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Description
Kiip is an innovative cloud-based solution tailored to enhance client management specifically for social service organizations. It creates secure, collaborative environments where clients and service providers can effortlessly share documents, fill out forms, and communicate in a streamlined manner. Among its notable features are digital intake packets, eligibility assessments, and consent forms, all designed to be completed remotely, thus eliminating the necessity for in-person meetings. The platform also aids in the identification and distribution of free or low-cost resources via a program search function, which allows for direct sharing with clients. Kiip further enables the sending, receiving, and monitoring of referrals, complete with automatic updates on the status of any actions undertaken. As a HIPAA-compliant solution, it functions as a secure repository for client information and documents while permitting data downloads for integration into other systems like HMIS or EHR. Available on any device without requiring additional applications, Kiip supports versatile workflows whether users are at the office, working from home, or out in the field. This flexibility ensures that social service organizations can maintain effective communication and management processes regardless of their location.
Description
Regardless of whether you refer to it as document generation, automation, assembly, or creation, we excel in providing these services! With TextPlan, you can utilize your essential document templates directly on your website. This online functionality allows clients or prospects to enter their own data into the templates. TextPlan is perfect for producing any type of document quickly and without errors. It is frequently employed for generating legal documents and managing intricate document assemblies. To facilitate the creation of user-friendly forms that minimize mistakes, TextPlan includes a robust form configurator, allowing you to enhance the automation and validation processes of data entry. Moreover, TextPlan presents various integration options, ensuring a seamless connection to your operational workflows and business strategies. You maintain full control over how and when your clients can access your templates and the documents they generate. This flexibility empowers you to tailor the document creation experience to meet the specific needs of your business and clientele.
API Access
Has API
No
API Access
Has API
No
Integrations
Kochava
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$16 per user per month
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Kiip
Founded
2021
Country
United States
Website
www.kiipco.com
Vendor Details
Company Name
TextPlan
Founded
2004
Country
Netherlands
Website
www.textplan.com
Product Features
Forms Automation
Approval Process Control
No
Archiving & Retention
No
Collaboration
No
Document Indexing
No
Drag & Drop
No
Full Text Search
No
Remote Document Access
No
Rules-Based Workflow
No
Text Editing
No
Version Control
No
Product Features
Forms Automation
Approval Process Control
No
Archiving & Retention
Yes
Collaboration
No
Document Indexing
No
Drag & Drop
No
Full Text Search
No
Remote Document Access
Yes
Rules-Based Workflow
No
Text Editing
Yes
Version Control
No
