Digital Field Supervision • Texas PHC (Non-Skilled)

Replace PHC Paper Packets with
Audit-Ready Digital Documentation.

PHC Tracker automates supervisor scheduling, visit packets, signatures, and compliant record storage.
Generate IRS-style fillable PDFs aligned to Texas PHC documentation expectations — faster, cleaner, and easier to retrieve.

Fillable PDF Automation
Remote + In-Person Signatures
Audit Retrieval by Date
AI Voice Notes (EN/ES)

HIPAA & HB300-aligned workflows • Built for supervisors using tablets/laptops • Designed for compliance reviews

PHC Tracker Dashboard Placeholder
Demo Promise: We’ll show your exact packet workflow, signature flow, and retrieval process — live.

Smart PDF Automation

Convert secure inputs into branded, fillable PHC packets — print-ready and consistent.

Unified Digital Signatures

Remote or in-person signing via secure links — tracked and time-stamped.

AI Voice Notes + Bilingual (EN/ES)

Dictate in English or Spanish — get compliant, standardized English notes.

Compliance-first foundation

HIPAA
HB300
Audit Ready
Secure Backups

Everything Needed to Replace Paper Packets — Without Creating Compliance Risk

PHC Tracker is built around the real PHC supervision pain points: paper packets, missing data, delayed signatures,
inconsistent notes, and time-consuming audit retrieval. The platform standardizes documentation into a repeatable workflow.

Digital PHC Packets

Fillable IRS-style PDFs with branded output and structured data capture.

Smart Scheduling + Auto-Fill

Auto-fill reduces retyping and speeds supervisor completion.

Audit Retrieval by Date

Find any document quickly for QA reviews and compliance checks.

Remote + In-Person Signatures

Secure signer links (no login), time-stamped and traceable.

Role-Based Access + QA

Multi-level supervision, approvals, and threaded feedback workflows.

HIPAA & HB300-Aligned

Compliance-oriented hosting + secure retention and backups.

How It Works (Supervisor Workflow)

This is the flow agencies use to cut rework and complete packets faster — while keeping records audit-ready.

1) Schedule Visit

Assign supervisor, client, visit type, and date.

2) Complete Packet

Auto-filled fields reduce repeated typing.

3) Sign & Approve

Remote/in-person signing + timestamps.

4) Retrieve Anytime

Search by date for audits + QA.
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Why this matters

  • Less rework (no reprinting/scanning)
  • Fewer missing fields/signatures
  • Cleaner documentation consistency across staff
  • Audit retrieval becomes a 1–2 minute task, not a scavenger hunt
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Unified Digital Signatures (Trackable + Time-Stamped)

Stop chasing signatures. PHC Tracker supports remote secure links and in-person touchscreen signatures.
Signature tracking and timestamps help agencies verify completion during audits.

  • Unique secure link per signer (no login)
  • Time-stamped audit trail
  • Reduces missing signature risk
  • Speeds packet completion and approvals
Best practice: agencies standardize signature flow to prevent “incomplete packet” findings.

Paper vs PHC Tracker (What Changes)

Paper Packets

  • Printing/scanning and manual filing
  • Missing fields + signatures discovered late
  • Inconsistent notes across supervisors
  • Audit retrieval takes hours/days
  • High risk of misplaced documentation

PHC Tracker

  • Structured entry + automated PDF output
  • Signature flow with timestamps and tracking
  • Standardized documentation quality
  • Audit retrieval by date in minutes
  • Secure retention + backups support compliance needs

AI Voice Notes + Bilingual (EN/ES)

Supervisors can dictate in English or Spanish — PHC Tracker produces clean, compliant English notes to standardize documentation.

  • Bilingual UI toggle
  • Voice-to-text notes (EN/ES)
  • Rewrite into compliant English notes
  • Audit-ready storage and retrieval
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Ready-to-Use PHC Packets

Start immediately with essential PHC visit packets and add more templates as your agency grows.

Start of Care

Digital intake and start-of-care documentation with signatures.

PRN Supervisory

On-demand supervisory packets for oversight and corrective follow-up.

ISP Changes

Document service plan changes to ensure clarity and compliance.

Annual Assessments

Annual review workflow to keep plans current.

Attendant Orientation

Training acknowledgment and onboarding documentation.

Post Hospital

Follow-up documentation after discharge with scheduling context.

Simple, Market-Friendly Pricing

Predictable pricing designed for PHC agencies: unlimited clients/visits/records, with low per-supervisor add-ons.

* ROI varies by visit volume and current workflow. Demo includes a quick ROI walkthrough for your agency.

Book a Demo — See Your Workflow Live

We’ll show scheduling → packet completion → signatures → PDF output → retrieval-by-date.
If you want, we’ll map one of your existing packets and highlight where you’ll save time and reduce compliance risk.

Phone: (956) 804-6600
Email: [email protected]

Office

Suite-B13, 1904 East Griffin Parkway
Mission, TX 78572

Built for Every Role in a PHC Agency

PHC Tracker isn’t just “forms.” It’s a workflow system that makes each team member faster, reduces mistakes,
and keeps leadership audit-ready without needing more staff.

Agency Owner / Administrator

  • Predictable compliance: standardized packets + timestamped signatures reduce missing docs.
  • Faster audits: retrieve any document by date (no searching folders/boxes).
  • Lower operating cost: less printing/scanning and less rework.
  • Scale without extra headcount: supervisors finish documentation faster, allowing more visits.
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Field Supervisor

  • Less typing: auto-fill client/provider/visit details to reduce repeated entry.
  • Finish same-day: structured fields + signature flow prevent “I’ll do it later.”
  • Mobile-friendly workflow: works for field use (tablet/laptop).
  • AI voice notes: dictate EN/ES; get clean compliant English notes.

QA / Compliance Team

  • Audit-ready structure: packets are standardized and easier to review consistently.
  • Quick spot checks: retrieve records by date and confirm signatures/timestamps.
  • Reduce risk: fewer missing documents and fewer inconsistent notes.
  • Better internal oversight: approvals + feedback workflows (role-based).
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Do More Work With Less Time, Fewer People, and Lower Cost

PHC Tracker targets the biggest productivity drains in PHC supervision:
repeated data entry, printing/scanning, chasing signatures, rework from missing fields,
and slow audit retrieval. Agencies use it to increase visit throughput and reduce operational waste.

%

Documentation Time Saved (Typical Est.)

%

Printing/Scanning Cost Reduced (Typical Est.)

%

Audit Retrieval Speed Gain (Typical Est.)

Where the Savings Come From

  • Auto-fill: reduces repeated typing for client/provider/insurance details.
  • Structured packets: fewer missing fields means less rework.
  • Unified signatures: reduces delays and incomplete packets.
  • Fast retrieval: audit/QA tasks become minutes instead of hours.
  • Standardized notes: better consistency across staff reduces corrections.

How This Helps You Scale

When supervisors complete documentation faster and with fewer errors, agencies typically
increase throughput without hiring more admin staff.
Your demo includes a quick ROI walkthrough based on your supervisor count and visit volume.

Demo Bonus: We estimate savings using your real workflow (no guessing).

* Estimates are typical ranges for agencies moving from paper-heavy workflows to structured digital documentation.
Actual results vary.

Frequently Asked Questions

Here are the most common questions agencies ask before booking a demo.

Is PHC Tracker compliant and safe to use?
PHC Tracker is designed as a HIPAA-compliant portal with HB300-aligned hosting/workflows, audit-ready retrieval, and secure retention practices.
It supports signature traceability and record history to help agencies reduce compliance gaps.
How do remote signatures work?
The system creates a unique secure link for each signer (no login required). Signatures are tracked and time-stamped to support audit verification.
Can supervisors sign in-person too?
Yes. PHC Tracker supports both in-person touchscreen signing and remote signing.
Will our packets look like our current PHC forms?
Yes. The platform generates fillable IRS-style PDFs and supports branded outputs. Additional packet template customization can match your agency layout/workflow.
How fast can we retrieve a document for an audit?
Agencies retrieve documents by date through the portal, avoiding manual searches through paper files and scanned folders.
Does it support Spanish?
Yes. PHC Tracker includes a bilingual UI and supports voice notes in English or Spanish. Notes can be rewritten into compliant English for standardized documentation.
Do we need to limit clients or visits?
No — packages are designed for unlimited clients, visits, and records. Pricing scales mainly by supervisor count.
What if we have more supervisors?
Additional supervisors can be added with a predictable monthly add-on rate per supervisor, keeping costs scalable.
Will this reduce admin workload?
Yes — agencies typically see fewer printing/scanning tasks, fewer missing fields/signatures, and faster audit retrieval. A demo includes a workflow-based ROI walkthrough.
How long are logs retained?
PHC Tracker supports secure storage of documentation logs for 7+ years to help meet long-term compliance and audit needs.
What backups are supported?
Secure backup integrations are supported via Dropbox and Google Workspace.
What happens during onboarding?
Onboarding includes setup and guided training so supervisors and admin staff can start using the system with standard packets quickly.

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