App guides

Give your team consistent prompts for progress notes, incident reports and other case-note writing.

Choose your service’s writing guide when creating a progress note, incident report or another case note.

Enable billing, choose how each service records charges, and prepare your invoice details.

Record delivered work with a case note or as charges only, then send it for billing review.

Group approved charges for a participant, choose who to bill, and download the final invoice.

Add a funding source and an allocation to track the amount available for a participant’s support.

Keep an allocation’s history accurate without deleting or overwriting saved financial events.