1. Session #9F What’s New, What’s Next & What Can You Tell Us? - Presented by: Anita Parsley

2. Agenda  Welcome!  A Year in Review...  Advisor Development Roadmap  Help Us Make Advisor Even Better!  Questions and Answers

3. !

4. What’s New... Modules!  The Employment Module  The Workshop Module  The Mental Health Module

5. What’s New... Features!  Billing – Miscellaneous Updates  Outcomes & Services  Scheduling Updates  Consumer Finances – Attachments  Chat Assist

6. What’s Coming – 2015.3:  Consumer Demographics: New Tracking Tab  ICD 10 Codes  Employment/OOD Updates: Case Notes, Contacts, Employee Preferences  Mental Health Module – In Progress  Scheduling: Tool Enhancements

7. What’s Coming – 2015.4  Anywhere: Case Notes, Enter Time  Day Service Updates  Rate Increase for DSPs: 6%  Employment/OOD  eWeb Schedule Integration

8. What’s Coming – 2016.1  Anywhere: Consumer Demographics, Workshop  ICF Billing Functionality  Employment/OOD: PDF Import, Job Coaching  Mental Health Module – Available!

9. What’s Coming – 2016.2  Anywhere: Incident Tracking, Employment  Day Services: New Day Array & Employment Services  EDI 837: Nursing Services & The Waiver

10. What’s Coming – 2016.3  Anywhere: Biometric Login, Transportation, Staff Schedules  Intelligent Data Retrieval  Unified Event Notification

11. What Can You Tell Us?  What Should We Do Next?  My Favorite Feature Is...  My Least Favorite Feature Is...  Anywhere Expansion

12. Questions?

13. THANK YOU! anita.parsley@primarysolutions.net