Client Case Management

Easily Manage Client Records & Data

Track, manage, and update client data with ease, ensuring compliance and personalized care.
[INSERT_ELEMENTOR id=15137]

Achieve Better Client Care with Integrated Documentation Tools

Managing your client data efficiently is key to running smooth operations. With QSP, you can create organized, accessible client profiles that keep all essential information at your fingertips. Store all documentation in one centralized place, making it simpler to stay on top of your team’s needs while ensuring high-quality care.

Create organized, accessible client profiles

A well-organized client profile is the cornerstone of effective case management. QSP makes it easy to create, manage, and maintain detailed client records, ensuring your team has the information they need to deliver personalized, high-quality care and remain compliant.

Capture key information such as client name, status (active, pending, or in assessment), and branch office affiliation.

Add contact info, physical measurements, and photos to build out a complete profile that supports reporting and enhances care delivery.

Include agency staff, family members, medical providers, and community partners to reflect each client’s full support network.
Enter, update, and track service types, hours, and authorization history to support accurate scheduling and compliance.
Stay proactive with alerts for missed clock-ins/outs, geofencing violations, and upcoming authorization expirations.

Track and Update Medical Histories and Prescriptions

Staying on top of medical appointments and health information is essential for delivering consistent, high-quality care. QSP helps streamline this process by making it easy to record and access health-related data right from the client profile—whether you’re at your desk or out in the field.

Record doctor visits with details like date, provider name, and appointment outcomes.

Quickly link appointments to existing medical contacts for easy reference and communication.

View and update health records on the go using the QSP mobile app, ensuring critical information is always within reach.

Store and Track Case Notes and Documentation

QSP provides a comprehensive system for documenting, organizing, and accessing critical case information. Whether you’re recording client visits, assigning follow-up tasks, or managing important documents, QSP ensures that everything is stored securely, easy to find, and accessible when you need it—both in the office and in the field.
Record detailed notes from client interactions and assign follow-up tasks with clear due dates and responsibilities.
Maintain comprehensive logs that track actions taken, helping ensure transparency and compliance.

Organize files in intuitive nested folders for streamlined access and better management.

Upload, categorize, and retrieve documents—such as face sheets and consent forms—from any device.

With QSP, You Can Expect Results Like This

Save Hours Each Week on Manual Data Entry

Centralized profiles and mobile access reduce double work and admin time.

Achieve 100% Case Note Completion

Action items, reminders, and tracking tools keep documentation on schedule.

Faster Access to Client Info in the Field

Mobile-friendly design means staff can retrieve records in seconds.

What Our Customers Are Saying

Frequently Asked Questions

How does QSP help my team stay compliant with documentation requirements?
QSP automatically tracks case notes, service authorizations, and audit trails, ensuring all records are stored securely and time-stamped. Smart notifications help your staff stay ahead of deadlines, expiring authorizations, and missed clock-ins/outs—reducing compliance risks and making audits smoother.
Yes. Each client profile can include detailed medical records, appointment histories, prescription data, and links to medical contacts. With mobile access, staff can update or reference this information on the go, ensuring care decisions are always based on the latest, most accurate data.
QSP was built specifically for agencies that provide person-centered care. Unlike generic databases, QSP offers tools designed for direct care providers—like service authorization tracking, geofencing alerts, and an intuitive case note/document tree. The result is less admin time and more time delivering quality care.
All data in QSP is stored securely and access-controlled to meet HIPAA compliance standards. Detailed audit trails ensure full transparency, and sensitive records—such as medical notes and consent forms—are protected while still being easily retrievable by authorized staff.
Agencies using QSP report saving several hours each week on data entry and reporting. Centralized client profiles mean information is entered once and accessible everywhere. Mobile tools allow staff to complete service notes, track visits, and upload documents in real time, eliminating duplication and reducing delays.

Recommended Reading

[recommended_reading id=13812,12769,12174]