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
- New Referral/Intake
- Setting up new patient
- Patient data
- Account/Payor data
- Medical Provider data
Scheduling
- Scheduling patient visits
- Scheduling service providers
- Changing schedules
- Changing providers
- Printout of calendars
Case Management
- Case notes in system
- Treatment plan
- Diary activities
- Case management reports
Accounting
- Accounts Receivables
- Invoicing
- Post Payments
- Aged Accounts Receivables Report
- Sales Report - Add-on Feature
- Cash Receipts Report
- Payroll
- Set-up Employee
- Run Payroll reports
- Export payroll files - Add-on Feature
Human Resources
- Employee demographic data
- Payroll data
- Attached scanned copies of required documents - Add-on Feature
E-Files - Add-on Feature
- Scanned case notes
- Scanned personnel records
Maintenance
- Patient database
- Account/Payor database
- Employee database
- Medical Provider database
- Service codes
- Accounting codes
- E-file codes - Add-on Feature
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