ Direct billing


Client/Site Data

Census◦ Attendance, Bed checks,

Meals

Chores◦ Homework, Housework,

Point/reward

Events◦ Scheduling, Meds, Activities,

Hygiene

Work◦ Time card, Tasks, Shift

Notes, Maintenance


In home care

Services Schedule

◦ Daily

◦ Weekly

◦ Monthly

Concierge services

Caregiver manager

◦ Scheduler

◦ Hours

◦ Case management

◦ Service plans

Caregiver interface

Call center check in


Individual service plans

Client activity schedule

◦ Transportation events

◦ Visitation

◦ Group Activities

Meds administration

◦ Med cart

Concierge services

Assisted living

Census

Schedule chart


Centralized scheduling

Check-in/check-out

Screening

Chart

◦ Goal sessions and outcomes

◦ Attendance

◦ Meds – MARS


Formulary◦ Preloaded◦ Medicaid drug list

Rx manager◦ Rx history◦ Med inventory◦ Allergies◦ Best practices

Vendor management◦ Pharmacy◦ Clinic

Drug authorization Med inventory◦ Locker◦ Audit◦ Biometric identification◦ eSignature


Personnel manager◦ Skills◦ Job History◦ ID Badges◦ Document management

Certifications & training◦ Automatic reminders◦ Training schedule◦ Training classes

Time card history

Attendance

Performance reviews◦ Customizable◦ Audit◦ Analysis

Scheduling◦ Days off◦ Holidays◦ Definable shifts

Payroll◦ Accounting integrated◦ Payroll reporting


General Ledger Financial Reporting Accounts Receivable Accounts Payable Payroll Purchasing Budgets Bank reconciliation


Security◦ Every User has their own ID◦ Users only get authorized

menu items and features◦ Users only see client files they

are assigned to◦ Managers can re-assign

dynamically

Audit◦ Restrictive auditor log in◦ Full audit trail

Summary data

Detail data

Excel output

Advanced queries

Reports ◦ 100+ canned reports◦ User defined reports

Maintenance◦ Asset Management

Sites

Equipment

Vehicles

Vendors

◦ Scheduled maintenance◦ Insurance◦ Work orders

Assignable

Imports to A/P

Expense audit

◦ Inspections Safety

Fire

In house


csmpowerpoint2a

Healthcare

client manager

group diagnosis summaries

client calendars client

home care services schedule

print recall advanced

center check

pointreward events scheduling

shift notes