For I/DD agencies and HCBS waiver providers

Built for the IDD agencies whose stakeholders demand transparency.

Families, advocacy groups, surveyors, and the state all want proof. Mon Ami captures individual outcomes, HCBS service delivery, and NCI metrics in one system — so the answer to any stakeholder question is one report away.

app.monami.io / intellectual-developmental-disabilities
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DD
DD Services
HCBS Waivers · 2025
JR
SmartLists HCBS Access Rule · 2025

HCBS Access Rule · 2025 Compliance

Compliance-ready 90 days to CMS deadline · 18 waivers tracked
Waivers in compliance
2 awaiting settings review
Choice documented +6.1 pts
94.0%
Settings compliant +2.4 pts
97.1%
Modifications justified +14 pts
82.0%
Needs your attention 2
CL
Community Living Waiver
3 settings missing integration documentation · review by Mar 14
SE
Supported Employment Waiver
Awaiting QIDP modification sign-off · 4 ISPs queued
01
Validated assessment tools that pass CMS muster
SIS, ICAP, MnCHOICES, and state-specific instruments — embedded in the workflow with scoring, branching, and outcome capture that holds up to federal review.
02
HCBS Access Rule compliance, built in
Every Access Rule data point — choice, control, integration, modifications — captured where the work happens, ready for CMS the moment they ask.
03
Self-direction that actually works for families
A portal built for self-directing individuals and their families to manage budgets, choose providers, track services, and document outcomes in their own words.
Why switch

We hear the same two complaints from every team we talk to.

Both have the same root cause: your software was built before anyone in your job description was expected to work this way. Mon Ami exists because that's no longer okay.

Reason 01
Your software fights you.
Reason 02
Your data is trapped.
01
Reason #1

Your software fights you.

Ten clicks to log a phone call. A new window for every form. Workers who print, write, then re-key the same information. We've all worked in these systems — and we won't ship one.

What most teams are using today
CARES Client Manager — [CLIENT: WHITFIELD, MARCIA ID# 0047188214] _ ×
FileEditViewRecordeportsToolsWindowHelp
Demographics Eligibility Services Assessments Care Plan Notes Provider Billing
WHITFIELD
MARCIA
L
XXX-XX-4421
04/12/1941
F
02 - WHT/NH
W - Widowed
214 PINEHURST CIR APT 4B
PINEHURST
NC
28374
37125
04
SOUTH CENTRAL
02
(910) 555-0117
(910) 555-0282
NC0918274421
1EG4-TE5-MK72
Service Enrollments
SVC
PROVIDER
UNIT TYP
START
END
FUND CODE
STATUS
318
COASTAL AAA
MEAL
02/04/24
TII-C1
ACT
412
COASTAL AAA
HOUR
01/18/24
TII-B
ACT
218
TRIANGLE TX
TRIP
03/02/24
04/30/24
STA-FN
CLS
506
FAMILY CARE
HOUR
CGV-C
WLT
USER: jmiller SVR: cares-prd-04 SESS: 02:14:38 RECORD 1 OF 14,028 NUM CAPS
Mon Ami
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SU
State Unit
on Aging · FY26
JR
Clients Eleanor "Ellie" Hayes
EH
CLIENT

Eleanor "Ellie" Hayes

ACTIVE
02/14/1943 · age 83 · Asheville, NC
ami-4f82e1c 1 program suspension
Dashboard Profile Notes Activity More
Compliance Alerts ADL Limitations missing & 2 more 3
Pinned Notes Apr 18, 2026
Daughter called — Ellie is hospitalized for an acute event. Pause services through the end of the month.
Key Profile Info
Date of birth 1943-02-14
Gender Female
Poverty line At or below poverty
Living status Alone, at home
02
Reason #2

Your data is trapped — and your stakeholders know it.

Outcomes in one system, Access Rule documentation in another, NCI data in a spreadsheet. When a family member or surveyor asks 'how is John doing?', the answer takes a week. Mon Ami pulls it all together — choice, control, integration, modifications, outcomes — in one record.

MonAmi
ANALYTICS
Dashboards
Access Rule readiness
Waiver outcomes
ISP completion
Provider qualifications
NCI metrics
SmartLists
Settings under review
ISPs due reassess
Modification queue
Dashboards / HCBS Access Rule · 2025

Waiver Access Rule readiness

Period: 2025 All waivers All settings
Choice documentation captured
94.0%
▲ 6.1 pts vs 2024
Settings compliant
97.1%
▲ 2.4 pts vs 2024
Modifications justified
82.0%
▲ 14 pts vs 2024
Settings characteristics · 12 months
All waiver types · across 18 waivers
Choice Control Integration Modifications
Waiver compliance status
2025 · 90 days to CMS deadline
Compliant · 14
In review · 2
Needs docs · 2
Insight. Community Living Waiver settings without integration documentation dropped from 18 to 3 since Q1 — driven by automated reminders embedded in the ISP workflow. Open cohort
Access Rule
Every data point captured at source
NCI metrics
Collected in the workflow, not after the fact
One record
Stakeholder reports one click away
An industry-leading data and analytics platform — not a CRM with a reports tab.
And yes — every regulation your team answers to is already in the system.
HCBS Final RuleNCI-IDDHCBS-CAHPSHIPAASOC 2 Type IISection 508
How I/DD programs use Mon Ami

One platform. The modules that matter for your work.

Mon Ami is modular. I/DD programs typically deploy the highlighted modules below, with the rest available as your needs grow.

ISPs & Person-Centered Care Planning Core

PCSPs that flow from the assessment, get signed in the field, and stay current against state-required intervals — built around HCBS Final Rule expectations for choice, integration, and control.

Enhanced Assessments Core

Validated assessment tools — SIS, ICAP, MnCHOICES, and state-specific instruments — embedded directly in the workflow, with auto-scoring, conditional branching, and outcome capture that meets CMS requirements.

HCBS Quality Reviews

Annual quality reviews, NCI-IDD data collection, person-centered outcome measures, and HCBS-CAHPS workflows — without spinning up a separate audit project each year.

Provider Management & Oversight Core

Provider credentials, training records, license expiry, and contract status — tracked centrally with re-credentialing reminders and direct linkage to authorized services.

Case Documentation

Case notes, signed observations, progress documentation, and the audit trail every state surveyor expects — captured by case managers from anywhere, attached to the right record forever.

Self-Direction Portal Core

A portal built for self-directing individuals and their families — to manage their own budget, choose providers, track delivered services, and document outcomes in their own words.

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.

Let's talk

Bring your I/DD program into one system stakeholders can trust.

30-minute scoping call. No slideware. Just a conversation with someone who's done this before.