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CLIENT MANAGEMENT SOLUTION

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The Client Management Solution (CMS), is a custom CRM for Driving Under the Influence and Substance Use Disorder, treatment programs. 

Here are a few of the many amazing features the CMS has to offer: 

  • Automated Cost For Services Reports and Services to be Rendered Report

  • Quarterly Reports (State / County) 

  • Posting Late Fees

  • Suspending Clients

  • Sending Financial Letters / Statements

  • General Assistance write-offs

  • Online Payment Integration (Stripe, Square, PayPal, or Clover)

  • Activity Availability List

  • Absence Report (Exceeded Allowable Absences)

  • Last Activity Report (21 Days)

  • Program Status Reports

  • Send Batch Emails (By Activity or Program)

  • Auto Bill for Missed Activities

  • Auto Post Installments

  • Collection Reports

  • Electronic Client Files

  • Client Email

  • SMS Texting

  • Staff and Client Documents Manager

  • Company Documents Manager (Shared Folder for staff)

  • SUD Assessment (SSI-SA SAMHSA Tip 42)

  • Pre-Enrollments and Monitoring

  • Title 9 Compliance Flags

  • Online Meeting Invite, schedule attachments

  • Transfer Out forms – Enhanced for Live Virtual Services

  • Compliance Reports – Completion, Dismissed, Enrollment, LOA, Transfer Out, and Pre-Enrollment

  • Missed Activity Reminder Letter

  • Progress Notes – Education, Group, Re-Entry, Face-to-Face, and Individuals

WATCH A CMS DATABASE
DEMONSTRATION

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