Platform Features

Start with a real DODD Agency Pro team member by your side. We help configure your account, organize your team, and show you where to begin so you can start getting value from the platform on day one.

• Guided account setup
• Help organizing your team
• A practical walkthrough of where to begin
• Build confidence from day one
• Spend less time figuring things out alone
• Tailored support for your agency's goals
• A smoother start for your whole team

A permanent setup hub that reflects real saved progressAgency and independent-provider paths show the next required step, explain exactly what remains, link directly to each setup page, and stay available for ongoing management after setup is complete.

• Agency and independent-provider setup paths
• Progress derived from existing saved records
• Clear completed, in-progress, and not-started states
• Direct View / Edit links for every setup area
• Video Help acknowledgement and optional live training
• Dashboard unlock after required setup is complete
• Permanent Manage links after onboarding

Your morning pulse: overall readiness %, sector breakdown, renewals coming due, and the findings that need attention first. Stop guessing where the agency stands — open one screen and know what to work today.

• Overall readiness percentage
• Sector compliance breakdown
• Renewals coming due
• Top-risk open findings
• Quick links into Today's Tasks
• Clear priorities for the day
• One place to see what needs attention

A generated daily work package — prioritized review items with the requirement, why it matters, and what evidence to check. Answer verified, noncompliant, N/A, unable to verify, or needs expert review. Failures don't vanish into a sticky note; they become findings.

• Auto-generated daily work package
• Prioritized review items with evidence prompts
• Verified / noncompliant / N/A determinations
• Failures become tracked findings
• Links into Training, Billing, MUI logging, Policies
• Due and overdue work kept visible
• Direct links to the record being reviewed

Set responsibility, then see the work each person actually ownsAdministrators can establish recurring coverage, review individual workloads, see active assigned findings beside other tasks, open the source record, and follow shared updates without mixing one person’s work into another’s.

• Recurring responsibility coverage
• Staff-by-staff workload review
• Assigned findings shown with other active tasks
• Per-person task scoping
• Source-record links for review
• Shared task updates and note threads
• Completion progress by compliance area

Keep agency conversations inside the workspaceStart direct or group conversations with active platform members, manage participants, see unread activity, and continue the discussion without confusing team messages with Ask Cody.

• Direct conversations with platform users
• Named group conversations
• Participant management
• Unread message count in navigation
• Typing indicators
• Conversation history
• Separate from the Ask Cody assistant

Put recurring reviews on a real schedule. Compliance Officers set monthly, quarterly, and annual review dates; those dates drive reminders, overdue status, sign-off, and the next review cycle.

• Monthly compliance review dates
• Quarterly compliance review dates
• Annual compliance review dates
• Compliance Officer date controls
• Reminder emails from saved dates
• Overdue status at a glance
• Sign-off advances the next cycle

Weekly sampling discipline: up to six clients, units billed vs. shift-note match (or Not served), due Friday 5pm ET. Rotate through clients without repeats until the cycle completes — and download the PDF when you need proof the check happened.

• Weekly sample of up to 6 clients
• Units billed vs. shift-note match
• Friday 5pm ET due cadence
• No-repeat client rotation
• Billing Spot-Check PDF
• Not-served status when applicable
• Documented weekly review history

Full staff roster with compliance scores, required file components, credentials, service assignments, and archive/reinstate. Mark approved NMT Drivers as regular or PRN and keep each employee's compliance work together.

• Staff roster with compliance scores
• Required file & credential checklists
• CSV bulk import
• Archive and reinstate employees
• Printable employee check-sheet PDF
• Edit employee services from each card
• Regular-day or PRN NMT Driver scheduling

ADS and Voc Hab compliance, separated from every other service. Day Program staff see service-scoped client cards, completion meters, required documents, due dates, rule links, and full records without exposing HPC or unrelated departments.

• Adult Day Support client view
• Vocational Habilitation client view
• Service-scoped client cards
• Compliance meters and required documents
• Reviewed dates and due-date controls
• Direct links to applicable Ohio rules
• Dedicated Day Program access right

Daily driver accountability from schedule to archive. Mark employees as regular or PRN NMT Drivers, complete the matching vehicle-type inspection, flag missed scheduled sheets, and retain detailed printable inspection history.

• Regular-day NMT Driver schedules
• PRN / as-needed driver workflow
• Personal vehicle inspection checksheet
• Modified / wheelchair vehicle checksheet
• Five-plus passenger vehicle checksheet
• Missed inspection alerts and tasks
• Branded archive reports by date and driver

Document every missing note and every follow-up. Log the client, employee, service, shift, and date; send the first email immediately, repeat a combined reminder daily, record contact attempts, and archive only after verification.

• Required service and shift details
• Employee phone and email auto-fill
• Immediate email when a note is logged
• Combined daily reminders until closed
• Contact-attempt and follow-up history
• Required verification before closure
• Archive filters and CSV export

Required training, per employee: a matrix with overdue, due soon, missing, and current status. Record completions, filter by risk, and download a staff training compliance PDF before someone works on an expired requirement.

• Per-employee training matrix
• Overdue / due soon / missing filters
• Record completion dates
• Status by requirement
• Staff training compliance PDF
• Risk-focused staff filters
• Completion history by employee

Ohio waiver rates, fast: look up billing codes and rates by county, waiver, and provider type from stored rate tables. Search codes/services, see unit and source, and open verification links — without digging through rate PDFs at 11pm.

• Ohio waiver code & rate lookup
• Filter by county / waiver / type
• Unit, rate, and source fields
• Search by code or service
• Open verification source URLs
• County-specific rate results
• Stored source-table references

The DODD written-policy checklist with review dates, OAC citations, and branded Word templates. Mark present, needs update, or missing — then download a policy compliance PDF you can actually hand someone.

• DODD written-policy checklist
• Review dates & OAC citations
• Branded Word templates
• Present / needs-update / missing status
• Policy compliance PDF export
• Reviewed-date tracking
• Requirement-level guidance

Make agency-created requirements follow the right clients. Create client document requirements and target them to all clients, selected services, or one specific client. Scope changes update matching records without appearing in unrelated folders.

• Agency-created client requirements
• Target every active client
• Target selected services only
• Target one specific client
• Immediate scope updates across records
• On-file and reviewed-date tracking
• Visible in matching Day Program records

Configure the services your organization is authorized to provideThose selections determine which service tools, client options, checklist requirements, and recurring compliance work apply throughout the platform.

• Agency and independent-provider service selection
• Service-driven workspace tools
• Matching client service options
• Applicable employee and client requirements
• Recurring work based on active services
• Central service configuration
• Updates reflected across the workspace

Control how long recurring requirements stay currentReview the default cadence for each item, apply an approved organization-specific interval, or stop the countdown where an item genuinely does not expire.

• Catalog-based default intervals
• Organization-specific renewal settings
• Training and credential cadences
• Document review intervals
• Expiring and expired status calculations
• Non-expiring treatment where appropriate
• Saved settings used across compliance views

Give platform access only to the people and tools you chooseInvite organization users, assign feature permissions, update pending or active access, revoke unused invitations, and remove access centrally instead of managing it from employee records.

• Central user invitation workflow
• Feature-level access permissions
• Pending invite management
• Edit active-user permissions
• Revoke unused invitations
• Remove platform access
• Separate employee records from user access

Employer-law policies and postings — separate from provider certification so nothing gets mixed into the wrong binder. Track status, pull official posters where linked, and export a State Policy & Postings PDF.

• Employer-law policy checklist
• Mandatory workplace postings
• Official poster downloads
• Status tracking by item
• State Policy & Postings PDF
• Separate from provider certification
• Review dates for each requirement

Agency renewables in one place: DODD cert, liability insurance, BWC, SOS good standing, LOC, EIN/NPI, Medicaid agreement, and more. Mark on-file, missing, or N/A with expiry dates — so renewals stop living in someone's inbox.

• DODD cert & insurance tracking
• BWC, SOS, LOC, EIN/NPI items
• Medicaid agreement status
• On-file / missing / N/A with expiries
• OAC guidance per item
• Renewal dates and status alerts
• Central agency credential record

Closed-loop CAP board: severity, responsible person, due date, immediate actions, documented fixes, authenticated confirmation, and a durable closure history. Filter active or closed findings and produce a polished PDF record when leadership asks "show me."

• Severity, responsible person, and due date
• Immediate correction documentation
• Cause and fix details
• Authenticated fixed-and-close confirmation
• Professional finding PDF records
• Active and closed finding views
• Durable action and closure history

Is your audit coming up soon? Give yourself a mock audit by the same standards as the state auditors would audit you. Walk Agency Review Tool themes, assign someone in your company to run the checklist, mark Complete or Blocked as you go, and see a readiness score — so you know where you're weak and what to fix before the real review day.

• Assign an internal auditor
• See where you're weak
• Know what to fix
• Score before audit day
• Complete or Blocked progress status
• Agency Review Tool-aligned themes
• Readiness history for follow-up

The PDFs reviewers expect: compliance, findings, policies, agency cert, training, renewals, plus a master audit packet. Jump into Scorecard, Audit Prep, Overview, and Performance without hunting shared drives.

• Compliance, findings, policy PDFs
• Agency cert & training reports
• Renewals report
• Master audit packet
• Scorecard, Audit Prep, Performance links
• NMT inspection archive reports
• Branded, print-ready output

Rules in effect, plus updates when something changes. Browse the indexed table, open official sources, watch the rules that matter to your agency, and clear the pending-update queue — so you find out about a change here, not during an inspection.

• Rules currently in effect
• Pending updates queue
• Rule watchlist
• Links to official sources
• Mark updates reviewed / applicable
• Indexed rule search
• Agency-specific update tracking

Per-service compliance profiles: rules, qualifications, training, docs, billing, EVV, common findings, and audit tests. Switch service tabs and jump straight into Today's Tasks or Rate Finder when you're scoping an area.

• Per-service compliance profiles
• Rules, quals, training, docs
• Billing & EVV pointers
• Common findings & audit tests
• Jump to Today's Tasks / Rate Finder
• Qualifications and training guidance
• Service-specific documentation pointers

Fillable DODD and agency forms: templates by category, custom forms, saved folders, uploads, and PDF export. Stop hunting the shared drive for "the current blank" — keep the working set in one place.

• Fillable DODD / agency templates
• Custom form builder
• Folders for saved forms
• Upload existing forms
• Print / PDF export
• Category-based template browsing
• Reusable agency working set

AI answers you can verify — grounded in indexed DODD/regulatory material, with sessions, citations, and source links. Open the persistent in-page chat from the top Ask Cody button, verify the answer, and keep your place while you work.

• AI answers from indexed DODD sources
• Citations & source links
• Saved chat sessions
• Copy answers into your workflow
• Uncertainty called out — not guessed past
• Top-button access from the workspace
• Chat retained when minimized

One place for tickets, how-to guidance, training, and live assistanceSubmit a support ticket, browse page-specific walkthrough videos, request optional live training, or open the familiar Ask Cody panel without leaving the support workflow.

• Existing support-ticket workflow
• Feature Request and Bug Report categories
• Page-specific how-to video library
• Searchable walkthrough guidance
• Optional live training calendar
• Live Chat / Ask Cody access
• Context-aware Help links from dashboard pages

Rule-change inbox for detected updates and announcements, with an unread badge on the rail. Acknowledge what you've read, refresh the harvest, and open source links — so regulatory noise becomes a tracked workflow.

• Rule-change & announcement inbox
• Unread badge on the sidebar
• Acknowledge as read
• Refresh harvested updates
• Open official source links
• Tracked review state
• Agency-visible update history

Internal appointment calendar — month/week views, type, staff assignee, and print-ready lists. Keep the schedule inside the compliance workspace instead of a separate calendar no one audits.

• Month and week calendar views
• Create / edit / cancel appointments
• Staff assignee & appointment type
• Filter by client
• Print month / week / day / client lists
• Print-ready appointment views
• Central compliance-workspace schedule

A private intake pipeline from first contact to decision. Capture limited referral details, move each lead through a clear stage, assign ownership, document follow-ups, and report on the pipeline without mixing prospects into active client records.

• Limited referral contact details
• Stage and ownership tracking
• Next follow-up dates
• Contact and activity history
• Search and stage filters
• CSV export for referral records
• Printable referral pipeline report

Limited client registry: a roster with service and file-compliance tracking. Service changes immediately drive the matching Day Program view and agency-created document requirements without turning the platform into a clinical charting system.

• Client roster and service tracking
• File-compliance checklist
• Excel import / export
• Archive and reinstate
• Needs-attention filters
• Service-driven Day Program visibility
• Targeted company document requirements

MUI logging with monthly reminders. Log major unusual incidents by county with categories and forms — plus monthly MUI logging reminders so the review cadence doesn't slip. Keep the log current without rebuilding it from memory at month-end.

• MUI incident logging by county
• Categories & incident forms
• Monthly MUI logging reminders
• Monthly review workflow
• Log & trend PDF exports
• County and category tracking
• Documented incident review history

Close the day with an attestation: a summary and signed confirmation that the work was accurate, nothing was hidden, and immediate risks were escalated. Management gets a real record that compliance work is actually being done — not assumed.

• Daily summary of work completed
• Signed attestation
• Escalation confirmation
• Management-visible record
• Accountability for the day closed
• Signed close-of-day history
• Unresolved-risk confirmation

Control who can do what before the first work package runs. Company Profile, renewal overrides, Users & Invites, separate Day Program and Non-Medical Transportation access rights, support, security, and billing stay under agency control.

• Company profile & logo
• Renewal interval overrides
• Users & invites with permissions
• Security & billing settings
• Support tickets & Help Center
• Separate Day Program access right
• Separate Non-Medical Transportation right

Privacy-first architecture: client-related routes are feature-gated, tenant-scoped, and permission-controlled. Client Compliance Tracking encrypts names at rest, while other operational records rely on access controls unless a feature states otherwise.

• Server-enforced feature gates
• Encrypted Client Compliance Tracking names
• Aggregate results where appropriate
• Per-agency access controls
• No click-past warning labels
• Tenant-scoped client routes
• Permission-controlled service workspaces

One platform, two provider paths. Whether you run a multi-staff DODD agency or operate as an independent / private provider, the same daily workflow, findings loop, and audit prep tools scale to your size — without forcing a one-size-fits-nobody setup.

• Built for agency owners
• Built for private providers
• Same daily compliance path
• Scale from solo to team
• Shared audit-ready standards
• Role-based workspace access
• Tools that grow with the provider