Advisor gives you the tools you need to easily enter, share and retrieve your data, process your billing, manage your program, and position your agency for long-term success. The most advanced and user-friendly software available, Advisor decreases administrative time and increases revenue collection.
Advisor’s integrated modules let your team handle data management and claims processing with ease. No more duplication of effort entering information in multiple documents and spreadsheets, being surprised by expiring authorizations, or researching if claims were paid at the correct rate. With Advisor, your staff can spend less time managing paperwork and more time working with consumers.
Contact us for a demonstration. Your staff will thank you.
Discover the power of Advisor for your organization
Billing and Receivables
Advisor offers a dynamic billing/receivables package for I/DD providers, offering the ability to track authorizations, billing, utilization, payments and receivables for services. State wide rates are maintained in the system and updates as required as State funded services are modified. Users appreciate the ability to:
Invoice only what is authorized
Enter billing records only once
Manage billing and utilization of services
Review receivables by the funding source or by the individual being served
The Enter/Review Case Notes allows for documentation and billing of time based services including vocational rehabilitation, employment, and personal care services where case notes are desired. Some popular features include:
Enter and bill ratio based case notes simply and accurately with Group Notes
Hide confidential notes based on security permissions
Create time analysis reports including a graphical representation of staff time
Allow staff to track daily productivity based on your agency’s goals
Demographic information is important and shouldn’t be lost in a file folder – it should be readily accessible when your staff needs it. Advisor’s Consumer Demographics module provides a place to securely enter and maintain a wide range of information about the individuals you serve, including:
roster with filtering options
attach documents to an individual’s record
Reporting tools allow you to easily compile and share information.
The Consumer Finances module allows providers to track all of the financial transactions affecting a consumer’s financial picture on a month-to-month basis using user-defined categories. Reports allow providers to easily share appropriate information with family members and county board staff. In addition, the module allows for printing checks, and creating the Category Representative Payee Report
No need to guess whether mixed acuity groups meet the required Staff Intensity Ratios. The Day Services module tracks attendance, calculates the Staff Intensity Ratios (SIR), and generates billing related to adult day services. When used with the Single-Entry module, staff time entries can be used to calculate payroll hours.
The Employee H/R Module keeps a complete demographic profile for each employee at your fingertips while security settings limit access to sensitive information. Information vital to the success and compliance of an agency is kept in one place, including tracking of certification and training requirements.
Advisor’s Employment module was designed specifically to help the pioneers of supported employment manage their growing programs. The module meets Employment First information collection requirements, provides staff with a system to accurately track and report on all client employment experiences, and provides the ability to track who is searching for jobs and the types of jobs they are seeking.
Advisor’s Forms module is a flexible, securable, and simple way to enter and track virtually any form your agency has created. Demographic data is automatically populated from Advisor on to the forms, and forms can be directed through a channel of reviewers.
The Incident Tracking Module provides a single source for tracking the trends and patterns surrounding Unusual Incidents and Major Unusual Incidents. Calculate complete statistics with a few clicks of a button! Easily produce reports required for county and state reporting.
Advisor’s Medical History module provides a secure location to record and review comprehensive medical data related to every aspect of an individual’s general health and well-being. Diagnosis, providers, appointments and medications are easily accessible in the system or via the Medical History Detail report.
The Mental Health module uses Case Notes style documentation for Mental Health Services provided by the County. Access to information is limited based on security settings. Electronically submit your billing to both Department of Mental Health and your local board.
Document unlimited action steps and outcomes for each individual you serve, including behavior support plans and skill development. Evaluate completion rates and track progress with an extensive set of reports.
Report Server allows your staff to be more productive by scheduling frequently-used reports to run on a regular basis. Report Server constantly looks for scheduled reports and delivers them directly to the recipient’s email. Reports are sent via PDF to all requested recipients. Scheduled recurring reports can be waiting in each employee’s inbox first thing in the morning…or at a time they prefer.
Take the burden of scheduling and place it in Advisor’s hands. Advisor’s scheduling module matches available shifts with employees based on their availability and training. Then fine-tune the schedule to ensure you’re meeting the consumer’s needs. Easily view unfilled shifts and each employee’s total scheduled hours. Add Scheduling to our Single-Entry module and you get an unbeatable combination of features to fast-track data entry for billing and payroll, plus the ability to compare scheduled services to your actual service delivery.
Ensure that every billable hour is captured! Use Advisor’s Single-Entry Module to enter staff time and consumers present, and then create billing and payroll hours based on that entry. The Single-Entry model virtually eliminates mathematical errors and guarantees that providers bill for every billable hour reported for payroll. Billing is generated for processing in Advisor and payroll hours are fed to your payroll package/service.
Designed for Non-Medical Transportation providers, the Transportation module allows providers to define multiple vehicles, routes and weekly schedules. Weekly schedules generate route sheets for bus drivers to use throughout the week. The completed route sheets are used to make final adjustments to Advisor’s data and generate billing.
The Workshop module tracks workshop activities for unlimited consumers, jobs, and job steps. The module offers the flexibility to define each job step as piece rate or hourly, as well as the ability to factor the consumer’s productivity by job step. Billing records and payroll entries are created based on the information entered.