HARMONY FOR AGING AND ADULT SERVICES™

The Gold Standard in Automated Case Management for Aging and Adult Services Organizations

S A M S C a s e M a n a g e m e n t

Harmony for Aging and Adult Services™ SAMS Case ManagementAt the core of Harmony’s modular solution for adult and aging services is SAMS Case Management—a comprehensive integrated case management system that enables agencies to share and manage all consumers in a single, secure database across the state, including local agencies and providers.

SAMS Case Management includes a wealth of features designed specifically for organizations to plan, track, manage, and pay for services delivered to their consumers. Care managers are automatically alerted to new referrals and consumers through a real-time dashboard, ensuring that important activities, tasks, and events are never missed. The care manager can then begin working with assigned consumers to conduct in-depth assessments using the customizable Harmony for Aging and Adult Services Assessments. These assessments provide a historic view of all previous answers given by the consumer and also provide powerful real-time calculations to assist in eligibility determinations, scoring, and more. These calculations will help ensure that consumers are appropriately placed and receive adequate care, all the time.

Once enrolled in a program, consumers can work with one or many care managers to collaborate on the care they receive. Service plans are created and, upon review and confirmation, converted into service orders, giving service providers automatic acknowledgment of scheduled service deliveries. Service orders are immediately displayed to providers via the Dashboard.

PAGE 2

BenefitsA single, integrated system

Easily create and track care plan goals and objectives

Share data securely

Automatically retrieve informa-tion using Harmony’s automated Dashboards

Quickly synchronize assessment data to Harmony for Aging and Adult Services

Record thousands of services for many consumers at the click of a button

Build full-featured reports based on precon�gured templates

View consumers’ planned services in one easy-to-read service calendar

Automatically bill Medicaid for delivered services

Provides seamless integration with NAPIS SRT, allowing agencies to populate error-free reports at the push of a button

INFORMATION& REFERRAL

WEBRESOURCE

CENTER

PROVIDERDIRECT

CAREGIVERDIRECT

CONSUMERDIRECT

FINANCIALMANAGEMENT

SAMS CASEMANAGEMENT

ADVANCEDREPORTING

CASE MANAGEMENT

AD

HO

C /

CUST

OM

REP

ORT

S

CLAIM

S PROCESSIN

G

CONNECTING CONSUMERS CAREGIVER COMMUNICATION

PRO

VIDE

R CO

LLA

BORA

TIO

N

CALL TRACKING / REFERRALS

ENABLIN

G A

DRCs

HARMONY FOR AGING ANDADULT SERVICES

Comprehensive, End-to-End Service Delivery ManagementSAMS Case Management is a flexible case management system created specifically for aging and adult services agencies to optimize the management of Older Americans Act–funded programs as well as services funded by grants and local funds. Used by more than half of the national aging network, SAMS Case Management provides an off-the-shelf solution for aging services organizations of all sizes, from small service providers to state-level agencies. Key aspects include:

Automatic AlertsHarmony Dashboards will automatically alert users to overdue, upcoming, and incoming tasks, referrals, activities, and events, giving care managers total control of their caseloads.AssessmentsPredefined assessment forms are complemented by a library of more than 7,500 questions that can be used to create user-defined forms and custom indicators to quickly calculate need and enrollment eligibility status.Case Management, Care Planning, Service Authorization, and Service DeliveryCare planning and case management tools allow care managers to record diagnoses and overall goals, plan and authorize a consumer’s complete schedule of services, and record service delivery. Case notes and activities allow case managers to manage consumers more efficiently, while Harmony’s bulk data entry tool allows for delivered services to be recorded swiftly, accurately, and efficiently.Route and Kitchen PlanningGenerate daily and weekly routes for drivers, including directions, while producing kitchen management reports to track meal and nutritional information.

Activities and ReferralsManage and share referral follow-ups, consumer visits, and other activities. Activities and referrals can be shared among organizations, allowing unprecedented communication within your organization.Multi-Program SupportTrack multiple programs and funding sources to reduce administrative overhead and increase reimbursement rates.ReportingIncludes hundreds of standard reports as well as custom report-generation capabilities to assess operational performance, track outcomes, and comply with funding source requirements.Billing Automatically bill third-party organizations, including Medicaid, for rapid reimbursement.On-Demand Product TrainingJust-in-time product training is provided over the Internet via a web browser wherever and whenever it is needed.

PAGE 3

FeaturesUsed by more than half of the State Units on Aging and Area Agencies on Aging (AAAs) in the country

Endorsed by AoA as the chosen vendor for NAPIS Reporting, Harmony’s NAPIS SRT provides immediate federal compliance

Use of single, global consumer records eliminates redundancy and ensures that care managers have the latest information on their consumers, 24/7

Comprehensive care planning features including care plan worksheets, care plan goals, journals, and more

Customizable indicators provide instant calculations, eligibility determinations, scores, and more

Easily create and track care plan goals and objectives

Build your own assessment forms that match legacy forms and documents

Analyze client and provider activity and export into standard formats

Provides a historical view of all tasks completed for or on behalf of a consumer

This document is provided for informational purposes only, and the contents hereof are subject to change without notice. This document is not warranted to be error free, nor is it subject to any other warranties or conditions, whether expressed orally or implied in law, including implied warranties and conditions of merchantability or fitness for a particular purpose. We specifically disclaim any liability with respect to this document, and no contractual obligations are formed either directly or indirectly by this document. This document may not be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose, without prior written permission.

About Harmony Information Systems, Inc.Harmony Information Systems, Inc. (Harmony), the leader in integrated health and human services management, provides comprehensive solutions that enable organizations to manage growing consumer caseloads with existing resources.

The company's end-to-end solutions manage the delivery of care for elders and intellectually disabled persons, enabling organizations to maximize outcomes while increasing service delivery efficiency, ensuring compliance with funding requirements, and automating Medicaid waiver processes. Harmony products are used by more than 450 state, local, and private provider human service organizations to manage both traditional and consumer-directed models of service.

For more information on Harmony products and solutions, visit www.harmonyis.com or call us at 866-951-2219

Headquarters:12120 Sunset Hills Road Suite 500Reston, VA 20190 866-951-2213

Vermont Of�ce:25 New England Drive Essex Junction, VT 05452 802-878-2219

Copyright © 2011 Harmony Information Systems, Inc. All Rights Reserved.

HARMONY FOR AGING AND ADULT SERVICES™

The Gold Standard in Automated Case Management for Aging and Adult Services Organizations

S A M S C a s e M a n a g e m e n t

Harmony for Aging and Adult Services™ SAMS Case ManagementAt the core of Harmony’s modular solution for adult and aging services is SAMS Case Management—a comprehensive integrated case management system that enables agencies to share and manage all consumers in a single, secure database across the state, including local agencies and providers.

SAMS Case Management includes a wealth of features designed specifically for organizations to plan, track, manage, and pay for services delivered to their consumers. Care managers are automatically alerted to new referrals and consumers through a real-time dashboard, ensuring that important activities, tasks, and events are never missed. The care manager can then begin working with assigned consumers to conduct in-depth assessments using the customizable Harmony for Aging and Adult Services Assessments. These assessments provide a historic view of all previous answers given by the consumer and also provide powerful real-time calculations to assist in eligibility determinations, scoring, and more. These calculations will help ensure that consumers are appropriately placed and receive adequate care, all the time.

Once enrolled in a program, consumers can work with one or many care managers to collaborate on the care they receive. Service plans are created and, upon review and confirmation, converted into service orders, giving service providers automatic acknowledgment of scheduled service deliveries. Service orders are immediately displayed to providers via the Dashboard.

PAGE 2

BenefitsA single, integrated system

Easily create and track care plan goals and objectives

Share data securely

Automatically retrieve informa-tion using Harmony’s automated Dashboards

Quickly synchronize assessment data to Harmony for Aging and Adult Services

Record thousands of services for many consumers at the click of a button

Build full-featured reports based on precon�gured templates

View consumers’ planned services in one easy-to-read service calendar

Automatically bill Medicaid for delivered services

Provides seamless integration with NAPIS SRT, allowing agencies to populate error-free reports at the push of a button

INFORMATION& REFERRAL

WEBRESOURCE

CENTER

PROVIDERDIRECT

CAREGIVERDIRECT

CONSUMERDIRECT

FINANCIALMANAGEMENT

SAMS CASEMANAGEMENT

ADVANCEDREPORTING

CASE MANAGEMENT

AD

HO

C /

CUST

OM

REP

ORT

S

CLAIM

S PROCESSIN

G

CONNECTING CONSUMERS CAREGIVER COMMUNICATION

PRO

VIDE

R CO

LLA

BORA

TIO

N

CALL TRACKING / REFERRALS

ENABLIN

G A

DRCs

HARMONY FOR AGING ANDADULT SERVICES

Comprehensive, End-to-End Service Delivery ManagementSAMS Case Management is a flexible case management system created specifically for aging and adult services agencies to optimize the management of Older Americans Act–funded programs as well as services funded by grants and local funds. Used by more than half of the national aging network, SAMS Case Management provides an off-the-shelf solution for aging services organizations of all sizes, from small service providers to state-level agencies. Key aspects include:

Automatic AlertsHarmony Dashboards will automatically alert users to overdue, upcoming, and incoming tasks, referrals, activities, and events, giving care managers total control of their caseloads.AssessmentsPredefined assessment forms are complemented by a library of more than 7,500 questions that can be used to create user-defined forms and custom indicators to quickly calculate need and enrollment eligibility status.Case Management, Care Planning, Service Authorization, and Service DeliveryCare planning and case management tools allow care managers to record diagnoses and overall goals, plan and authorize a consumer’s complete schedule of services, and record service delivery. Case notes and activities allow case managers to manage consumers more efficiently, while Harmony’s bulk data entry tool allows for delivered services to be recorded swiftly, accurately, and efficiently.Route and Kitchen PlanningGenerate daily and weekly routes for drivers, including directions, while producing kitchen management reports to track meal and nutritional information.

Activities and ReferralsManage and share referral follow-ups, consumer visits, and other activities. Activities and referrals can be shared among organizations, allowing unprecedented communication within your organization.Multi-Program SupportTrack multiple programs and funding sources to reduce administrative overhead and increase reimbursement rates.ReportingIncludes hundreds of standard reports as well as custom report-generation capabilities to assess operational performance, track outcomes, and comply with funding source requirements.Billing Automatically bill third-party organizations, including Medicaid, for rapid reimbursement.On-Demand Product TrainingJust-in-time product training is provided over the Internet via a web browser wherever and whenever it is needed.

PAGE 3

FeaturesUsed by more than half of the State Units on Aging and Area Agencies on Aging (AAAs) in the country

Endorsed by AoA as the chosen vendor for NAPIS Reporting, Harmony’s NAPIS SRT provides immediate federal compliance

Use of single, global consumer records eliminates redundancy and ensures that care managers have the latest information on their consumers, 24/7

Comprehensive care planning features including care plan worksheets, care plan goals, journals, and more

Customizable indicators provide instant calculations, eligibility determinations, scores, and more

Easily create and track care plan goals and objectives

Build your own assessment forms that match legacy forms and documents

Analyze client and provider activity and export into standard formats

Provides a historical view of all tasks completed for or on behalf of a consumer

This document is provided for informational purposes only, and the contents hereof are subject to change without notice. This document is not warranted to be error free, nor is it subject to any other warranties or conditions, whether expressed orally or implied in law, including implied warranties and conditions of merchantability or fitness for a particular purpose. We specifically disclaim any liability with respect to this document, and no contractual obligations are formed either directly or indirectly by this document. This document may not be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose, without prior written permission.

About Harmony Information Systems, Inc.Harmony Information Systems, Inc. (Harmony), the leader in integrated health and human services management, provides comprehensive solutions that enable organizations to manage growing consumer caseloads with existing resources.

The company's end-to-end solutions manage the delivery of care for elders and intellectually disabled persons, enabling organizations to maximize outcomes while increasing service delivery efficiency, ensuring compliance with funding requirements, and automating Medicaid waiver processes. Harmony products are used by more than 450 state, local, and private provider human service organizations to manage both traditional and consumer-directed models of service.

For more information on Harmony products and solutions, visit www.harmonyis.com or call us at 866-951-2219

Headquarters:12120 Sunset Hills Road Suite 500Reston, VA 20190 866-951-2213

Vermont Of�ce:25 New England Drive Essex Junction, VT 05452 802-878-2219

Copyright © 2011 Harmony Information Systems, Inc. All Rights Reserved.

HARMONY FOR AGING AND ADULT SERVICES™

The Gold Standard in Automated Case Management for Aging and Adult Services Organizations

S A M S C a s e M a n a g e m e n t

Harmony for Aging and Adult Services™ SAMS Case ManagementAt the core of Harmony’s modular solution for adult and aging services is SAMS Case Management—a comprehensive integrated case management system that enables agencies to share and manage all consumers in a single, secure database across the state, including local agencies and providers.

SAMS Case Management includes a wealth of features designed specifically for organizations to plan, track, manage, and pay for services delivered to their consumers. Care managers are automatically alerted to new referrals and consumers through a real-time dashboard, ensuring that important activities, tasks, and events are never missed. The care manager can then begin working with assigned consumers to conduct in-depth assessments using the customizable Harmony for Aging and Adult Services Assessments. These assessments provide a historic view of all previous answers given by the consumer and also provide powerful real-time calculations to assist in eligibility determinations, scoring, and more. These calculations will help ensure that consumers are appropriately placed and receive adequate care, all the time.

Once enrolled in a program, consumers can work with one or many care managers to collaborate on the care they receive. Service plans are created and, upon review and confirmation, converted into service orders, giving service providers automatic acknowledgment of scheduled service deliveries. Service orders are immediately displayed to providers via the Dashboard.

PAGE 2

BenefitsA single, integrated system

Easily create and track care plan goals and objectives

Share data securely

Automatically retrieve informa-tion using Harmony’s automated Dashboards

Quickly synchronize assessment data to Harmony for Aging and Adult Services

Record thousands of services for many consumers at the click of a button

Build full-featured reports based on precon�gured templates

View consumers’ planned services in one easy-to-read service calendar

Automatically bill Medicaid for delivered services

Provides seamless integration with NAPIS SRT, allowing agencies to populate error-free reports at the push of a button

INFORMATION& REFERRAL

WEBRESOURCE

CENTER

PROVIDERDIRECT

CAREGIVERDIRECT

CONSUMERDIRECT

FINANCIALMANAGEMENT

SAMS CASEMANAGEMENT

ADVANCEDREPORTING

CASE MANAGEMENT

AD

HO

C /

CUST

OM

REP

ORT

S

CLAIM

S PROCESSIN

G

CONNECTING CONSUMERS CAREGIVER COMMUNICATION

PRO

VIDE

R CO

LLA

BORA

TIO

N

CALL TRACKING / REFERRALS

ENABLIN

G A

DRCs

HARMONY FOR AGING ANDADULT SERVICES

Comprehensive, End-to-End Service Delivery ManagementSAMS Case Management is a flexible case management system created specifically for aging and adult services agencies to optimize the management of Older Americans Act–funded programs as well as services funded by grants and local funds. Used by more than half of the national aging network, SAMS Case Management provides an off-the-shelf solution for aging services organizations of all sizes, from small service providers to state-level agencies. Key aspects include:

Automatic AlertsHarmony Dashboards will automatically alert users to overdue, upcoming, and incoming tasks, referrals, activities, and events, giving care managers total control of their caseloads.AssessmentsPredefined assessment forms are complemented by a library of more than 7,500 questions that can be used to create user-defined forms and custom indicators to quickly calculate need and enrollment eligibility status.Case Management, Care Planning, Service Authorization, and Service DeliveryCare planning and case management tools allow care managers to record diagnoses and overall goals, plan and authorize a consumer’s complete schedule of services, and record service delivery. Case notes and activities allow case managers to manage consumers more efficiently, while Harmony’s bulk data entry tool allows for delivered services to be recorded swiftly, accurately, and efficiently.Route and Kitchen PlanningGenerate daily and weekly routes for drivers, including directions, while producing kitchen management reports to track meal and nutritional information.

Activities and ReferralsManage and share referral follow-ups, consumer visits, and other activities. Activities and referrals can be shared among organizations, allowing unprecedented communication within your organization.Multi-Program SupportTrack multiple programs and funding sources to reduce administrative overhead and increase reimbursement rates.ReportingIncludes hundreds of standard reports as well as custom report-generation capabilities to assess operational performance, track outcomes, and comply with funding source requirements.Billing Automatically bill third-party organizations, including Medicaid, for rapid reimbursement.On-Demand Product TrainingJust-in-time product training is provided over the Internet via a web browser wherever and whenever it is needed.

PAGE 3

FeaturesUsed by more than half of the State Units on Aging and Area Agencies on Aging (AAAs) in the country

Use of single, global consumer records eliminates redundancy and ensures that care managers have the latest information on their consumers, 24/7

Comprehensive care planning features including care plan worksheets, care plan goals, journals, and more

Customizable indicators provide instant calculations, eligibility determinations, scores, and more

Easily create and track care plan goals and objectives

Build your own assessment forms that match legacy forms and documents

Analyze client and provider activity and export into standard formats

Provides a historical view of all tasks completed for or on behalf of a consumer

This document is provided for informational purposes only, and the contents hereof are subject to change without notice. This document is not warranted to be error free, nor is it subject to any other warranties or conditions, whether expressed orally or implied in law, including implied warranties and conditions of merchantability or fitness for a particular purpose. We specifically disclaim any liability with respect to this document, and no contractual obligations are formed either directly or indirectly by this document. This document may not be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose, without prior written permission.

About Harmony Information Systems, Inc.Harmony Information Systems, Inc. (Harmony), the leader in integrated health and human services management, provides comprehensive solutions that enable organizations to manage growing consumer caseloads with existing resources.

The company's end-to-end solutions manage the delivery of care for elders and intellectually disabled persons, enabling organizations to maximize outcomes while increasing service delivery efficiency, ensuring compliance with funding requirements, and automating Medicaid waiver processes. Harmony products are used by more than 450 state, local, and private provider human service organizations to manage both traditional and consumer-directed models of service.

For more information on Harmony products and solutions, visit www.harmonyis.com or call us at 866-951-2219

Headquarters:12120 Sunset Hills Road Suite 500Reston, VA 20190 866-951-2213

Vermont Of�ce:25 New England Drive Essex Junction, VT 05452 802-878-2219

Copyright © 2011 Harmony Information Systems, Inc. All Rights Reserved.

HARMONY FOR AGING AND ADULT SERVICES™

The Gold Standard in Automated Case Management for Aging and Adult Services Organizations

S A M S C a s e M a n a g e m e n t

Harmony for Aging and Adult Services™ SAMS Case ManagementAt the core of Harmony’s modular solution for adult and aging services is SAMS Case Management—a comprehensive integrated case management system that enables agencies to share and manage all consumers in a single, secure database across the state, including local agencies and providers.

SAMS Case Management includes a wealth of features designed specifically for organizations to plan, track, manage, and pay for services delivered to their consumers. Care managers are automatically alerted to new referrals and consumers through a real-time dashboard, ensuring that important activities, tasks, and events are never missed. The care manager can then begin working with assigned consumers to conduct in-depth assessments using the customizable Harmony for Aging and Adult Services Assessments. These assessments provide a historic view of all previous answers given by the consumer and also provide powerful real-time calculations to assist in eligibility determinations, scoring, and more. These calculations will help ensure that consumers are appropriately placed and receive adequate care, all the time.

Once enrolled in a program, consumers can work with one or many care managers to collaborate on the care they receive. Service plans are created and, upon review and confirmation, converted into service orders, giving service providers automatic acknowledgment of scheduled service deliveries. Service orders are immediately displayed to providers via the Dashboard.

PAGE 2

BenefitsA single, integrated system

Easily create and track care plan goals and objectives

Share data securely

Automatically retrieve informa-tion using Harmony’s automated Dashboards

Quickly synchronize assessment data to Harmony for Aging and Adult Services

Record thousands of services for many consumers at the click of a button

Build full-featured reports based on precon�gured templates

View consumers’ planned services in one easy-to-read service calendar

Automatically bill Medicaid for delivered services

Provides seamless integration with NAPIS SRT, allowing agencies to populate error-free reports at the push of a button

INFORMATION& REFERRAL

WEBRESOURCE

CENTER

PROVIDERDIRECT

CAREGIVERDIRECT

CONSUMERDIRECT

FINANCIALMANAGEMENT

SAMS CASEMANAGEMENT

ADVANCEDREPORTING

CASE MANAGEMENT

AD

HO

C /

CUST

OM

REP

ORT

S

CLAIM

S PROCESSIN

G

CONNECTING CONSUMERS CAREGIVER COMMUNICATION

PRO

VIDE

R CO

LLA

BORA

TIO

N

CALL TRACKING / REFERRALS

ENABLIN

G A

DRCs

HARMONY FOR AGING ANDADULT SERVICES

Comprehensive, End-to-End Service Delivery ManagementSAMS Case Management is a flexible case management system created specifically for aging and adult services agencies to optimize the management of Older Americans Act–funded programs as well as services funded by grants and local funds. Used by more than half of the national aging network, SAMS Case Management provides an off-the-shelf solution for aging services organizations of all sizes, from small service providers to state-level agencies. Key aspects include:

Automatic AlertsHarmony Dashboards will automatically alert users to overdue, upcoming, and incoming tasks, referrals, activities, and events, giving care managers total control of their caseloads.AssessmentsPredefined assessment forms are complemented by a library of more than 7,500 questions that can be used to create user-defined forms and custom indicators to quickly calculate need and enrollment eligibility status.Case Management, Care Planning, Service Authorization, and Service DeliveryCare planning and case management tools allow care managers to record diagnoses and overall goals, plan and authorize a consumer’s complete schedule of services, and record service delivery. Case notes and activities allow case managers to manage consumers more efficiently, while Harmony’s bulk data entry tool allows for delivered services to be recorded swiftly, accurately, and efficiently.Route and Kitchen PlanningGenerate daily and weekly routes for drivers, including directions, while producing kitchen management reports to track meal and nutritional information.

Activities and ReferralsManage and share referral follow-ups, consumer visits, and other activities. Activities and referrals can be shared among organizations, allowing unprecedented communication within your organization.Multi-Program SupportTrack multiple programs and funding sources to reduce administrative overhead and increase reimbursement rates.ReportingIncludes hundreds of standard reports as well as custom report-generation capabilities to assess operational performance, track outcomes, and comply with funding source requirements.Billing Automatically bill third-party organizations, including Medicaid, for rapid reimbursement.On-Demand Product TrainingJust-in-time product training is provided over the Internet via a web browser wherever and whenever it is needed.

PAGE 3

FeaturesUsed by more than half of the State Units on Aging and Area Agencies on Aging (AAAs) in the country

Use of single, global consumer records eliminates redundancy and ensures that care managers have the latest information on their consumers, 24/7

Comprehensive care planning features including care plan worksheets, care plan goals, journals, and more

Customizable indicators provide instant calculations, eligibility determinations, scores, and more

Easily create and track care plan goals and objectives

Build your own assessment forms that match legacy forms and documents

Analyze client and provider activity and export into standard formats

Provides a historical view of all tasks completed for or on behalf of a consumer

This document is provided for informational purposes only, and the contents hereof are subject to change without notice. This document is not warranted to be error free, nor is it subject to any other warranties or conditions, whether expressed orally or implied in law, including implied warranties and conditions of merchantability or fitness for a particular purpose. We specifically disclaim any liability with respect to this document, and no contractual obligations are formed either directly or indirectly by this document. This document may not be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose, without prior written permission.

About Harmony Information Systems, Inc.Harmony Information Systems, Inc. (Harmony), the leader in integrated health and human services management, provides comprehensive solutions that enable organizations to manage growing consumer caseloads with existing resources.

The company's end-to-end solutions manage the delivery of care for elders and intellectually disabled persons, enabling organizations to maximize outcomes while increasing service delivery efficiency, ensuring compliance with funding requirements, and automating Medicaid waiver processes. Harmony products are used by more than 450 state, local, and private provider human service organizations to manage both traditional and consumer-directed models of service.

For more information on Harmony products and solutions, visit www.harmonyis.com or call us at 866-951-2219

Headquarters:12120 Sunset Hills Road Suite 500Reston, VA 20190 866-951-2213

Vermont Of�ce:25 New England Drive Essex Junction, VT 05452 802-878-2219

Copyright © 2011 Harmony Information Systems, Inc. All Rights Reserved.