Software Platform
Bring simplified data collection and transparency to your fund management.
Flexible Solutions for Programs of Any Size
Our software is built on a flexible model designed to support a wide range of programs—whether you’re distributing funds across multiple recipients and grantees, paying providers who deliver services or benefits, or tracking participants who receive those services.
With a configurable rules engine, smart invoice processing, and clean data collection and outcome tracking, our end-to-end technical solutions adapt to your goals and scale to your needs. From large, state-funded behavioral health programs supporting addiction recovery services to small, privately funded initiatives providing food assistance to local families, our platform is built to handle programs of any size and purpose.
Project Configuration: Tailored to Your Needs
Before you start using our platform, we work closely with you to understand your program’s specific requirements. Our dedicated support staff configures the platform to include essential attributes for your program and sub-projects—such as which services are included, how often services are bundled into invoices, and what data should be collected. We help create fund sources, set allocations, and configure business rules to ensure that only valid services are approved for payment.Platform Modules
Our platform allows you to assemble the exact combination of features you need to succeed.
Provider & Grantee Management
Whether starting a new program or improving an existing one, our Provider and Grantee Management module makes onboarding providers and funding recipients fast and simple. Easily set allocations, billing caps, and service rules to keep operations smooth, compliant, and efficient.
Billing & Recoupment
Our Billing and Recoupment module makes entering claims and services fast and easy. It handles everything from traditional medical claims to custom, program-specific services—complete with tailored billing and data collection rules.
Invoices are bundled automatically for quick review and corrections, while our smart rules engine instantly flags invalid or overfilled services—no delays, no waiting. As your third-party payer, we ensure fast, accurate payments, keeping providers happy and ensuring beneficiaries get the services they need—every time.
Survey & Assessment Collection
Our Survey and Assessment Collection module lets you create configurable assessments to measure program outcomes, including pre-built tools like GPRA, ACES, and CANS.
Whether you’re tracking participant progress in a nutrition program or evaluating how therapy impacts a client in recovery, our platform helps you capture, analyze, and interpret the data that matters most.
Participant Management
Our Participant Management module makes registering and managing program beneficiaries simple and efficient. Whether tracking behavioral health clients working with therapists or job trainees advancing their careers, our platform helps you log information, monitor progress, and stay on top of every participant’s journey.
Reporting & Analytics
Our Reporting and Analytics module delivers detailed reports and interactive dashboards on every aspect of your programs. Visualize program impact, outcomes, and financial health with tools like fund burn-downs, client demographics, and more.
We can create dashboards using data from our platform or combining it with your existing datasets, giving you the insights you need to understand performance, make informed decisions, and maximize impact.
