Advisor Anywhere

I/DD providers and
technology at their best.

I/DD Provider Tools

Support Individuals


Designed using Medicaid compliance and billing rules, our system can be used by residential, day, employment, medical, nursing, transportation and therapy providers.

Documentation & Planning

Complete compliant service documentation and case notes, design individual service plans, store important documents and complete forms electronically.

Health & Medication

Administer medication with our electronic medication administration record, monitor important health information, collect incident reports, behavior data and more.

Individual Information

Manage individual finances, collect and store a wide variety of individual demographic information, forms, key contacts, employment information and more.

Supervisor Tools

Time-Entry & EVV

Capture a wide-variety of billing, payroll and EVV information in this powerful module. Supervisors can review and approve time, payroll reports are available and Anywhere is an approved EVV vendor.


Staff can see their schedules, important shift details, pick-up additional shifts, request a vacation and much more. Schedulers love this tool for added efficiency when organizing complex schedules.

Employee Information

A variety of staff information can be collected and stored including demographic information, emergency contacts, wages, benefits, personal preferences, training certificates, performance reviews and personnel records.

Dashboards & Admin

Supervisors can review and approve staff time, monitor for completed service documentation, incidents and receive automated reports emailed directly to their in-box. Use one of the over 900 reports to monitor key performance indicators.


Customizable Modules for
Your Agency


Staff Use
Advisor Anywhere
Every Day


Years of Medicaid and DODD Experience


Millions In Claims Being Processed

Financial Management & Business Operations Tools

Smart financial management starts with the right tools. Learn why hundreds of providers trust Primary Solutions with their billing processes.

Smart Billing Processes

Manage a variety of Medicaid billing and submit claims to receive payment for services.

Maximize Revenue

Monitor payments using customized dashboards and report to ensure all revenue is received.

Financial Planning

Review financial trends and make important changes to ensure success.

Learn how our Billing Service team partners with providers to save them time and money.

Affordable Pricing Packages

Customize your technology package to meet your organization’s needs without overspending.


  • BEST FOR: Small organizations just looking for a trusted billing platform.
  • Modules Included: 3


  • BEST FOR: New organizations just starting services and wanting to meet requirements.
  • Modules Included: 6


  • BEST FOR: Established organizations looking to use a wide-variety of technology tools.
  • Modules Included: 9


  • BEST FOR: Large organizations wanting unlimited access to the whole platform.
  • All Modules

Let’s Get Started

Step 1 – Demo & Quote

Let’s schedule a demo, so you can learn more about how this platform works for your organization.

Step 2 – Implementation & Training

Plan for no hidden set-up fees – our Implementation Team is here to help every step of the way!

Step 3 – On-Going Support

Once implemented, our Support and Training Team is here to help! Contact us or attend a training.

We’re Here To Help

Free Live Support

At Primary Solutions, we believe free live-support is one of the best ways we can help free you to serve. Accessible Monday-Friday from 8am-4pm, one of our knowledgeable Support Specialists is here to help.

Documentation & Videos

Primary Solutions’ customers have access to a robust document and video library accessible directly from their technology platforms.

Training Calendar

We like to make sure our customers have all the knowledge they need. We provide monthly trainings, so your team can stay up to date with the latest information.