Acumen Shelter FI Traking Assistant

What is Acumen Shelter FI Traking Assistant?

Acumen Shelter FI Traking Assistant from Acumen Shelter is a self-determination management tool created specifically for tax intermediation service agencies. FI Traking Assistant is a fully integrated, web-based application-as-a-service system driven by a high-performance database and accessed with a role-based model. By providing real-time access to the person served, broker, FI, Self-Determination Assistant (SDA) staff, agency staff, and agency management, agencies can scale their Self-Determination services through enhanced efficiencies and expand their capacity, while simultaneously providing better self-determination services to the community. From the initial entry, all required data points are tracked across a set of applications, so all stakeholders have real-time visibility into the data needed to successfully deliver their person-centric services.

FEATURES/BENEFITS of Acumen Shelter FI Traking Assistant

Consumer visibility for planning, budgeting, and services

The Person served realizes an immediate connection with his plan and results.

Broker and FI Assignments

The main plan drivers and services share a platform with synchronized communication notes.

Administrative visibility and control

Administrators assign the number of cases with calendar and geographic map input.

Tracking records of SDA personnel and broker service

SDAs visit details captured in real time, linked to valuable results, mileage and record expenses.

Scheduling app

Administrators, SDA staff, and the person you serve can view and schedule meetings in Calendar.

Automated expense tracking

Eliminate lost or missing expense reports, capture expenses in the fiscal period.

Real-time HAB plan generation

Eliminate all outdated document agency. Creation and management of automated and simplified HAB plans.

Payroll export and billing capability

Accelerate billing cycles, increase billing capture, and reduce out-of-date service records.

Audit report

Reduce the time required for audits from days to hours/minutes.

System Requirements

Standard internet browsers: Safari, Firefox, Chrome, among others.