Form Designer and document storage · Enrollment and exits · Caseloads and network referrals · Native reporting and compliance reporting · Email triggers and mobile access · Role-based permissions and record audits
Checked 19 Sep 2026
Everything in Essentials · Form logic and smart fields · Scheduling and internal referrals · Custom workflows, rules, and alerts · Participant intake and portals · Advanced record audits and multifactor authentication
Checked 19 Sep 2026
Everything in Pro · Aggregate and results reporting · Inventory management and dashboards · Single sign-on and sandbox site · SFTP automated imports · API access
Checked 19 Sep 2026