Vertex Modules
IDD Software Designed With Your Agency in Mind
Vertex’s modules offer cutting-edge IDD software tailored to meet the unique needs of your agency. Our technology empowers you to harness the power of data to optimize operations, enhance decision-making, and drive success.
Case Management Solutions
Form Solutions
Turn your existing forms into digital workflows connected directly to your Vertex database.
Forms
Vertex Forms allows IDD organizations to build custom electronic forms for consumers, staff, and external parties. Completed forms populate data directly into Case Manager, attach as saved documents to the appropriate file, and eliminate the paper-based processes slowing your team down. Build referral forms, intake documents, enrollment requests, periodic summaries, onboarding packets, and more, all in a format your team already knows.
Referral Management
Simplify how your agency receives and processes consumer referrals.
Referral Portal
The Vertex Referral Portal gives external case managers, social workers, and partner agencies a direct way to refer consumers to your organization. Built on Vertex Forms technology and fully integrated with Case Manager, it accepts submissions from your website, routes them through your review process, and automatically creates consumer records upon approval.
Payroll Solutions
Streamline your payroll and stay compliant with ease using Vertex’s advanced payroll solutions.
Client Payroll Manager
Our comprehensive cloud-based Client Payroll Manager software ensures compliance with DOL regulations by simplifying the tracking and reporting of client earnings and productivity.
Vertex Enterprise Resource Planning (ERP) Business Back Office
Our cloud based back office ERP solution caters to IDD as well as non-IDD organizations to optimize back office functions by integrating work areas, streamlining processes and unlocking time savings. The ERP is built on Microsoft Dynamics 365 Business Central, one of Microsoft’s flagship ERPs. The solution entails focused work areas relating to finance, payroll and production.Â
Vertex Financial Manager
The feature enriched financial management system is loaded with hundreds of augmentations to benefit organizations such as yours. It is equipped to manage your organizations complete financial needs from general ledgers, financial statements, accounts receivable and accounts payable to fixed assets, purchasing, invoicing and budgeting.
Vertex Staff Payroll
This is a robust payroll processing system powered by Sylogist Payroll. The solution helps process in-house payroll by calculating the gross to net and is designed to simplify payroll tasks thus making payroll information available across your system. Efficient payroll processing and regulatory reporting allows you to work through your processes end to end. It is geared to allow imports from time collection / clocking systems to eliminate redundancies in data entry and unlock significant time savings.
Vertex Production Manager
This is a fully fledged production solution geared to assist organizations that deliver prime/subcontract assembly and manufacturing services. With the Vertex Production Manager you get the best of both worlds – rich features from Vertex and alignment to industry standard practices from Microsoft.The solution integrates with Vertex Client Payroll Manager to provide extended IDD features for IDD specific deployments.
Time & Attendance Solutions
Efficient time and attendance management is key to successful agency operations.
WorkforceHub Plus
This cloud-based platform offers real-time scheduling and timesheet solutions, ensuring precise time-tracking and attendance for staff and service delivery.
Vocational Time Manager
Designed for day and vocational programs, our Vocational Time Manager improves wage calculation accuracy while centralizing earnings data for a streamlined approach to participant time tracking.
WorkforceHub Advanced
Time Simplicity revolutionizes schedule management for IDD agencies. With comprehensive integrations and mobile accessibility, managing and adapting schedules is more manageable than ever.
Electronic Billing Solutions
Our electronic billing solutions can save up to 70% in staff hours on billing tasks, freeing up valuable resources for your agency.
Vertex Billing Manager
Our Vertex Billing Manager is a cloud-based invoicing system that tracks financials and authorizations in real-time, offering daily service delivery comparisons and critical error-reducing notifications.
Professional Services
Vertex offers a full range of professional services to help your agency get the most out of your software investment.
Billing Imports
Our team handles the migration and import of your existing billing data into Vertex, reducing risk and accelerating your go-live timeline.
Billing as a Service
Hand off your billing entirely to the Vertex team. We manage claim submission, follow-up, and reporting so your staff can stay focused on delivering care.
Support Hour Blocks
Pre-purchase blocks of dedicated support hours to use for configuration assistance, workflow guidance, or troubleshooting, on your schedule.
Training
Structured onboarding and role-based training for your staff, available live or on-demand through the Vertex Learning Center.
Flexible Deployment - Cloud or On-Premise
Vertex is built to fit your agency’s infrastructure. Whether you prefer a fully managed cloud environment or need to host on your own servers, Vertex supports both deployment models.
Cloud-Hosted
Agencies benefit from automatic software updates, managed backups, built-in redundancy, and the ability to access Vertex from any device, anywhere. There’s no server infrastructure for your team to manage, we handle it.
On-Premise
Deployment is available for agencies that require full control over their data, operate in restricted network environments, or have specific compliance requirements. Our implementation team supports you through setup and ongoing maintenance.
Contact Vertex to learn more about our modules
Realize the full potential of our modules customized for the IDD community. Connect with Vertex Systems today to elevate your agency’s operational excellence.
- 110 E. Houston Street, Floor 3, San Antonio, Texas, 78205
- Info@VertexSystems.com
- (614) 318-7100