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factoris.onesocial

document • manage • bill

factoris.onesocial covers all educational processes and includes all necessary administrative elements for your institution. This ranges from participatory educational processes to service or time tracking billing.

Whether in outpatient care, group services or residential care - discover the diverse applications and learn more about the features and scope of factoris.onesocial.

Modules at a Glance

factoris.onesocial - The right solution for your requirements

Pedagogy & Care

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Documentation

Document progress, individual goals and action steps per client, group or family – in residential and outpatient settings, at the office or on the go. Questionnaires, medication and key management sit right inside the documentation in factoris.onesocial, together with your colleagues' comments, so every entry stays in its professional context.

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Electronic File

Create only one - always current - digital client file in collaboration with all case participants. With factoris.onesocial, you and your colleagues access all client documents regardless of location.

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Care Progress

Manage approvals, support measures and approval periods per client in one place – including the service agreement and responsibilities: who supports whom, in which role. From day-to-day documentation, factoris.onesocial builds a traceable care history that you evaluate in the measures manager and export to Excel.

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Evaluation

Development reports, questionnaire evaluations and time and service reports show you how goals and support measures evolve per client and group – qualitatively and quantitatively. Export the standardized reports from factoris.onesocial as Word, Excel or PDF and use them for care planning meetings, funding bodies and your quality management.

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Participation

Actively involve clients and families: document together on site, describe goals in concrete terms, run questionnaires with built-in evaluation and give parents, teachers or clients their own access. Complaint management is a dedicated role in factoris.onesocial; forum and wiki give your organization room for exchange and transparency.

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New

AI Assistance for Professionals

Appointments and notes turn into drafts for progress documentation, care planning and resource-focused support ideas – the professional decision stays with you. Every AI action in factoris.onesocial is recorded in the action register, approvals are given explicitly, and you decide which AI model your organization uses.

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Organization & Team

Open paper planner with handwritten appointments

Appointment Management

Whether outpatient care, group programs or residential services – the factoris.onesocial calendar is your central working tool, with recurring appointments, attendance, resources and reminders by e-mail or SMS. Keep appointments and working time accounts in view at all times, and sync calendars with Microsoft 365/Outlook or via CalDAV whenever you wish.

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Team Chat & Knowledge

Channels for teams, groups and cases live right in the client record – with reactions, permission checks and, if you wish, AI assistance in the channel. Wiki pages, forum and blog keep your organization's knowledge in factoris.onesocial exactly where it is needed – instead of in scattered files and e-mails.

New

Notifications

A bell gathers everything new in one place, and important events also appear as a short on-screen message. Whether an e-mail follows as well — instantly, bundled or once a day — is yours to decide per event type in factoris.onesocial.

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Document Management

Organize all of your organization's documents with versions, document types, templates and PDF tools, assign them to groups or clients in factoris.onesocial and let your team access them from anywhere. File e-mails (.eml/.msg) straight into the client record, and open and edit Office files via WebDAV from Explorer or Finder.

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Duty Rosters & Shift Planning

Plan shifts with templates, staff preferences and shift swaps; release and lock planning periods and export the monthly overview to Excel. factoris.onesocial checks working time regulations and conflicts automatically with every assignment – and proposes a complete roster on request.

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Tasks & Projects

Create tasks with due dates, dependencies and checklists right in the client record or for your team; plan projects with phases, milestones, risks and resource utilization. Kanban board and Gantt chart in factoris.onesocial show the status at a glance, and reminders keep upcoming deadlines in view.

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New

Web, Mobile & Desktop

Use factoris.onesocial in the browser without installing anything, as an installable web app and as a mobile app from the App Store and Google Play on smartphone and tablet – documentation, documents, appointments, tasks, chat and time recording with the same modules as at your desk. A desktop app with file synchronization is in preparation.

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Administration & Finance

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Service Billing

Service recording is conveniently entered and confirmed via the app – as a proof of service per client, based on the same appointments as documentation and working time. The comprehensive service billing of factoris.onesocial then handles the entire invoicing for your organization largely automatically, using your service agreements, rates and ancillary services.

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Time Tracking

Your staff record working hours via the app or the clock-in function – based on the same appointments as service billing and documentation, with no double entry. factoris.onesocial keeps working time accounts with monthly closing, supplements, absences and quotas up to date automatically; the Excel export is also available in Lexware format.

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Controlling & Cost Accounting

See working time, specialist service hours and target-actual variances in real time per group, team, support measure and employee – in outpatient and residential settings alike. Cost centers with budgets and cost units extend the controlling in factoris.onesocial into cost accounting; every analysis exports to Excel for management and board.

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Financial Accounting & DATEV

SKR03/SKR04 charts of accounts, journal, open items, dunning, cash book, SEPA and advance VAT returns via ELSTER – a dedicated finance perspective in factoris.onesocial that takes over outgoing and incoming invoices directly. The DATEV export is built in, other accounting systems connect via file export, and reports such as trial balance and BWA are always ready.

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New

E-Invoicing & Receipt Capture

Create and send outgoing invoices as ZUGFeRD or XRechnung – validated against EN 16931 so funding bodies and public-sector clients can process them directly. factoris.onesocial collects incoming receipts automatically from mailboxes and supplier portals and optionally reads them with text recognition; supplier contracts and recurring invoices are captured along the way.

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Workflows & Automation

Approvals, invoice runs, purchase orders and incoming and outgoing e-mail follow rules you define – with more than 30 ready-made workflow templates as a starting point. Scheduled jobs, reminders and import/export wizards in factoris.onesocial take recurring routines off your team's plate, leaving more time for the people you work with.

Technology & Security

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Rights, Roles & Security

Assign rights by role, organizational unit and responsibility – right down to the individual area and record, with bundled rights templates as your starting point. Two-factor login via authenticator app, login history and audit log secure access to factoris.onesocial for your organization; closed areas can be locked for audit-proof retention.

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Technology & Operations

factoris.onesocial runs in the browser with no installation, encrypts every connection with TLS and fits into your existing IT via WebDAV, CalDAV, CardDAV and Microsoft 365. You choose: SaaS hosted by factoris – on dedicated servers in Germany (Hetzner, Falkenstein) – or operation on your own server.

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Interfaces & Data Export

Your data stays yours: the complete export as CSV/ZIP with a documented interface specification and the GoBD/IDEA export for tax audits are available to you at any time. Via DATEV, WebDAV, CalDAV, CardDAV and Microsoft 365, factoris.onesocial connects to the accounting, Explorer and Finder, calendar and address book you already use.

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Highlights

What sets factoris.one|sozial apart

Seven reasons why social-care organisations work with us.

What sets apart factoris.onesocial

Care documentation at the core

  • Client-centred documentation with clearly defined goals and action steps.
  • Progress reports, visual development timelines, and joint documentation on site.
  • Key-worker function plus flexible access for stand-ins and external professionals.

Participation and transparency

  • Clients take part in setting goals and reflecting on progress – through joint documentation and questionnaires with built-in evaluation.
  • Resource-oriented progress evaluations that keep educational work on target.
  • Visual charts of developments and support measures.

Flexible rights management

  • Hierarchical organisational units with role-based, time-controlled permissions.
  • Granular rights down to the individual client and record.
  • Historic and future-dated permissions – traceable at any time and easy to plan.

Data protection & security

  • Encrypted connections (TLS), two-factor login via authenticator app, and central data storage on servers in Germany.
  • Logged changes and GDPR-compliant data management.

Comprehensive automation

  • Largely automated service billing with factoris.onesocial for outpatient, day and residential services.
  • Individual agreements, surcharges and complex billing scenarios are all taken into account.

Mobility and platform independence

  • Responsive design for browser, tablet and smartphone – usable wherever you work, either as SaaS hosted by factoris or on your own server.
  • The factoris.onesocial mobile app runs the same modules as your desk – documentation, planning and billing included. A desktop app with file synchronisation is in preparation.

Innovative controlling

  • Real-time evaluations for staff, clients and groups.
  • Excel export for every evaluation, plus cost centres, budgets and funding bodies for your cost accounting.

Scope of factoris.onesocial

AI

AI that works for your professionals

Drafts instead of extra work – the decision stays with you.

AI for the social sector

More time for people, less for documentation.

Pedagogical progress notes

Appointments and notes turn into structured drafts of the pedagogical progress documentation.

Support for care planning

The AI prepares goals and assessments as drafts – the decision stays with a human.

Resource-focused support ideas

Suggestions for everyday support steps, resource-focused and drafted for the professional.