📥 New Referral & Intake
Start every client the same way. Capture referral details, demographics, services requested, and Support Coordinator information. Auto-logs to the Client Master Log.
Step 1 — Start Here🗂️ Client Folders (Drive MASTER)
Auto-created folder for each client: 01 Intake & Referral, 02 ISP & Plans, 03 Daily Notes, 04 Incidents, 05 Employment, 06 Billing, 07 QA, 08 Correspondence, 09 Misc.
Option A — Folder Engine📝 Daily Notes & Service Logs
Capture service delivery per shift. Notes route to the client’s folder and the QA Daily Notes Log for billing and outcome monitoring.
Billing & QA ready🚨 Incidents, Behaviors & Concerns
Meets Stephen Komninos’ Law and DDD DC #14/#15/#30. Used for all incidents, behavioral events, medication errors, injuries, and rights concerns.
Routes to QA & Supervisor📑 ISP / Plan Uploads
Central location for uploading ISP, BSP, employment plans, housing plans, and updates from Support Coordinators. Files route to each client’s 02 ISP & Plans folder.
Keeps plans centralized📅 Monthly Monitoring & Check-ins
Used for monthly client monitoring, home visits, phone check-ins, and coordination with families and Support Coordinators. Feeds the Monitoring Log for QA review.
Connects to QA dashboard💼 Employment & Day Services
Tools for career planning, job development, job coaching, and day program attendance. Connects to employment logs and outcome tracking.
Supports SE & Pre-voc📊 QA Dashboards & Audits
View high-level QA data: daily notes completeness, incident trends, monitoring completion, and corrective action follow-up by client.
Enterprise Brain🤝 Support Coordinator & External Links
Quick links for communicating with Support Coordinators and external partners. Use for sending plan updates, monitoring summaries, and scheduling ISP meetings.
External coordination