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Documentation software for I/DD group homes

Coordia is group home software for agencies running one to several I/DD homes. Record daily notes and medication events, organize ISP documents, and track incidents and staff training around the individuals you support.

Paper binders and scattered files make everyday documentation difficult to follow. A medication record may sit in one folder, a support plan in another, and training evidence in a spreadsheet. Coordia brings these records into one platform, with individual records and access based on team permissions.

Whether you're moving off paper or comparing IDD EHR options, Coordia gives your homes one place for the records staff create every day.

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I/DD documentation software for daily care

Record medication events with eMAR

Replace paper MARs with electronic medication administration records. Staff can record scheduled and PRN doses, refusals and other administration statuses.

Open an individual’s medication record to see orders, scheduled doses and administration history. Keep required details with the medication event and use the monthly MAR output when you need a record for review. Medication documentation remains separate from progress notes.

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Keep ISP documents and protocols together

Organize each person’s ISP documents, person-centered information, risk plans and related protocols with their record. Track document dates and versions, and collect signatures or staff acknowledgments where required.

Staff can find the documents available to them alongside the individual’s other records. Providers can maintain supporting instructions and client-specific training requirements without treating a generic checklist as the person’s support plan.

Explore ISP and support-plan documentation

Document the shift in progress notes

Record what happened during the shift, the supports provided and the individual’s response. Progress Notes include date, time and day, evening or night shift selection, with narrative, signature and submission controls.

Staff can document observations, interventions and significant events. Submitted notes remain available in the individual’s note history, with search and shift filters and supported download or export options. Keep the note focused on what staff actually observed and provided.

Explore individual records and documentation

Keep incident details and follow-up together

Document what happened, when it happened and who was involved. Keep event details and follow-up actions in the individual’s incident record so the responsible team can track the next steps.

Use manager review and export to keep the record complete. Coordia doesn't file external reports for you; your team still makes required reports to the right agencies within their deadlines.

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Track staff training and renewals

Organize staff training records, certifications and supporting documents. Track CPR, First Aid, OIS and other certificates, alongside client-specific training.

See upcoming renewals and missing training records across your organization. Open the staff record to check dates and supporting evidence, then use the available document-request or training workflow for follow-up. Keep completion evidence with the record so a reminder or requested document is not mistaken for finished training.

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See missing documentation before a licensing review

Use Inspection Prep to organize supporting evidence and identify documentation needing attention. Select a home, work through its checklist, and follow links to the source records.

The ODDS 24-hour residential checklist combines checks using available records with items requiring provider review. Add notes and supporting references, then check the evidence packet before export. Checklist status supports preparation; it does not guarantee an inspection outcome.

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Organize a digital binder for each individual

Upload and organize existing documents alongside medication records, support plans, incidents and notes. Find records by category and keep documents connected to the individual they concern.

Open or download uploaded files and generate exports from supported modules. Existing documents and new entries can sit within the same individual record, while medication, incident and other structured records retain their own documentation and signing workflows.

Explore digital resident binders

Group home management software for your team

DSPs

Open the individual records and modules available through their assignments and permissions. Enter daily documentation, medication events and other records relevant to their work.

House managers

Find records that need attention and follow up on documentation. Open the underlying record to see what was entered and what's still outstanding.

Provider administrators

Manage homes, staff accounts and module permissions. Organize training requirements and supporting documents, and use the available dashboards and checklists to oversee documentation.

Your demo can walk through these roles using sample records, including what each person can view, enter and export.

Program coverage

Coordia’s program-specific workflows are built around Oregon I/DD 24-hour residential programs today. Support for more states is being added. Ask during your demo about your state and the documentation your program requires.

Questions from I/DD providers

Can we bring our existing paper records into Coordia?

Yes. Upload existing documents, including support plans, assessments, medication orders and historical records, and organize them with the individual’s record. Uploading documents doesn't import your old system's full history; ask about migration help during your demo.

Can staff document care on a phone or tablet?

Yes. Coordia works in a modern web browser on desktops, tablets and smartphones. Staff enter documentation and open the records their role allows. An internet connection is required.

Who can see or change an individual’s records?

Access depends on roles, assignments and module permissions. Provider administrators manage staff access, and staff use the records and actions available to them. Where inspection sharing is enabled, providers can publish a curated binder for external reviewers.

Is a Business Associate Agreement available?

HIPAA-aligned safeguards, BAA available. Contact support@coordiaapp.com to request your organization’s Business Associate Agreement before using PHI. The public BAA page explains the request process; it is not an executed agreement.

How much does Coordia cost for our homes?

Coordia is a paid subscription service. Ask during your demo about pricing for your homes, what the plan includes, onboarding steps and any trial terms.

See how Coordia fits your group homes

Walk through medication records, ISP documents, progress notes, incidents and staff training using sample records. Bring your questions about staff access, existing documents and the outputs your team needs.

Book a demo