Compliance & Documentation
Software for APD Providers

APDHQ is the compliance software built for Florida APD iBudget agencies — consumer and staff records, an AI partner that drafts your session notes and reports, and e-sign built in. Survey-ready, without the spreadsheets.

Built for Florida APD agencies · Book a guided walkthrough

96%Audit readinessAudit-ready
E-Sign
Consent · signed
Documents
AI-drafted
Scheduling
Shift plans
Staff
2 certs due
Consumers
Audit-ready
Recruit
Talent pool
Coworker
AI assistant

Purpose-built for Florida APD iBudget agencies

Consumer & staff records
AI documentation
Built-in e-sign
Survey-ready compliance

Why APDHQ

Built for the way Florida APD agencies work

Manage your consumers and staff, document care with an AI partner, and sign it all — with APD compliance built into every record.

Consumer management

Every consumer's record, in one place

Manage each iBudget consumer end to end — their details, support plan, documents, session notes, and incident reports — with the APD Consumer Record Index built in and their audit-readiness always current.

  • One record per consumer — plan, documents, notes, incidents
  • The APD Consumer Record Index built in
  • Live audit-readiness on every consumer
Consumers · readiness
82%
18 consumers
Marcus Bell
Support plan · current
8/8
Eleanor Whitfield
Support plan · current
4/6
Devon Pierce
Quarterly auth · overdue
5/6

Staff management

Keep every caregiver credential current

Each staff member gets a complete personnel file — screenings, trainings, certifications, and licenses — with every expiration tracked so nothing lapses before a survey.

  • One file per caregiver, organized your way
  • APD training + Level 2 screening checklist built in
  • Renewal alerts before anything expires
Caregiver file
Level 2 Background Screening
Complete
CPR Certification
Expired
TB Test / Health Screening
Expiring
Zero Tolerance Training
Missing

Coworker · your AI documentation partner

Notes and reports, written for you

Coworker is your AI documentation partner. Ask it to draft a session note, incident report, or progress report — grounded in the consumer's own record — then review, edit, and save it to their file in a click.

  • Drafts session notes, incident reports & progress reports
  • Grounded in your consumers' records and history
  • You review and approve before anything is saved
Coworker
Draft a session note for Marcus — 45 min on money-management goals, went well.
Session note · Marcus Bell

Marcus worked on money-management goals for 45 minutes and made strong progress toward independent budgeting, staying engaged throughout the session…

Ready to save to record

E-Sign · DocuSign, built for APD

Send anything for signature, without leaving

Get consents, agreements, and authorizations signed right inside APDHQ. Build reusable templates, drop in signature fields, send a secure link — and get back a signed PDF with a full audit trail, attached to the record.

  • Send any document for e-signature
  • Reusable templates with drag-and-drop fields
  • Signed PDF + audit certificate on the record
Consent for Services
1 of 2 signed
Parent / GuardianSigned
ConsumerAwaiting
Signature
Maria G.

One system

Consumers, staff, documentation, and signatures — together

No more chasing folders across drives, inboxes, and a separate e-sign tool. Every record, note, renewal, and signature lives in one system your whole team can trust.

39
APD documents tracked on a consumer record
4
Urgency buckets, from expired to 90 days
1
Readiness score for your whole agency

The platform

Start with what you need, run it all together

Consumer & staff records

One record per consumer and caregiver, with their full compliance picture attached.

Built-in APD checklists

The required-document checklist for every consumer and caregiver, pre-loaded.

Coworker — AI documentation

Your documentation partner drafts session notes, incident reports, and progress reports.

E-sign, built for APD

Send consents and agreements for signature and get a signed PDF — without leaving APDHQ.

Expiration tracking

Expired and expiring documents grouped by urgency across the agency.

Audit readiness + packets

A live readiness score, plus a survey packet exported the moment a reviewer comes.

How it works

Up and running in three steps

01

Add your consumers and employees

Create a record for each person. Every one comes with its APD document checklist already attached.

02

Upload their documents

Drop in certifications, screenings, and authorizations. APDHQ tracks issue and expiration dates automatically.

03

Run care, stay ready

Let Coworker draft your notes and reports, send documents for signature, handle expirations before they lapse, and export a survey packet anytime — all from one source of truth.

FAQ

Questions APD providers ask us

What is APDHQ?

APDHQ is compliance and documentation software for Florida APD iBudget providers. It keeps consumer and staff records audit-ready, tracks every required document and expiration date, drafts session notes and incident reports with an AI documentation partner, and collects signatures — one system for the paperwork side of running an agency.

Does APDHQ replace iConnect?

No — and nothing does. iConnect is the state's mandated system for service documentation and EVV. APDHQ is your agency's own operations system: the consumer files, staff credentials, notes, incident reports, and audit prep that remain your responsibility as a provider. The two run side by side.

How iConnect and your agency records fit together
Who is APDHQ built for?

Florida agencies serving iBudget waiver consumers — personal supports, life skills development, respite, residential habilitation, and the rest of the APD service menu. From a founding provider with three consumers to established multi-site agencies.

How does APDHQ help with APD audits and provider discovery reviews?

Every consumer and employee record carries its APD document checklist with a live readiness score, so you can see exactly what's missing or expiring before a reviewer does. When a review is scheduled, you export a complete, organized packet for any record in one click instead of assembling binders.

What happens in a provider discovery review
Can APDHQ write session notes and incident reports?

Yes. Coworker, the AI documentation partner built into APDHQ, drafts session notes, incident reports, and progress reports from what you tell it — in your agency's voice, with the consumer's details already in context. You review every draft before it's saved to the record.

Does APDHQ include e-signatures?

Yes — e-sign is built in. Send consents, service agreements, and policies for signature, and the signed copy lands on the right consumer or employee record automatically. No separate DocuSign subscription.

The paperwork ends here.

Book a 15-minute walkthrough and see how agencies run consumers, staff, notes, and signatures from one system.