Notes2Claims closes the gap between services and billing by offering a comprehensive all in one system for Case Management, Residential Services, Community Support Services, Mental Health and Substance Abuse Outpatient Therapy, Brian Injury, Occupational Therapy, Physical Therapy, Speech Therapy and Special Education Management.

  • Customizable Assessments allows users to determine criteria.
  • Treatment Plans with goals and objective library, expiration notifications, complete integration with progress notes.
  • Progress Notes have multiple entry and format options to allow the best user experience, track progress on goals and objectives, track opportunities and success, track events, behaviors and much more.
  • Outcome Tools reports and exports individual, staff and organizational data to determine progress and achievements.
  • Scheduling create client, staff appointments, notification of missed progress note and create progress notes from schedule.
  • Authorization tracking and notifications in real time.
  • Annual form templates and notifications
  • Medication Administration Record (MAR)
  • Reports offering a wide selection of reporting and exporting options
  • Messaging allows users to attach documents and send messages to each other or groups
  • Client Overview convenient location for all client related documents for easy viewing and review
  • Electronic signatures


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