Plan Manager – Eliminate Re-keying

Easily pull data from external provider systems or previous documents.

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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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Screenshot of external interfaces

To learn more, request a demo of Plan Manager’s external system integration features