Plan Manager – Eliminate Re-keying
Easily pull data from external provider systems or previous documents.Request a demo
Eliminate re-keying at every stage
Plan Manager eliminates re-keying information at every stage of assessment and service planning.
- When an assessment or plan is created, data can be pulled from an external system such as Gatekeeper or Brittco.
- When a revision is created, data can be pulled not only from a previous version of the same document (e.g. pulled into a revision from an annual plan) but from any document for the person served (e.g. from an Assessment into an ISP). Text from multiple fields can even be consolidated into a single field in the target document.
- Non-IT users can set up this data import and export through simple administrative screens.
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