Every beneficiary gets one record, from the first intake form to the last payment. Budgets drive disbursements, every approval is logged, and service fees are handled for you.
Information entered once is there for the budget, the payment and the SSA forms.
Capture benefits, income, contacts and documents in one sitting, including beneficiaries transferred from another payee.
Plan housing, bills and allowances, and see what each person has left at a glance.
Route each payment to the right person, and keep a record of who approved what and when.
Pay landlords, utilities and allowances from the approved budget.
Notes, documents and history in one place, so anyone on the team can pick up a case.
Case managers, fiscal staff and directors each see and do what their role allows.
Book a 30-minute walkthrough built around your caseload.
True North 450