Software > IT projects > Social services organization for people with disabilities seeks software for client management and billing (service recording)

Social services organization for people with disabilities seeks software for client management and billing (service recording)

IT project from: social services organization (independent) (Germany)Project no. 24/3236: finished
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Mr. Dipl.-Ing. Olaf Kram
olaf.kram@softguide.de

I am self-employed and work in disability care and am looking for a solution for client management and billing (outpatient services).

The software should meet the following requirements, among others:

  • Client documentation (digital files, master data entry)
  • Service recording and calculation – for outpatient services
  • Submission to the cost bearer, billing
  • Assistance plans
  • Forms with automated placeholder filling from master data
  • Cooperation partner lists
  • Document management, storage
  • Platform-independent (cloud)

Two software workstations are planned.

The software should have the following functions.

Necessary:
Ad hoc reports
Calendar and appointment management
Case management
Client management
Contact management
Cost accounting system
Cost unit accounting
Customer management
Electronic patient record
Form management
quotation management
Sample contracts
Scheduling
Optional:
Employee management
Escalation management
Notification system
Future:
Assessments
Attendance management
Order management
Personnel development
Progress Tracking
Target and task tracking
Task management
User management
Volunteer management
Working time management

Based on the specific requirements, the following solutions can be considered:

MService
Maintenance Management, CMMS

Project statistics

Quantity
Researched solutions 30
Selected potentially relevant solutions (of which published) 16 (1)
Sent e-mails (questions, queries) and telephone calls 63
E-mails received from vendors 16
Direct responses to the IT project 4
Responses classified as relevant 11