Everything it takes to run a DD group-home agency.
From the census to the claim, from the med pass to the state survey — ProgencyAI connects the whole operation so nothing falls through the cracks and everything is auditable.
One profile per person, connected to everything
The consumer record is the heart of the system — demographics, medications, health, behavior, support plans, and money, all in one unified profile that every other feature plugs into.
- Document-first intake wizard that reads a face sheet to pre-fill demographics
- Health snapshot: active meds, last vitals, weight, seizures and Fatal-Five flags
- Care guidelines that follow the person onto every charting screen
- Read-only family & guardian portal, every view HIPAA-audited
The paper MAR, reinvented — without the missed passes
A familiar paper-style medication administration record that charts in one tap, chases PRN follow-ups, and refuses to let a controlled-substance count drift.
- Today's MAR across every home, color-coded and time-boxed
- One-tap pass charting with refusal, hold and PRN follow-up flows
- Controlled-substance ledger with shift-to-shift counts
- Automatic watchdogs that flag late and missed passes in real time
Walk into your DMH survey already passing
A live monitoring engine watches every record and turns compliance from a scramble into a scorecard — with incident reporting that tracks its own state deadlines.
- Real-time monitoring of trainings, reviews and renewal dates
- Self-assessment scorecard and agency certification tracking
- Incident reporting with automatic DMH reporting-deadline countdowns
- HIPAA audit center, safety drills, and a documentation-QA grid
Coverage you can trust, hours that tie out
Draft-to-post scheduling with guardrails, an open-shift marketplace, and a built-in EVV time clock so every clocked hour maps back to the shift it belongs to.
- Smart schedule with coverage and compliance guards
- Open-shift marketplace and time-off requests
- EVV time clock — clock in/out against the schedule
- Time cards, mileage and payroll periods flow into billing
An assistant that only knows your records
Every AI feature is grounded in your agency's verified data, cites its sources, and requires human confirmation before anything is saved — and it listens and answers by voice.
- Grounded database tools with cited answers — no hallucinations
- Hands-free voice for staff working on the floor
- AI report builder: ask a question, get a chart
- Cited consumer summaries and an automatic shift-handoff briefing
Photograph the paperwork, keep the data
Computer vision reads face sheets, licenses, receipts, and even handwritten shift logs into structured records — always reviewed by a person before it becomes real data.
- Universal document scanner across every upload path
- Consumer records import from a single PDF packet
- Handwritten shift-log import queued for human review
- Password-protected documents, bulk upload and e-signatures
Twenty-plus connected modules, one login
The rest of the platform, at a glance.
Nurse Station
A clinical home base for medication management, controlled-substance counts and health oversight.
Nine health trackers
Vitals, weight, seizures, bowel, sleep, menstrual, glucose, intake and more — charted daily.
ISPs & daily data
Person-centered plans, goals, teaching programs, daily data charting and progress graphs.
Shift documentation
Shift logs with care context, handoff acknowledgments, follow-up threads and trigger-word scanning.
Staff messenger
Secure team messaging and shift-change handoff, built beside the records.
Consumer wallets
Track personal funds and spending with a full, auditable money trail.
Reports & export
Report builder, census & trend dashboards, and a one-click data export center.
Mobile app
Native Android and iOS apps for the MAR, shift logs, time clock and messenger.
Knowledge base
Built-in KB, FAQs and a how-to guide so answers are always a search away.
Global search
Find any person, record or screen instantly with a command palette.
Homes & meals
Per-home pages, occupancy, licenses, plan-of-correction, drills and dietary-compliant meal plans.
Administration
Organization branding, users, roles, per-user overrides, announcements and a processing queue.
Let us show you the whole thing on a real day.
A 30-minute walkthrough of the MAR, compliance engine, scheduling and the AI assistant.