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Client Management
A person-centric view of each client's profile, service history, program eligibilities, and case notes — everything your team needs in one place.
The mission-critical information system for aging and community services.
One integrated platform for client records, intake, assessments, case management, and reporting — purpose-built for the agencies and organizations that serve older adults and their communities.
A person-centric foundation that follows each client from first contact through every service they receive — no stitching together spreadsheets or disconnected systems.
A person-centric view of each client's profile, service history, program eligibilities, and case notes — everything your team needs in one place.
A front-door intake experience that captures clients from all referral sources and program backgrounds.
End-to-end referral management to internal teams and external partner organizations, with full tracking and status visibility.
Determine eligibility and ongoing eligibility with off-the-shelf and custom assessment tools tailored to your program requirements.
Meet state and federal program requirements without building reports from scratch — and answer the one-off questions funders ask on demand.
Pre-built reports for OAAPS, NAPIS, PPDSR, and 100+ additional state and federal program requirements — ready out of the box.
Build and save custom report templates to meet your organization's unique program and funder needs.
Run ad hoc queries across your entire dataset to surface operational insights and answer one-off data questions.
Purpose-built companion apps for aging services programs — from the front desk to the delivery route — so the data follows care wherever it happens.
A front-desk check-in solution that automatically logs visitor units across congregate meals, fitness classes, recreational activities, and more — replacing pen-and-paper with a seamless digital experience.
A mobile app for home-delivered meals drivers to optimize delivery routes, log completed deliveries, and record real-time case notes and client wellness check-ins.
An admin tool for program staff to plan and optimize delivery routes, monitor completed deliveries in real time, and generate route and delivery performance reports.