SPM Overview

Module Function Description
     
(Built in) Integration with SAGE Accpac ERP Full integration with a worldwide, robust, Enterprise Resource Planning system to handle the back end of Accounting, Financials, and Banking. (USE LINK FOR SAGE ACCPAC ERP)
     
(Built in) Integration with Google Services Intensive use of Google capabilities to enhance services. Example: Google maps to overview cases, appointments, etc.
     
(Built in) Integration with Microsoft Servers Integration with Microsoft Servers
     
UCI Module UCI Module: Manage intake leads Enter referrals and other prospects, and convert them into active customers seamlessly. Follow up with unprocessed leads, or pending opportunities.
UCI Module: Manage intake leads Enter UCI (Unique Customer Identifier) information in one place and will be visible to every partner. UCI contact information, regional center, language preference, reason for referral, notes, documents. Assign staff and other resources to customer.
     
Regional Center Module Regional Center Module: Centralized View and Maintenance of Regional Centers Enter and maintain multiple regional centers. Monitor activity per center. Identify performance patterns and opportunities.
     
Authorization Module Authorization Module: Centralized View and Maintenance of Authorizations Enter, edit and monitor Authorizations. Understand your budget. Align accurate service scheduling, execution, and billing. Maintain transparency and be ready for any audit.
     
Human Resources Module Human Resources Module Enter, edit and monitor employees personal information, earnings, tax classifications, ETF, emergency contacts. Track compliance with company policy (training attendance, submission of documents, etc.) and view employee history.
     
Payroll Module Payroll Module: Centralize View and Maintenance of Timesheets and payment information Enter, edit and monitor employees personal information, earnings, tax classifications, ETF, emergency contacts. Track compliance with company policy (training attendance, submission of documents, etc.) and view employee history.
     
Overtime Module Overtime Module: Calculate complex forms of payment Manage multiple rates, compute total hours, and calculate fair overtime.
     
Billing Module Billing Module: Centralized monitoring of billing process Browse billable hours in multiple ways and monitor alignment with hours scheduled and provided.
     
Program Coordinator (PC) Module Program Coordinator (PC) Module Clinical Supervisors can monitor their staff and overview if totality of services have been provided in an accurate and timely fashion. They can also use additional tools to monitor staff and customers on a case-by-case basis.
     
Audit Module Audit Module Ability to audit data entered and check data integrity.
     
Admin Module Admin Module Set up users with different access levels to protect sensitive and confidential information.
     

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