Case manager & supervisor roles
A purpose-built role structure: case managers fill out monthly notes, supervisors review and approve.
Meeting capture
Record the meeting date and location. Remote-meeting policies can require a documented reason.
Dynamic deadlines
As soon as the case manager records the meeting date, the final due date is locked in automatically.
Multi-channel reminders
Email and optional Twilio SMS for cycle starts, missing meeting dates, and deadlines at 5 + 2 days out.
AI monthly note
Flag questions in the survey builder and the system generates a compliance-ready paragraph on save.
Supervisor feedback loop
Draft → Submitted → Feedback → Applied → Approved → Complete → Billed. Full status history, all audited.