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Advantage	Process	Function	Description	Benefit	Bottom Line	People
Integration and Reliability	Overall	Manage multi company enterprise in one platform	Handle multiple companies, or separate branches, and easily switch from one to another in one platform	Allows flexibility and growth. More durable investment in IT and Software.	Higher ROI in IT Investment	Executive team
Integration and Reliability	Overall	Manage multi location/branches within any company	Handle multiple locations to serve different regions and regional centers	Allows flexibility and growth. More durable investment in IT and Software.	Higher ROI in IT Investment	Executive team
Integration and Reliability	Overall	ERP Integration	Program can integrate: 1) Billing Module with AR in ERP; 2) Payroll Module with AP in ERP; 3) HR Module with HR in ERP	Allows flexibility, growth and robustness of ERP alongside best practices. More durable investment in IT and Software.	Higher ROI in IT Investment	Executive team
Integration and Reliability	Overall	Scalability	Robust software to attain growth at any pace (current clients range from 30 employees w/150 active customers to 700 users w/over 4000 active customers).	Allows flexibility and growth. More durable investment in IT and Software.	Higher ROI in IT Investment	Executive team
Streamline Data Collection/Processing	Overall	Dual Screens	Every screen contains the entry section while also displaying grid with existing records.	Look and feel of screen improves user experience and leads to better operations.	Increase Productivity / Decrease Labor Cost	Everyone
Streamline Data Collection/Processing	Overall	Powerful Data Finder	Each "finder" grid can be filtered and/or sorted by different fields. Easy and fast method to find relevant information .	Improves efficiency and accuracy finding and accessing data, decreases costly data entry errors.	Increase Productivity / Decrease Labor Cost	Everyone
Visibility	Overall	User Management/Security	Administrator can manage access to modules by creating user groups (Payroll Department, Field Staff, Office Admins, HR department, etc.) and tailoring the access to the program for each group.	Protects sensitive information while allowing all sectors of the business to operate in the same platform.	Reduce Risk	Executive team
Streamline Data Collection/Processing	Planning	UCI Module: Manage intake leads	Enter referrals and other prospects, and convert them into active customers seamlessly .	Maximize business opportunities to increase revenue.	Increase Revenue	Office team (Administrative Clerks)
Streamline Data Collection/Processing	Planning	UCI Module: Centralized View and Maintenance of Customer Profile	Enter UCI  (Unique Customer Identifier) information in one place and will be visible to every partner. UCI contact information, language preference, reason for referral, regional center. Assign staff and other resources to customer.	Improve visibility and communications. Decrease costly data entry errors. Minimize unnecessary inquiries by providing access to information to all relevant parties.	Increase Productivity / Decrease Labor Cost	Office team (Administrative Clerks)
Streamline Data Collection/Processing	Planning	Regional Center Module: Centralized View and Maintenance of Regional Centers	Enter and maintain multiple regional centers. Monitor activity per center and  identify performance patterns and opportunities.	Improve visibility and monitoring of regional centers to maximize business opportunities with each entity	Increase Revenue	Sales
Streamline Data Collection/Processing	Planning	Authorization Module: Centralized View and Maintenance of Authorizations	Enter, edit and monitor authorizations/certifications(?). Align accurate service scheduling, execution, and billing.	Accurately monitor billable hours to schedule resource that most closely meets client needs.	Increase Profitability	Office team (Administrative Clerks)
Visibility	Execution	Alert System	Create alerts to indicate key business opportunities/metrics. Example:  alert when authorization is about to expire, but has an outstanding balance of hours not scheduled/provided.	Closely monitor opportunities to improve profitability.	Increase Profitability	Management
Streamline Data Collection/Processing	Overall	Notes	Insert notes in any entry screen to collect miscellaneous information.	Critical information is at your finger tips.	Increase Productivity / Decrease Labor Cost	Everyone
Streamline Data Collection/Processing	Execution	HR Module: Centralize View and Maintenance of Employee Profile	Enter, edit and monitor employees personal information, earnings, tax classifications. Track compliance with company policy (training attendance, submission of documents, etc.) and view employee history.	Serve the needs of employees to cultivate and retain talent. Increase the value of your staff to increase the value of your business. Detect and prevent problems with your human resources.	Retain HR Talent	HR Team
Streamline Data Collection/Processing	Execution	Payroll Module: Centralize View and Maintenance of Timesheets and payment information	Enter and edit timesheet information. Compare total hours provided to hours authorized. Create employee checks.	Pay promptly and accurately to avoid costly mistakes and maintain employee morale and satisfaction.	Manage Cost	Payroll Team
Streamline Data Collection/Processing	Execution	Overtime Module	Manage multiple rates, and establish rules for min/max hours, and overtime.	Pay promptly and accurately to avoid costly mistakes and maintain employee morale and satisfaction.	Manage Cost	Payroll Team
Integration and Reliability	Execution	Pay via direct deposit	Allow payment through direct deposit to improve speed and security.	Pay promptly and accurately to avoid costly mistakes and maintain employee morale and satisfaction.	Increase Productivity / Decrease Labor Cost	Payroll/Accounting Team
Visibility	Earnings	Billing Module: Centralized monitoring of billing process	Browse billable hours in multiple ways and monitor alignment with hours provided by specialists.			Billing Team
Visibility	Earnings	Linking	Compares hours authorized, provided, and billed per authorization, UCI, regional center, etc.	Closely monitor revenue stream to avoid over scheduling or under billing.	Increase Profitability	Management/Accounting Team
Visibility	Overall	Full Drill-down/Linking	Drill-down to detail/source records when viewing a mater record (i.e. from customer record, compare hours authorized, provided, and billed per authorization, UCI, regional center, etc).	Save time in during auditing and analysis.	Increase Efficiency
Visibility	Overall	Exceptional Standard Reports	25 out-of-the-box reports to track earnings, payment cycles, employee activity, profitability per service, regional center, etc.	Monitor performance in key areas to detect weaknesses. Identify profitable opportunities .	Monitor and Control	Management
Visibility	Earnings	External Reports	Automatic generation of DS5268 form to comply with requirements per regional centers.	Significant decrease in labor cost to generate mandatory reports and forms to comply with industry requirements.	Increase Productivity / Decrease Labor Cost	Management
Visibility	Execution	Program Coordinator Module	Clinical Supervisors can monitor their staff and overview if totality of services have been provided in an accurate and timely fashion.	Enable mid managers to monitor their staff in an effective and prompt manner to maintain service level.	Monitor and Control	Clinical supervisor
Visibility	Execution	Dashboards	Additional tools designed for clinical department  to help follow up in a case-by-cases level (i.e. highlight  cases in different colors according to the percentage completed of the case).	Enable mid managers to monitor their staff in an effective and prompt manner to maintain service level.	Monitor and Control	Clinical supervisor
Integration and Reliability	Overall	Audit Module	Ability to audit data entered and check data integrity.	Monitor data integrity and reliability to prevent data corruption and other costly errors.	Reduce Risk	Management
Visibility	Overall	Change Logs	Ability to view who entered or changed data entered per each record in each module.	Enable traceability. Ensure transparency of the system. Prevent unnecessary, time consuming, inquiries.	Increase Productivity / Decrease Labor Cost	Management
Streamline Data Collection/Processing	Overall	Export Data	Ability to export any grid into MS Excel or MS Word.	Enable easy and fast data export for additional analysis.	Increase Productivity / Decrease Labor Cost	Everyone
Streamline Data Collection/Processing	Overall	Document Management	Manage the intelligent storage of information. Retrieve and share documents safely and efficiently. I am not understanding this.	Efficient document management to save time retrieving and sharing information.	Increase Productivity / Decrease Labor Cost	Everyone
Streamline Data Collection/Processing	Overall	Mail Merge	Ability to generate mass communication (regular and e-mail).	Fast and efficient method to reach large groups. Prevents duplication and virtually eliminated this labor intensive task.	Increase Productivity / Decrease Labor Cost	Office team (Administrative Clerks)
Streamline Data Collection/Processing	Earnings	Billing Calendar	Generate calendar to run billing per regional center, private consumers, schools, and other related entities.	Timely processing of billing to improve collection time and increase cash flow.	Increase Profitability	Billing Team
Streamline Data Collection/Processing	Execution	Employee Web Timesheet Submission	Employees can enter hours worked over the internet.	Streamline data collection and save labor time.	Increase Productivity / Decrease Labor Cost	Clinical Staff / Payroll Department
Streamline Data Collection/Processing	Execution	Employee Web Portal	Via the internet, employees can view and change employee data and print forms (i.e. change number of dependents or print payroll/payment stub).	Provide employee with 24/7 access to relevant information, reduce unnecessary inquiries, and HR personnel time.	Increase Productivity / Decrease Labor Cost	Clinical Staff
Streamline Data Collection/Processing	Execution	Google Mapping Integration	Employee can view maps for scheduled appointments.	Provide employee with 24/7 access to relevant customer information, reduce unnecessary inquiries.	Increase Productivity / Decrease Labor Cost	Clinical Staff
Streamline Data Collection/Processing	Planning	Supervisor Web Portal	Via the internet, management can track cases and history,  monitors staff,  approve timesheets, etc.	Provide supervisors with 24/7 access to relevant information, reduce unnecessary inquiries.	Increase Productivity / Decrease Labor Cost	Clinical supervisor
Visibility	Overall	Web Based Reporting	Enable any relevant entity (i.e. CPA Firm, Consultants, etc.) to access reports and key information about your business via the internet.	Provide stakeholders with 24/7 access to relevant information, reduce unnecessary inquiries.	Increase Productivity / Decrease Labor Cost	Management
Streamline Data Collection/Processing	Execution	Parent Portal	Enable parents and other end consumers to access key information about the services been provided.	Provide end-consumers with 24/7 access to relevant information, reduce unnecessary inquiries.	Increase Productivity / Decrease Labor Cost	Customer -End Consumer
Streamline Data Collection/Processing	Execution	Consumer Service Portal	Enable Consumer Service Coordinators (Regional Centers) to access key information about the services been provided and billed via the Internet.	Provide Regional Centers with 24/7 access to relevant information, reduce unnecessary inquiries.	Increase Productivity / Decrease Labor Cost	Customer -Regional Center