Authorization Management
Track every service authorization and its remaining budget in real time, and stop overspending before it happens.
Our Software
The ArborSoft Platform
A single system covering the full fiscal agent workflow, from the authorization that funds a service to the remittance that pays for it.
Why an integrated platform matters here
Most fiscal agents run on an assembled stack: a payroll processor, a separate EVV vendor, a billing clearinghouse, a tax service, and spreadsheets holding the seams together. Each piece works. The cost is in the joints between them.
That cost is not abstract. It is the hours spent reconciling a payroll register against a processor's report, the denied claim traced back to an authorization that was current in one system and stale in another, and the month-end close that cannot begin until three exports have been merged by hand.
ArborSoft removes the joints. Everything below runs on one record set, so data entered once is correct everywhere.
What the platform is built around
One record set, not several integrations
Authorizations, visits, employees, employers, payments, and claims live in the same database. There is no nightly sync, no integration to monitor, and no window during which two systems disagree about what happened.
Validation upstream, where it is cheap
Eligibility, authorization balance, credential currency, and service coverage are checked at the point of entry. A problem caught at check-in is a conversation; the same problem caught after payroll is a recovery.
Disbursement without a middleman
Checks and ACH files for both employees and vendors are generated in-system. No third-party processor means no handoff to reconcile and no per-transaction margin leaving the program.
Built for multi-entity scale
Every common-law employer is a distinct tax entity. ArborSoft processes thousands of them as one operation, so growth adds records rather than adding process.
Self-Directed Care and FMS software
Our software lets organizations offer consumers and employees Electronic Visit Verification, full-feature payroll with checks and direct deposit for both employees and vendors, tax filing, authorization management, billing including 837P, 837I, and 835 processing, and notifications on program requirements — all without a third-party processor.
Every module in the platform
Fifteen modules, one system. Each links to a detailed page covering what it does and how it connects to the rest.
Payroll
Complete payroll inside the platform, generating checks and direct deposits for employees and vendors without a third-party processor.
Vendor Payments
Pay goods-and-services vendors by check or ACH from the same ledger as payroll, with 1099 tracking built in.
Magnetic Media
Generate compliant magnetic media and electronic filing formats for federal and state submissions directly from payroll data.
Tax Reporting
Automate federal and state payroll tax filings across every employer FEIN you administer, from one system.
Billing
Build 837P and 837I claims from verified service data, auto-post 835 remittances, and reconcile payer payments in one place.
Electronic Visit Verification
Capture compliant visit data by mobile, telephony, or web, and validate it against the authorization the moment it arrives.
Consumer Management
One auditable record per consumer, carrying demographics, program enrollment, authorizations, and full service history.
Employer Management
Manage every common-law employer, FEIN, tax registration, and enrollment status across your whole caseload.
Employee Management
Onboard caregivers, track credentials and rates, and keep every employment record tied to the consumers they serve.
Case Manager Management
Scoped visibility for case managers into authorizations, utilization, and service delivery across their own caseload.
Web Portal
Secure self-service for employers, employees, consumers, and case managers — timesheets, budgets, pay history, and documents.
Notifications
Automated alerts for expiring authorizations, budget thresholds, missing credentials, and program deadlines.
Importing
Import authorizations, demographics, and payer files on a schedule, with validation and full error reporting.
Exporting
Export payroll, billing, and utilization data in the formats payers, accountants, and auditors require.
Where to go next
- Self-directed care and FMS software in detail — EVV, in-house payroll, taxes, authorizations, and 837P/837I/835 billing.
- Browse all 15 platform features — grouped by how a fiscal agent back office is actually organized.
- Read the ArborSoft blog — EVV compliance, F/EA models, X12 billing, and budget tracking explained.
- Request an ArborSoft demo — see the platform against scenarios from your own program.
See how ArborSoft streamlines your back office
Request a walkthrough of the platform and we will show you how authorizations, EVV, payroll, billing, and tax filing work together in a single system.