Buyers_Guide_Grid

Express MRDD Solutions Primary Solutions Discription of 20/20 is attached Disclaimer **Please note that the 20/20 software is also available through ODMRDD CATEGORIES This information is posted for the convenience of OPRA Members. This information was compiled by the OPRA IT Workgroup. Thank you for taking the time to read this page. Prepared by OPRA IT Workgroup 9/26/06 OPRA “Buyers Guide” Disclaimer The information contained in this website is for general information purposes only. The compilation of the data was done on a volunteer basis and is presented as given to us by our software vendors. OPRA makes no recommendations or warranties of any kind, express or implied, about the completeness, accuracy, reliability, suitability or availability with respect to the information, content, products, or services, contained on the website for any purpose. In no event will OPRA be held liable for any loss or damages due to the content of the information on this page. Any reliance you place on this information is therefore strictly at your own risk. x 1A. Company History x x 1. TYPE OF COMPANY 1B. Company contact information 1C. System Implementation Timeframe 1D. Please list any other services provided 2. CONSUMER INFORMATION 2A. Consumers 2B. Client Finances 2C. Incident Tracking 2D. Medical History 3. ACCOUNTING/BILLING 3A. Payroll Integration 3B. Online Reconciliation 3C. Rejection Processing 3D. Data Scraping/Zero Entry 3E. Bill and Manage Ratios 3F. Payment and Aging 3G. Invoicing and Transmission 3H. Transmit Electronically to State 3I. Single Entry 3J. Service Utilization Reports 3K. Import/Export to Accounting 3L. **ISP Activities: Track, Document 3M. **Mileage Tracking/Reimbursement • • • x x x • • • • • • • • x x • • • • • • • x • • • • • • • • • • • • • • • • ? • • • • • • • • • • • • • • • • • • • • • • • • • • • • x x x 3N. General Ledger Integration 4. HR/EMPLOYEE 4A. Payroll Integration 4B. Staff Scheduling 4C. Employees 4D. Import/Export to Accounting and/or Payroll 4E. **Track Employee Training & Certification x x x Summary Data on Software Vendors for MRDD Providers • • • • • • • • • • x • • • • • • • • • • • x • • • • • • • • • • • x 5. MAINTENANCE/TRAINING 5A. Online Release Updates 5B. Technology Assistance Hotline 5C. Training and Support: Initial/Ongoing 5D. Data Migration 5E. Remote Support/Assistance Remote Support/Assistance 6. COST 6A. Customizable • • • • • • • x • • • • • • • • x 6B. **User Defined Fields 6C. OPRA Member Discount 6D. **Hardware/Software Requirements 6E. **Database Platform/Engine 6F. **Licensing Requirement 6G. **Training and Support: Initial vs. Ongoing 6H. **Track Employee Training and Certification 6I. Can you purchase module separately x • • • • • • • • • 7. TECHNICAL/WEB-BASE SRV. • • • • • • • • • • • • x 7A. Unlimited Database 7B. Web-based Option 7C. Customizable 7D. User Defined Fields 7E. Online Release Updates 7F. Technology Assistance Hotline 7G. Transmits Electronically to State 7H. Import/Export to Accounting and/or Payroll 7I. Hardware/Software Requirements 7J. Database Platform/Engine 7K. Licensing Requirements 7L. **Administrator/User Rights/Security 7M. Data Migration Assistance x x • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • ? 8. SCHEDULING/UTILIZATION 8A. Service Utilization Reports 8B. Client Finances 8C. Incident Tracking 8D. Medical History 8E. Track Employee Training & Certification 8F. ISP Activities: track, document • • 8G. Mileage tracking/Reimbursement 8H. Manage and track appointments(doctor appt.) 1 Summary Data on Software Vendors for MRDD Providers Prepared by OPRA IT Workgroup 9/26/06 1. TYPE OF COMPANY MRDD SOLUTIONS 1A. Company History MRDD Solutions knows the MR/DD business; they are the MR/DD business. As a division of one of Ohio's largest non-profit agencies that service people with developmental disabilities, MRDD Soluitons is totally immersed in the needs of Ohio's private providers and ever changing service environment. MRDD Solutions has supplied comprehensive services and software to agencies that serve people with developmental disabilities since the early 1990s. All of MRDD Solutions' products and services are designed to handle the unique needs of MR/DD providers, increase operational efficiency, provide indepth and timely financial and cost reports, plus handle MR/DD consumer billing, tracking, and reporting requirements. MRDD Solutions' software has become integral in the daily operations of more than 100 agencies and their billing, accounting, payroll, HR and client management processes. Each software module (like billing versus banking) can be licensed independently from the other modules to let agencies tailor each installation to their needs and eliminate frivolous purchase of modules that will not be used. More information and complimentary demonstrations can be secured through www.mrddsolutions.com 1B. Company Contact Information MRDD Solutions 122 South Fulton Street Wauseon, Ohio 43567 www.mrddsolutions.com Phone 419-335-1280 Jeff Rutledge President of Sales and Marketing 419-335- 1280 extension 11 jeff@mrddsolutions.com 1C. System Implementation Timeframe The length of system implementation is largely dependant on each agency's needs. Project planning is critical for each software implementation. For this reason, MRDD Solutions includes formal project management with each implementation. Project management examines factors like the customer's current staff workload, software implementation workload, vacation schedules, and dependencies upon both the customer and MRDD Solutions to complete tasks as a team and meet expectations. MRDD Solutions does perform the vast majority of software setup for each customer. This frees the customer to focus on learning the software with the confidence that the creators of the software have set it up specific to each customer. Generally speaking, the typical software implementation timeframe is between 7 to 60 days in length from start to finish of the project. 1. TYPE OF COMPANY PRIMARY SOLUTIONS/ADVISOR 1A. Company History Located in Columbus, Ohio, Primary Solutions, Inc. provides a variety of products and services to Ohio's MR/DD community. Our company was founded in 1998, with specific product lines dating back to 1994. Our products include state-of-the-art systems written for the MR/DD community, and are installed in over 100 sites throughout Ohio. Advisor includes eight functional, integrated and easy-to-use modules (Consumer Demographics, Billing/Receivables, Consumer Finances, Employee/HR, Medical History, Incident Tracking, Scheduling and Single-Entry). These modules provide the most complete set of features on the market today. More information is available at www.primarysolutions.net. 1. TYPE OF COMPANY EXPRESS 1A. Company History Express is located in central Ohio, and is affiliated with one of Ohio’s larger, multicounty MR/DD providers certified to provide services under the I/O and Level I Waivers, including Day Habilitation, County Board-funded Supported Living program, and the ICF/MR program. This affiliation has afforded the company the ability to develop the Express system with direct and continuous input from many “front line” users throughout Ohio who use the Express system every day. Because the requirements and specific system needs may differ depending on what part of Ohio services are provided in, the Express system has been developed with maximum flexibility in order to meet the provider needs regardless of where in Ohio they are providing services. In addition to the Express system, which is designed to meet the needs of the MR/DD provider community, Express has also designed and installed products for use by COGS and County Boards of MR/DD. 1B. Company Contact Information Primary Solutions, Inc. 1105 Schrock Road, Suite 510 Columbus, Ohio 43229 Tom Houser. 614-430-0355 ext. 201 tom.houser@primarysolutions.net www.primarysolutions.net 1B. Company Contact Information Gary Ward 614.880.6026 1C. System Implementation Timeframe Implementation can take from one to eight weeks, depending on which modules the user wishes to implement and how much time the user can realistically devote to the project. This information is gathered during our initial implementation contact, and is used to determine a timeframe that works well for each client. 1C. System Implementation Timeframe It is reasonable to startup in as little as one week. However, the amount of time required will vary, depending on the time the provider has allocated to the project, the number of consumers and the number of employees to be loaded into the system, as well as the number of modules to be used. A “startup” check list is provided that helps guide the customer through the process and identifies the items needed to load the database. 2 1D. Please list any other services provided Accounting Software: General Ledger ♦ Accounts Payable ♦ Accounts Receivable Payroll (staff and client) Consumer Software: Client Billing (services like Waiver) ♦Client Information (demographics) Client Funds ♦Incident Analysis (MUI and UI) Agency Software: Human Resources ♦Training and Employment Requirements Fixed Assets ♦Fundraising for Non-profits Services: Electronic collection of data for billing and payroll (eliminates manual entry) Training ♦ ASP Services (use of software through Internet) Custom Programming Services ♦ Finance/Accounting Consultation Preprinted check, stub, and voucher supplier for payroll and A/P applications Shared Services (Interim Controllers, CFOs, and Clerks) 1D. Please list any other services provided Primary Solutions provides information technology, accounting & payroll, and billing services for many individuals and companies. 1D. Please list any other services provided N/A 2. CONSUMER INFORMATION 2A. Consumers Unlimited clients Incident analysis (MUI and UI) on a system designed to meet the needs of Ohio's MUI rule and best practices in MUI and UI trending. Demographics like contact information, medications, events Tracks service authorizations, funding ranges, funding sources, patient liability, group configuration and keeps a history of changes. Fully HIPAA-compliant with advanced security that limits which clients a user can see and what data about each client that user can see 2A. Consumers 2. CONSUMER INFORMATION 2A. Consumers Store comprehensive demographic information, including: - residence history, - contact information, - appointments, - conditions, - funding ranges, - services authorized, - patient liability, - etc. Identify key relationships, both inside (Program Specialist, Direct Care Staff, etc.) and outside (Case Manager, Guardian, Doctor, etc.). Secure information by window, tab and/or field level. Case Load security options limits user to seeing only consumers with whom they have a defined relationship. 2B. Client Finances Set and review budget information for each consumer on a month-by-month basis. Define an unlimited number of account registers, including categories, sub-categories, and transfers. Account types include checking, savings or credit cards. Reconcile accounts easily and completely. Report on Income & Expenses, with or without budget numbers included. Generate Cash Flow reports and complete “Cost-to-Live” forms from data in the program. Includes the ability to import downloaded bank transactions in industry-standard formats. 2. CONSUMER INFORMATION The system maintains a complete profile of the consumer, including funding source's), address history, roommates, authorized services, consumer liabilities, and provides the ability to track ISP specific items. In addition to these items, the system provides the ability to enter guardian data and user-definable consumer “events”. (A consumer event can be a doctor appointment or any other item you wish to be reminded of by the system or simply wish to document). 2B. Client Finances Tracks clients and their personal income and expenses. Tracks each by unlimited income and expense transactions for such items as food, clothing, pay checks, etc. Allows expenditures to be via credit card, hand-written check, computer check, petty cash and electronic payments. Receipts can be electronic such as deposits from SSA and employers or manual such as personally deposited paycheck. Handles transfers and sweeps from client account to agency account. Lets the agency act as rep payee and centralize banking functions into the finance office. Reconcile client funds using features in the software including the ability to download electronic bank statements and have the software reconcile for the user. 2B. Client Finances 3 2C. Incident Tracking Ohio's premier MUI and UI trending and analysis system is from MRDD Solutions. Their software was architected by QMRPs, not accountants and computer programmers as other competitors use. The system started life as a nationwide package, published by a nationally known best practices QMRP consultant. Through a relationship with the consultant, the MRDD Solutions team perfectly meshed the Q's design intent with Ohio's MUI rule and coupled these actions with the internal tracking, trending, and analysis needs of 20 agencies who went through a pilot project. The end result is a robust system that tracks, trends, and analyzes more than 119 elements of an incident. It is centered around best practices, Ohio MUI rule, and the needs of the private provider. Want to know which employees were involved in a bruising incident that occurred on the inside (versus outside) of a body part? Need to know if three like incidents occurred within one week or five within one month? Would you like this information at the click of a mouse button? If so, MRDD Solutions' Incident Tracking module is the product you are looking for. 2C. Incident Tracking Record the details of the incident, including when, where and with whom it happened. Identify which employees and consumers were involved, as well as anyone involved from outside the agency. Track when follow-up is required and completed for each incident. Review trends and patterns to determine any necessary training, intervention or other follow-up needs. 2C. Incident Tracking The system provides the ability to document and track UI and MUI information, and is fully compliant with the requirements of the State of Ohio MUI rule. In addition to meeting the State requirements, the form is customizable to provide additional options, if needed as well as the ability to enter an unlimited number of comments on each incident. A comprehensive set of Incident reports exists in the system with numerous reporting options. The incident reports provides a tool that will help you to easily identify trends and take appropriate action when needed. 2D. Medical History Includes the ability to log medical data including contacts, providers, placements, medications and so forth. Includes lists of every over the counter medication and the active ingredients recognized by the Food and Drug Administration. Includes the capability to add agency specific program planning and progress reporting tools. 2D. Medical History Record comprehensive medical data related to every aspect of a person’s general health and well-being. Updates can be entered on a regular basis while not losing the previous medical information. Quickly access a full history of prescribed medications, including the official list of medications from the FDA. Track which employees have been trained to pass which medications to which people. Print complete medical history reports for review and filing. 2D. Medical History Through the customizable Consumer Events module, medical history can be recorded in the system. 3. ACCOUNTING/BILLING 3A. Payroll Integration Payroll integration is standard within the system including the ability to use MRDD Solutions' own payroll software or options such third-party packages like ADP, Black baud, Great Plains, Solomon, QuickBooks, Peachtree, and others. Payroll integration includes both staff and clients. This includes calculation of overtime, PTO tracking, weighted overtime, shift differentials, multiple rates of pay per employee, piece rate, and percent of prevailing wage. 3. ACCOUNTING/BILLING 3A. Payroll Integration Payroll interfaces with ADP, Great Plains, Paychex, PayCor, QuickBooks, MRDD Solutions, etc. 3. ACCOUNTING/BILLING 3A. Payroll Integration Payroll data can easily interface with many of the common accounting systems on the market. The Express system can produce numerous payroll file formats. Contact us to discuss the requirements of your payroll system or payroll vendor. 3B. Online Reconciliation Online reconciliation is standard feature that includes the ability to download payments and denial files from ODMR/DD and others that provide electronic data of this nature. It will allow users to manually reconcile payments and rejections within the software, if no electronic files are provided from the funding source. 3B. Online Reconciliation Apply Waiver and Supported Living payments manually or via import of payment files. Review receivables at the Region/Site/Consumer level. This simplifies collecting receivables before the 365 day deadline and greatly increases the effectiveness of an agencies cash flow monitoring. 3C. Rejection Processing Rejection processing is a standard feature that includes the ability to download payments and denials files from ODMR/DD and others that provide electronic data of this nature. It will allow users to manually reconcile payments and rejections within the software, if no electronic files are provided from the funding source. 3C. Rejection Processing Import and track Waiver and Supported Living errors via import of files. 3B. Online Reconciliation The system reconciles the funded payments with the file provided by the state to determine the status of all transactions sent for payment. The result of this process provides a report of transactions not paid or paid at a rate different than the rate loaded into the system. This report can be used to resolve billing discrepancies. Additionally, a file is created that can interface with your A/R system to mark invoices in the accounting system as paid. 3C. Rejection Processing The Express system provides the ability to resubmit transactions for payment. If needed the rejection processing allows the user to adjust the number of units to be submitted for payment and/or to change the service code. 4 3D. Data Scraping/Zero Entry No expensive scanners or software to buy and maintain if you use MRDD Solutions' data scraping/zero entry service! This service is set apart from the competition as it is a service, not a product that requires costly purchase, setup, and maintenance. Agencies simply transmit their service forms to MRDD Solutions via fax or e-mail. MRDD Solutions processes the forms and returns an electronic file to the agency to process. The charge is a simple per client per month fee plus a small service charge. No commitment, no obligation, and free trials are available. MRDD Solutions system has been in use for more than five years to gather service time and mileage. Comparable systems from competitors are new, untested, expensive and have very few customers. MRDD Solutions processes hundreds of thousands of transactions each month and has for years. Additionally, all of MRDD Solutions modules allow for interface with third-party vendor products to import data from time clocks, telephone call in systems, Web pages, Excel files, PDF forms, PDAs, smart phones and virtually any other electronic device that produces an electronic file for use in the MRDD Solutions system. 3E. Bill and Manage Ratios System bills and manages ratios as a standard feature. Smart features calculate ratios automatically for the user and create the appropriate transaction's) off one point of entry. As an example, simply designate the three employees that were present with the four clients and the system will create the seven transactions needed for ratio billing (four at group size 3:4) and staff payroll (three - one for each employee). Managerial reports pinpoint over/under delivery of service by service type, dollar amount, ratio, and more. 3F. Payment and Aging Payment and aging are included. The system lets the user "receive the cash" for payment of service. During this process the services that have been billed are marked as paid. The appropriate accounting transactions occur behind the scenes such as the relief of the receivable and the transaction to the cash account. At any moment the user can get an aging by funding source, service type, client and more. Features included in the software will track a bill until the last penny is paid or written off. 3G. Invoicing and Transmissions System gathers bills, creates billing in electronic or hard copy format, and then prints or prepares the electronic bill for processing. 3D. Data Scraping/Zero Entry Single-Entry data can be imported from Electronic Time Clocks, Phone-in Systems, or Scanned Timesheets. Save time through the elimination of data-entry. Errors are drastically reduced via comparison of information with YOUR Advisor data! An initial, one-time investment avoids costly, on-going service fees. 3D. Data Scraping/Zero Entry The Express system emphasizes accurate pre-printed schedules that meet the consumer’s requirements as defined in the ISP. The schedule is maintained in the system according to the ISP and becomes the employee’s time sheet. The employee merely needs to edit their time sheet, if necessary, to reflect the actual work week when the work is performed. The data entry person edits the time sheet in the system to match the hours worked. 3E. Bill and Manage Ratios Authorize and track utilization of ratio-ed services at the Summary Code (e.g. A22) level AND/OR the Service Code level (e.g. APC). Automatically generate billing (with or without ratios) via Single-Entry/Zero-Entry. System reports compare forecasted service delivery with actual services provided at the consumer, site and/or agency level. 3F. Payments and Aging Apply Waiver and Supported Living payments manually or via import of payment files. Review receivables at the Region/Site/Consumer level. This simplifies collecting receivables before the 365 day deadline and greatly increases the effectiveness of an agencies cash flow monitoring. 3E. Bill and Manage Ratios The Express system supports all valid ratios, and the system also automatically determines the correct service code to bill based on the staff/consumer mix. 3F. Payments and Aging The Express system manages payments through the cash application process and provides a file that can interface with your accounting system to update open invoices and aging of your receivables. 3G. Invoicing and Transmissions Authorize and track authorizations, billing, utilization, payments and receivables for ANY service and ANY funding source. Users can be automatically notified before authorizations expire. Invoice only what is authorized. Over utilized services can automatically be billed to a reserve service (where applicable) or be re-evaluated when authorizations are revised. Mark service authorizations and related billing as “Pending”. When the rates are confirmed, release the billing for invoicing. 3G. Invoicing and Transmissions The Express system has the ability to invoice all funder’s electronically or in a paper invoice format and, when possible, the invoice data is submitted electronically. Prior to invoicing, the system provides a report to identify potential billing issues that can result in denial of payment for reasons such as over providing of services. In addition to the various reports, the system provides this information directly on the computer monitor, which allows the user to review the data and, if necessary move units to reserve codes or reduce the amount of units to bill to prevent denied payments. 3H. Transmits Electronically to State System will create all files required by funding sources and their electronic file specifications. 3H. Transmits Electronically to State Generate transmission files in the standard flat file ODMRDD format or the newer EDI837 format. 3H. Transmits Electronically to State The system produces the required format as defined by the Ohio Department of MR/DD. 5 3I. Single Entry Included at no additional charge. System collects staff time slips and the clients they served. Billing for client services and payroll from staff occur off one point of entry thereby ensuring that all direct care time is billed for or reported as to why it was not billable. Providers will also appreciate the single entry concepts for client payroll. From one point of entry, the system will calculate wages (including piece rate, hourly, and percent of prevailing wage), pay the client and bill the funding source. 3I. Single Entry Produces billing (including billing from the new Waiver Reimbursement Rule) and payroll data from a single source document. This virtually eliminates mathematical errors and guarantees that you bill for every billable hour you pay in payroll. Billing is generated for processing in Advisor and payroll hours are fed to your own payroll package/service. Zero-Entry automates the data collection process for your billing and payroll. 3I. Single Entry The Schedule form and the Time Entry are completed through entering a single record. The forms allow the user to enter a time period, and select the number of consumers present for the service. The consumer entries can be selected by their name, or by an internally assigned consumer number. In addition to a consolidated time entry, the user may also specify the transportation provided. As a result of transportation entry, the funder is billed the transportation amount, and the mileage expense item may be sent through to your payroll system for reimbursement to the employee on their paycheck. Note: Reimbursing the employee through the payroll requires the accounting system to have the ability to pay items that are NOT taxable for withholding purposes. 3J. Service Utilization Reports Numerous reports are available that help to identify potential billing problems. A Service Tracking report pulls all of the billing information together and allows you to see the units delivered compared to the authorized units for each service code. For the services provided under the new waiver, the report also provides information based on the utilization of the new PAWS budget codes and the units/dollars available under those codes. 3K. Import/Export to Accounting and/or Payroll System The system provides files from the payroll and billing module that can interface with various accounting systems. Contact us to discuss the requirements of your accounting system. 3J. Service Utilization Reports Two major reports include actual service compared to the contract (like the PAWS) and actual service compared to the ISP. The system tracks authorized units by client, service, service, and dollars. Limit tracking is automatic within the system. Pinpoints over and under providing of service. 3J. Service Utilization Reports Track utilization for ANY service and ANY funding source. Utilization includes: - units authorized/keyed/invoiced, - dollars authorized/keyed/invoiced, - % through period vs % through units/dollars. Reporting options include showing all utilization information or only over-utilization issues. 3K. Import/Export to Accounting and/or Payroll System We adhere to the "best-in-class" philosophy, providing the best possible software solutions to address the unique needs of the MR/DD community without recreating yet another Accounting/Payroll package. Toward that end, Advisor interfaces with ADP, Great Plains, Paychex, PayCor, QuickBooks, Oracle, etc. to allow our customers to use the Accounting/Payroll package that best suits their needs. 3L. **ISP Activities: Track, Document 3K. Import/Export to Accounting and/or Payroll System These features are standard within the system. Customers may use MRDD Solutions industry leading accounting and payroll system or choose to integrate MRDD Solutions with outside accounting and payroll systems like ADP, Microsoft Dynamics/Great Plains/Solomon, Paychex, PayCor, QuickBooks, Oracle, etc... 3L. **ISP Activities: Track, Document 3M. **Mileage Tracking/Reimbursement System can track billable and unbillable mileage for submission to funding source (if appropriate). Through a single point of entry the software will bill the funding source for mileage and reimburse the employee if mileage is reimbursable. 3M. **Mileage Tracking/Reimbursement Mileage can be entered/tracked via Odometer readings, actual miles provided, and/or captured with our Single-Entry/Zero-Entry module. Employees can then automatically be reimbursed for mileage. 3N. General Ledger Integration General Ledger integration is standard within the system including the ability to use MRDD Solutions' own ledger software or such third-party packages as Blackbaud, Microsoft Dynamics/Great Plains/Solomon, QuickBooks, Peachtree, and others. 3N. General Ledger Integration We adhere to the "best-in-class" philosophy, providing the best possible software solutions to address the unique needs of the MR/DD community without recreating yet another Accounting/Payroll package. Toward that end, Advisor interfaces with QuickBooks, Great Plains, etc. 3L. **ISP Activities: Track, Document For tracking purposes, the Express system will allow the user to document service units to either one general ISP Description, or to every separate ISP activity in the consumer’s plan. You define the ISP activities and determine the level of detail to track, which can vary for each consumer. 3M. **Mileage Tracking/Reimbursement Along with the consolidated time entry, Express provides the ability to enter the transportation provided during the time span entered. With this information, the system will not only bill the HPC time, but will generate the billing for the transportation entry, and, if the option is selected, the system will send the transportation through to your payroll module for reimbursement to the employee. Note: Reimbursing the employee for the transportation expense requires a payroll system that can process expenserelated items and not withhold tax on the dollars associated with the transportation reimbursement. 3N. General Ledger Integration The system provides files from the payroll and billing module that can interface with various accounting systems. Contact us to discuss the requirements of your accounting system. 4. HR/EMPLOYEES 4A. Payroll Integration Payroll integration standard within the system including the ability to use MRDD Solutions' own payroll software or options such third-party packages like ADP, Blackbaud, Great Plains, Solomon, QuickBooks, Peachtree, and others. Payroll integration includes both staff and clients. This includes calculation of overtime, PTO tracking, weighted overtime, multiple base rates of pay, shift differentials, multiple rates of pay per employee, piece rate, and percent of prevailing wage. 4. HR/EMPLOYEES 4A. Payroll Integration We adhere to the "best-in-class" philosophy, providing the best possible software solutions to address the unique needs of the MR/DD community without recreating yet another Accounting/Payroll package. Toward that end, Advisor interfaces with ADP, Great Plains, Paychex, PayCor, QuickBooks, Oracle, etc. to allow our customers to use the Accounting/Payroll package that best suits their needs. 4. HR/EMPLOYEES 4A. Payroll Integration The system provides files from the payroll and billing module that can interface with various accounting systems. Contact us to discuss the requirements of your accounting system. 6 4B. Staff Scheduling Due to the variety of ways and best practices that agencies follow to schedule staff, MRDD Solutions does not force each agency to modify internal scheduling practices to meet the one method used in a software package. Therefore, MRDD Solutions provides various third-party scheduling software packages that allow the agency to pick any one of the various scheduling models instead of using a scheduling model dictated by the software vendor. This flexibility allows the agency to integrated scheduling with various modules of the MRDD Solutions system. Included is the ability to schedule by client and home, emergency broadcasts to fill no call/no show, self service via the Internet, and much more. There is more than one best way to schedule staff and MRDD Solutions' approach allows you to choose the model best suited to your needs. 4B. Staff Scheduling Matches available shifts with employees who are trained and willing to work them. It also allows you to track who is trained to work at each site, what shifts are left unfilled during a pay period, and how many hours each employee is scheduled to work. Define each shift needed for each day of the week, as well as what type of shift it is (e.g. Awake, Sleep, Night). Keep each employee’s preferred work schedule, willingness to work awake, sleep, night, and/or holiday shifts, desired hours per week, etc. Advisor matches each available shift with an employee who is trained and available to work the necessary hours. Print complete schedules including schedules for site and/or employees. 4B. Staff Scheduling During the scheduling data entry process, the Express system provides the ability to see the valid services and ISP entries associated with each consumer at a setting. The system provides feedback on the total hours scheduled to the ISP as well as total hours scheduled to the employee at the selected setting, across all settings and totals hours for date selected. In addition to the information presented, numerous edits exist in the data entry screen that prevents scheduling an employee for a time period for which they are not available, and to catch overlaps in employee shifts. 4C. Employees MRDD Solutions provides MR/DD industry specific employee HRIS management software in addition to employee related data needed for billing. This includes advanced HR concepts like demographics, emergency contacts, workplace injury tracking/analysis, trainings, background checks and continuing education. The HRIS system is comprised of two modules, Human Resources and Employee Requirements. The Human Resources module gives you the tools you need to hire, maintain and retain those who care for your consumers. This module allows you to record, track, and report on the agency and employee work environment. One single screen is the entrance to an abundance of information concerning personnel, contacts, job titles, training, COBRA, MR/DD-specific test/procedure dates, benefits, and more. Employee Requirements is the next evolution for the human resources (HR) department. Slash the time it takes your HR department to track the requirements of employment and eliminate the need to manually track your employees. This module leverages the best in integration concepts to save your agency time, keep you in compliance with mandates and assist you in managing employees efficiently and effectively. The benefits of Employee Requirements are three fold. First, the system knows your 4D. Import/Export to Accounting and/or Payroll System These features are standard within the system. Customers may use MRDD Solutions' industry leading accounting and payroll system or choose to integrate MRDD Solutions with outside accounting and payroll systems. 4C. Employees Store comprehensive demographic information, including address, phone numbers, and information regarding inter-agency relationships (Consumers, Supervisor, etc.). Assure employment requirements are being completed in a timely fashion, such as background checks and training requirements. Automatically remind users of missing or expiring information and create reports and memos to the employees indicating the gaps in their employment requirements. Track and report on Employee benefit information for any company benefit. Generate statistics on completion percentages of employment requirements and evaluations completed. 4C. Employees A complete employee profile is maintained that includes: name, address, driver’s license, license expiration dates, benefits selected, unlimited number of phone numbers, performance review history, employee discipline history, leave of absence detail, and multiple hire/termination dates with termination reasons. The system provides numerous reports based on the employee profile, as basic as a phone listing or mailing labels to the required Federal employee census report (EEO-1 Report). 4D. Import/Export to Accounting and/or Payroll System We adhere to the "best-in-class" philosophy, providing the best possible software solutions to address the unique needs of the MR/DD community without recreating yet another Accounting/Payroll package. Toward that end, Advisor interfaces with ADP, Great Plains, Paychex, PayCor, QuickBooks, Oracle, etc. to allow our customers to use the Accounting/Payroll package that best suits their needs. 4E. **Track Employee Training & Certification Assure employment requirements are being completed in a timely fashion, such as background checks and training requirements. Automatically remind users of missing or expiring information and create reports and memos to the employees indicating the gaps in their employment requirements. 4D. Import/Export to Accounting and/or Payroll System The system provides files from the payroll and billing module that can interface with various accounting systems. Contact us to discuss the requirements of your accounting system. 4E. **Track Employee Training & Certification Employee Requirements is the next evolution for the human resources (HR) department. Slash the time it takes your HR department to track the requirements of employment and eliminate the need to manually track your employees.This module leverages the best in integration concepts to save your agency time, keep you in compliance with mandates and assist you in managing employees efficiently and effectively. The benefits of Employee Requirements are three fold. First, the system knows your “benchmarks” or requirements for employment at your agency (background checks, eligibility dates, training requirements, etc.). Second, by simply assigning an employee’s job title and/or work group in Payroll or Human Resources, the benchmark is applied individually to each employee based upon his/her job(s) performed and/or area worked Finally, reports and notification of individual status and requirements coming due are handled in an automated system using reports, form letters, e-mail notifications and self- service via the Internet. 4E. **Track Employee Training & Certification The Express system provides the ability to maintain an unlimited number of employee events. Employee events are the items you wish to track and to be reminded of through system reports. The system allows you to define the set of events you wish to track and to define the parameters for the event, such as, whether the event is required, must be completed within x number of days of hire date, and once completed the number of days before the event is due again, etc. Once the master setup work is completed for the employee events, the events will copy to the employee record when they are entered, and if needed, automatically reschedule the event when the event is completed. 7 5. MAINTENANCE/TRAINING 5A. Online Release Updates All customers receive updates, new versions and enhancements as a function of their maintenance and support agreements. New features and enhancements are made available about every 12 to 16 weeks. MRDD Solutions' Distribution Manager can deliver each new software build automatically to customers' servers via the Internet. The Auto Updater can automatically apply the update to each workstation. No IT department intervention is required to apply system updates due to the Distribution Manager and Auto Updater. 5B. Technology Assistance Hotline A Technology Assistance Hotline is included with every software purchase including Emergency Support, which provides assistance within 0 - 30 business minutes. All support staff hold an accounting degree and/or have worked in the daily operations of a MR/DD agency performing billing, payroll, financial reporting, and service provision. All customers get free continuing education and unlimited support. As one customer recently said of the transition from per diems to quarter hours and ratios, "I really appreciate the help your office has lended in getting this transition billing right! What a blessing you've all been!!!" 5. MAINTENANCE/TRAINING 5A. Online Release Updates Major upgrades are installed by our staff at no cost to the customer. Minor upgrades are deployed via an automatic "Update" mechanism which in most cases requires no user interaction. We typically release two major upgrades of our software per year, and release minor upgrades on an as needed basis. 5. MAINTENANCE/TRAINING 5A. Online Release Updates Updates are distributed through remote assistance to your network or if you prefer the updates can be installed by the user. 5B. Technology Assistance Hotline We have a staff of 12 to assist users as necessary. Full phone and email support is encouraged. 5B. Technology Assistance Hotline A technical support number is provided. 5C. Training and Support: Initial/Ongoing All customers receive initial and ongoing support and training from MRDD Solutions. Because providers' software needs are always changing, MRDD Solutions takes the approach that support and training are a lifetime commitment to each customer. All customers get free continuing education and unlimited support. Although training is available onsite or at MRDD Solutions' location, the company takes the approach that instructor-led classes via the Internet are the best way to learn new concepts and features in a hands-on environment. Distance learning also eliminates costly time out of the office and travel expense for staff. 5D. Data Migration Existing data can be converted for use in the MRDD Solutions software. Using a leading-edge database, this software is nonproprietary and allows for easy imports and exports to and from Microsoft Office products and other industry standard software like Crystal Reports. 5E. Remote Support/Assistance Included as a standard feature. Support staff from MRDD Solutions are seasoned MR/DD professionals hold 4 year accounting degrees and QMRP certifications. Remote support is a standard feature provided by these professionals via Internet and teleconference. Guaranteed support within 0 - 30 business minutes in emergency situations. 5C. Training and Support: Initial/Ongoing First 10 hours of training and support are included for clients serving 50 or more consumers. On-going support is charged in 15-minute increments. Training is typically done at the client's site, recognizing that there is no substitute for a person-to-person experience. Training on more minor topics is often handled via a standard internet connection, saving time & money. 5C. Training and Support: Initial/Ongoing The startup support is determined at project startup and the amount of time varies for each installation. Ongoing support is always available and is priced based on your contract agreement. 5D. Data Migration Always available as needed. Data can be exported from any report into an Excel, text or DBF file. Advisor data can also be retrieved using any standard ODBC-compliant tool, such as Excel, Access, Crystal Reports, etc. 5D. Data Migration Available upon request. Contact us to discuss your specific needs. 5E. Remote Support/Assistance Training and support is often handled via a standard internet connection, saving time & money. 5E. Remote Support/Assistance Various web base tools are utilized to provide support to you when needed such as pcAnyWhere, Go To My PC and Remote desktop. 6. COST 6A. Customizable All user defined lists and fields are customizable by each agency. Advanced, customer specific, customization of each module is available as an option. 6. COST 6A. Customizable All drop down fields can be customized as needed by the customer to best suite their organization. Additional customization, including custom reports can be accomplished via any standard ODBC compliant tool. Custom programming, including additional modules is available. 6. COST 6A. Customizable The Express system is highly customizable. Almost every field in the system that provides multiple choices is controlled by the user. This allows you to use the terminology that is specific to your company and helps to reduce learning curves as well as providing the ability for the system to grow and change as needed. In addition to controlling the information presented in various fields throughout the system, the behavior of items such as Employee or Consumer events are defined by the user. 8 6B. **User Defined Fields The software contains hundreds of user defined lists and fields. There are no limits or charges as to the number of items that can be added to the software. 6C. OPRA Member Discount MRDD Solutions is the only software vendor to support OPRA and the membership through the Member Discount Program. This program gives every OPRA member a 10% discount on each software purchase. In addition, OPRA gets a royalty on each member's software and support transaction with MRDD Solutions. The program has returned more than $51,000 to OPRA and its members since August of 2001. 6D. **Hardware/Software Requirements Requirements are dependant on the number of users and clients stored within the system along with the volume of transactions. MRDD Solutions recognizes that the private provider's mission is not to purchase technology to meet the latest and greatest hardware and software requirements. Therefore, all products and services are designed to run on technology produced within the last five years. The minimum requirement to use the Internet-based version is a computer that can access the Internet. 6E. **Database Platform/Engine Microsoft SQL Server - one of the most powerful database engines in the world. This system allows unlimited users, transactions, and clients while ensuring the highest level of data integrity. Smaller agencies can run SQL Server Express, which is a free version of the SQL Server database engine. 6F. **Licensing Requirements MRDD Solutions offers three different licensing options. This allows providers to choose the method most appropriate to their situation. Purchase - customers can purchase the software upfront and own the right to use the software - this provides the most cost-effective way to use software when usage exceeds the three year mark (similar to buying a car outright) Finance - customers can purchase the software upfront and make monthly payments to satisfy the obligation - this allows the customer to own the right to use the software and make monthly payments instead of a larger cash outlay in the first year (compare to buying a car with a loan from a bank) Subscription - a monthly fee for software use that provides the lowest initial investment and monthly payments, but not as cost effective when analyzed over a long term relationship (compare to renting a car) 6B. **User Defined Fields All drop down fields can be customized as needed by the customer to best suite their organization. Additional customization, including custom reports can be accomplished via any standard ODBC compliant tool. Custom programming, including additional modules is available. 6C. OPRA Member Discount Exclusive rights to support the Member Discount program has been granted to MRDD Solutions. 6B. **User Defined Fields Numerous options exist throughout the system where new fields and functionality can be added. 6C. OPRA Member Discount N/A 6D. **Hardware/Software Requirements Server: Windows 2000/2003 or Novell Netware 5.1+ Client: Windows 2000 SP2 or Windows XP. 6D. **Hardware/Software Requirements PC with a Pentium-class processor Microsoft Windows 2000 with Service Pack 3 or later operating system 64MG of RAM; 128MG or higher recommended The system can operate on a single desktop PC, peer-to-peer or client/server network. 6E. **Database Platform/Engine Sybase SQL Anywhere: provides high-volume processing capabilities at a reasonable price with VERY little administrative overhead. Cost is $125 per simultaneous user. 6E. **Database Platform/Engine Microsoft Visual FoxPro, scalable to Microsoft SQL server. 6F. **Licensing Requirements Advisor is licensed on an annual basis. This annual fee replaces the more typical method of a very high purchase price combined with an annual support fee. 6F. **Licensing Requirements The only license agreement is the contract to use the Express system. No additional requirements exist for license from Microsoft for client/server access or for the database engine. 9 6G. **Training and Support: Initial vs. Ongoing All customers receive initial and ongoing support and training from MRDD Solutions. Because providers' software needs are always changing, MRDD Solutions takes the approach that support and training are a lifetime commitment to each customer. All customers get free continuing education and unlimited support. Although training is available onsite or at MRDD Solutions' location, the company takes the approach that instructor-led classes via the Internet are the best way to learn new concepts and features in a hands-on environment. Distance learning also eliminates costly time out of the office and travel expense for staff. 6H. **Track Employee Training and Certification Employee Requirements is the next evolution for the human resources (HR) department. Slash the time it takes your HR department to track the requirements of employment and eliminate the need to manually track your employees. This module leverages the best in integration concepts to save your agency time, keep you in compliance with mandates and assist you in managing employees efficiently and effectively. The benefits of Employee Requirements are three fold. First, the system knows your “benchmarks” or requirements for employment at your agency (background checks, eligibility dates, training requirements, etc.). Second, by simply assigning an employee’s job title and/or work group in Payroll or Human Resources, the benchmark is applied individually to each employee based upon his/her job(s) performed and/or area worked. Finally, reports and notification of individual status and requirements coming due are handled in an automated system using reports, form letters, e-mail notifications and self- service via the Internet. 6I. Can you purchase module separately All modules may be licensed independently from each other. Providers may pick and choose the best combination of modules to suit individual needs. 6G. **Training and Support: Initial vs. Ongoing First 10 hours of training and support are included for clients serving 50 or more consumers. On-going support is charged in 15-minute increments billed at $85 per hour. 6G. **Training and Support: Initial vs. Ongoing The initial training includes 2 days on site and unlimited phone and remote assistance support during the first two weeks. Additional training and support time can be purchased based on a specific number of incidents or a pay-as-you go option. 6H. **Track Employee Training and Certification Assure employment requirements are being completed in a timely fashion, such as background checks and training requirements. Automatically remind users of missing or expiring information and create reports and memos to the employees indicating the gaps in their employment requirements. 6H. **Track Employee Training and Certification The Express system provides the ability to maintain an unlimited number of employee events. Employee events are the items you wish to track and to be reminded of through system reports. The system allows you to define the set of events you wish to track and to define the parameters for the event, such as, whether the event is required, must be completed within x number of days of hire date, and once completed the number of days before the event is due again, etc. Once the master setup work is completed for the employee events, the events will copy to the employee record when they are entered, and if needed, automatically reschedule the event when the event is completed. 6I. Can you purchase module separately Each module can be purchased separately, allow you to pay for only the modules you need. 6I. Can you purchase module separately All functionality is included in the system. 7. TECHNICAL/WEB-BASE SERVICES 7A. Unlimited Database Using a superior database design and data engine (Microsoft SQL Server), MRDD Solutions' system includes "unlimited" as a standard feature. This includes unlimited clients, funding sources, service types, service authorizations, employees and more. The software can handle billions of dollars of transactions with no period closing procedures, batch processes or archiving/removal of data. Run service delivery and other financial reports that span multiple decades! 7B. Web-based Option 7. TECHNICAL/WEB-BASE SERVICES 7A. Unlimited Database There are several licensing options available, including licenses to manage from 1 to unlimited consumers with an unlimited number of users. 7. TECHNICAL/WEB-BASE SERVICES 7A. Unlimited Database Unlimited number of users may access the database and you have an unlimited number of consumers/employees that can be added to the system. 7B. Web-based Option Advisor can be fully implemented in a Terminal Services or Citrix environment. It can also be used via replicating, occasionally connected laptops. This option requires no internet connection, allowing users to work from ANYWHERE at ANYTIME. 7B. Web-based Option 7C. Customizable All user defined lists and fields are customizable by each agency. Advanced, customer specific, customization of each module is available as an option. 7C. Customizable All drop down fields can be customized as needed by the customer to best suite their organization. Additional customization, including custom reports can be accomplished via any standard ODBC compliant tool. Custom programming, including additional modules is available. 7C. Customizable The Express system is highly customizable. Almost every field in the system that provides multiple choices is controlled by the user. This allows you to use the terminology that is specific to your company and helps to reduce learning curves as well as providing the ability for the system to grow and change as needed. In addition to controlling the information presented in various fields throughout the system, the behavior of items such as Employee or Consumer events are defined by the user. 10 7D. User Defined Fields The software contains hundreds of user defined lists and fields. There are no limits or charges as to the number of items that can be added to the software. 7E. Online Release Updates All customers receive updates, new versions and enhancements as a function of their maintenance and support agreements. New features and enhancements are made available about every 12 to 16 weeks. MRDD Solutions' Distribution Manager can deliver each new software build automatically to customers' servers via the Internet. The Auto Updater can automatically apply the update to each workstation. No IT department intervention is required to apply system updates due to the Distribution Manager and Auto Updater. 7F. Technology Assistance Hotline A Technology Assistance Hotline is included with every software purchase including Emergency Support, which provides assistance within 0 - 30 business minutes. All support staff hold an accounting degree and/or have worked in the daily operations of a MR/DD agency performing billing, payroll, financial reporting, and service provision. All customers get free continuing education and unlimited support. As one customer recently said of the transition from per diems to quarter hours and ratios, "I really appreciate the help your office has lended in getting this transition billing right! What a blessing you've all been!!!" 7G. Transmits Electronically to State System will create all files required by funding sources and their electronic file specifications. 7H. Import/Export to Accounting and/or Payroll System These features are standard within the system. Customers may use MRDD Solutions industry leading accounting and payroll system or choose to integrate MRDD Solutions with outside accounting and payroll systems. 7D. User Defined Fields All drop down fields can be customized as needed by the customer to best suite their organization. Additional customization, including custom reports can be accomplished via any standard ODBC compliant tool. Custom programming, including additional modules is available. 7E. Online Release Updates Major upgrades are installed by our staff at no cost to the customer. Minor upgrades are deployed via an automatic "Update" mechanism which in most cases requires no user interaction. 7D. User Defined Fields Numerous options exist throughout the system where new fields and functionality can be added. 7E. Online Release Updates Updates are distributed through remote assistance to your network, or if you prefer, the updates can be installed by the user. 7F. Technology Assistance Hotline We have a staff of 12 to assist users as necessary. Full phone and email support is encouraged. 7F. Technology Assistance Hotline A technical support number is provided. 7G. Transmits Electronically to State Generate transmission files in the standard flat file ODMRDD format or the newer EDI837 format. 7H. Import/Export to Accounting and/or Payroll System We adhere to the "best-in-class" philosophy, providing the best possible software solutions to address the unique needs of the MR/DD community without recreating yet another Accounting/Payroll package. Toward that end, Advisor interfaces with ADP, Great Plains, Paychex, PayCor, QuickBooks, Oracle, etc. to allow our customers to use the Accounting/Payroll package that best suits their needs. 7I. Hardware/Software Requirements Server: Windows 2000/2003 or Novell Netware 5.1+ Client: Windows 2000 SP2 or Windows XP. 7G. Transmits Electronically to State The system produces the required format as defined by the Ohio Department of MR/DD. 7H. Import/Export to Accounting and/or Payroll System The system provides files from the payroll and billing module that can interface with various accounting systems. Contact us to discuss the requirements of your accounting system. 7I. Hardware/Software Requirements Requirements are dependant on the number of users and clients stored within the system along with the volume of transactions. MRDD Solutions recognizes that the private provider's mission is not to purchase technology to meet the latest and greatest hardware and software requirements. Therefore, all products and services are designed to run on technology produced within the last five years. The minimum requirement to use the Internet-based version is a computer that can access the Internet. 7J. Database Platform/Engine Microsoft SQL Server - one of the most powerful database engines in the world. This system allows unlimited users, transactions, and clients while ensuring the highest level of data integrity. Smaller agencies can run SQL Server Express, which is a free version of the SQL Server database engine. 7I. Hardware/Software Requirements PC with a Pentium-class processor Microsoft Windows 2000 with Service Pack 3 or later operating system 64MG of RAM; 128MG or higher recommended 7J. Database Platform/Engine Sybase SQL Anywhere: provides high-volume processing capabilities at a reasonable price with very little administrative overhead. Cost is $125 per simultaneous user. 7J. Database Platform/Engine Microsoft Visual FoxPro, scalable to Microsoft SQL server. 11 7K. Licensing Requirements MRDD Solutions offers three different licensing options. This allows providers to choose the method most appropriate to their situation. Purchase - customers can purchase the software upfront and own the right to use the software - this provides the most cost-effective way to use software when usage exceeds the three year mark (similar to buying a car outright) Finance - customers can purchase the software upfront and make monthly payments to satisfy the obligation - this allows the customer to own the right to use the software and make monthly payments instead of a larger cash outlay in the first year (compare to buying a car with a loan from a bank) Subscription - a monthly fee for software use that provides the lowest initial investment and monthly payments, but not as cost effective when analyzed over a long term relationship (compare to renting a car). 7L. **Administrator/User Rights/Security MRDD Solutions software is HIPAA-compliant as well as provides the level of security that the IT department demands. Each user has add, edit, delete, or view rights by module. Additionally, each user has the right to see a group or groups of employees and clients. Finally, each user has rights to see certain sets or subsets of data about each employee and client. 7K. Licensing Requirements Advisor is licensed on an annual basis. This annual fee replaces the more typical method of a very high purchase price combined with an annual support fee. 7K. Licensing Requirements The only license agreement is the contract to use the Express system. No additional requirements exist for license from Microsoft for client/server access or for the database engine. 7L. **Administrator/User Rights/Security Advisor's security is both simple and powerful. Its simplicity comes from the ability to define security groups with common permissions and then assign users to those groups, much like administering security using Windows or Novell. The power of Advisor's security is its flexibility. Each window in Advisor has its own set of security permissions. Some have only four basic permissions: view, update, insert and delete. Other windows have permissions down to the tab and field levels. We also include the option of giving users "case load" security. This restricts their access to the records of only the people with whom they have a system-defined relationship. This option is available in the Consumer Demographics and Employee/HR modules. 7L. **Administrator/User Rights/Security User name and password are required to login to the system and the security settings are customizable by the system administrator. The security settings allow the administrator to require passwords, password length, and the frequency with which the passwords must be changed. Additionally, access to forms and even specific fields within a form can be controlled based on the rights assigned to the user. 7M. Data Migration Assistance 7M. Data Migration Assistance Available as needed. 7M. Data Migration Assistance Available upon request. Contact us to discuss your specific needs. 8. SCHEDULING AND UTILIZATION 8A. Service Utililization Reports Two major reports include actual service compared to the PAWS and actual service compared to the ISP. The system tracks authorized units by client, service, service, and dollars. Limit tracking is automatic within the system. 8. SCHEDULING AND UTILIZATION 8A. Service Utililization Reports Track utilization for ANY service and ANY funding source. Utilization includes: - units authorized/keyed/invoiced, - dollars authorized/keyed/invoiced, - % through period vs % through units/dollars. Reporting options include showing all utilization information or only over-utilization issues. 8. SCHEDULING AND UTILIZATION 8A. Service Utililization Reports Numerous reports are available that help to identify potential billing problems. A Service Tracking report pulls all of the billing information together and allows you to see the units delivered compared to the authorized units for each service code. For the services provided under the new waiver, the report also provides information based on the utilization of the new PAWS budget codes and the units/dollars available under those codes. 12 8B. Client Finances Tracks clients and their personal income and expenses. Tracks each by unlimited income and expense transactions for such items as food, clothing, pay checks, etc. Allows expenditures to be via credit card, hand-written check, computer check, petty cash and electronic payments. Receipts can be electronic such as deposits from SSA and employers or manual such as personally deposited paycheck. Handles transfers and sweeps from client account to agency account. Lets the agency act as rep payee and centralize banking functions into the finance office. Reconcile client funds using features in the software including the ability to download electronic bank statements and have the software reconcile for the user. 8C. Incident Tracking Ohio's premier MUI and UI trending and analysis system is from MRDD Solutions. Their software was architected by QMRPs, not accountants and computer programmers as other competitors use. The system started life as a nationwide package, published by a nationally known best practices QMRP consultant named Tonya Bozeman. Through a relationship with the consultant, out team perfectly meshed the Q's design intent with Ohio's MUI rule and coupled these actions with the internal tracking, trending, and analysis needs of 20 agencies who went through a pilot project. The end result is a robust system that tracks, trends, and analyzes more than 119 elements of an incident. It is centered around best practices, Ohio MUI rule, and the needs of the private provider. Want to know which employees were involved in a bruising incident that occurred on the inside (versus outside) of a body part? Need to know if three like incidents occurred within one week or five within one month? Would you like this information at the click of a mouse button? If so, MRDD Solutions' Incident Tracking module is the product you are looking for. 8D. Medical History Includes the ability to log medical data including contacts, providers, placements, medications and so forth. Includes lists of every over the counter medication and the active ingredients recognized by the Food and Drug Administration. Includes the capability to add agency specific program planning and progress reporting tools. 8B. Client Finances Set and review budget information for each consumer on a month-by-month basis. Define an unlimited number of account registers, including categories, sub-categories, and transfers. Reconcile accounts easily and completely. Report on Income & Expenses, with or without budget numbers included. Generate Cash Flow reports and complete “Cost-to-Live” forms from data in the program. 8B. Client Finances 8C. Incident Tracking Record the details of the incident, including when, where and with whom it happened. Identify which employees and consumers were involved, as well as anyone involved from outside the agency. Track when follow-up is required and completed for each incident. Review trends and patterns to determine any necessary training, intervention or other follow-up needs. 8C. Incident Tracking The system provides the ability to document and track UI and MUI information, and is fully compliant with the requirements of the State of Ohio MUI rule. In addition to meeting the State requirements, the form is customizable to provide additional options, if needed as well as the ability to enter an unlimited number of comments on each incident. A comprehensive set of Incident reports exists in the system with numerous reporting options. The incident reports provides a tool that will help you to easily identify trends and take appropriate action when needed. 8E. Track Employee Training & Certification Employee Requirements is the next evolution for the human resources (HR) department. Slash the time it takes your HR department to track the requirements of employment and eliminate the need to manually track your employees. This module leverages the best in integration concepts to save your agency time, keep you in compliance with mandates and assist you in managing employees efficiently and effectively. The benefits of Employee Requirements are three fold. First, the system knows your “benchmarks” or requirements for employment at your agency (background checks, eligibility dates, training requirements, etc.). Second, by simply assigning an employee’s job title and/or work group in Payroll or Human Resources, the benchmark is applied individually to each employee based upon his/her job(s) performed and/or area worked. Finally, reports and notification of individual status and requirements coming due are handled in an automated system using reports, form letters, e-mail notifications and self- service via the Internet. 8D. Medical History Record comprehensive medical data related to every aspect of a person’s general health and well-being. Updates can be entered on a regular basis while not losing the previous medical information. Quickly access a full history of prescribed medications, including the official list of medications from the FDA. Track which employees have been trained to pass which medications to which people. Print complete medical history reports for review and filing. 8E. Track Employee Training & Certification Assure employment requirements are being completed in a timely fashion, such as background checks and training requirements. Automatically remind users of missing or expiring information and create reports and memos to the employees indicating the gaps in their employment requirements. 8D. Medical History Through the customizable Consumer Events module, medical history can be recorded in the system. 8E. Track Employee Training & Certification The Express system provides the ability to maintain an unlimited number of employee events. Employee events are the items you wish to track and to be reminded of through system reports. The system allows you to define the set of events you wish to track and to define the parameters for the event, such as, whether the event is required, must be completed within x number of days of hire date, and once completed the number of days before the event is due again, etc. Once the master setup work is completed for the employee events, the events will copy to the employee record when they are entered, and if needed, automatically reschedule the event when the event is completed. 13 8F. ISP Activities: Track, Document 8G. Mileage Tracking/Reimbursement System can track billable and unbillable mileage for submission to funding source (if appropriate). Through a single point of entry the software will bill the funding source for mileage and reimburse the employee if mileage is reimbursable. 8F. ISP Activities: Track, Document 8G. Mileage Tracking/Reimbursement Mileage can be entered/tracked via Odometer readings, actual miles provided, and/or captured with our Single-Entry/Zero-Entry module. Employees can then automatically be reimbursed for mileage. 8F. ISP Activities: Track, Document For tracking purposes, the Express system will allow the user to document service units to either one Tracking/Reimbursement 8G. Mileage general ISP Description, or to every separate ISP activity in the Along with the consolidated time entry, Express provides the ability to enter the transportation provided during the time span entered. With this information, the system will not only bill the HPC time, but will generate the billing for the transportation entry, and, if the option is selected, the system will send the transportation through to your payroll module for reimbursement to the employee. Note: Reimbursing the employee for the transportation expense requires a payroll system that can process expenserelated items and not withhold tax on the dollars associated with the transportation reimbursement. 8H. Manage and track appointments(doctor appt.) The system provides the ability to create consumer events. The consumer event record can be used to track any item related to the consumer and to receive reports sorted by the staff person responsible for the completion of the event. The consumer event section of the system is a powerful tool and its ability to track and report on items is only limited by your imagination. 8H. Manage and track appointments(doctor appt.) Available as events within the Client Information module 8H. Manage and track appointments(doctor appt.) Medical appointments, ISP meetings or any other kind of appointment can be tracked, including when the appointment is, who is scheduled to accompany the consumer, and when the next appointment is scheduled. For clients using the scheduling module, appointment information will appear on the site schedule for the week. 14