PNB is first and foremost a secure, application platform hosted by CozziTech, LLC in the cloud. Please be sure to check out our security overview page to see the specifics of how we product your information, your consumers’ details, and the infrastructure of our business. Our application offers the following features, and while the list is not inclusive, we are always adding more features from your feedback!
- Website protected by TLS/SSL Certificates
- Secure, two Factor Authentication
- Easy to use, and intuitive with minimal user training
- Group-based permissions
- Consumer Detail Tracking including activities, notes, and everything in between
- Track financial information, payments, billed hours
- Staff tracking, including certifications, expiration dates, and much more!
- Tasks with reminders
- Unit Billing
- Generalized Reports
- Customized Reports available
- Support Coordinator and Case Management work performed
- Billing, including various reports including reconciliation
- Consumer Surveys
- State specific functions are embedded throughout
- Consumers
- State Specific
- Remittance
- Staff
- Unit Billing
Consumer Listing
The Consumer Listing page is the main hub for all of your consumers. With ease of use in mind, you can quickly see important details about the consumer from here. Besides a consumer’s name, you can see information such as the program name, plan information, and more!
Consumer Details
Our Consumer Details page is designed to be a detail oriented overview of your consumers, while allowing you get to other important information quickly and efficiently. With important demographic information discernible with a moment’s notice.
- Edit details from this page
- Access other important consumer information, such as billing history
- Upload documents, images, etc. for the consumer
- Send surveys, and view results
- Many more functions are available
Monitoring Tool
Our Monitoring Tool is intuitive, and user friendly, designed with your staff in mind. Whether monthly or quarterly, we have you covered! Here are some highlights:
- Monthly or quarterly plans
- Entry fields that are not needed are not visible, reducing confusion
- Previous month’s data is easily visible at the same time
- Side by side view of current plan and previous plan
- Easily copy comment fields from previous plan to the current plan
- Automatically saves as you go, reducing the risk of losing information
- New Jersey DDD form output in PDF format
- Copy standard details month to month (program info, etc)
Mental Health Check
- Easy to complete form
- e-Signatures so no paper required!
- New Jersey DDD form output in PDF
NJ SPCA Import
We make getting information into our system as painless as possible, quickly and easily import NJ SPCA data for quick and accurate data. We provide feedback as to consumers who are missing, from your records, and DDD records, and much more!
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Remittance Page
View and organize your remittance for quick and easy tracking of consumer payments, failures, and errors. A lot of information is color-coded, accessible via a quick click, and easy to understand.
Staff Module
Another great module is our staff module. We know that managing staff can be tedious, and we are striving to make it much easier for you!
- On our listing screen, see their name, number of consumers assigned, and more!
- Track their training and relevant history
- Assign/Reassign consumers to staff (subject to state import rules)
- Assign staff to supervisors
- Assign rate and procedure codes per staff member for reimbursement
- Much more (and features are often from our clients’ feedback)
Staff Payables Screen
- Variety of searches to make your life easier
- Reports can show much each staff member is generating, totals, or limit reports to specific staff members
GPS Check-In
- Allow or require staff to check-in to locations via our mobile interface based on GPS coordinates
Unit Billing
Our unit billing module is feature packed. Here are some of the features you can expect:
- Visual charts for easy viewing of information
- Create prior authorizations easily from here
- Staff may enter their notes
- Prevents errors by only allowing billing if units are available on the P.A.
- Many reports available, plus custom ones can be added*
- Supervisors can review entries, approving or denying them
- eSignatures are available, reducing paperwork and improving workflow
Staff Payables
- Staff can easily view their own entered and paid/unpaid notes and billables
- Adminsitrators can see agency-wide notes and billables
* Customization will likely incur an additional fee. Please contact us for information