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Welcome to the SmartSimple Wiki

Hello and welcome to the SmartSimple Wiki! Here, you will find everything you need to know to configure and use your SmartSimple system. This ever-expanding library of articles is updated regularly to include new functionality and features as we continue to evolve in the cloud.

Exploring our Wiki

Articles are searchable alphabetically (A to Z) or by category (e.g. Custom Field Types, HCAI, Notes, etc.)

You can also go directly to the links for our [Library] to see our latest instructional and informative, .

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Exploring the Wiki

The SmartSimple Solution Platform is divided into the following areas within the Wiki:

  • System Architecture - these topics will provide you with an in-depth technical overview of the System Design and System Extendability.
  • Organization and People - Organizations and people are key to the system - everything pivots around the person - every contact can be a user and every user can participate in your unique organization.
  • Universal Tracking Application - this is the application that our customers use to create their unique applications. Historically this work would have required custom development. The Universal Tracking Application encompasses a wide range of functionalities, from managing research projects to managing insurance claims.


Vertical Market Solutions

The SmartSimple platform supports many vertical market solutions.

  • Collaborative Case Management - SmartSimple's collaborative case management accelerates resolution while reducing the case management costs. Virtual case files are easy to create and manage through a powerful combination of personalizable case templates and advanced document creation and management features. Role-based collaboratives bring together all stakeholders to address matters. And predefined workflows can accelerate analysis, resolution, and archiving.
  • Medical Case Management - SmartSimple's cloud computing solution is used collaboratively by insurance companies and their private medical partners. A unique aspect of SmartSimple's Medical Case Management software is its ability to securely share case information between the different assessment and care providers. This feature allows insurance companies and related agencies to share information when needed, but only permits them to see the information they need; confidential information about clients remains confidential. SmartSimple provides seamless and full integration across all critical care management functions.
  • Research and Grants Management - SmartSimple's collaborative grants, awards and project tracking management solution is a comprehensive software solution that is delivered over the internet. It is designed to track and manage any and all relevant aspects of the grant making life cycle including but not limited to: proposal submission, transitioning proposals into awards, award tracking, administration processing, and flexible financial reporting. With SmartSimple, you stand to increase operational efficiencies, achieve regulatory compliance, and drive accountability and transparency throughout your organization's grant making process.
  • Insurance Carriers - SmartSimple offers two solutions to insurers and independent insurer adjusters. The first offers complete functionality which includes but is not limited to: reporting, referral management, applicant tracking, e-mail broadcasts and webforms. The lite solution primarily acts as a form submission portal that automates the insurance claim workflow process.


We built SmartSimple to empower organizations in the 21st Century and we built the Wiki to make sure everyone can get all the information that you need when you need it.

Mike Reid and Keith Yau, Founders - SmartSimple Software Inc.

For additional information please visit our website.