Why Choose SPM

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Advantage Process Function Description Benefit
         
Integration and Reliability Overall Manage multi company enterprise in one platform Handle multiple companies, or separate branches, and easily switch from one to another in one platform Allows flexibility and growth. More durable investment in IT and Software.
         
Integration and Reliability Overall Manage multi location/branches within any company Handle multiple locations to serve different regions and regional centers Allows flexibility and growth. More durable investment in IT and Software.
         
Integration and Reliability Overall ERP Integration Program can integrate: 1) Billing Module with AR in ERP; 2) Payroll Module with AP in ERP; 3) HR Module with HR in ERP Allows flexibility, growth and robustness of ERP alongside best practices. More durable investment in IT and Software.
         
Integration and Reliability Overall Scalability Robust software to attain growth at any pace (current clients range from 30 employees w/150 active customers to 700 users w/over 4000 active customers). Allows flexibility and growth. More durable investment in IT and Software.
         
Streamline Data Collection/Processing  Overall Dual Screens Every screen contains the entry section while also displaying grid with existing records. Look and feel of screen improves user experience and leads to better operations.
         
Streamline Data Collection/Processing  Overall Powerful Data Finder Each "finder" grid can be filtered and/or sorted by different fields. Easy and fast method to find relevant information . Improves efficiency and accuracy finding and accessing data, decreases costly data entry errors.
         
Visibility Overall User Management/Security Administrator can manage access to modules by creating user groups (Payroll Department, Field Staff, Office Admins, HR department, etc.) and tailoring the access to the program for each group. Protects sensitive information while allowing all sectors of the business to operate in the same platform.
         
Streamline Data Collection/Processing  Planning UCI Module: Manage intake leads Enter referrals and other prospects, and convert them into active customers seamlessly . Maximize business opportunities to increase revenue.
         
Streamline Data Collection/Processing  Planning UCI Module: Centralized View and Maintenance of Customer Profile Enter UCI  (Unique Customer Identifier) information in one place and will be visible to every partner. UCI contact information, language preference, reason for referral, regional center. Assign staff and other resources to customer. Improve visibility and communications. Decrease costly data entry errors. Minimize unnecessary inquiries by providing access to information to all relevant parties.
         
Streamline Data Collection/Processing  Planning Regional Center Module: Centralized View and Maintenance of Regional Centers Enter and maintain multiple regional centers. Monitor activity per center and  identify performance patterns and opportunities. Improve visibility and monitoring of regional centers to maximize business opportunities with each entity
         
Streamline Data Collection/Processing  Planning Authorization Module: Centralized View and Maintenance of Authorizations Enter, edit and monitor authorizations/certifications(?). Align accurate service scheduling, execution, and billing. Accurately monitor billable hours to schedule resource that most closely meets client needs.
         
Visibility Execution Alert System Create alerts to indicate key business opportunities/metrics. Example:  alert when authorization is about to expire, but has an outstanding balance of hours not scheduled/provided. Closely monitor opportunities to improve profitability.
         
Streamline Data Collection/Processing  Overall Notes  Insert notes in any entry screen to collect miscellaneous information. Critical information is at your finger tips.
         
Streamline Data Collection/Processing  Execution HR Module: Centralize View and Maintenance of Employee Profile Enter, edit and monitor employees personal information, earnings, tax classifications. Track compliance with company policy (training attendance, submission of documents, etc.) and view employee history. Serve the needs of employees to cultivate and retain talent. Increase the value of your staff to increase the value of your business. Detect and prevent problems with your human resources.
         
Streamline Data Collection/Processing  Execution Payroll Module: Centralize View and Maintenance of Timesheets and payment information Enter and edit timesheet information. Compare total hours provided to hours authorized. Create employee checks. Pay promptly and accurately to avoid costly mistakes and maintain employee morale and satisfaction.
         
Streamline Data Collection/Processing  Execution Overtime Module Manage multiple rates, and establish rules for min/max hours, and overtime.  Pay promptly and accurately to avoid costly mistakes and maintain employee morale and satisfaction.
         
Integration and Reliability Execution Pay via direct deposit Allow payment through direct deposit to improve speed and security. Pay promptly and accurately to avoid costly mistakes and maintain employee morale and satisfaction.
         
Visibility Earnings Billing Module: Centralized monitoring of billing process Browse billable hours in multiple ways and monitor alignment with hours provided by specialists.  
         
Visibility Earnings Linking  Compares hours authorized, provided, and billed per authorization, UCI, regional center, etc. Closely monitor revenue stream to avoid over scheduling or under billing.
         
Visibility Overall Full Drill-down/Linking Drill-down to detail/source records when viewing a mater record (i.e. from customer record, compare hours authorized, provided, and billed per authorization, UCI, regional center, etc). Save time in during auditing and analysis.
         
Visibility Overall Exceptional Standard Reports 25 out-of-the-box reports to track earnings, payment cycles, employee activity, profitability per service, regional center, etc. Monitor performance in key areas to detect weaknesses. Identify profitable opportunities .
         
Visibility Earnings External Reports Automatic generation of DS5268 form to comply with requirements per regional centers. Significant decrease in labor cost to generate mandatory reports and forms to comply with industry requirements.
         
Visibility Execution Program Coordinator Module Clinical Supervisors can monitor their staff and overview if totality of services have been provided in an accurate and timely fashion. Enable mid managers to monitor their staff in an effective and prompt manner to maintain service level.
         
Visibility Execution Dashboards Additional tools designed for clinical department  to help follow up in a case-by-cases level (i.e. highlight  cases in different colors according to the percentage completed of the case). Enable mid managers to monitor their staff in an effective and prompt manner to maintain service level.
         
Integration and Reliability Overall Audit Module Ability to audit data entered and check data integrity. Monitor data integrity and reliability to prevent data corruption and other costly errors. 
         
Visibility Overall Change Logs Ability to view who entered or changed data entered per each record in each module. Enable traceability. Ensure transparency of the system. Prevent unnecessary, time consuming, inquiries. 
         
Streamline Data Collection/Processing  Overall Export Data Ability to export any grid into MS Excel or MS Word. Enable easy and fast data export for additional analysis.
         
Streamline Data Collection/Processing  Overall Document Management Manage the intelligent storage of information. Retrieve and share documents safely and efficiently. I am not understanding this. Efficient document management to save time retrieving and sharing information.
         
Streamline Data Collection/Processing  Overall Mail Merge Ability to generate mass communication (regular and e-mail). Fast and efficient method to reach large groups. Prevents duplication and virtually eliminated this labor intensive task.
         
Streamline Data Collection/Processing  Earnings Billing Calendar Generate calendar to run billing per regional center, private consumers, schools, and other related entities. Timely processing of billing to improve collection time and increase cash flow.
         
Streamline Data Collection/Processing  Execution Employee Web Timesheet Submission Employees can enter hours worked over the internet. Streamline data collection and save labor time.
         
Streamline Data Collection/Processing  Execution Employee Web Portal Via the internet, employees can view and change employee data and print forms (i.e. change number of dependents or print payroll/payment stub). Provide employee with 24/7 access to relevant information, reduce unnecessary inquiries, and HR personnel time.
         
Streamline Data Collection/Processing  Execution Google Mapping Integration Employee can view maps for scheduled appointments. Provide employee with 24/7 access to relevant customer information, reduce unnecessary inquiries.
         
Streamline Data Collection/Processing  Planning Supervisor Web Portal  Via the internet, management can track cases and history,  monitors staff,  approve timesheets, etc. Provide supervisors with 24/7 access to relevant information, reduce unnecessary inquiries.
         
Visibility Overall Web Based Reporting Enable any relevant entity (i.e. CPA Firm, Consultants, etc.) to access reports and key information about your business via the internet. Provide stakeholders with 24/7 access to relevant information, reduce unnecessary inquiries.
         
Streamline Data Collection/Processing  Execution Parent Portal Enable parents and other end consumers to access key information about the services been provided. Provide end-consumers with 24/7 access to relevant information, reduce unnecessary inquiries.
         
Streamline Data Collection/Processing  Execution Consumer Service Portal Enable Consumer Service Coordinators (Regional Centers) to access key information about the services been provided and billed via the Internet. Provide Regional Centers with 24/7 access to relevant information, reduce unnecessary inquiries.