Lutz-San Filippo
"In Service To Others, We Become Free"

                                                                           Practice Management Software

Socrates - A Home Health Care

                                                       & Staffing Agency Management Environment

Socrates is an integrated software product that will provide you with a single source to maintain your home health agency data and manage your business.

Socrates will help to reduce operating costs and improve the efficiency of your agency.

Socrates is an affordable software solution for most small and medium sized agencies that accept private pay, insurance, and Medicare patients.

Socrates provides the flexibility to schedule multiple patients and multiple providers over multiple time frames, invoice for the services to private payers, insurance companies, and/or Medicare, and then pay the providers for their services.

Socrates - System Modules

  1. New Referral/Intake
  2. Setting up new patient
  3. Patient data
  4. Account/Payor data
  5. Medical Provider data

Scheduling

  1. Scheduling patient visits
  2. Scheduling service providers
  3. Changing schedules
  4. Changing providers
  5. Printout of calendars

Case Management

  1. Case notes in system
  2. Treatment plan
  3. Diary activities
  4. Case management reports

Accounting

  1. Accounts Receivables
  2. Invoicing
  3. Post Payments
  4. Aged Accounts Receivables Report
  5. Sales Report - Add-on Feature
  6. Cash Receipts Report
  7. Payroll
  8. Set-up Employee
  9. Run Payroll reports
  10. Export payroll files - Add-on Feature

Human Resources

  1. Employee demographic data
  2. Payroll data
  3. Attached scanned copies of required documents - Add-on Feature

E-Files - Add-on Feature

  1. Scanned case notes
  2. Scanned personnel records

Maintenance

  1. Patient database
  2. Account/Payor database
  3. Employee database
  4. Medical Provider database
  5. Service codes
  6. Accounting codes
  7. E-file codes - Add-on Feature

 

 

 

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