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Mon Ami

by Mon Ami · Since 2018
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ActiveAvailable globally
Quick facts
VendorMon Ami
Year launched2018
StatusActive
Location575 Market St, San Francisco, California 94104, US
Countries servedGlobal
Languages13
Integrations
Free tier
Free trial
Contact sales

About Mon Ami

Mon Ami is a relationship management software from CircleBack that helps users maintain and grow their professional connections. It provides features such as contact organization, automated reminders, and communication tracking so users can manage their networking efforts more effectively. Mon Ami allows users to keep track of their interactions and follow up on important connections, ensuring they never miss an opportunity to engage. Key capabilities: contact management reminder settings activity logs integrated communication tools reporting and analytics Best for: professionals who need to manage networking relationships and ensure consistent follow-up with contacts.

Mon Ami is a comprehensive, cloud-based case management and client data platform designed specifically for aging and disability service providers, offering a holistic solution that streamlines operations, enhances client outcomes, and delivers actionable insights. The platform centralizes client information, referrals, assessments, billing, and service tracking, enabling agencies to efficiently manage workflows from intake to service delivery while maintaining HIPAA compliance. Mon Ami supports configurable forms, custom care plans, templated case notes, automated time-tracking, and digital signatures, providing flexibility to match organizational processes and regulatory requirements. Its integrated provider portal ensures seamless coordination with contracted providers, eliminating paper-based communication while enabling service authorizations, change orders, and billing management. Mon Ami also includes tools for managing evidence-based programs and events, tracking registration, attendance, surveys, and outcomes, with real-time dashboards and reporting capabilities. Advanced analytics and reporting allow agencies to generate insights by demographic, location, language, or outcome, supporting state, county, and grant reporting. The system also supports Ombudsman workflows, federated networks for multi-agency roll-ups, and de-duplication of clients across networks, ensuring accurate performance tracking across independent entities.

Pros & Cons

What users like
  • +Centralizes aging and disability client data for streamlined, coordinated care delivery.
  • +Integrates providers, programs, and case management in one secure platform.
  • +Supports federated networks for multi-agency reporting and performance tracking.
  • +Offers mobile-friendly access for staff and clients anytime, anywhere usage.
  • +Automated reporting simplifies compliance and grant submission processes efficiently.
What users flag
  • Primarily designed for aging and disability services, limiting other use cases.
  • Advanced configuration may require administrative or IT support for initial setup.
  • Full adoption requires staff training on case management workflows.
  • Reliance on internet connectivity may impact accessibility during outages.
  • Some reporting features may require familiarity with analytics for customization.

Features

Key features

Holistic Client Database
Centralizes client records for aging and disability service agencies.
Configurable Case Management
Supports intake, assessments, care plans, and templated case notes.
Provider Management & Billing
Tracks provider authorizations, billing, and service documentation efficiently.
Evidence-Based Programs & Events
Manages virtual and in-person programs with outcomes tracking.
Insights & Reporting
Generates dashboards, demographic analysis, and exportable custom reports.
Ombudsman Workflow Management
Supports case tracking, complaints, and reporting compliant with NORS.
Federated Network Capability
Aggregates data across multiple agencies for uniform reporting.

Additional features

HIPAA Compliance
Ensures secure handling of all client and organizational data.
Cloud-Based Platform
Provides remote access from desktop, tablet, or mobile devices.
Open API
Integrates with healthcare, Medicaid, and third-party service providers.
Custom Intake & Assessment Forms
Tailors data capture to organizational needs.
Digital Signatures
Allows clients and providers to sign care plans electronically.
Automated Time-Tracking
Records service delivery hours automatically for accurate reporting.
Client & Provider Portals
Enables real-time access and coordination between stakeholders.
Program Enrollment & Waitlist Management
Tracks registration and participation in services.
Document Management
Stores unlimited files, supporting audits and compliance needs.
De-Duplication Tools
Prevents duplicate client records across multi-agency networks.

Pricing

Free trial
Free version
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Countries & Languages

Global
Countries served
13
Interface languages
10
Billing currencies

Interface languages

EnglishSpanishFrenchGermanItalianPortugueseChinese (Simplified)Chinese (Traditional)JapaneseKoreanRussianArabicHindi.

Billing currencies

🇺🇸USD🇪🇺EUR🇬🇧GBP🇯🇵JPY🇦🇺AUD🇨🇦CAD🇨🇭CHF🇨🇳CNY🇸🇪SEK🇳🇿NZD

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