Asset Tracking

We have made an improvement to the ability to manage and track assets for the people you support. Please follow these steps to get familiar with our enhanced assets tracking system

Step 1: Go to the Profile and then the Administrative tab.

Step 2: Here under Billing you can see the many types of benefits and you can now add expiration dates for any benefit type.

Step 3: You can view the history of a benefit amount by clicking Show Historical Log at the top of the screen.

Step 4: Two new types of benefits have been added: Housing Assistance and Food Stamps.

Step 5: Once you click Edit, you can add more burial trusts by clicking where you see add more. 

Step 6: Under the Income and Resources tab, there is a new waiver eligibility start date section. 

Step 7: There is a new Assets section where you can keep track of purchases for people you support.

Step 8: Click the green Add Asset button and type in the details of the purchase. You can even upload a receipt.

We hope you enjoy these new enhancements and look forward to your feedback. 

Contact Information

For more information please contact us at:


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