Prep
Gather staff roster, client list, services, authorizations, credentials, and current templates.
Implementation
AbilityOS is built for small teams that need operational clarity quickly. The rollout is practical, role-based, and focused on the workflows that matter first.
Gather staff roster, client list, services, authorizations, credentials, and current templates.
Set up roles, programs, service templates, staff files, client records, and core compliance tracking.
Walk directors, clinicians, QSPs, HR, and billing through the workflows they actually use.
Start notes, EVV, scheduling, co-sign, credential alerts, and weekly compliance review.
What to prepare
Staff roster and roles
Client list and guardians
Active authorizations
Credential expiration dates
Session note templates
Current audit pain points