| Case Management |
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| Standard Assesment eForm |
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| Electronic Signature |
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| Custom intake eForms |
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| API Integration |
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| Data & Security |
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| End-to-end encryption |
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| Data Security |
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| SSL Certified |
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| Cloud Backup & Resoration |
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| Additional Data Strorage |
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| Mobile Access |
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| Client Management |
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| Schedule Appointment System |
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| Invoicing and Cash Flow Management |
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| Client Portal |
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| Mobile Web App |
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| Notification and Auto Calls |
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| Team Management |
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| Account Administration |
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| Employee Profiling |
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| Training and Technical Support |
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| Role Permissions |
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| Reporting |
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| Attendance- Clock-in/out |
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| Leave Management |
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| Announcements |
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| Payroll Prep |
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| User(s) |
1 |
4 |
10 |
| Office(s) |
1 |
1 |
2 |
| REPORTING & TRACKING |
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| Dynamic All Reports Online |
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| Workflow & Approval Automation |
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| History Tracking |
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| Customizable Reports |
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| TECH SUPPORT & TRAINING |
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| Ticket Based Support |
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| Unlimited Online Training |
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| Priority Support |
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| 24X7 Toll Free Support |
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| NOTIFICATIONS |
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| CRM Internal Messaging |
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| SMS Notifications |
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| Email Notifications |
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