ctAgency Suite™. A modern foundation for the next decade of your agency.
ctAgency Suite™ is the next-generation successor to PNB — rebuilt from the ground up with a modular architecture, a built-in AI teammate named Ella, and a unified experience that runs on desktop, tablet, and mobile.
ctAgency Suite™ — Live dashboard
Your upgrade path is already on the roadmap.
ctAgency Suite™ is being designed so existing PNB customers have a planned, supported migration path — same data, same team, hands-on training, and a commitment to your agency's compliance and uptime through the transition. The cutover is real, but it's planned, supported, and not something you do alone.
Modular, focused, and built for how your agency actually works.
Every module is its own discipline — but they share data, design, and a single login.
Not all features are available in every pricing tier.
Dashboard
A single home for your day: birthdays, expiring plans, expiring Medicaid, plans by status, billed-vs-paid, remittance, and team workload.
SCPA — Support Coordination Prior Authorization
NJ-specific prior authorization workflow with queues, reviewer assignment, and status tracking — with import support for agencies operating in other states.
ctEVV™ Admin
Visit list with filters, alert-only views, signature capture, admin notes, GPS map, staff path, and printable summaries.
Consumers — NJ & beyond
DDD ID, programs, ISP, group home, MT history, MH checklist, SCS checklist, plan dates, Medicaid end — every detail, instantly searchable.
Tasks & reminders
Automated workflows that assign duties to the right team members, with built-in deadline reminders so nothing slips through the cracks.
Automated billing
One-click claim generation, 835 ERA remittance, and built-in tracking to reduce denials and accelerate reimbursement — without spreadsheets.
Documents
Centralized upload & management with organization-wide visibility and consumer-level attachment.
Integrated e-signature
Finalize service plans, consent forms, and contracts instantly — e-signature is built in, not a bolt-on.
Staff management
Active staff, supervisor hierarchy, credential tracking, scheduling, payroll integration, training hours, and performance evaluations — in one place.
Surveys
Built-in feedback loops for staff and families — collect quality-assurance data and generate evidence for state audits.
Real-time monitoring
Live oversight of agency health, system usage, and performance metrics — so you see issues before they become incidents.
System admin
Deep configuration controls for organization-level admins — without compromising the simplicity day-to-day users depend on.
Your agency's AI teammate — built into every module.
Ella is the AI woven throughout ctAgency Suite™. Not a chatbot bolted on after the fact — Ella works inside the screens your team already uses, helping draft notes, summarize histories, flag compliance risks, and answer questions about any consumer or plan in seconds.
- Drafting & summarization — turn raw visit notes into clean progress notes; summarize a consumer's full history in one paragraph.
- Compliance assist — Ella watches for missing documentation, overdue plans, and audit risks before your auditor does.
- Conversational search — ask "which consumers have Medicaid expiring in the next 60 days?" and get an answer you can act on.
- Always in context — Ella already knows which consumer, plan, or visit you're reviewing. No copy-paste required.
Ella is built on the suite's permission model — she only sees what the signed-in user is allowed to see, and every AI-assisted action is part of the audit trail.
Illustrative example — actual responses vary by data and permissions.
Desktop, tablet, or in the field — one suite, right form factor for the job.
ctAgency Suite™ is web- and tablet-enabled across every module, with purpose-built mobile flows for the work that happens away from a desk.
Desktop & web
Billing, audits, staff management, and deep configuration — all the back-office work — run beautifully in any modern browser.
Tablet-ready
Coordinators in the field and supervisors on the floor get the full suite on a tablet — touch-optimized layouts, signature capture, and offline-tolerant forms.
Mobile-first field flows
EVV clock-in/out, GPS-verified visits, on-the-go consumer lookup, and push reminders — purpose-built for direct-support staff on a phone.
Sign in once. Everything CozziTech opens up.
CozziTech's internal Single Sign-On links every product in our ecosystem under a single identity. Your team signs in once and moves seamlessly between ctAgency Suite™, ctSignature™, ctEVV™, and every future CozziTech product we ship — no separate usernames, no password juggling, no forgotten credentials bringing the workday to a stop.
- One set of credentials across the entire CozziTech ecosystem
- MFA enforced once — applies everywhere
- Centralized provisioning and deactivation, so adding or offboarding staff is a single action
- Unified audit trail for sign-in activity across products
One platform. Compliance-first. Built to scale.
ctAgency Suite™ replaces the patchwork of tools most agencies cobble together — with a single, secure platform purpose-built for human-service work.
Unified platform
Retire the patchwork of point tools your agency has been stitching together. From consumer records to Medicaid billing, it's all in one login.
Compliance-first design
Built for the rigorous documentation standards of healthcare and disability services — HIPAA-aligned access, audit trails, and evidence your state auditors can verify.
Scales with you
Whether you support five consumers or five hundred, the suite grows with your agency's complexity — no re-platforming required.
Real screens from the live build.
No marketing illustrations — these are the actual interfaces your team will use every day.
Pricing that scales with your remittance — not your seat count.
Three packages. Every one includes consumer records, billing, remittance, and EDI. Your rate is a low percentage of your monthly remittance, with a transparent floor so there are no surprises in slow months.
Billing Basics
The essentials — modern consumer records and Medicaid billing for agencies that don't need the full suite.
- Consumers (NJ + General)
- SCPA or Unit Billing (pick one)
- Billing
- Process / EDI companion docs
- Remittance (835 ERA)
- Basic reports
- DDD documents
Plus
Everything in Basics, plus the operational tools agencies use day to day — ISP planning, surveys, staff, and integrated e-signature.
- Everything in Billing Basics
- Consumer tasks, ISP planning, annuals tracking
- Advanced reports
- Consumer surveys
- Staff & training
- Integrated e-signature
- Enhanced resource directory listing
Suite
The full ctAgency Suite™ — every module unlocked, featured directory placement, and the lowest rate on high-volume remittance.
- Everything in Plus
- Ella AI assistant — across every module
- ctEVV™ admin (visits, GPS, signature capture)
- MT, MH, & SCS compliance checklists
- Scheduling + address book
- Staff payment reports & document uploads
- Featured resource directory placement
- Lowest rate on remittance over $300K/mo
Compare every feature
| Package tier | Billing Basics | Plus | Suite |
|---|---|---|---|
| Minimum monthly fee | $300 | $400 | $500 |
| Rate on remittance ≤ $300,000/mo | 0.17% | 0.22% | 0.30% |
| Rate on remittance > $300,000/mo | 0.13% | 0.17% | 0.20% |
| Rate on remittance > $2,000,000/mo | Contact us for custom high-volume pricing → | ||
| Consumers (NJ & General) | |||
| SCPA or Unit Billing (customer picks one) | |||
| Billing | |||
| Process / EDI companion docs | |||
| Remittance (835 ERA) | |||
| Basic reports | |||
| DDD documents | |||
| Consumer tasks, ISP planning, annuals tracking | — | ||
| Advanced reports | — | ||
| Consumer surveys | — | ||
| Staff & training | — | ||
| Integrated e-signature | — | ||
| Resource directory listing | — | Enhanced | Featured |
| Document uploads | — | — | |
| ctEVV™ (Electronic Visit Verification) | — | — | |
| Monitoring Tool (MT) | — | — | |
| Mental Health Checklist (MH) | — | — | |
| Supervisor Checklist (SCS) | — | — | |
| Scheduling + address book | — | — | |
| Staff payment reports | — | — | |
| Ella (AI assistant) | — | — | |
Pricing applies at ctAgency Suite™ launch. Rates are charged monthly against the prior month's net Medicaid remittance; the floor applies whenever the rate-based calculation falls below it. SCPA module is required for New Jersey agencies; Unit Billing is the alternative for agencies in supported states. Subject to change before general availability.
A platform, not a patchwork.
ctAgency Suite™ is built on a unified data model and a modern web stack — so new features ship in days, audits are easy, and your team's experience keeps getting better year after year.
- Role-based access control with multi-factor authentication
- HIPAA-aligned data handling and full audit trail on sensitive actions
- One unified data model across every module
- Multi-tenant architecture with strict data isolation
- Modern, responsive UI — works great on a laptop or a tablet
- API-first design so you can integrate with the rest of your stack
We're inviting a small group of agencies to shape the suite as it ships. Early-access partners get:
- Direct input into module priorities
- Hands-on training and a dedicated migration plan
- Founding-customer pricing
ctAgency Suite™ for the operations agencies search for.
Deep dives into how the suite handles specific agency-management jobs.
Agency management software for support coordinators
Unified operations: staff, billing, plans, EVV, audits in one platform.
Read moreCase management software for human services
HIPAA-aligned, audit-ready, built for auditor-grade documentation rigor.
Read moreAll-in-one agency software for service providers
Replace the patchwork of point tools with one unified platform.
Read moreMedicaid billing software for agencies
One-click claims from visit data, 835 Remittance, denial workflow.
Read moreMedicaid claim denial management
Reason-coded denials linked to records, with trend analysis to fix root causes.
Read moreStaff credential tracking software
Expiration alerts, training hours by category, audit-ready evidence.
Read moreISP management software
Service plan lifecycle states, expiration alerts, e-signed finalization.
Read moreAgency operations dashboard
Single home for the day — expiring plans, billing, workload, alerts.
Read moreHIPAA-aligned agency software
Encryption, MFA, multi-tenant isolation, audit trail, BAA available.
Read moreAI for support coordination (meet Ella)
Permission-aware AI woven into every module — drafting, search, compliance assist.
Read moreQA survey software for agencies
Family, staff, and consumer surveys linked to the records they describe.
Read moreState survey readiness software
Continuous gap detection plus one-click evidence packages for auditors.
Read moreMulti-state agency software
Per-state configuration with cross-state reporting on one unified platform.
Read moreWant a sneak peek?
We'll walk you through the live build of ctAgency Suite™ — including how the migration from PNB will work for your team.