Get organized

Streamline your office; manage your contacts, your calendar, and your caseload with integrated features. Know who, what, when, where, and why at a glance.

Calendaring — No more sticky notes to get lost. With EMS Reminders, Important Dates, and Check Lists, you can set appointments, follow up calls, and court hearings to display on your master calendar.

Contact management — Create a master list, identify specific supports for each case, and track next of kin and trust beneficiaries. EMS lets you use the data you enter to your advantage to manage relationships and streamline data entry.

Case Management — Bring the pieces together to see the big picture. From basic demographic data to medical information, assessments, and case history at your fingertips, EMS helps you to place your focus on the client.

Increase Productivity

We understand that time is a valuable resource so we equipped EMS to help you make the most of every day. Multiple programs and duplicate data entry is eliminated. Now, you can keep all your data in one place.

Time & Expense — Improve communication and increase revenue by tracking time, expenses, and case notes in real time.

Banking and Finance — Automate transactions to pay bills and create checks, reconcile accounts, track assets and investments, create budgets, and manage both shared and individual accounts.

Document Storage — Access what you need when you need it with uploaded electronic files viewable in EMS.

Deliver Accountability

Run statistical reports, design custom queries, and print court reports with only a few clicks. You will find a wide variety of formats, styles, and categories of pre-defined, field driven reports to query both personal and financial information.

Reporting — Create customized reports using the Status Report Designer, Custom RichText Report Designer, Custom Query Designer, or choose from more than 180 variations of formatted reports to find the most effective way to display and print your data. Apply selection filters, customize report names, and edit headers, footers, and signature lines to produce professional reports for internal and external use.

Stay Secure

We take the security and confidentiality of your client data very seriously. To that end, we have employed industry best practice safeguards to ensure that your information is as safe as possible.

Data Center Security — HIPAA-compliant encrypted data, data backups, unmarked facilities, biometrics, and video surveillance in 5 fully redundant data centers with Redundant UPS (Uninterruptible Power Supply) systems.

Application Security — Three-tiered login, password protection settings, IP restrictions, User Rights, and Access permissions work together to offer multiple layers of protection to keep your client data secure.