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About Us
Who We Serve
Partners and Integrations
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Resources
Support
- Learning Center

Category: Forms & Documentation

IDD agency leadership team asking questions during a software demo evaluation

What to Ask in an IDD Software Demo: 15 Questions Your Team Should Have Ready

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IDD agency staff reviewing a new referral submitted through a digital referral portal

What a Referral Portal Does for IDD Agency Intake and Growth

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IDD agency staff completing a digital intake form using Vertex Forms instead of paper

How Vertex Forms Replaces Paper Workflows at IDD Agencies

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IDD agency administrator building a custom multi-step consumer enrollment form in Vertex Forms with direct Case Manager database integration and external submission capability

Powerful Features of Vertex Forms That IDD Agencies Rely On

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IDD agency case manager reviewing consumer intake and enrollment forms submitted through Vertex Forms with data automatically populating the corresponding record in Case Manager

Types of Forms IDD Agencies Are Building with Vertex

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Vertex Q2 Webinar Blog Announcement

Join Our Webinar: Introducing the Vertex Referral Portal

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Vertex Systems Referral Portal product announcement showing structured digital consumer referral form embedded on IDD agency website connecting to Vertex Case Manager

Vertex Systems Launches Referral Portal

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IDD agency staff reviewing structured consumer referral submissions from external case managers inside the Vertex Case Manager Referrals interface after Referral Portal submission

How Vertex’s New Referral Portal Transforms Consumer Intake for IDD Agencies

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Vertex Q2 Webinar Recap Blog

Webinar Recap: Introducing Vertex Forms and Billing as a Service

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IDD support coordinator completing an electronic consumer intake form on a tablet connected to Vertex case management software eliminating paper-based documentation

Why IDD Organizations Are Moving to Electronic Forms and What It Is Making Possible

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IDD case manager using Vertex Forms to complete a custom electronic consumer intake form connected to the Vertex case management database

Vertex Systems Introduces Forms: Custom Electronic Forms That Connect Directly to Your Case Management Data

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Navigating the Shift from Paper to Digital for IDD Agencies

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The Perks of Vertex Case Manager, Release 8.3.8

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Delivering superior information management solutions that help unlock the potential of IDD Organizations.

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110 E. Houston Street, Floor 3
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