Waiversoft
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For Waiver Support Coordinators

Faster reports for Waiver Support Coordinators

You depend on providers for summaries, annual reports and early word when units run low. When the providers on your caseload use Waiversoft, those arrive as a signing link in your inbox, with no account to create, and the notes behind them are written around each person's goals.

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MB
Marcus Bell
Support coordinator: Lisa Moreno
Plan year
Support Plan
Effective Feb 1, 2026 · from the WSC
On file
Quarterly summary · Feb–Apr
Sent to Lisa Moreno for signature
Signed
Quarterly summary · May–Jul
Sent to Lisa Moreno for signature
Signed
Quarterly summary · Aug–Oct
Also the annual report
Due soon
Life Skills 1 · units left
412
of 1,560 this plan year
Notes this month
14
All name a goal

What changes for you

What a WSC gets from a provider on Waiversoft

Waiversoft is the provider's system, not yours. These are the parts of it that reach your desk.

Summaries and annual reports

Reports that show up before the support plan meeting

The iBudget Handbook asks providers to make the annual report available to you 60 days before the support plan's effective date, and the third quarterly or ninth monthly summary can serve as that report. Providers on Waiversoft track each person's monthly or quarterly summaries on the record, so a missing one shows before the deadline, and Coworker can draft one on the agency's letterhead for staff to review. The rules for each service are in our iBudget services guide.
  • Monthly or quarterly, whichever the provider uses
  • Amber when the next one is due
  • Drafted from the record, checked by the provider
Quarterly summary · Marcus BellPDFWord
BCBRIGHTWATER CARE PARTNERS
Quarterly Summary — Jul 1 to Sep 30, 2026

Marcus continued working toward cooking his own lunch twice a week. Across 38 visits he needed verbal prompts only for most steps by September…

Steps done with verbal prompts only, by two-week period

Signing links

Sign from the email, on any device, with no account

When a provider needs your signature on a summary, a plan or a form, you get a secure link by email. You sign on your phone or computer without creating a login, and the provider can ask you to attach a file in the same step, such as the current support plan. Every signed PDF ends with a page showing who signed and when.
  • Signature, initials, dates and checkboxes placed for you
  • Attach the files the provider asks for
  • An audit page on every signed PDF
Signature request
Waiting on 1
Quarterly summary · Marcus Bell · Aug–Oct
From Brightwater Care Partners
Maria Lopez
Brightwater · owner
Signed
Lisa Moreno
Support coordinator · no account needed
Opened
Signed PDF filed on Marcus Bell's record when everyone signs

Units left

Earlier word when an authorization is running low

Every authorization line in Waiversoft shows the units and hours left this month and for the whole authorization, and the provider sees them again before booking each shift. A provider who can see a line running short can raise it with you weeks ahead, instead of when a claim comes back.
  • Units left per service line
  • Checked again before each shift is saved
  • Caregivers see what's left for their services
Service authorization
Jul 1, 2026 – Jun 30, 2027
Support coordinator · Lisa Romero
Read from PDF
Personal Supports1,040 units
64% left on the authorization
Life Skills Development 1520 units
38% left on the authorization
Respite96 units
12% left on the authorization
Respite: 12 units left this month

Notes

Daily notes written around the person's own goals

Providers record each person's goals in their own words, and caregivers' notes are guided by them. Before a note is approved, Waiversoft flags one that is too short, names no goal or repeats an earlier note, so the progress you read in a summary has daily notes behind it. More on our visit notes page.
  • Goals in the person's own words
  • Flags on short, goal-less or repeated notes
  • Notes approved by the provider's office
Visit note · Angela Morris
Check again
Support given, exactly
Choices
Goal progress
No goal from Angela's guidelines is named
The person's response
“She was fine” doesn't say how she responded
Health & safety
2 items to fix Fix

Also useful to a WSC

Smaller things you'll notice

Support plan on file

Providers keep the current support plan on each person's record, with its dates.

Expiration tracking

Documents turn amber 30 days before they expire and red after.

Earlier versions kept

Replacing a document keeps every earlier copy.

Service log PDF

Providers can download a service log for any visit.

Who has signed

Providers see who has signed a request and who hasn't.

Notes in English

Caregivers get note help in Spanish or Haitian Creole and translate the note to English.

Under a BAA

Providers sign a Business Associate Agreement with Waiversoft in the app.

Free APD guides

Plain-language guides to iBudget services you can share with providers.

Partnering

How working together starts

01

Send the form

Tell us you're a support coordinator and roughly how many providers you work with.

02

We reply by email

We reply to learn what your providers struggle with.

03

Meet the providers

We walk providers you introduce through a demo, at no cost to you.

FAQ

Questions from support coordinators

Do I need a Waiversoft account?

No. Waiversoft is the provider's system, and there's no WSC login. What reaches you are signing links and the PDFs providers send, which open on any device.

Does partnering cost anything?

No. Providers pay for Waiversoft; there's no cost to a support coordinator for partnering or for signing what providers send.

Do partners get paid for referrals?

Not today. There's no referral payment or commission. Partnering means we stay in touch, answer your providers' questions and give them demos.

Which providers is Waiversoft for?

Florida APD iBudget providers, from solo providers to large agencies: Personal Supports, Life Skills Development, Residential Habilitation, Respite, Supported Living Coaching, behavior services and more.

More of the Waiversoft platform

Consumer recordsPlans, authorizations, notes and documentsCaregiver filesScreenings and trainings, tracked before they expireScheduling & EVVShifts matched to authorized unitsVisit notesNotes checked for compliance before you approveBillingClaims checked against authorizationsE-signConsents and agreements signed in the appPayrollPay from approved visits, with direct deposit files

Know a provider who's buried in paperwork?

Tell us about the providers you coordinate with, and we'll show them how Waiversoft gets reports to you on time.

Become a partnerSee a demo