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There are two primary users.

VendorsVendor users can

  • Register and Find Clients at their location(s).

  • Add Client Assessments/Surveys, Notes, and Services.

  • Add Mandated Data Check-Ins and Deactivations.

  • Add Non-Client Based Services.

Lead Agency user can

  • Program Oversight (Vendor Read-Only permissions) of all vendors in projects they are approvers for with access to view all clients, assessments/surveys, and services.

  • Invoice Approvals, Denials, Mark for Corrections, and some Lead Agency Paymentsview of their project invoices and vendor spending.