Special-education providers coordinate hundreds of students, therapists and school districts at once — capturing every service note, meeting strict compliance requirements, and billing each district against its own contract rates.
Spreadsheets and disconnected tools made note approvals slow, service utilisation hard to track, and month-end billing painful. The client needed one platform that runs the whole operation, from referral to reconciled invoice.
Every service note must be reviewed and approved before it can be billed — at scale, across many providers.
Each district brings its own students, contacts, contract rates and reporting requirements.
Rates vary by service and district; month-close and reconciliation had to be accurate to the unit.
Track delivered service units against every student’s authorised total, in real time.
Turn incoming referrals into active clients without re-keying a single field.
Protect sensitive student and provider records with role-based access.
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Talk to our expertImmersed in the client's goals, users and market to define the right solution.
Analysed competitors, user needs and technical options to shape a roadmap.
Designed intuitive interfaces and built with clean, scalable, well-tested code.
Rigorously tested across devices, then deployed with secure, automated pipelines.
Continue to support, monitor and enhance the platform as the business grows.
Track key metrics and continuously optimise for performance and conversion.
Ensured the platform meets relevant data-protection and industry requirements.
A single accountable team from first workshop to ongoing optimisation.
One connected platform covering the full service lifecycle — referral, scheduling, delivery, QA approval, billing and analytics.
Manage students, providers, districts and contacts — with files, schedules and role-based access.
Providers log notes; reviewers approve or reject from a Waiting-Notes queue, with bulk “Approve All”.
Master contract rates per district and service, with month-close and reconciliation.
Per-student pending approvals and service-unit utilisation against authorised totals.
One-click conversion of a referral into an active client — no re-keying.
SMS and messaging to keep providers, parents and districts in the loop.
A modern, proven stack built for performance, scale and security.
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