Here is our list of ever-expanding AIM features and capabilities. After you review this page, take a look at our AIM VIDEOS page for even more insight.
PLUS, if you you want the ultimate review, call BFA today to set up a FREE, no obligation, online demo hosted by one of our AIM specialists. Get answers and live demonstrations catered to your specific needs and questions.
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Check Printer Integration
- AIM prints checks directly from bills.
Complete Data Collection
All data is maintained, no archiving or summarizing of client activities.
Follow Up Functionality
Electronic post it notes for any record in the database as a reminder for items that need to be addressed again.
Never enter the same information after the first time.
Customizable System Profiles To Control Access
Development Updates Delivered Remotely
Development updates are pushed out through the replication process and never require installing updates on individual user machines.
Reports showing hours, billing amounts are open and available across staff members.
Built on IBM Lotus Notes platform offering industry leading 128 bit encryption. Data security is established at the both system and database levels with additional security integrated through profile access specifications.
Document Scanner Integration
Security policies for items such as vendor approval, check amounts, etc make it impossible for a single person to fraud the system.
Monthly Client Snap Shots
Separate historical records of all client accounts are automatically created on monthly basis.
Paperless Filing And Retrieval
Information collected on forms can be viewed in multiple ways and for different uses. Data Views work like active reports that are always up to date and live with customizable sorting.
Further, every record contains an Audit Trail allowing for attachments of additional documents such as Word & Excel files, photos, scanned documents etc.
In addition a master library is available as a way to create a complete listing of electronic records by client.
Searchable Client History Data
Annual Client Archiving
Clients which have been discharged are moved to the read only archive database after all tax preparations for the past year are completed.
Variable Statistics Reports
Create any report you want by using a variety of date ranges and filters to look at client information in your own way any time you want without specialized development costs.
Generate traditional accounting balance reports for any time period and any client.
Bank Account Segregation
Allow checks to be generated to a single amount for specified bills and vendor to eliminate additional postage and check printing costs.
Blank Check Stock Printing
Print checks directly to blank check stock including all check details, mailing address, MICR routing and account numbers along with authorization signatures.
Client Financial Information Separated Into Individual Accounts
Create your own account codes to track and sub account balance for any client along with any unique transaction code.
Description Of Fees
Fee collection can be identified and reported for various court reports at the individual level.
Electronic Bank Reconciliation
Utilize bank provided files to reconcile all banking transactions.
Multiple Checking Accounts In Single Data Store
Combine multiple checking accounts in the same database if clients are using different banking locations for different office sites.
Reoccurring And Schedule Bill Payments
Enter bills as you receive them and schedule them to be paid for a future date. Bills can also be entered with re-occurring dates (Annually, semi-annually, quarterly and weekly) to eliminate repetitive data entry.
Accounting Defined Transaction Codes
Transaction codes can be set up and associated with available for bills or specific to accounting journal entries. Additionally transaction codes can be associated with a vendor to help provide proper codes for all payments.
Automated Check Processing
Checks are printed from the AIM System with MICR encoding, logos and signatures. The integration of the folding machine and postage meter provides an automated check process.
Automatic Bank Fees And Interest Posting
Check Usage Analysis Reports
Monitor all check printing to vendors and clients to determine highest volume check usage as candidates for ACH and batch payments.
Contract Versus Private Pay Analysis
View a detailed report showing private pay fees that would have been generated for all contract activities to use in analyzing your contract profitability.
Customizable Contract Information
Create and assign specific monthly fees and costing to as many contracts as you need.
No Month End Processing
Never worry about closing the month or losing monthly data that was stored as a total again. The system never requires a closing of the month or the end of the year.
Partial Case Note Payments
Establish billing rules to collect partial payments of client fees for clients that are unable to pay entire amount. The system will automatically maintain and collect the balances as they become available.
Partial Payment Of Invoices
Establish billing rules per bill to pay partial payments of any invoice in the system.
Scheduled Income Reports
Specific Payment Definitions
AIM requires that bills are categorized, tracked and paid based on pre-defined priorities and rules (for example, monthly fees, hourly fees, priority bills and standard bills).
ACH Invoice Information, Automatically Creates Billing
Import EDI information for electronic invoices to automatically enter bills into the system eliminating hours of manual entry and data entry errors.
Generate 1099 E-Z Form Information For Clients
Generate simple sheets for any client showing all the amounts to enter into 1040EZ tax form and starting generating a new income stream doing taxes for your clients.
Generate 1099 INT Information And Print Tax Forms
Generate 1099 Vendor Information And Print Tax Forms
Generate and print 1099 Vendor tax forms for any vendor. Set specific limits for reporting to filter out vendors.
Ability To Track And Archive Medical Information
All client information is stored for the entire time the client is active before being moved to a complete and read only archive database.
Automated Court Reports
Court reports, financial statements, and other specific reports can be generated for any client at any time, and for any date range.
Complete Transaction History For Client
Customizable Over And Under Assets Reports
Client asset reports can be generate for over, under, and Medicaid reports with criteria identifiable by contract, date, status, asset amount, authority, and disability level.
Full Client Demographic Capture
Extensive demographic data can be recorded, tracked and reported on.
Identification Of Client Types
Clients can be tracked by any combination of 14 different authority types with full reporting on all client stats by authority.
Mileage Tracking And Payment
The ability to track mileage with case notes allows you to get a more accurate picture of service costs at the same time mileage is automatically accumulated for each employee to make expense payments easy.
Notes From Social Worker Field Visits
Case notes have been automated to minimize data entry by auto-populating client information for required fields. The case worker can focus on descriptive notes for a specific visit making case note entry faster and more useful.
Recording And Tracking Non-Cash Tangible Assets Held Outside Of Bank Accounts
Non-cash assets are tracked in the client record for each client. Additional functionality to track items by account, such as outside investments.
Store Client Photos
Easily import and view client photos along with client overall information.
Advanced Directive Tracking
Client Attrition Reporting
See specific reports on how attrition is effecting your client population.
Client Budget Management
Create client budgets and track client budget history.
Client Visit Management
Easily manage clinical visit schedules as well as generate compliance reporting.
New Client Notification
Customizable Help Records
Create your own process rules and steps for any help record you want to create. Specify any record to any information all area for truly specific help and notes.
Store Any Attachment On Any Record
All AIM records have audit trail function to provide date time stamps and any notes or attachments.
More Features Added Every Day
Our exceptional group of AIM users are always coming up with new and exciting ideas for the AIM system. We regularly incorporate those ideas and roll out upgrades to all of our customers.
If there's a feature or capability you don't see here, give us a call, we'd love to talk about it.