The best IDD software in 2026: nine platforms, compared.
A plain guide for IDD and HCBS provider agencies running group homes, host homes, and supervised living. What each platform is, who it fits, and what to check in a demo. We make Sereniq, so we list it first and say why. Everything we say about other vendors comes from their own public materials.
Eight things that decide whether it works on the floor.
01
The DSP mobile app
Documentation happens on a phone, mid-shift. If DSPs avoid the app, nothing else in the system matters.
02
eMAR and the med pass
Look for timed dose windows, refusals, PRN, and missed doses, and for who gets told when a dose is refused.
03
Goal-linked notes
Notes should load the person’s plan goals so progress is written against the plan, not beside it.
04
Incidents and follow-up
Filing from the floor, supervisor review, close-out, and a trail an investigator can read.
05
State forms and survey readiness
Your state’s forms, your state’s terms, and an evidence export for a surveyor’s date range.
06
Billing and EVV fit
Decide whether you want claims inside the EHR or a documentation system that sits beside your billing and EVV rails.
07
Migration and onboarding
Ask who moves your individuals, homes, staff, and history, and what is live on day one.
08
AI with human review
AI should draft and search; a person should approve anything before it lands in the record.
02 / At a glance
Nine platforms, one table.
A quick read on scope. Claims billing is a scope choice, not a score: some teams want it inside the EHR, others keep it in the state’s own rails.
PlatformBuilt aroundDSP mobile appeMARClaims billingState depth
SereniqBuilt aroundResidential shift documentationDSP mobile appNative iOS and Android, offline-toleranteMARYesClaims billingNo, sits beside billing and EVVState depthTexas live; adapts to any state
TherapBuilt aroundBroad national I/DD and HCBSDSP mobile appYeseMARYesClaims billingYesState depthConfigurable, many states
MediSked (CaseWorthy)Built aroundHCBS agencies and care coordinationDSP mobile appMobile-friendly Lite siteeMARNot publishedClaims billingYesState depthMany states
eVeroBuilt aroundNew York OPWDD agenciesDSP mobile appNot publishedeMARNot publishedClaims billingYesState depthNew York
Foothold (AWARDS)Built aroundConfigurable human servicesDSP mobile appNot publishedeMARNot publishedClaims billingYesState depthNew York roots, national
Statewise (formerly TaskMaster Pro)Built aroundMulti-program MedicaidDSP mobile appNot publishedeMARNot publishedClaims billingNot publishedState depthMany states, incl. Texas forms
SETWorksBuilt aroundBroad disability servicesDSP mobile appYeseMARNot publishedClaims billingNot publishedState depthConfigurable, many states
iCareManagerBuilt aroundLong-term care incl. IDDDSP mobile appNot publishedeMARYesClaims billingYesState depthMany states
Competitor details reflect each vendor’s own public materials as of September 2026. “Not published” means we could not confirm it from those materials.
03 / The platforms
What each one is, and who it fits.
01
Sereniq
Our pick for agencies whose bottleneck is shift documentation
An AI-native operations and EHR platform for IDD group homes, host homes, and supervised living. Born in Texas on HHSC forms, built to adapt its forms, terminology, and timezone to any state. Texas is live today.
Fits best
Residential IDD agencies that want DSPs finishing notes, med passes, and incidents on a phone during the shift, and an audit binder that is always export-ready.
Strengths
Native iOS and Android DSP app in English and Spanish; notes, MAR entries, and incidents queue offline and sync when the connection returns.
Goal-linked notes, with a hard goal-link gate where the program requires it (HCBS Supervised Living in Texas today).
eMAR with timed dose windows, refusals, PRN, and late or missed doses; a refused dose alerts supervisors and nurses as a critical event.
Pharmacy MAR import read by AI and confirmed line by line by a nurse before anything lands.
True-to-form HHSC prints in Texas: Forms 4119, 4122, 3092, 8002, 3608, 2125, 8578, 3044, 4719, and 8615.
AI included for every agency: note polish, plan-goal alignment, quarterly drafts, and Ask Sereniq search. A human reviews AI output before it lands in the record.
Survey-prep evidence export for any date range, geofenced clock-in, timesheets, and staff credential tracking.
Sereniq deliberately does not submit claims or run EVV. It is the documentation system of record that sits beside your billing and EVV systems. Pricing is quoted after a demo.
Worth checking in a demo
?Watch a DSP write a note, pass meds, and log a refusal on a phone, start to finish.
?Outside Texas, ask which forms and terms we configure for your state before go-live.
?Bring your last survey findings and see the evidence export for that date range.
An HCBS suite, now a CaseWorthy company after the acquisition announced in January 2023: Connect for provider agencies, Coordinate for care coordination, and a data exchange used across many states.
Fits best
Agencies and care-coordination organizations that want agency management, care coordination, and claims billing from one vendor.
Strengths, as the vendor describes them
Plans and outcomes, scheduling, billing, and reporting in MediSked Connect.
Care-coordination product (Coordinate) and integrations with state systems.
Field check-in through a mobile-friendly Lite site, per MediSked’s own materials.
Worth checking in a demo
?Is the DSP experience a native app or a mobile web site, and does it work offline?
?What changed in the roadmap and support model after the CaseWorthy acquisition?
?Which modules are included in your quote and which are separate products?
The digitalAGENCY platform, built deep into New York OPWDD, where eVero serves over a hundred provider agencies plus self-direction and care coordination.
Fits best
New York OPWDD providers that want compliance, self-direction tooling, EVV, and Medicaid billing under one roof.
Strengths, as the vendor describes them
Deep OPWDD compliance focus.
Self-direction and care-coordination tooling.
EVV and Medicaid billing, with HITRUST certification per eVero.
Worth checking in a demo
?If you operate outside New York, which of your state’s forms and terms are supported today?
?What does the DSP mobile workflow look like for notes and med passes?
?How is migration handled, and what is live on day one?
The AWARDS platform, part of the Radicle Health group, serving over a thousand human-services agencies with deep roots in New York behavioral health and IDD.
Fits best
Multi-service agencies that run behavioral health, IDD, and other programs under one roof and want to configure the system themselves.
Strengths, as the vendor describes them
Configurability through FormBuilder, ReportBuilder, PlanBuilder, and BillingBuilder.
Coverage across many program types, from behavioral health to day habilitation.
In-house claims billing.
Worth checking in a demo
?Which residential IDD workflows ship ready, and which does your team build?
?Who carries the configuration work, and how long does it take?
It depends on where your agency loses time. If the bottleneck is documentation on the floor (notes, med passes, incidents, and the audit binder), Sereniq is built for exactly that. If you need claims billing or care coordination inside the same product, a broader platform such as Therap, MediSked, or iCareManager may fit that shape.
What should an IDD EHR include?
A mobile app DSPs will actually use, an eMAR with refusal follow-up, notes linked to plan goals, incident reporting, staff credential tracking, your state’s forms, and an evidence export a surveyor accepts. Decide early whether claims and EVV live inside the EHR or beside it.
Does Sereniq do billing or EVV?
No. Sereniq is the documentation system of record: it keeps the notes, medication records, and census your billing depends on complete and exportable. Claims and EVV stay in the systems you already use. The one exception is ISS day programs in Texas, where Sereniq builds monthly statements to placing agencies.
Is Sereniq only for Texas?
No. Sereniq started in Texas and prints Texas HHSC forms in full. The platform adapts its forms, terminology, and timezone to your state, and no document outside Texas carries Texas branding or form numbers. Texas is the live state today.
Is AI included in Sereniq?
Yes. Sereniq is AI-native and AI is included for every agency: note polish, plan-goal alignment, quarterly drafts, and search across the whole record. A human reviews AI output before it lands in the record.
How much does IDD software cost?
It varies by vendor and by agency size, so ask each vendor for a written quote scoped to your homes and programs. Sereniq pricing is quoted after a demo and scoped to your homes, individuals, and programs.