One Platform. Every Program. Every Site.
Multi-Program & Multi-State lets agencies configure multiple programs, service lines, and physical or regional sites under a single CaseManagement.ai account, with role-based access controlling who sees what and centralized reporting rolling data up across the whole organization.
Last updated July 2026
Multi-Program & Multi-State lets agencies configure multiple programs, service lines, and physical or regional sites under a single CaseManagement.ai account, with role-based access controlling who sees what and centralized reporting rolling data up across the whole organization.
Unlimited programs and sites under one account
Role-based access controls visibility by program and site
Centralized reporting rolls up — or filters down — on demand
Scales from two service lines to a dozen programs
Unlimited programs and sites under one account
Role-based access controls visibility by program and site
Centralized reporting rolls up — or filters down — on demand
Scales from two service lines to a dozen programs
What this fixes
Agencies running IDD, behavioral health, and residential programs across multiple counties or sites often end up running multiple disconnected systems — or one system stretched awkwardly to fit programs it was not built for. Neither approach gives leadership a real, unified view of the whole organization.
How Multi-Program & Multi-State Works
Configure Programs
Configure each program and service line with its own documentation standards, forms, and workflows.
Set Role-Based Access
Set role-based access so staff see only the programs and sites relevant to their role.
Work In Context
Case managers and supervisors work within their assigned program; leadership sees a rolled-up view across all of them.
Roll Up Reporting
Reporting aggregates across programs and sites for organization-wide visibility, or filters down to a single site when needed.
Why Teams Switch
Less time spent on documentation
From conversation to draft note
Typical implementation timeline
States supported today
Implementation timeline reflects onboarding with current workflows.
A program director should be able to answer "how is the agency doing" without stitching together exports from three different systems. Centralized, multi-program configuration means one source of truth regardless of how many service lines or sites the agency runs.
Related Capabilities
Questions About Multi-Program & Multi-State
Can each program have its own documentation standards?
Yes. Each program or service line is configured independently with its own forms, workflows, and documentation standards, even though they run on the same platform.
How does role-based access work across multiple sites?
Access is configured by role and by program or site, so a case manager sees only their assigned caseload and program while supervisors and administrators can see across the sites they oversee.
Can leadership see reporting across all programs at once?
Yes. Reporting can be rolled up across all programs and sites for an organization-wide view, or filtered down to a single program or site when needed.
Is there a limit to how many programs or sites we can configure?
No hard limit — Multi-Program & Multi-State is designed to scale with the organization, whether that is two service lines in one county or a dozen programs across multiple regions.