New Blog

InfoServ DD has a new way to tell you about recently added features and planned features!


Here are some of our features for Individuals:

SELECT INDIVIDUAL  Search by Name/SSN PERSONAL INFO  Edit Demographics  Add Individual  New Health Passport  HealthCare Oversight  HealthCare Report  Enter Passport Info  Personal Info Sheet Checkbook  View Entries  Add Entry  Checking Report  Excel Report  Entry Report  Balances  Summary  Reconciliation  Add Reconciliation Personal Finances  View  Add Petty Cash  View  Add Property  View Property  Add Property  Property Report Legal Forms  Select Form Referrals  View Referrals  Add Referral  Edit Referral  Delete Referral  Referral Report Visitor Log  View  Add  Report Activity Calendar  View  Add  Calendar Menu Calendar  View  Add  Clone  Calendar  Add Daily Notes NOTES Daily Notes  Search  Add Daily Notes  Edit Template  Reports Daily Support Notes  View Notes  Add Note  Edit Template  Report ABC Data  View  Add  Report BSP  View  Add Nurse Notes  View Notes  Add Note  Edit Template  Report Nurse Assessment  View  Add Nurse Workload  View Notes  Add Nurse Workload  Edit Template  Report Therapy Progress  View Notes  Add Note  Report Provider-Mo. Reviews  View Reviews  Search  Add Review  Automatic Review Reports  All  Search Assessments / BSP  This Year  Search  Add Assessment or BSP Reports  All  Searc CONTACTS Addresses  View Addresses  Add Address  Address Report Contacts  View Contacts  Link Contact  Contact Report  Contact Notes Professionals  View Prof.  Link Prof.  Prof. Report Insurance  View Policies  Add Policy  Ins. Policy Report CHARTING  Work With Charts  Charting Report  REQUIREMENTS Attendance  Search  Add Attendance  Report BM  Search  Add BM  BM Report Hygiene  Search  Add Record  Report Seizure  Search  Add Seizure  Seizure Report Seizure Obs  View  Add Weight  View  Add  Report Menstrual  View  Add Menstrual  Report Day Services  View  Add  Report Fluid Intake  Search  Add  Report Fluid Output  Search  Add  Report Vitals  View  Add  Report Support. Employment  View  Add  Report Sleep  View  Add  Report Positioning  Search  Add  Report Range of Motion  Search  Add  Report Body Inspection  Search  Add  Report HEALTH Diagnosis  View Diagnoses  Add Diagnosis  Diag. Report MED ADMIN MAR  Give Medication  List Open MARs  MAR Report  Mo. MAR List Med/Prescrip  Add Med  Edit Med  Delete Med  Prescriptions  Medication Report  Current Med Report  Pharmacy Report Med Count  View  Add  Report Med Variance  View  Add OUTCOMES  Current OUTCOMES  All OUTCOMES  Search Instructions  ISP OUTCOMES Report  Action Status Report  View Staff Instruc.  Staff Instruc. Report  Add Progress Note ISP  View ISPs  Add ISP  Download Form ENCOUNTERS / EVENTS  View  Add  Report  PCP/Specialist Chron. SERVICE PLAN / Cost Plan  Cost Plan  Cost Plan Report  SERVICE PLANs  SERVICE PLAN Report MOVED FROM / TO  View Movement  Add Movement  Edit Movement  Delete Movement  Movement Report PSR  View PSR  Add PSR PLAN OF CARE  View  Add INCIDENT / INVESTIG.  View My County  View Incidents  Add Incident  Add Incident Short Reports  By Description  By Type  By Severity  By Location  High Risk Review  Investigation Info  Committee Reviews  Incident Query  Committee Query RISK ISSUE TOOL  View Old Tools  View New Tools  Add Tool

...and some of our Financial Features:

• MONTHLY BILLING
•  Create monthly billing
•  Unpaid billing records
•  Closed billing cycles
•  Enter actual amounts
•  Close billing cycle
•  Delete billing cycle
• Reports
• Billing
•  Billing
•  Cumulative
•  Billing Calendar
•  Billing Query
•  Adjustments
• Therapy
•  Therapy Billing
•  Util. Tracking
•  Util. Tracking2
•  Therapist UB92
•  Billing Calendar
•  Bill. Cal. Travel
• Service/Cost Plans
•  Service Plans
•  SP Disposition
•  Cost Plans
•  CP Query
• ADJUSTMENTS
•  Add Adjustment
•  Edit Adjustment
• COA Export
•  Add New COA
•  Edit COA
•  Delete COA
•  COA Report
• Batch Checking
•  Search
•  Add

...and some of our Employee/Contractor features:

Employee Mgmt  Add Employee  Display All  Employee Search Employee Training  Employee Training Admin Notes  View Notes  Add Note  Delete Note  Report Exec Notes  View Notes  Add Note  Delete Note  Report Applicants  View Applicants  Add Applicant Applications  View Applications Job Postings  View Jobs  Add Job Discipline  View List  Add Misconduct  View List  Add Evaluation  View List  Add Training Schedule  View Schedule  Add Schedule  Report Shift Schedules  View Shift Schedules  Add Shift Schedule  Shift Sched. Report Work Schedules  View Work Schedule  Add Schedule  Work Sched. Report  Work Calendar Workers Comp  View Claims  Add Claim  Search Claims Permissions Mgmt  Edit User Groups General Reports  Applicants  Auto Ins. Expirations  Caseload  Caseload Units  Caseload CPRates  Disciplary Action  Drivers License Exp.  Employees  Employment  Health Info  INS Exp.  Medication Certified  New Employees  Next Evaluation Due  Personnel Checklist  Terminations  Time Tracking  Training Record All  Training Record  Training ISC  Training List  Training Due All  User Rights  Workers Comp  Work Sites  Work Schedules Queries  Employees  Employment  Health  Job Applicants  Job Postings  Leave  Positions  Training  Login/Out

...and some of our Maintenance features:

Agency Mgmt  View Agency  Agency Sites Casual Site Visit  View Visits  Add Visit  Visit Report Consumer Checklist  View  Add  Report Contacts Mgmt  Add Contact  Edit Contact  Delete Contact DS Weekly Schedule  View  Add  Schedule Fire/Weather Drills  View Drills  Add Drill Record  Drill Report Health Items Mgmt  View All  Search  Add Insurance Companies  Add Company  Edit Company  Delete Company Licenses  View Licenses  Add License  License Report Maintenance Request  View  Add  Report Medication Check  View Med Checklists  Add Med Checklist  Med Checklist Report Monthly Home  View Weekly Home  Add Weekly Home Nightly Room Checks  View Room Checks  Add Room Check  Room Check Report Notifications Mgmt  View  Add Omnicare Interface  Upload File Position Mgmt  View All  Search  Add Professionals Mgmt  Add Prof.  Edit Prof.  Delete Prof. Pull Down Mgmt  View Groups Res. site Visit  View Site Visits  Add Site Visit  Site Visit Report  Download Form  Sites Listing Site Calendar  View  Add  Calendar Site Menu Calendar  View  Add  Calendar Site Petty Cash  View  Add  Report Vehicle Check  View Checklists  Add Checklist  Vehicle Report Water Temp Chart  View  Add  Report Alt Agency Mgmt  Setup Alt Agency  Edit Alt Permissions General Reports  Assessment Report  All  Caseload Master  All  Caseload Outcomes  Chart Reports  Charting Composite  Charting Report  All  Checking Entries  Client Report  All  Contacts Report  Contacts Mailing Labels  Daily Note Report  Daily Note Tracking  Daily Support Notes  Daily Support Note Tracking  Diagnosis Report  Encounters Report  All  Insurance Report  Inventory Report  ISP Contacts Report  ISPs Current  ISPs Due  ISPs (All)  All  Med Management  Meds/Prescriptions  Prescriptions  Medications Given  Medication Alerts  Medication Reorders  Medication Variance  Med Variance w/Name  Med Var. Responsible  Monthly Encounters  Monthly Site Tracking  Mo. Review Dates  Monthly Review  All  Monthly Tracking  All  Movement Report  Nursing Assessment  Nurse Notes  Nursing Workload  Outcomes  Outcome Actions  Outcome Action Tracking  Physical Dates  All  Professionals List  Professionals/Clients  Progress Notes  Progress List  Re-Certifications  All  Risk Issues Due  Room Check Tracking  Services Report  Staff Insruc.  Vehicle Inspect.  Vital Signs Utilization Reports  Available Units Therapist Reports  Thera. Util.  Util Tracking  Available Units  Therapy Evals  Thera. Bill v. Non  Client Services Queries  Individuals (Active)  Individuals Oversight  Addresses  Agency Sites  Casual Site Visit  Contacts  Daily Notes  Daily Support Notes  Diagnoses  Encounters  Finances  Fire/Weather Drills  Follow-Along Notes  Health Charting  Insurance  Insurance Companies  ISP Dates  Licensure  Medication Checklist  Meds/Prescriptions  Nightly Room Checks  Omnicare Patient File  Omnicare Order Record  Outcome Actions  Outcome Status  Personal Property  Professionals  Residential Site Visit  Staff Instructions Progress Action Log  Search Log  Action Log Query  Signature Demo