Plan Manager Workflow

Eliminate manual plan tracking

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Automate the service plan and assesment workflow

Eliminate tracking of ISPs and assessment through Excel, paper checklists or tickler files.
  • Automated notifications and workflow tracking ensure that rule-based deadlines for sending plans and reviews are met.
  • A workflow dashboard ensures that you always know what’s going on —see every in-process workflow, drill down for details, recognize bottlenecks and even process tasks right from the dashboard.
  • An iData customer received their first 3-year accreditation in many years after implementing plan manager.

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To learn more, request a demo of Plan Manager’s workflow features