One platform for everything an agency runs on.
Stop paying for and reconciling six disconnected tools. CT Agency Suite consolidates consumer records, billing, EVV admin, e-signature, staff management, surveys, and prior authorization on one unified data model — supported by one team that picks up the phone.
- One login
- End the credential juggle
- Unified model
- Consumer, plan, visit, billing connected
- One audit trail
- Every action across every module
Most agencies adopting CT Agency Suite are consolidating off some version of this fragmented setup.
- Separate case management system
- Separate billing & clearinghouse tool
- Separate EVV mobile app and admin
- Separate e-signature provider
- Spreadsheets for staff & credentials
- Email threads for SCPA & authorizations
Every disconnected tool you add to the stack costs more than the contract.
When an agency uses six tools to run operations, the contract value is the smallest part of the cost. The bigger costs are quiet ones — the administrator who spends Friday afternoon reconciling between case management and billing, the supervisor who learns about a missing visit because EVV and the case record disagreed, the QA reviewer pulling evidence for a survey from four different systems, the IT effort to keep five vendor integrations limping along.
Worse than cost: gaps. Each system has its own data shape and its own audit trail, but no system has the full picture. When something goes wrong — a billing dispute, a auditor question, an incident review — reconstructing what happened means correlating across multiple sources of truth that don't agree on what 'truth' is.
CT Agency Suite is the consolidation move. Consumer records, monitoring visits, plans, billing, EVV admin, e-signature, staff management, surveys, prior authorization — all on a unified data model. A consumer's record connects to their visits, which connect to their billing, which reconciles against the 835 ERA, which links to the SCPA that authorized the service. One platform, one login, one audit trail, one team that supports it.
- Less admin overhead — reconciliation goes from days to minutes when systems agree
- Faster surveys — evidence pulled from one record, not stitched from six sources
- Cleaner audit trail — every action across every module attributable in one place
- Predictable cost — one pricing relationship, no surprise vendor renewals
- Single sign-on — staff stop maintaining four sets of credentials
The point tools the suite replaces, and how.
Case management + consumer records
Consumer-centric record at the core: programs, ISP, group home, plan dates, MT history, MH Checklist and SCS Checklist completion, documents, outstanding tasks — one searchable view that connects to every other module.
Billing + remittance reconciliation
Claims generated from the same record system that holds the visits and plans they bill against. 835 ERA imports auto-reconcile. Denials show with reason codes and link to the consumer record. No more reconciliation between case management and billing systems.
EVV admin + the field app
CT EVV mobile app for caregivers in the field, paired with the admin web view inside the suite. GPS visit verification, signature capture, audit trail — without standing up a separate EVV vendor.
E-signature, integrated
Finalize service plans, consent forms, and contracts inside the suite using CT Signature under the hood. Signed documents land in the document store with retention rules applied automatically. No bouncing to a third-party signing tool.
Staff management + credentials
Active staff, supervisor hierarchy, credential tracking, scheduling, payroll integration, training hours by category and year, performance evaluations — replacing the spreadsheet-and-shared-drive setup most agencies have.
Surveys + QA evidence
Built-in survey tool for staff and family feedback. Generate evidence for state audits and QA reviews without exporting to a separate survey platform.
SCPA prior authorization workflow
Support Coordination Prior Authorization with queues, reviewer assignment, status tracking, and dashboards. The workflow lives inside the suite, not in email threads.
Operations dashboard + real-time monitoring
A single home for the day. Plus live oversight of agency health, system usage, and performance metrics — so issues surface before they become incidents.
A few ways teams use this.
Migration off five vendors
An agency running case management on one platform, billing on another, EVV from a third vendor, e-signature from a fourth, and staff records in a spreadsheet decides to consolidate. The early-access onboarding migrates consumer data, historical visits, billing history, and staff records onto the suite. Six months in, four vendor contracts are gone and the administrator's Friday-afternoon reconciliation ritual is over.
Single sign-on day one
Staff arrive Monday after the cutover and sign in once. The same credentials work across the suite, CT Signature for outbound document signing, and the CT EVV mobile app on their phone. MFA is configured once. The IT support tickets about forgotten passwords across four systems disappear.
Auditor walks in
A state auditor arrives. They want to see ten consumers' records: plans, visits, signed authorizations, billing, EVV logs. The QA lead pulls each record and the full picture is on one screen. The auditor leaves with clean evidence. What would have taken days of correlation between systems takes the morning.
Questions agencies ask before consolidating.
What does CT Agency Suite typically replace?
Do we have to migrate everything at once?
What if we have a vendor we want to keep?
What's the realistic timeline to consolidate off multiple vendors?
How does pricing work when consolidating multiple tools?
How do we evaluate this without disrupting operations?
More on CT Agency Suite
Agency management software for support coordinators
The operations side — staff, billing, dashboards, SCPA — in one platform.
Read moreCase management software for human services
How the suite handles human services case management with auditor-ready evidence.
Read moreCT Agency Suite overview
Every module, Ella the AI teammate, and the early-access program — in one tour.
Read moreConsolidate your agency stack onto one platform.
Apply for the CT Agency Suite early-access program. We'll walk through your current vendor stack and map a sequenced consolidation plan.