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There are two primary users.

Vendors

  • Register and Find Clients.

  • Add Assessments/Surveys, Notes, and Services.

  • Mandated Data Check-Ins and Deactivations.

  • Add Non-Client Based Services.

Lead Agency

  • Program Oversight with access to all clients, assessments/surveys, and services.

  • Invoice Approvals, Denials, Mark for Corrections, and some Lead Agency Payments.

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