EMS Program Description

• Ward's residential details such as address or Institutional Information
• Important numbers (Case, SSN, Tax id, Medicare, Medicaid, VA)
• Important dates (birth, majority, acquired, death, closed, letters)
• Guardian Status (Guardian, Conservator, Personal Representative,…customizable)
• Ward Status (disabled, incapacitated, decedent, minor,…also customizable)
• Funeral arrangements and Last Will and Testament
• Insurance Information (for any type of insurance)
• Store additional information for friends and relatives as well as residence history
• Support organizations or resources (Attorney, Case Worker, Doctor,…customizable, too)
• Photographs of the ward and their inventory
• Customizable "More Info" section (for Diagnosis, meds, place of birth, religion, etc.)

Manage financial information

• Checking, Savings, Money Market, Annuity and Trust accounts
• Maintain CD information for multiple CDs and different CD types
• Bank reconciliation - Manually or Automatically with a file downloaded from the bank
• Handle multiple ward accounts independently
• Maintain separate financial records for each ward using pooled accounts

Reporting

• Professional looking reports that contain needed detail clearly laid out for viewing
• Initial and amended inventory
• Annual settlements and Annual Status Reports (many styles)
• Categorized receipts and disbursements
• Print ward ID cards
• Other informational reports, too many to list them all

Other tracking and features

• Annual Settlement review for month and day
• Store alias names
• Informational data records and notes
• Reminders that notify you of upcoming events
• Notification of a nearing CD maturity date
• Notification of annual settlement not balancing
• Inventory tracking
• Check writing features
• Ward filtering by case manager
• Calculation of automatic transactions including automatic check printing
• Address book with label printing
• Envelope printing
• Guardian expenses per ward and expenses for office
• Guardian budget vs actual expenses
• Import transactions from MS Money
• Medicaid warning when bank balance exceeds a specified dollar amount

Complete General Information Booklet in PDF