Agency management software for support coordinators.
One platform for the operations side of running a support coordination agency — staff, billing, plans, EVV admin, prior authorization, documents, surveys — with a built-in AI assistant. Coming 2026, with an active early-access program.
- 12+ modules
- Operations, clinical, billing — one login
- Ella
- AI teammate woven into every screen
- Modular
- Use what you need; skip what you don't
Stop stitching together point tools for billing, staff management, EVV, and case work. One platform, unified data model.
- Operations dashboard with team workload visibility
- Staff management with credentials and training hours
- Automated billing with 835 Remittance
- SCPA prior authorization workflow
- Surveys for QA and family feedback
Most agencies are running their operations across half a dozen disconnected tools.
A typical support coordination agency has its consumer records in one system, billing in another, staff records and credentials in a spreadsheet, EVV in a separate app, prior authorization tracked in email threads, and surveys captured in some external survey tool. Each system has its own login, its own data shape, and its own gaps. The administrator running the agency spends a meaningful chunk of every week reconciling between them.
CT Agency Suite is built to replace that patchwork. Every module — the operations dashboard, staff management, automated billing, SCPA prior authorization, EVV admin, document management, surveys, real-time monitoring — runs on a unified data model with one login. A consumer's record connects to their visits, their billing, their plans, and their authorizations. A staff member's record connects to their credentials, their training hours, their assigned consumers, and their EVV activity.
The suite ships with Ella, an AI teammate that works inside every module — drafting notes, summarizing histories, surfacing compliance risks, and answering operational questions in seconds. Ella sees only what the signed-in user is allowed to see, and every AI-assisted action lives in the audit trail.
- One login — staff stop juggling four sets of credentials
- One data model — consumer, plan, visit, billing, staff all connected
- One audit trail — every action across every module attributable and timestamped
- One support team — people who actually know the product, not Tier 1
- One pricing relationship — not five vendor contracts to renegotiate
Every operational discipline an agency needs — in one platform.
Operations dashboard
A single home for the day: birthdays, expiring plans, expiring Medicaid, plans by status, billed-vs-paid, remittance, and team workload. The first screen administrators check each morning.
Staff management
Active staff, supervisor hierarchy, credential tracking, scheduling, payroll integration, training hours by category and year, and performance evaluations — in one place instead of three spreadsheets.
Automated billing
One-click claim generation, 835 ERA remittance ingestion, denial tracking with reason codes — without bouncing between your billing system and your case management system.
SCPA prior authorization
Support Coordination Prior Authorization with queues, reviewer assignment, status tracking, and dashboards. NJ-specific workflow with multi-state import support.
CT EVV admin
Visit list with alert filters, GPS map, staff path tracking, signature capture, admin notes, and printable summaries — the office-side view of what your direct-care staff is doing in the field.
Surveys and quality assurance
Built-in feedback loops for staff and families. Generate evidence for state audits and QA reviews without exporting to a separate survey tool.
Document management
Centralized upload and management with organization-wide visibility and consumer-level attachment. Retention rules and audit logs apply automatically.
Integrated e-signature
Finalize service plans, consent forms, and contracts inside the suite — e-signature is built in, not a bolt-on, and lives on the same audit trail as everything else.
Real-time monitoring
Live oversight of agency health, system usage, and performance metrics. See issues before they become incidents.
A few ways teams use this.
Agency director Monday morning
You log in once. The dashboard shows you which plans expire this week, which Medicaid eligibilities lapse this month, billed vs paid for the prior period, and team workload heat-mapped by coordinator. Three actions handle the highest-priority items. The fragmented Monday-morning ritual of opening five tabs and reconciling spreadsheets is gone.
Billing manager closing the month
Claims generated and submitted from the same record system that holds the visits and plans they bill against. 835 ERA imports automatically. Denials show with reason codes and link to the specific consumer record. Reconciliation is a worklist, not an archaeology project.
QA doing an internal record review
Pull a list of consumers for an internal review, drill into each one, and see plans, MT history, MH/SCS Checklist completion, signed documents, and EVV visit log on a single record. Anything missing is flagged. The review that used to require stitching evidence from four systems happens on one screen. (SCPA stays scoped to the biller, out of the QA view.)
What agencies ask before joining the early-access program.
When will CT Agency Suite be available?
How is CT Agency Suite different from PNB?
Can we use only some modules instead of the whole suite?
What's Ella, and is the AI optional?
How does single sign-on work across CozziTech products?
Is data isolated between agencies on the platform?
More on CT Agency Suite
Case management software for human services
How the suite handles human services case management with HIPAA-aligned controls, audit trail, and auditor-ready evidence.
Read moreAll-in-one agency software for service providers
Replace the patchwork of point tools with one platform — the case for a single agency operating system.
Read moreCT Agency Suite overview
Every module, the AI teammate Ella, and the early-access program — in one tour.
Read moreStop running your agency across six tools.
Apply for the CT Agency Suite early-access program. We'll walk you through the live build and discuss how a migration from your current setup would work.