HubTally: More than just Client Management Software

In 2018 our team, located in Prince Edward Island, Canada, began working with human & social service leaders to identify key challenges facing the industry.

Through these interactions, a robust and intuitive set of digital tools has been built to mitigate many of these problems, including the systemizing of key services and retention of valuable data via clients, staff, programs, homes, budgets, reports and much more.

Simply put, HubTally provides an easy, intelligent means of ensuring your whole team is working off the same plan and providing client care the way your organization intends it.

Getting everyone on the same page is what we do best.

Is HubTally right for your organization?

	Your team is willing to modify their way of tracking & wants in on the ground floor of this project.
	You're concerned about retaining organizational knowledge for when staff leave or retire.
	You want tools to build consistent, measurable Client Plans and to communicate steps, record progress & compile results; including hard, measurable financial data.
	You have complex personnel files that interconnect with multiple contacts & organizations and you'd like to utilize those connections.
	You want more info on the effectiveness of your programs including financial costs, scheduling, attendance, activity tracking, daily agendas, location planning and log compiling.
	You want to know how your group homes fare each and every day including meals, bathing, bedding, grades and comments.
	You have unexpected program absences and you'd like a quick means of dragging and dropping personnel in and out of various blocks to best utilize the day.
	You want in-depth employee files complete with payroll features, time off requests, expiring dates, skill aptitudes, performance reviews and quick access to all logs and records they've made on their clients.
	You want a communication system that records various forms of correspondence with (or about) a client and be able to issue memos & call-backs to employees.
	You want a simpler way of tracking stipends; starting on the date they are earned to when they get paid out.
	Does much of this ring true? If so HubTally might be the solution you've been waiting for. Contact us to find out for sure!

HubTally's Digital Solutions

We understand that no two organizations are alike, therefore HubTally was engineered as a web-based, modular application; meaning you only pay for the modules (or hubs) that you want and are able to access them on any verified device with a secure web-browser. No need to install complicated software.

	Client Plan Hub (Read More...) HubTally is centered on Client Plans with the goal of creating measurable objectives & outcomes. We provide the building tools to ensure consistency of plans across the board. Communication tools ensure plan outcomes & steps are in front of all involved workers. Issue Progress Logs by any granted staff including grades, comments, incident reports, outings, health and more. Compile logs with the click of a button so that client progress is easily & often tracked. Track expiring plans and set reminders for staff to add new ones. And more...
	Client Hub (Read More...) Record all of your client data in one place that is accessible by your entire team. Grant different levels of client access to various members of your organization. Capture various living arrangements. Make unlimited personal & professional connections. Discover cross connections; ie track all clients that have the same doctor or teacher. Detailed dossiers including education, likes, dislikes, triggers, weakness, med-alert, custom lists and more. Behavior Plans. Incident Reports. Personal calendars. Health and Medical. Upload documents and photos. And much more...
	Staff Hub (Read More...) A powerful set of tools to access, manage, empower and evaluate your employees. Add custom positions and groups. Create staff profiles and directories. Performance Reviews. Manage check lists and expiring items like first aid, WIMIS, etc. Administer unique user permissions. Assign key staff to various clients. Personal calendars. Easily review all logs, reporting and entries made by any employee. Submit, approve or reject time-off requests. Assign staff to homes or program areas and customize client access. Upload documents and photos. And much more...
	Program & Activity Hub (Read More...) A powerful set of tools to manage your unique programs & activities. Add programs and assign clients and staff to them. Organize your program into daily blocks. Utilize our Daily Planner to easily drag and drop various clients and staff across different blocks. Capture client and staff attendance. Forecast costs and capture real results for annual comparisons. Determine how much it cost to run a program with hard, numeric data. Add upcoming agendas so everyone is on the same page. Grade client participation, record comments and logs. Record activities and locations so that you can determine how many for each client. Grant staff different degrees of access and let them see what their day looks like before even getting to work. View all reporting, logs and costing from a program, client or staff's perspective. And much more...
	Group Homes Hub (Read More...) A powerful set of tools to manage any of your various homes. Create unique profiles for each home or group home. Assign clients and staff to different homes and grant data access accordingly. Personalized calendar for each home. Record daily Home Logs for each client by numerous staff. Capture all meals, bathing, bedding, grades and comments throughout the day. Issue incident reports. Record outings and calendar events. Health and medical. Behavior Plans. Compile results by client, home or staff member. And much more...
	Payroll & Hours Hub (Read More...) A limited, online tool designed to capture employee hours and calculate deductions. Not a full payroll software replacement, but rather an online tool to collect the data. Staff can record and view their own hours and find remaining vacation & time-off hours. Submit, review, accept or decline online time-off requests. Different user permissions to limit which staff members can access what forms of data. Capture, approve, edit and process payroll hours before exporting them to your payroll software. And much more...
	Health & Medication Hub (Read More...) Tracks health diagnosis, medications and health aids. Create medication schedules and record administration. Quickly determine who and how many clients have a particular diagnosis, aid or medication. Record health related outings. Compile monthly reports on any client regarding health. And much more...
	Communication Hub (Read More...) Record various forms of communication with (or about) your clients. Send system wide memos to all (or selected) staff groups & track who read which ones. Staff Memos will be front and center when a user logs into HubTally. Track phone calls, texts, social media, in-person, mail & online correspondence. Issue call-back reminders to yourself or other staff. Create custom communication categories and track totals on a monthly basis. Takes notes so when you speak again you'll know where things were left at. And much more...
	Stipends Hub (Read More...) Set default stipend amounts to different clients. HubTally will automatically calculate stipends based on the values you add. Granted staff can add their own stipends amounts if needed. Track, lock or edit stipends on a regular basis & record payments. Easy way to manage your stipends from earned to paid. And more...
	User Permission Hub (Read More...) HubTally puts you in control of user permissions & verified devices. Limit access to HubTally thru a set of verified devices if desired. Create unlimited accounts all with unique sets of permissions. Easily create accounts for new staff and disable those for old staff. Track how often a user logs in and from what location. And more...
	E-Doc Hub (Read More...) HubTally puts you in control of personalized Electronic Documents. Create the template for your own forms with any data and question type. Easily fill these out for Clients, Staff, Health, Property, etc. Track reports and view results all in one place. And more...
	Intake Hub (Read More...) HubTally helps facilitate the Client Intake Process Create categories and check-lists for potential clients. Track progress as potential clients complete the assigned tasks. Record all phone calls, e-mails and general correspondence. Issue timelines and create check-up dates that pop up on staff dashboards. And more...