Plan Manager

Service Plan Automation and Provider Referrals

Workflow-enabled service plan automation

iData Technologies provides workflow-enabled, Web-based service plan automation software. Our solutions automate document distribution to save money on postage and printing, automate workflows to ensure that rule-based deadlines are met and help agencies with compliance and accreditation.

Person centered plans: the look and feel of the plan is driven by the needs of persons served and best practices, not by technical limitations.

Provider referrals: publish referrals to a secure database for providers to search and respond to.

Provider portal a one-stop place for providers to access plans and assessments for people they serve and respond to referrals to find new clients.

Electronic distribution: save money and improve provider and family satisfaction.

Eliminate re-keying through integration with external systems such as Gatekeeper or Brittco.

Shorten, simplify and clarify: optional sections and conditional fields omit what’s not needed and ensure required information is included.

Workflow: stop tracking ISPs and assessments with Excel, paper checklists or tickler files.

Reporting run pre-built reports or create ad hoc reports without calling IT.