Billing for Area Agencies on Aging

CopilotPro21’s Area Agency on Aging Billing software streamlines data management with your providers. Say goodbye to rosters, manual data imports, and file conversions for state reporting. Service orders are sent to providers daily, reducing email and phone follow-ups, while providers enter information through a simple, easy-to-use interface. Track provider progress throughout the month, monitor service order utilization trends, and speed up the invoicing process.

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Key Features

Service Order Transfer

Service orders are pulled in from the system each night, providing providers with the latest information automatically. Providers then record deliveries through an easy-to-use interface, while agencies can monitor progress and streamline workflows.

Simple Data Entry

Providers can record deliveries and add notes using an intuitive calendar view or by uploading a spreadsheet. This makes it easy to track daily deliveries, stay organized, and ensure accurate, timely information for agencies.

Monitor Progress

Agencies can monitor provider progress in real time, tracking completed deliveries and overall service order utilization to stay informed and manage workflows efficiently.

Built-In Rate Check

The rate check identifies orders with rates that differ from a provider’s standard for a given month and service. Agencies can approve or update these orders, ensuring providers submit only accurate, consistent billing.

Mark

Lancaster County Office of Aging

"CopilotPro21 has been a godsend that increases efficiency for us as well as for providers. One IHS provider stated they have experienced an 80% decrease in the time it took to enter service deliveries into rosters. Decrease from 6 hours per month down to 30 minutes."

Bill

Montgomery County Office on Aging

"Very efficient system that saved time and money for both agency and Options providers. The system basically runs itself. Any problems(very few) are quickly resolved by the Copilot staff."

Cyndie

Greater Erie Community Action Committee

"Our Agency started using CopilotPro21 in January 2018 and it has been wonderful. It is a huge time saver when it comes to balancing the units submitted each month into SAMS by our Providers."