Manage your support coordination caseload, coordinate services across providers, and keep clients connected to the right resources. Built for HCBS support coordinators.
A streamlined process from intake to ongoing monitoring.
Capture client information, eligibility, and initial needs assessment.
Develop person-centered plans with goals, services, and providers.
Link clients to services, track referrals, and communicate with providers.
Document contacts, track progress, and review service follow-up.
View recorded caseload information in one place and filter by configured status, due dates, and priority so staff can review upcoming contacts and plan reviews.
Build person-centered service plans with configurable goals, objectives, assigned providers, documentation fields, and review steps. Required content is verified for each implementation.
Document face-to-face visits, phone calls, and collateral contacts with configurable note and supervisor-review workflows. Exact form and compliance requirements require verification.
Track authorized services, units, and dates. Get alerts for expiring authorizations and renewal deadlines.
Maintain a directory of service providers. Link clients to providers and track referral status.
Generate reports on caseload size, contact frequency, and service delivery. Export for supervisors and audits.
Caseload-based HCBS workflows for services such as Res Hab and Day Hab; exact program and implementation fit is confirmed before use.
Learn moreTargeted Case Management documentation and billing tools.
Learn moreCaseload-based waiver documentation; exact state, program, forms, permissions, reporting, payer, billing, and compliance fit is verified before implementation.
Learn moreSupport coordination focuses on connecting clients to services and resources, while case management often includes direct service delivery. One Care Portal can be evaluated for comparable caseload models with configurable workflows; exact fit is verified before implementation.
Our caseload dashboard shows all clients at a glance with due dates, required contacts, and authorization status. Filter and prioritize to focus on what needs attention.
Staff can document face-to-face visits, phone contacts, and collateral contacts. Contact-frequency rules and required minimums must be configured after program requirements are verified.
Integration and export requirements are verified before implementation; connectivity to a state eligibility system is not assumed. Exact state, program, forms, permissions, reporting, payer, billing, export, integration, eligibility, and compliance requirements must be scoped.
Join support coordinators spending less time on paperwork and more time connecting clients to services.