Customer Demographics

ü  Ability to create an unlimited number of customers

ü  Unique ID per customer (separate from social security#)

ü  Separate last name, first name fields, home phone, address, zip code, doctor, referral source, case manager, facility

ü  Drop down menu of standard ICD9 codes with the ability to track up to four separate diagnosis per customer

ü  Drop down menu for list of counties, city, state, country

ü  Ability to have separate customer # and policy #

ü  Ability to assign unlimited number of payor sources to each customer with designation on one Primary Default Insurance (payor)

ü  Admission date, discharge date, discharge reason

ü  Automated tracking of Customer Status (Active, Discharged, Pending)

ü  Ability to assign a “master” provider to a customer or to assign providers at the service level (for use by organizations that subcontract services).

ü  Access to drop down menu of providers/vendors with automatic population of provider id field (for use by organizations that subcontract services).

ü  Ability to attach documentation scanned or any other file type to customer record

ü  Ability to Transfer partial or entire case load between Case Managers at the click of a button