Gatekeeper Anywhere

Person-centered case
management tools for
County Boards of DD.

Web and Cloud-Based Technology Solutions For County Boards

Compliant Case Notes

NEW INTUITIVE DESIGN! Case Managers can easily enter case notes, seek supervisor approval, monitor caseloads and record travel and documentation time. Built-in validation ensures DODD compliance.

Ohio Individual Service Plan

SSA’s can complete the OISP and assessment, collect team signatures and key forms, seek supervisor approval and transmit plans to DODD. Built-in validation ensures compliance and plans can be shared with providers via

Demographic Information

Case managers can access and update individual information like key relationships, forms, PAS, employment, provider information and waiting list assessment. Integrates directly with Intellivue for easy access of individual documents.

Early Intervention

Case note in real-time while in the field with our mobile-friendly platform. Complete and store all 18 EI forms, access family information and complete Title XX billing.

Billing & Financial Management

Gatekeeper’s billing and financial system is the most robust tool for County Board fiscal teams. Manage TCM, Title XX, Local Billing, FSS and much more in this platform. Financial dashboards and automated reporting helps leaders monitor key fiscal metrics.

Case management can be a hard job, but the right tools can help.

The Power of Workflow
Coordinate services more effectively with this powerful task list and case management assistant.

Customized Task List Templates

Create a customizable task list template for your staff to follow when coordinating services.

Due Date & Form Tracking

Auto-generate due dates for each task, monitor completed items and collect important forms.

Supervisor Approvals

Automatic supervisor alert emails are sent when a plan is ready for their review.

Automated Emails

Send automated emails with attachments to the fiscal or records department once tasks are completed.

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.