2018 ServTracker User Conference and Workshop

ServTracker User Conference

Conference Date: Jan 24 – 26, 2018

Location: Courtyard by Marriott Cocoa Beach

3435 N. Atlantic Ave Cocoa Beach  FL  32931

Cost: $399

Conference registration includes:

  • Welcome Reception with hors d’oeuvres Wednesday Evening: 6 pm
  • Attendance in all workshops and break out sessions
  • Breakfast every morning
  • Lunch January 24 and 25
  • Snacks throughout the conference
  • Dinner and social event
  • Special Room Rate $145 per night – register with hotel below.


Rate: from $145 per night
Rate Deadline: December 22, 2017

Location: Hampton Inn Cocoa Beach

Location: Courtyard Cocoa Beach Hotel Reservations



ServTracker User Conference Sponsor



(in no particular order)

 General: Opening Session & Welcome

Kick off the conference with a welcome and introduction, review of the conference agenda and the latest news from ASI.

General: ServTracker 101

An introduction to the ServTracker basics and core modules. A few tips and tricks may be weaved into this session if you’re lucky!

General: Keynote

Step On The Grass: Let’s Disrupt Hunger

Enid Borden, Founder & CEO of the National Foundation to End Senior Hunger

General: Doing Business with ASI and their Partners

Short presentations from our featured sponsors and a review of the procedures for modifying and expanding user counts or add-on modules.

General: ServTracker Tips and Tricks You May Not Know

Learn valuable information that helps you and your staff save valuable time in the day-to-day operational interaction with ServTracker. Various system shortcuts as well as integrated system messaging.

General: More Than a Meal 3

Andrea Morris, with the West Health Institute, will provide an overview of their organization and how they are helping with the More than a Meal III project.

General: Knowledge Exchange #1

Join your peers and collaborate on how you each use the software and walk away with new ideas (and new colleagues). Two exchanges planned.

General: Next Generation ServTracker

Update on the next generation of ServTracker and our future plans

General: Maximizing Your Customer Service Experience

ASI support staff reviews the support options available to our customers, including email, phone and web support.

Accounting: Automating Managed Care & Medicaid Billing with EDI Transmissions

Learn how to automate the process of billing Medicaid or Private Insurance (MCO) funding companies with the Electronic Data Interchange billing module in ServTracker.  Current ServTracker customers will participate in this workshop to discuss how this has benefited their organization.

Accounting: Invoice & Transaction Management

In addition to private pay billing management, learn how to do sliding fee, copay and funding source invoicing in ServTracker.

Home Care: How to Reconcile Client/ Employee Hours with Mobile App Technology (EVV)

Learn how to send data from the ServTracker scheduler to the mobile app, how an employee interacts with the app on their device, and how managers can see employee service delivery through the mobile dashboard. Includes review of the ability to capture all of your employee attendance in ServTracker and reconcile actual hours worked.

Nutrition: Integrated Mapping/Routing Technology

Gain a deeper understanding of how ServTracker is using geoservices technologies to help assist agencies with the delivery of their services. Hear how other ServTracker customers have implemented some of this functionality.

Nutrition: Holiday Meal Management

Review various ways that help organizations quickly and easily modify their meal delivery rosters due to upcoming holidays and simplify the process.

Nutrition: Meal Choice Functionality & Online Order Integration

Learn how ServTracker manages full choice meal offerings. This functionality has now been expanded to allow consumer driven online ordering via our new Client Portal system.

Nutrition: Optimizing Service Management of Home Delivered Meals

Learn the best practices to manage daily meal production processes including how to best use the different views available, editing your data, optimizing your routes, taking advantage of mobile technologies and posting your service units.

Reporting: Make the Query Builder Work for You!

Learn important tricks and methods of the built-in query builder tool to get the numbers you want from the ServTracker reports module. Hint: Criteria and Excel are important components.

Senior Centers: Attendance Tracking Automation

Learn various ways to simplify the capture of daily attendance and remove the labor-intensive process.

Senior Centers: Senior Center Class Scheduling and Online Class Registration

Create custom class schedules for facility activities and room reservations. Learn different options that are available and how the class scheduler integrates with the touch screen application and the new online class registration portal.

Thursday Night Fun Night!  
We relax a little with a buffet dinner and “Game Show Night” fun in a game called Survey Says … in the spirit of Family Feud.

General: Closing Comments

Closing statements, 2018 initiatives and conference final thoughts and questions.

*subject to change