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 
(c) AdvanTec Information Systems LLC 2014 www.findsocialservicesoftware.com
CLIENT SERVICES MANAGER 
Accounting 
Practice Management 
Billing/EDI 
Residential 
Counseling/Therapy 
HRS 
Document Manager 
Auditing 
Maintenance 
Scheduling 
Meds Administration 
In Home Services 
Assisted Care 
Clinical 
Day Center 
(c) AdvanTec Information Systems LLC 2014 www.findsocialservicesoftware.com
Admission/Intake 
Program Definition 
Compliance Tracking 
Assignment Teams 
Workflow 
Diagnosis & Evaluations 
(c) AdvanTec Information Systems LLC 2014 www.findsocialservicesoftware.com
Client Manager 
◦16 sub data pages to choose from >>>> 
(c) AdvanTec Information Systems LLC 2014 www.findsocialservicesoftware.com
Client Calendars 
◦Client, Site, & Team 
◦Month, week, day 
Activities 
HRS Calendars 
◦Employees, Staffing, Training, & Work Schedules 
Maintenance 
(c) AdvanTec Information Systems LLC 2014 www.findsocialservicesoftware.com
Scan Attachments 
Integrate and reuse 
◦Word, Excel, PDF 
Document Wizards 
◦Consent/ Info 
◦Assessment 
◦Logs 
◦Check Lists 
User Defined Folders 
(c) AdvanTec Information Systems LLC 2014 www.findsocialservicesoftware.com
Fixed 
Rotational 
Split 
Visual 
In-Home 
Client 
(c) AdvanTec Information Systems LLC 2014 www.findsocialservicesoftware.com
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 
(c) AdvanTec Information Systems LLC 2014 www.findsocialservicesoftware.com
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 
(c) AdvanTec Information Systems LLC 2014 www.findsocialservicesoftware.com
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 
(c) AdvanTec Information Systems LLC 2014 www.findsocialservicesoftware.com
In home care 
Services Schedule 
◦Daily 
◦Weekly 
◦Monthly 
Concierge services 
Caregiver manager 
◦Scheduler 
◦Hours 
◦Case management 
◦Service plans 
Caregiver interface 
Call center check in 
(c) AdvanTec Information Systems LLC 2014 www.findsocialservicesoftware.com
Individual service plans 
Client activity schedule 
◦Transportation events 
◦Visitation 
◦Group Activities 
Meds administration 
◦Med cart 
Concierge services 
Assisted living 
Census 
Schedule chart 
(c) AdvanTec Information Systems LLC 2014 www.findsocialservicesoftware.com
Centralized scheduling 
Check-in/check-out 
Screening 
Chart 
◦Goal sessions and outcomes 
◦Attendance 
◦Meds –MARS 
(c) AdvanTec Information Systems LLC 2014 www.findsocialservicesoftware.com
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 
(c) AdvanTec Information Systems LLC 2014 www.findsocialservicesoftware.com
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 
(c) AdvanTec Information Systems LLC 2014 www.findsocialservicesoftware.com
General Ledger 
Financial Reporting 
Accounts Receivable 
Accounts Payable 
Payroll 
Purchasing 
Budgets 
Bank reconciliation 
(c) AdvanTec Information Systems LLC 2014 www.findsocialservicesoftware.com
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 
(c) AdvanTec Information Systems LLC 2014 www.findsocialservicesoftware.com

Csmpowerpoint2a

  • 1.
    Automated Practice Management Enterprise Solution (c) AdvanTec Information Systems LLC 2014 www.findsocialservicesoftware.com
  • 2.
    Full or partialpaperless system HIPAA compliant Seamless integration Streamline your business Save time & $$$ Increase productivity Intuitive and easy to use (c) AdvanTec Information Systems LLC 2014 www.findsocialservicesoftware.com
  • 3.
    CLIENT SERVICES MANAGER Accounting Practice Management Billing/EDI Residential Counseling/Therapy HRS Document Manager Auditing Maintenance Scheduling Meds Administration In Home Services Assisted Care Clinical Day Center (c) AdvanTec Information Systems LLC 2014 www.findsocialservicesoftware.com
  • 4.
    Admission/Intake Program Definition Compliance Tracking Assignment Teams Workflow Diagnosis & Evaluations (c) AdvanTec Information Systems LLC 2014 www.findsocialservicesoftware.com
  • 5.
    Client Manager ◦16sub data pages to choose from >>>> (c) AdvanTec Information Systems LLC 2014 www.findsocialservicesoftware.com
  • 6.
    Client Calendars ◦Client,Site, & Team ◦Month, week, day Activities HRS Calendars ◦Employees, Staffing, Training, & Work Schedules Maintenance (c) AdvanTec Information Systems LLC 2014 www.findsocialservicesoftware.com
  • 7.
    Scan Attachments Integrateand reuse ◦Word, Excel, PDF Document Wizards ◦Consent/ Info ◦Assessment ◦Logs ◦Check Lists User Defined Folders (c) AdvanTec Information Systems LLC 2014 www.findsocialservicesoftware.com
  • 8.
    Fixed Rotational Split Visual In-Home Client (c) AdvanTec Information Systems LLC 2014 www.findsocialservicesoftware.com
  • 9.
    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 (c) AdvanTec Information Systems LLC 2014 www.findsocialservicesoftware.com
  • 10.
    Concierge Billing Billingcodes 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 (c) AdvanTec Information Systems LLC 2014 www.findsocialservicesoftware.com
  • 11.
    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 (c) AdvanTec Information Systems LLC 2014 www.findsocialservicesoftware.com
  • 12.
    In home care Services Schedule ◦Daily ◦Weekly ◦Monthly Concierge services Caregiver manager ◦Scheduler ◦Hours ◦Case management ◦Service plans Caregiver interface Call center check in (c) AdvanTec Information Systems LLC 2014 www.findsocialservicesoftware.com
  • 13.
    Individual service plans Client activity schedule ◦Transportation events ◦Visitation ◦Group Activities Meds administration ◦Med cart Concierge services Assisted living Census Schedule chart (c) AdvanTec Information Systems LLC 2014 www.findsocialservicesoftware.com
  • 14.
    Centralized scheduling Check-in/check-out Screening Chart ◦Goal sessions and outcomes ◦Attendance ◦Meds –MARS (c) AdvanTec Information Systems LLC 2014 www.findsocialservicesoftware.com
  • 15.
    Formulary ◦Preloaded ◦Medicaiddrug list Rx manager ◦Rx history ◦Med inventory ◦Allergies ◦Best practices Vendor management ◦Pharmacy ◦Clinic Drug authorization Med inventory ◦Locker ◦Audit ◦Biometric identification ◦eSignature (c) AdvanTec Information Systems LLC 2014 www.findsocialservicesoftware.com
  • 16.
    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 (c) AdvanTec Information Systems LLC 2014 www.findsocialservicesoftware.com
  • 17.
    General Ledger FinancialReporting Accounts Receivable Accounts Payable Payroll Purchasing Budgets Bank reconciliation (c) AdvanTec Information Systems LLC 2014 www.findsocialservicesoftware.com
  • 18.
    Security ◦Every Userhas 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 (c) AdvanTec Information Systems LLC 2014 www.findsocialservicesoftware.com