Who Uses This Software?

Assisted Living, Group Homes, Case Management Human Services: Hospice, Adult Foster Care Residential and Day center practices for adults and adolescents from a single home to 1500 sites

Average Ratings

3 Reviews
  • 5 / 5
  • 5 / 5
    Ease of Use
  • 5 / 5
    Customer Service

Product Details

  • Free Demo
  • Deployment
    Cloud, SaaS, Web
    Installed - Windows
  • Training
    Live Online
    In Person
  • Support
    Business Hours

Vendor Details

  • AdvanTec
  • www.findsocialservicesoftware.com/
  • Founded 1998
  • United States

About Client Services Manager

Meds Management, Billing, Service Plans, Goals, ISP , progress notes, shift notes, user defined programs, user defined access, multiple roles, multiple sites, multiple management levels, Full HRS (personnel, staffing, training), remote access from IPad, Mac, PC, Droid, IPhone, optional full accounting, EDI , Consumer Web Portal, Maintenance, Transportation , Meals, Document Management scalable from 1 - 1500 sites MN 245D

Client Services Manager Features

  • Admissions Management
  • Billing & Invoicing
  • Building Maintenance
  • Care Planning
  • Incident Management
  • Medical Records
  • Medication Tracking
  • New Resident Assessment
  • Resident Info Management
  • Scheduling
  • Staff Management
  • Work Order Management

Client Services Manager Reviews

Software is very user friendly, make work flow within the organization appear seemless

Jan 28, 2016
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: Con
Take a while to figure everything out as the system admin and understanding all the parts of the software. Paying for training hours to learn how to used the program to your advantage and not having 24 hours tech support

Great customer service , that is always willing to help.
Software is customize to your company need to the very last detail.
Link to your company website within the software.
Very little down time, never a hold business day
This software is so great, it will make you want to expand your company, with everything there is pro and con, but the pro outweigh the con to a million. If you own or manage a group home or assisted living facility, this is the best software for you, it worth the time it take to get everything together.

Vendor Response

by AdvanTec on January 28, 2016

Thank you we constantly try to improve our products an services

Advantec's CSM

Jan 26, 2015
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: This system has made our life so much easier with tracking and access of documentation.

Vendor Response

by AdvanTec on January 28, 2015

Thank You -- we try

CSM streamlined my entire operation

Nov 11, 2011
5 / 5
Ease of Use
5 / 5
Customer Support

Pros: This software provides fully integrated client and employee scheduling, task assignment, service provision, time reporting, document management features -- all employees know what they need to do with whom and when, and I know if and when they did it.

We can adapt the systems form, data collection and process flow to our specific needs.

I can audit any part of my operation immediately and know that my clients are getting a high quality product.

All client data and documents are immediately available to all the staff that need them.

Cons: .. it takes a couple of months to bring all the features on-line and maximize benefits -- as we loaded our custom templates and forms into the system in addition to the standard tools already in place.

Overall: Outstanding.. I can see that we will be able to expand our business and manage it much more effectively while providing an even higher quality of service and keep our costs in line.