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CSM - Human Services
Case Management Software

CSM – Client Services Management software provides a complete suite of tools to run your practice/ agency no matter your size – from a handful of staff working a single program to hundreds of users at multiple sites running many different and diverse programs:


Regardless of the size of your practice and complexity of your programs our software can readily be configured to your needs.

Some of the many benefits and features include:

Case Notes

. Face Sheet
. Service Plan
. Progress Notes
. Case Notes
. Administrative
. Referrals
. Contacts
. Assessments
. Goals
. Individual, group, family

Schedules

. Appointments
. Employees
. Recurring Events . .
. Follow Ups
. Reminders
. Reviews
. Calendars

Work Flow

. On Boarding
. Work Assigments
. Team
. Triggers
. Alerts
. Recurring
. Mulit Program
. Multi Site
. Multi Manager


Document Management

. Attach Files and scanned documents

. Assignable folders
. Document Wizards to make: consent forms, logs, check lists, assessments
.  Templates
. Reuse all Word, Excel and pdf files as templates
. e- signature
. Surveys
. Version control. 

Check it out >>>>>>>>>>>>>>>>>>>>>>>>>

Human Resource

. Personnel Files
. Attendance
. Performance Reviews
. Vactions
. Sick time
. Certifications, greivances
.Training
. Staffing
. On boarding
. Time Cards
. Schedules


Accounting

. Billing Summary
. Payable Summary
. Basic Billing
. Third party Billing
. Accounts Receivable
. Accounts Payable
. General Ledger
. Financial reporting
. Payroll
. Financial Audit Trail
. Budgets




Reporting

. User Query Tools
. User Report Writer
     logs, charts
. Over 100 Canned reports
. Export To Excel, Word, PDF
. Multi Page preview on screen
. Generate Quaterlies from activity logs
. Progress note charts



Security

. Usage
. Missed dates
. Review anything for anybody in any date range
. System maintains audit trail of virtually all activity
. Performance
. Attendance
. Compliance

AdvanTec Information Systems LLC
1451 S. Elm Eugene St Box 22
Greensboro, NC 27406

CONTACTS
Email: sales@advantecis.com
Phone: +1 (336) 275-2832