By automating processes, the solution supports collaborative case development and enables VR agencies to better manage their workloads.

• Features like task lists, correspondence wizards, and built-in alerts allow counselors to spend less time on administrative work and more time in front of their clients.
• Client-specific information, such as school records, is attached to the client and can be associated with multiple cases while case-specific documents like service authorizations and IPEs are only associated with that case.
• The end result is that one large client file is separated and organized to improve the way you manage, store, and retrieve information.

Because state vocational rehabilitation programs receive federal funds, they must be careful to remain compliant with federal regulations.

• The solution helps VR agencies manage the over 400 pieces of data they are required to track by the RSA, along with the thousands of individual rules they must follow.
• Built-in functionality helps VR counselors track budgets and maintain specific records of the federal monies that are used to reimburse state VR programs.
• The solution helps the agency follow federal rules for using, applying, recording, and documenting the funds for each case.