A modern data system purpose-built for aging & disability service providers.
A modern data system, deployed by the agencies running aging & disability services across the country.
From intake to outcomes — care plans, assessments, services, and notes in one connected record. Purpose-built for the workflows your case managers already follow, not a general-purpose CRM in disguise.
ADL / IADL
14 / 18Reduce fall risk
3 of 4 milestones
Three things you'll see in every demo, every implementation, and every customer reference call.
Unlike general-purpose software bent into shape, Mon Ami is a configurable COTS system designed for the workflows of aging & disability service providers. No risky multi-year custom builds. No “you’ll need to write a workflow plugin for that.”
Clean layouts, sensible defaults, and far fewer clicks than legacy systems. Most case managers are productive after one short training — and the supervisors who used to chase down notes get them on time, without nagging.
Mon Ami Advanced Reporting is the most robust reporting platform in the sector. Self-service report building for users at every technical level — plus one-click templates for OAA, NAPIS, ACL, and state-specific reports.
Stand up faster than custom builds or general-purpose platforms. Configure, don’t custom-build.
A team that knows aging & disability services — talk to our references and hear it firsthand.
Blind case managers use Mon Ami daily. Built to WCAG 2.1 AA, tested with JAWS & NVDA.
Open REST API and HL7 FHIR R4 for bi-directional sharing with health plans, HIEs, and EHRs.
reduction in case manager documentation time after switching to Mon Ami.
clicks to complete common tasks, thanks to a user-friendly workflow
data transfer with zero records lost during migration
shorter training time for new staff
Four pillars built around the day-to-day reality of case management — not someone's idea of what casework should look like.
Whatever instrument your state, agency, or program uses — standardized or homegrown — we’ll build a digital version with all the benefits modern software unlocks: standardized data, conditional logic, automatic scoring, and seamless flow into the rest of the record. No more re-keying scores into spreadsheets at the end of a long day.
Need more? Enhanced Assessments — Evidence-based instruments, fielded at scale.Build care plans the way care managers actually think about them — goals, services, providers, frequencies, and outcomes — with service authorizations and budget tracking baked in. Mon Ami flags overspend before it happens and keeps a defensible audit trail for every change you make.
Connected to Billing — Authorizations roll straight into claims — no double-entry.Create note templates that match your program’s standards — from contact logs to crisis notes — and let case managers fill them in by typing, dictating, or letting our AI scribe capture the conversation automatically. Every note is searchable, exportable, and tied to the right client, service, and date.
Caseload, appointments, tasks, reassessments due, new assignments — everything a case manager needs to start their day on a single screen. Supervisors get a team-level view of the same data, so coverage gaps and overdue tasks surface before they become a problem.
Every Mon Ami product shares the same client record, so your team never re-enters the same information twice. Start with what you need today — add the rest when you're ready.
With Mon Ami, for the first time in my almost 30 years working in social services, I feel like we are finally moving in a direction that will benefit our agencies and significantly decrease, not increase, the paperwork and administrative burden and put more time and money back into direct service delivery.
Carrie S.
AAA Executive Director · Utah
If you’re evaluating Mon Ami for an RFP or a board, these come up every time. Don’t see yours? Get in touch — we’ll answer in plain language.
Because Mon Ami is a configurable COTS product — not a custom build — you skip the multi-year timelines and risk of bespoke development. Our implementation timelines have agencies up and running in a fraction of the time it takes with our competitors. Weeks, not years.
Yes. We’ve executed large-scale migrations for state agencies with decades of historical data — including from SAMS, WellSky/Harmony, custom Access databases, home-grown Salesforce builds, and spreadsheets — without data loss. Our migration team handles data mapping, validation, and cutover. And we don’t bill by the hour for it.
Yes — this isn’t a checkbox claim. Mon Ami is built to WCAG 2.1 AA standards and tested with screen readers including JAWS and NVDA. We have blind case managers actively using the product for their daily work, which is the proof point most accessibility claims can’t back up.
We know that your agencies operate within a network, and we routinely integrate with external systems. We have experience integrating with state government systems, HIEs, EHRs, other database solutions, and everything in between. Our architecture makes that straightforward: open REST API, HL7 FHIR R4, secure SFTP, and structured data formats. Interoperability is a design standard here, not a project.
Our support team isn’t just technically sharp — they know your world. They understand aging and disability services, OAAPS and NORS, and compliance requirements, so they can advise on configuration, workflow, and data strategy, not just answer tickets. Response times are excellent, but that’s the floor, not the ceiling. Ask us for client references — they’ll tell you better than we can what the experience is like.
Pricing is always scoped to the agency’s unique needs. What we can tell you is what’s always included — no surprise charges. Most enterprise software vendors grow revenue through change orders, seat fees, and storage limits. We don’t. Every license includes, at no additional cost: unlimited user seats, unlimited client and case records, unlimited file storage, adding or amending data fields, forms, and assessments, data export and ad hoc reporting, and all improvement and version updates. Why? Because we believe our incentives should align with yours. Charging per seat quietly discourages agencies from adding new staff — which leads to shared logins and real security risks. Charging for field changes or new reports penalizes agencies for adapting to shifting funding and regulatory requirements. We’ve seen what that model does, and we built ours as a deliberate alternative.
A 30-minute demo with a product specialist who's worked with agencies like yours. Bring your hardest workflow — we'll show you how it'd look in Mon Ami.