Cloud-Based Electronic Records and Documentation System

Vertex Case Manager is a cloud-based electronic records and documentation system for agencies that serve people with disabilities in community, day, vocational, supported employment and residential programs.

Vertex Case Manager gathers information from referral, intake, program enrollment, service delivery all the way through discharge from the agency. Custom dashboards provide real-time information, helping every user stay focused on key elements for success. Operations and statistical reports are easily produced. Vertex Case Manager helps DSPs know what they must do to complete all documentation for services, thereby reducing supervisor oversight.

cloud-based software

With Its Optimal User Interface, Vertex Case Manager Simplifies the Documentation Process

Vertex Case Manager was designed for maximum ease of use. Agencies can train new team members quickly and affordably. Vertex Case Manager features a streamlined user interface, making your agency more efficient and productive while boosting your existing service delivery. Service providers even receive reminders to complete missing or incomplete documentation! Talk about easy!

Vertex Case Manager Can Help Your Agency Become Highly Efficient

Your agency can operate at its peak level of efficiency only when documentation standards are enforced to help maximize the delivery of authorized services. Responsibility and accountability are pushed to the point of service.

Many rehabilitation agencies struggle to deliver all authorized dollars, leaving money on the table and consumers without the services they need. Vertex Billing Manager provides a daily accounting of used and available units or dollars of service available, enabling the most-optimal decision to be made in terms of delivering the maximum amount of service.

Because Vertex Case Manager is cloud-based and accessible from tablets and smartphones, service time records can be entered while on the go rather than be forgotten about. Vertex Case Manager’s extraordinary design and ease of use on all devices helps ensure that service documentation is recorded wherever your team members are located.

A Day
in the Life With Vertex Case Manager

Imagine working with 15 consumers in a classroom where multiple projects are being worked on. The consumers have various funders and are working under several different programs and/or services. Each consumer is working on his or her own unique outcomes, and several of the participants have specialized supports that need to be delivered during your service session.

Now imagine using software that allows you to select consumers who are present from a list of people expected to attend. Select the appropriate activity for the group, and Vertex Billing Manager will compare the activity with a list of pre-authorized services for that consumer. Required supports are listed in the order they should be executed, and each person’s outcomes and objectives are readily available for charting. View all this on one page!

This powerful software can do even more, such as:

Even better, Vertex Case Manager can be integrated with other Vertex solutions, creating a powerful cloud-based Vertex ERP system.

Unlock Expanded Capabilities for Vertex Case Manager in Our Complete and Integrated Solutions Suite

Vertex’s Case Manager software module is designed to work within the powerful Vertex Solutions Suite. This integrated system features robust and complete cloud-based software modules, accessible by any device, for agencies like yours.

Whether your rehabilitation agency is growing or a full-scale operation, you can trust that Vertex’s Case Manager and Billing, Time and Attendance, Financials, Payroll and Production Management software modules can meet your needs by unlocking efficiencies that make your team more productive, saving money and time.

Vertex Case Manager can be licensed as part of a monthly or annual subscription based upon the number of consumers served. When Vertex Case Manager is licensed alongside other software modules as part of the Vertex Solutions Suite, discounts may apply. Vertex’s friendly and helpful sales team is able to answer any questions you might have and ready to talk to you about licensing our software modules.


No. Vertex Case Manager is very import-friendly and can import your existing data provided you can assemble your current data into a Microsoft Excel template we provide.

Yes. You won’t need to enter the same information into multiple products.

Yes. You’ll use our simple Documents on File feature to upload and store documents of any kind into the database.

Yes. Our main Consumer list can be filtered and/or sorted by any of the fields displayed. You can also use our handy EZ-LIST feature to extract and export your selection of data.


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View our Resources page for more information.

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