Software and Vendors

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ADRC Verified I & R Software Vendors Matrix

Source: ADRC-TAE, The Lewin Group
This matrix provides vendor information and basic software specifications, including functions and cost, of the Information and Referral-Case Management software currently available on the market. This file was updated in February 2008.
(Internal Link) • File type: doc
(PDF)
Associated Date: February 07, 2008

ADRC Selecting an IT/MIS Vendor Checklist and Timeline

Source: ADRC-TAE
This eight step model checklist outlines critical steps involved in building and IT system to support ADRC operations. These steps were adapted for ADRC grantees from resources available on the ADRC website and from TechSoup Learning Center Website.
(PDF)
(Word)
Updated June 11, 2010

MIS Systems Used by ADRCs

Source: Technical Assistance Exchange
ADRC programs through semi-annual report describe current IT systems used for I&R/A, client tracking and public websites. This document shows which IT vendors are being used. Updated Fall 2010.
(Word)
(PDF)
Associated Date: December 08, 2010

I&R/Case Management Software Vendor Profiles and Rating System

Source: The Lewin Group, ADRC-TAE
This webpage includes detailed profiles of over 20 software vendors that offer I&R and/or Case Management software packages. Each profile includes information about features, functions and costs. You can also rate your experience with your software vendor on a scale of 0 to 5 stars.
IandRVendorRating (ADRC-TAE Resource)
Updated February 10, 2009

ADRC Intake Assessment Recommendations Report

Source: Nevada
This report examines two I&R Tool software programs to determine which would be most useful and effective for documenting intake data in Nevada.
(PDF)
Associated Date: August 2011

Maryland ADRC Presentation about IT-MIS from April 2010 Monthly TA Call

Source: Maryland ADRC, Stephanie Hull
In this presentation from Stephanie Hull of the Maryland ADRC, the procurement process for Maryland's statewide IT system is described. It offers suggestions and lessons learned about the steps taken.
(Powerpoint)
(PDF)
Associated Date: April 14, 2010

Alabama ADRC Presentation about IT-MIS from April 2010 Monthly TA Call

Source: Alabama ADRC, Ron Tanner
This presentation, given by Ron Tanner from Alabama, describes the in-house development of the state's management information system Alabama Connect to support the ADRC and its partners.
(Powerpoint)
(PDF)
Associated Date: April 14, 2010

Information Technology: Lessons Learned and Resources

Source: Technical Assistance Exchange
This presentation was conducted By Lauren O'Reilly at the 2010 National Meeting in a session entitled "Maximizing Existing Software to Track Program Activities."
(Powerpoint)
(PDF)
Updated April 19, 2010

Achieving Quality Outcomes with Open Source Software
Source: Hawaii ADRC/Maitainet
This handout was provided as part of the IT Discussion Group at the 2010 National Meeting.
(PDF)
Updated March 2, 2010

Implementation of Refernet: Florida’s Statewide Information and Referral System

Source: Florida ADRC
This is the Power Point presentation by Kristen Longmore given at the 2010 National Meeting during the session entitled Maximizing Existing Software to Track Program Activities.
(Powerpoint)
(PDF)
Updated March 2, 2010

Maximizing Existing Software to Track CLP Activities

Source: Area Agency on Aging District 7. Ohio CLP
This is the Power Point presentation by Vicky Abdella given at the 2010 National Meeting during the session entitled Maximizing Existing Software to Track Program Activities.
(Powerpoint)
Updated March 2, 2010

Ohio CLP Webinar on SAMS System

Source: Ohio CLP
As a follow-up to a prior CLP monthly grantee call, staff from Ohio's AAA 7 held a webinar to demonstrate how they are using SAMS/Harmony products to manage CLP. Participants from Louisiana, New Jersey, and Connecticut participated live; the webinar is archived for on-demand viewing via GoToMeeting.
(External Link)
Added November 30, 2009

Consumer-Direction Module Handout, Consumer Direction Workshop Breakout - 2009 AoA/VA Meeting

Source: TAE, Boston College
This handout overviews the goals and objectives of a consumer direction module. It was used during the Consumer Direction Workshop breakout session at the AoA/VA Meeting held in Boston in February 2009.
(PDF)
Associated Date: February 25, 2009

Minnesota RFP For Vendor

Source: Minnesota ADRC
Minnesota has issued an RFP for a Vendor to work on their website, MinnesotaHelp.info
(Word)
(PDF)
Updated December 21, 2007

Selecting the Right Technology Vendor
Source: Npower
This illustrated guide from NPower will help you understand and think through the critical steps in the vendor-selection process, from assessing feasibility, gathering requirements, and researching and refining your options to evaluating and selecting vendors, managing implementation, and handling support and maintenance.
(External Link)
(PDF)
Updated December 16, 2008

NH ADRC IT Survey

Source: New Hampshire
ADRC-TAE surveyed grantees on their IT-MIS systems, gathering information on the types of information tracked for their ADRC program and services from other programs an individual might receive subsequent to an ADRC contact.
(Excel)
(PDF)
Updated February 10, 2009

NC Information and Referral Vendor RFP

Source: North Carolina
North Carolina issued a Request for Proposal notice for an information and referral vendor to serve the ADRC program in February of 2005.
(External Link)
Updated November 20, 2007

VNS Choice Care Management System Evaluation Matrix
Source: Visiting Nurse Service of NY, New York
This document is a tool used by VNS CHOICE to evaluate the capacity of various care management system vendors. This evaluation matrix is a resource states can use to compare vendors, or to get them thinking about all the required elements they would need in a comprehensive care management system.
(PDF)
(Word)
Updated February 10, 2009

Information Technology - Call Notes - December 8, 2003

Source: The Lewin Group, ADRC-TAE
Notes from the TAE Monthly Conference Call on Information Technology that was held on December 8, 2003. Minnesota discussed their experiences implementing an online I&R database and Lewin presented information about different I&R/Case Management vendors and software packages.
(Internal Link)
Associated Date: December 08, 2003