Manage your billing tasks by client, service and program. Collaborate™ billing functionality allows you to invoice and keep track of billable hours and services for reimbursement, funding reports and internal accountability. Associate default bill rates with users, services and inventory your organization provides, and even run aged billing reports by client or service provider/staff member.
Integrated invoice tracking
Associate client services with bill rates and generate invoices. Invoices can instantly be exported to PDF format for digital delivery.
Billing management also allows you to note received payments from a client.
Run billing reports
All billing information can be used to run funding reports for reimbursement and internal accountability.
There are different billing reports (e.g. aged billing report) that can be customized and run.
Schedule events with the built-in calendar system. Event reminders conveniently display on the dashboard making busy schedules easy to plan and manage.
Daily events organizer
View detailed breakdowns of all scheduled activities and organize your day.
Convenient monthly sidebar calendars let you jump to any given day to pull up the information you need.
View automatic alerts on the Collaborate™ dashboard and never miss a scheduled event again.
Change calendar views
It's easy to flip between daily, weekly, monthly and yearly calendar views and find the information you need.
Color-coded days help visually represent the number of scheduled events at-a-glance.
View a detailed history of every action taken for each client in the client service log. Additionally, the user activity log stores a complete history of every action performed within the system. Our group collaboration software logs everything so that you don't have to.
Client Service Log
Each client has a unique case history, represented by an ongoing log of all client services performed. Quickly view and sort the list of services to gain a complete picture of each client.
Click into individual services to view detailed service information.
User Activity Log
Every action authorized users perform within the system is also timestamped and saved for reference later. This removes user ambiguity and creates an easy to follow system history.
Multidisciplinary team administrators may reference complete activity logs to see all actions performed within the software.
Custom client profiles with advanced filters and search make client management easy. Our group collaboration software enables multidisciplinary teams (MDT) to effectively track cases clearly and consistently amongst team members
Easy to read client profiles
Every client stored within the case management system has a unique client profile. Users can quickly view and understand important information at a glance.
With Collaborate™ client profiles are customized to store and show the information most useful to your team.
Assign services to clients
Central to the Collaborate™ case tracking software is the ability to assign specialized services to clients. Each service is customized to match your organization's needs, and captures a clearly defined set of data.
Services may be instantly conducted or scheduled for later using the built-in calendar system.
Create checklists and notes
Keep track of important to-do items for each client by setting checklist items. Assign new tasks to individuals or mutliple team members at the same time.
Store useful free-form notes directly within client profiles and share them with other team members.
Inline icons let you quickly print or edit note information.
Upload your documents
Store files that have been created outside the system by uploading them to client profiles.
Intelligent file versioning helps you maintain multiple versions of a file. Additionally, store the names of file authors and uploaders.
Capture your organization's intake data using custom tailored forms that match your existing workflow. Streamline the intake process and work remotely using secure web-based enterprise collaboration software.
Simplify the intake process
Collaborate™ let's intake workers quickly get the necessary intake data into the system with no hassles.
The entire intake process is customized to match your existing workflow.
Intelligent conflict checking
Take the guesswork out of entering new intakes with intelligent conflict checking.
Search on client profile fields to quickly find pre-existing clients.
Collaborate™ has dozens of pre-built services, from medical comprehensive to workforce coaching. But it's not limited to those - you can create your own custom services with associated criteria to be tracked and managed.
Flexible services framework
No matter how sophisticated your client services are, you can create custom services to track all service data points.
Collaborate has been used to track many complex custom services ranging from medical, forensic, legal, workforce coaching and more.
Recording service data
When you associate your custom service to a client all of your customized data fields are available for use.
Collaborate™ was designed to be a flexible framework that will match your business processes exactly.
Collaborate™ software is also used by child protective services (CPS) investigators to conduct forensic interviews and manage child abuse medical exam information. The advanced child abuse & neglect tracking features allow interviewers to streamline CPS investigations and help make a determinations that can lead to criminal prosecution.
Conduct forensic interviews
Manage forensic interview information and ensure you are capturing all required data.
The interview fields are fully customized to match the needs of child protective service investigators.
Manage interview results
Every forensic interview is stored in an easy to understand service profile. Quickly manage and review interview results, scheduling information and attendees.
Collaborate™ allows your organization to easily setup educational group meetings for clients. Group meetings can be a single session or multiple sessions that recur over time.
Manage multiple groups
Keep track of different groups in your organization, including all of your group session schedules and locations.
Detailed group profiles
Every group has a unique profile screen that details all group information.
Each group session is also broken down on the page to track the group metrics your organization wants to record.
Track client attendance
Record which clients have attended which group sessions. Easily identify clients with low and high attendance rates.
Use attendance metrics to determine which groups are achieving their program goals.
Job to Candidate Matching
For organizations that assist their clients during the job search process, Collaborate™ has intelligent job to candidate matching. Easily manage client skills, experience and employment history, automatically match candidates to jobs, and allow staff to recommend clients to employers for consideration. Add client case notes to track the interview and hiring process.
Help candidates find jobs
Enter in client job skills, employment history and more. View the best job matches for clients automatically.
Keep track of clients as they move through the hiring process with flexible status notes.
Help employers find and hire your clients
Employers can post multiple job openings to the system with as much or little information as they like.
Staff members are then able to recommend specific clients to employers for consideration. Employers see a detailed list of candidate matches and can flag those they are interested in speaking with.
Collaborate™ supports numerous prosecution and law enforcement case management tools to enable smarter group collaboration. Manage all aspects of legal cases up to final legal disposition.
Law enforcement case tracking
Keep track of law enforcement case status and activity changes as they progress.
Manage alleged offender, caregiver and family member information from one central legal software system.
Prosecution case management
Law enforcement's actions seamlessly update the prosecution that progress has been made.
Manage prosecution charges, counts, and other pertinent information.
Legal disposition tracking
Easily record legal dispositions for individual charges in the secure web-based prosecution management system.
Manage pre-trial and trial information, hearing and indictment details, save your notes and more.
Visually overlay your data onto integrated maps and use advanced controls to do in-depth timeline analysis. Highlight relevant statistics quickly and easily to funders and board members alike.
Visualize your data
Go beyond the data with fully integrated maps, customized to your organization's data.
Easy to read color-coded areas help increase your understanding of the numbers.
Filter and go
Flexible viewing filters allows you to view data by Counties, School Districts, or even Congressional Districts.
In-depth summary information displays your detailed data based on the filters chosen.
Multiple data types
Narrow down your data fields to display different data types, fully configurable by the individual user.
Uncover the trends
Do timeline trend analysis, visually. Spreadsheets are useful (and Collaborate™ has those too), but this is easy.
Simply drag the timeline slider and watch the maps change visually as as you move down the timeline.
Schedule and conduct customized medical case management services for clients & track their results. Perform medical intakes and even track client prescription orders.
Conduct medical tests
Medical case management is made quick and easy with customized tests and exams that fit your organization's needs.
Customized test statuses allow for flexible medical case tracking. Quickly update statuses as the testing cycle progresses.
Medical service profiles
Medical test information is stored in detailed service profiles that are easy to read and understand. Keep track of medical exams and their results.
Collaborate™ software has been used by health care professionals to track important patient information, including: pregnancy tests, HIV/AIDS program tests, child abuse medical exams, drug tests and more.
Client prescription management
Record details of prescription drugs dispensed to clients, including type, quantity and time. Fully customize the list of available prescriptions.
Access to medical information may be controlled based on user roles and permissions.
Smart ICD-9 Diagnosis
Intelligently add ICD-9 codes to your medical diagnoses and notes.
ICD-10 codes are coming soon.
Collaborate can help you manage and track Mental Health processes, from initial intake through termination.
Mental Health Clinical Impressions and History
Keep track of mental health intake details, from psychiatric history to clinical impressions
Intelligent Axis Codes
Quick addition and searching of Axis codes, including Clinical Disorders, Personality Disorders and Mental Retardation, General Medical Conditions, Psychosocial and Environmental Problems, and Global Assessment of Functioning Scale.
The flexible reporting system allows you to generate grant-specific and ad hoc reports for funders. There are several grant-specific reports out of the box, including: VOCA, United Way, NCA and SAMHSA reports. New custom grant reports can be generated to match your specific reporting criteria.
Create grant-specific reports for funders. It's easy to do it right the first time.
Your day-to-day case management tasks automatically populate your report data for you.
Set date ranges and run report
Create reports for specific periods of time that you control.
Also include additional grant reporting information.
Review report details
View a clear and concise report summary, broken down into sections for easy readability.
Incomplete data is easily added. Completion reports allow you to quickly fill-in information that may have been newly discovered, without leaving the report.
Export to popular formats
Export to Microsoft Excel or Adobe PDF file formats, and send directly to your funder.
We have a handful of pre-written grant-specific reports out of the box, including: VOCA, United Way, NCA and SAMHSA reports. New custom reports can be generated to match your specific reporting criteria.
Create custom dynamic reports
Add new custom reports to the system. Choose which data columns to include and add filters to show the results you want.
Custom reports can be saved and re-run at any time. The results are dynamic and reflect your data in real-time.
Graph data results
Visually respresent report data with graphs. Choose from several display formats, including: pie charts, bar graphs, line graphs, summations and crosstabs.
Export and save graphic images for easy inclusion in documents and presentations.
Create various roles for users to control access permissions to all areas of the software. Customize role access to match the structure of you multidisciplinary team and control user access to sensitive client data.
Group users by roles
Just like in the real world, our web-based case management software let's you create unique roles for your team.
Collaborate™ is flexible enough to let you assign users to more than one role.
Grant permissions to roles
Administrators have full control to easily define permissions and control what each role may access in the system.
Roles help keep sensitive medical and legal case information accesssible to the users who need it and remains private from those without the proper permissions.
Keep track of time spent with clients receiving substance abuse treatments, and log intervention types, from hepatitis education to psycho-social counseling
Substance Abuse Management, Including SAMHSA Coding
Manage all steps of the process for SAMHSA's SBIRT
Schedule and keep track of time spent with service providers