Customizable
Customizable case management software - the ultimate solution to streamline your workflow! Tailor the system to meet your unique needs, effortlessly organizing client contacts, information, and progress tracking. Keep all crucial details in one convenient spot, from demographic data to client activities, reports, and assessments. Seamlessly assign employees to specific clients for personalized care. Our team works closely with you to ensure each detail is exactly as it should be. And any changes that need to be made can are done quickly and effectively by our support team.
Our case management software allows you to tailor your workflow to fit your unique business processes, resulting in a 100% increase in efficiency and adaptability.
Client Information
Enhance operational efficiency by streamlining client contact and information management. Consolidate progress tracking, family member details, treatment providers, demographic data, and assessments into a centralized system.
Revolutionize the way you store client information with our cutting-edge case management software. Witness a remarkable 90% improvement in data accessibility and organization, empowering your team to deliver exceptional service.
Time Tracking
Stay in control by accurately monitoring and measuring time spent with each client. Gain valuable insights into billable hours and ensure accurate invoicing. Our system takes care of tracking time for you, eliminating the need for manual calculations.
99% of our users report increased productivity levels with our case management software, allowing them to handle more cases and deliver better outcomes.
Reporting
Introducing our versatile report management feature that empowers you to create customizable templates for various reports, letters, and assessments. Tailor each report to meet the unique needs of every client, ensuring personalized and individualized documentation. With our user-friendly system, you can effortlessly customize and adjust reports to capture the necessary information accurately.
Our case management software provides in-depth analytics and reporting, empowering businesses with actionable insights and data-driven decision-making, leading to a 50% improvement in performance.
Accounts
Experience the flexibility of setting up different rates per client, account, or vendor, allowing you to tailor your billing process to specific needs. Generate single or multiple invoices for individual or multiple clients effortlessly, with the option to include expenses from the Client tab. Seamlessly sync your invoices with 3rd party account suites (QuickBooks Desktop, QuickBooks Online, SAGE, etc.) for efficient financial management. Take full control of your invoicing workflow and customized rates with ease, ensuring accurate and personalized billing for each client and account.
Our case management software helps businesses save up to 50% on operational costs by streamlining their processes and reducing manual effort."
Contacts
Customizable address book feature, designed to streamline your contact management process. Store and organize contact information for providers, adjusters, attorneys, vendors, and more, all in one convenient location. Effortlessly link contacts to the corresponding client records for seamless accessibility. Our address book feature eliminates the hassle of searching through multiple sources by centralizing all crucial contact details in a user-friendly interface.
Say goodbye to scattered contact information and welcome effortless contact management with our case management software. Centralize and manage all your contacts with ease, resulting in a 100% increase in efficiency and accuracy in your address book
Medications
Utilize the convenience of our preloaded FDA medications list, a comprehensive database right at your fingertips. Say goodbye to time-consuming manual entry and effortlessly access a vast range of FDA-approved medications within our program.
Transform the way you track client medications with our advanced case management software. Experience a seamless medication management process that leads to a 100% improvement in accuracy and compliance, ensuring the well-being of your clients.
Messaging
Secure messaging, designed for seamless communication within our program. Connect and collaborate with ease, all within a secure environment that prioritizes the confidentiality of your conversations. Our messaging feature enables users to exchange information, coordinate care, and discuss important matters, all while ensuring the privacy and security of your sensitive data.
Enhance communication and collaboration among users with our intuitive case management software. Elevate your team's efficiency with our integrated system messaging, fostering an increase in real-time information sharing and decision-making
Scheduling
Advocate’s dynamic scheduling calendar feature, designed to revolutionize your time management. Seamlessly plan and organize appointments, meetings, and tasks with ease. Our intuitive calendar provides a clear overview of your schedule, ensuring efficient allocation of time and resources. Customize your calendar view to suit your preferences, whether it's daily, weekly, or monthly. Stay organized and never miss an important event with automated reminders and notifications. With our scheduling calendar, you can easily manage your busy schedule, optimize your productivity, and maintain smooth operations.
einvent your calendar scheduling with our advanced case management software. Seamlessly manage appointments and events, experiencing a 100% improvement in time management and scheduling precision
Tasks
Effortlessly create and assign tasks specific to each client or caregiver. Take control of your workflow by setting tasks for yourself or team members, ensuring smooth coordination and efficient care delivery.
Revolutionize your task management using our comprehensive case management software. Effortlessly organize and oversee tasks, leading to a remarkable 110% increase in productivity and task completion efficiency
File Storage
Seamlessly manage Medical Records, HIPAA releases, POAs, Scripts, and more by securely uploading files to your account. Enjoy peace of mind knowing that your sensitive information is protected. Access your files securely from any device - be it desktop, laptop, tablet, or smart phone - ensuring convenient accessibility wherever you are.
Elevate your file storage capabilities with our cutting-edge case management software. Streamline document organization and access, resulting in a 100% increase in data security and retrieval efficiency, empowering your workflow like never before.
Training
Experience personalized and comprehensive training with our expert Advocate Service Representatives. Whether you prefer one-on-one or group sessions, our dedicated trainers are here to support you every step of the way. Benefit from their extensive experience and industry knowledge as they guide you through our software, ensuring you maximize its potential. From onboarding to advanced features, our training sessions are tailored to your specific needs, empowering you to become a confident user of YOUR Advocate Software.
99% of our users report increased productivity levels with our case management software, allowing them to handle more cases and deliver better outcomes.