Every inquiry, in one client record — not seven systems.

Every interaction, referral, and started assessment in one client record. Designed for No Wrong Door, ADRCs, and OAAPS-ready, so no inquiry falls between systems.

1
client record, every channel
0
re-keying when contacts become cases
OAAPS + ADRC
pre-structured from the first call
The Mon Ami Difference

Built around No Wrong Door, not just for it.

Mon Ami treats every inquiry as the start of a relationship — not a ticket to close. Every call, walk-in, and warm hand-off lives in one client record from the first ring.

One record, every door

Calls, web inquiries, walk-ins, partner referrals — every channel writes to the same client record. No separate I&R database to reconcile against case management. No callbacks that start from scratch because the I&A specialist didn’t know there was already a case open.

OAAPS-aligned from the first call

Every contact is logged in the OAAPS data model the moment it’s captured. Service categories, recipient counts, and outcome triggers are structured up front — so quarterly reporting is a review, not a reconstruction.

Built for ADRC realities

ADRCs handle aging, disability, behavioral health, and benefits in the same call. Mon Ami’s flexible intake handles all of it without forcing your specialists into the “wrong” workflow first.

ADRC ready

Configurable intakes for aging, disability, and behavioral health — without “pick the right form first.”

Live AAA roll-up

SUAs and AAA leadership see inquiry volume and unmet need across every contact center in real time.

Truly ADA accessible

Blind I&A specialists use Mon Ami daily. WCAG 2.1 AA, tested with JAWS and NVDA.

Warm handoffs

Route to case management, providers, or partner agencies with all context attached — no “please tell me your story again.”

Outcomes
4x

more inquiries captured against the right OAAPS category, after switching from a stand-alone I&R tool.

Source: Mon Ami customer reference
100%

of contacts structured for OAAPS before the call ends

0

separate I&R database to reconcile against case management

WCAG

accessible — blind specialists use it daily

How it works

Four parts of a great I&A workflow, connected from the start.

What separates a great I&A specialist from a frustrated one isn't tools — it's whether the tools get out of the way. Mon Ami's I&A surface is designed around the call, not against it.

01 · Call & Contact Tracking

Every call, email, walk-in — documented, the moment it happens.

Capture every interaction in a single record — phone, email, web form, walk-in, or partner referral. Specialists log it once, with the right service categories pre-selected, and the contact is structured for I&R reporting before the call ends. No after-hours data entry. No “wait, was that a contact or a unit of service?”

02 · Inline Intake & Assessment

Conduct an intake without losing your place in the conversation.

When a contact escalates from a quick question into a full intake, the specialist doesn’t leave the inquiry record — the assessment opens right inline. Skip logic and pre-filled fields keep momentum. The caller never gets “sorry, can you give me your address again?”

03 · Referral Handoffs

Refer warmly. Document automatically.

Route to internal case management, contracted providers, or partner agencies with all relevant context attached — ADL/IADL screening results, expressed needs, language preference, consent status. The recipient sees the full picture without the caller having to retell their story.

04 · Dashboards & Analytics

Know what your population is actually asking for.

Real-time dashboards show inquiry timeliness, top expressed needs, specialist load, unmet demand by service category, and where calls escalate fastest. Use it to staff your shifts, justify next year’s budget, and surface emerging issues before they become crises.

FAQ

The questions directors actually ask us.

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.

How long does implementation typically take?

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.

Can we migrate from our existing system?

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.

Is Mon Ami truly ADA accessible?

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.

How does Mon Ami handle interoperability with our other systems?

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.

What does your support model look like?

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.

What is Mon Ami's pricing?

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.

See Mon Ami Information & Assistance in action.

A 30-minute demo with a product specialist who's worked with AAAs and ADRCs running No Wrong Door programs. Bring your hardest inquiry — we'll show you how it'd look in Mon Ami.

HIPAA & SOC 2 Type II. FedRAMP Ready. WCAG 2.1 AA.
Open API & FHIR R4. Bi-directional with HIEs, EHRs, health plans.
Rapid deployment. Configure, don’t custom-build — with an experienced team.