EZ Case Management
Never Miss Another Deadline.
A secure, cloud-based compliance and due-date tracking platform built specifically for providers serving individuals with intellectual and developmental disabilities.
Designed for CILA, HCBS, Waiver, Community Day Services, and other disability service providers, EZCM helps agencies stay organized, reduce compliance risks, and ensure required assessments are completed on time.
Built for peace of mind
- ✓Automated reminders before every deadline
- ✓Centralized, real-time compliance dashboard
- ✓Assign individuals to Case Managers & QIDPs
- ✓Audit & survey ready, always
- ✓No more spreadsheets or manual tracking
Everything you need to stay compliant, in one place.
Track Every Requirement
Annual, quarterly, monthly, and recurring compliance requirements, all in view.
Automated Reminders
Receive alerts well before important deadlines so nothing slips through.
Assign With Clarity
Assign individuals to the right Case Managers or QIDPs and keep accountability clear.
Centralized Dashboard
Monitor agency-wide compliance from a single, real-time dashboard.
Ditch the Spreadsheets
Reduce spreadsheets and manual tracking that are easy to lose and hard to trust.
Audit & Survey Ready
Prepare confidently for audits and surveys with organized, up-to-date records.
From service plans to staff training, nothing gets missed.
Purpose-built for disability service providers.
Up and running in five simple steps.
Create Your Account
Set up your agency account in minutes.
Add Staff & Permissions
Create user accounts and assign role-based access.
Add Individuals
Import or enter the individuals you serve.
Assign Requirements
Set recurring compliance requirements per individual.
Monitor & Relax
Receive reminders and track due dates automatically.
Privacy & HIPAA Considerations
EZ Case Management is designed with HIPAA privacy principles in mind and includes features intended to support providers in protecting confidential information. To minimize the storage of Protected Health Information (PHI), agencies are encouraged to use individual initials and internal agency identifiers rather than full names whenever possible. The platform is intended to support compliance tracking rather than function as an electronic health record (EHR).
User access is role-based, agencies control user permissions, and each organization maintains its own data. Providers remain responsible for configuring and using the platform in accordance with applicable HIPAA requirements, organizational policies, and any Business Associate Agreement (BAA) or security obligations that apply to their use.
Simple pricing that scales with your caseload.
Monthly plans based on the number of individuals served.
Need something tailored? Contact us for custom pricing.
Data Import
- Self-importIncluded
- Assisted import$250 to $500
- Full implementationFrom $1,000
Training & Onboarding
- Live onboarding webinar$99
- Agency training$250 to $500
What's Always Included
- Automated reminders✓
- Role-based user access✓
- Compliance dashboard✓
Your Questions Answered
No. EZCM is a compliance and due-date tracking platform designed to help providers organize recurring regulatory and programmatic requirements.
Yes. Agencies can create user accounts and assign permissions based on staff roles.
Yes. The platform is designed to help agencies monitor due dates across their entire caseload.
Yes. In addition to common assessments, agencies can configure recurring compliance items that meet their own operational needs.
Yes. Live onboarding and agency-specific training services are available for organizations that would like additional implementation support.
Ready to simplify compliance?
Request a demo or start your subscription today and see how EZ Case Management keeps your entire agency survey ready.
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