Enhance Client Services
Easily create client profiles and store secure client information, timelines, notes, medical history and files.
Client Portal
Improve client communication, ease the scheduling process, and increase transparency.
Service Templates
Easily assign several services at once by creating a service template to automate common service packages.
Electronic Visit Verification
Record a timestamp and GPS coordinates with a single click as you check into and out of visits.
Expedite Reimbursements & Payroll
Create custom billing codes to simplify your user experience, and communicate directly with insurance while managing codes, timelines, services, and reports.
Lifecycle Tracking
Track a service through each step in the reimbursement process, from "newly completed service" to "reimbursement received."
Batch Exports
Quickly and easily export services from HealtheFirst and upload those services to any clearinghouse.
Total Payroll
Simply view or export case manager payroll totals for a given pay period, including payments for billable and non-billable services.
Optimize Your Business
Provide optimal case management services by tracking unit and time availability, as well as maximizing your capture rates!
Unit Tracking
Never let approved units expire by analyzing a client's approved units, provided units, and recent service rates.
Workforce Management
Identify and assign services to the most qualified case managers in order to improve efficiency and worker satisfaction.
Audits
Quickly and easily export client forms and detailed service histories to satisfy any audit.
Save The Trees
Securely access and update customized forms and documents digitally using our HIPAA compliant software.
Secure Video & Chat
Easily communicate with clients and staff through live video conference or text.
Digital Documentation
Keep forms organized and accessible at any time, from anywhere, by completing them digitally.
Certifications & Training
Store case manager certifications with expiration dates, as well as non-billable activities such as training.