PNB for DDD agencies

DDD support coordination software that fits the work.

Plans, MT visits, MH and SCS Checklists, SCPA, billing, and EVV — in one HIPAA-aligned platform that's been running NJ DDD agencies for years. No reinventing your workflow to fit the software.

Schedule a demo What's included

NJ DDD: Production deployments across the state
Multi-state: Import support for agencies that cross state lines
HIPAA: Audit trail and access controls built in

What's in PNB for DDD work

Every screen your team uses every day

Designed around the actual rhythm of DDD support coordination — the consumer record, the next MT visit, the plan that's about to expire, the claim that needs to go out.

Consumer records with DDD ID, group home, plan dates
MT monitoring visit tracking plus MH and SCS checklist completion
SCPA — Support Coordination Prior Authorization workflow
MH Checklist (annual, by SC) and SCS Checklist (annual, by Supervisor)
Built-in EVV for direct-care visit verification

HIPAA-aligned

Encryption, audit, access controls

Production-tested

Years of NJ DDD operation

Multi-tenant

Strict per-agency isolation

Built by people who know DDD

Workflow over checkbox features

Why this matters

Most agency software was built for hospitals or insurance companies. PNB was built for DDD.

Generic case-management tools force support coordination agencies to bend their workflow to fit the software's idea of a case. That mismatch shows up everywhere — consumer records missing the DDD-specific fields, MT histories tracked in a spreadsheet, MH/SCS Checklists buried in email, prior authorization workflows that don't match how DDD billing actually works.

PNB is the opposite. It was built around the day a support coordinator actually has — the consumer who needs an MT visit this month, the MH or SCS Checklist that's due, the plan that's about to expire. The screens are organized that way, the alerts surface the right things, and the language matches what your team already says. (SCPA is scoped to the biller and stays out of everyone else's way.)

Today PNB is in production across NJ DDD agencies. The data model and workflow tooling are general enough that agencies operating in other states use the same platform — with multi-state import support so historical data carries over.

Built for the DDD reality

Consumer-centric records — DDD ID, group home, plan dates, Medicaid end date, MT history, MH and SCS Checklist completion, all in one searchable view
Monitoring that doesn't slip — track MT visits, MH Checklist and SCS Checklist completion, schedule the next check-in, capture notes, flag follow-ups
Prior authorization, billing-side — SCPA records reflect billable status from the DDD Participant Search import (SCPA is for the biller; nobody else sees it)
Compliance that auditors can verify — HIPAA-aligned controls, role-based access

Capabilities for DDD support coordination

Everything a support coordination agency runs on, in one place.

Consumer records, the way DDD work needs them

DDD ID, group home, plan dates, Medicaid end date, MT history with upload-vs-visit dates color-coded, MH Checklist completion (annual, by SC), and SCS Checklist completion (annual, by Supervisor). Every detail your coordinators reach for, in one searchable view.

Monitoring tracking that doesn't fall through the cracks

MT visits scheduled, captured, and flagged for follow-up. MH Checklist and SCS Checklist completion tracked the same way. Quarterly cadences are surfaced before they become auditor findings. Late items show up where supervisors will see them.

SCPA — for the biller, and only the biller

PNB stores SCPA records for the billing team. The DDD Participant Search import flags SCPAs as billable when the consumer's monthly MT was uploaded. SCs don't see it, QA doesn't see it, supervisors don't see it. SCPA is scoped to the biller because that's whose job it is.

EVV built into the platform

Visit verification with maps, staff path tracking, signature capture, and admin notes — without bolting on a third tool. Note: HHAeXchange aggregator integration arrives with CT Agency Suite; PNB's built-in EVV covers internal capture and audit, and customers needing aggregator submission today pair it accordingly.

MH and SCS Checklist completion tracking

MH Checklist (annual, by SC) and SCS Checklist (annual, by Supervisor) are first-class records in PNB. Track completion per consumer per year. (A full document management module arrives with CT Agency Suite.)

Billing and remittance reconciliation

Manage units billed, track 835 ERA remittance, and reconcile what was paid versus what's still outstanding. Your billing team stops working from spreadsheets.

What it looks like in practice

A few ways teams use this.

Support Coordinator at the start of the day

You log in. The consumer list shows which monthly MTs you've completed this month and which uploads are still missing — the upload-vs-visit color coding makes the gap obvious. You upload last week's MT documentation to the right consumer records and capture the MH Checklist for the consumer whose annual is due. Yesterday this was switching between three tools.

QA reviewer auditing a record

You're reviewing a consumer's documentation for completeness. You open the record, see the full MT history with upload-vs-visit dates color-coded, and MH and SCS Checklist completion status — all on one screen. You spot a missing MT upload from two months ago and follow up with the SC. Move to the next file.

Billing manager at month-end

You pull the units-billed view filtered to last month. The 835 ERA remittance is already there — PNB is the clearinghouse, so it lands automatically — and shows what reconciled, what's outstanding, and what got denied. The denials have specific reason codes you can act on. Month-end takes hours, not days.

Frequently asked

What DDD agencies ask before they switch.

Is PNB suitable for an agency outside New Jersey?

Yes. PNB is in production across multiple states. The platform is built around the general workflow of support coordination — consumer records, monitoring visits, plan management, billing — not specific NJ-only constraints. SCPA-style prior authorization workflows are NJ-specific in their UI but the underlying data model handles other states' equivalent workflows, with multi-state import support for agencies migrating historical data.

Does PNB integrate with state DDD systems?

Yes. PNB supports import workflows for state-level DDD data, with multi-state import support for agencies that operate across state lines. Specific integrations vary by state — we'll walk you through what's available for your specific operation during a demo.

How does PNB handle EVV without a separate product?

EVV is built into PNB — visit verification with GPS, signature capture, admin notes, and a map view of staff path. PNB covers internal capture and audit. Aggregator submission via HHAeXchange is on the roadmap with CT Agency Suite; agencies that need aggregator-side delivery today pair PNB with their existing aggregator workflow. Agencies that prefer a dedicated mobile-first experience can also pair PNB with the standalone CT EVV app, which uses the same backend.

Is consumer data isolated between agencies on the platform?

Yes, strictly. PNB is multi-tenant with per-agency data partitioning at the database level. There is no cross-tenant data access. HIPAA-aligned controls, role-based access within an agency, and a full audit trail apply on top of that isolation.

How long does onboarding take?

For most support coordination agencies, the path from kickoff to production is measured in weeks, not months. The platform is intuitive enough that coordinator training is typically a single session per role. The bulk of the timeline is data migration and configuration of your specific roles, MT visit types, and program tags — not technical lift on your end.

What happens to PNB when CT Agency Suite launches?

PNB customers will migrate to CT Agency Suite when it launches. This is a forced cutover — PNB will be retired in favor of the suite. The migration itself is fully supported: same data, same team, a planned transition with hands-on training. We work with each agency on timing and onboarding, but the move itself is happening.

See PNB run a real DDD agency.

30-minute walkthrough with someone who's actually onboarded support coordination agencies — not a sales script.

Schedule a demo Back to PNB