About Us | Partners

CDSA works with state and national corporate partners who support our advocacy work, sponsor and host events, and share industry resources and insights. Through this partnership, CDSA members learn more about the products and services available to support their organizations and enjoy getting to know our partner companies through events and other communications.

Heffernan Insurance Brokers2023-12-18T20:16:41+00:00

Formed in 1988 and headquartered in Walnut Creek, California, Heffernan Insurance Brokers has nationwide presence offering comprehensive business insurance (Work Comp, Liability, Auto and more), employee benefits and financial services products to a wide range of businesses. Heffernan’s success was built on supporting Nonprofits and helping them thrive while navigating day-to-day challenges. With comprehensive, streamlined process and platforms, Heffernan has simplified the application process, and has relationships with the top carriers supporting Nonprofits. Heffernan is not only a leader in the insurance industry, but in its commitment to philanthropy. Since 2003, Heffernan has been named a ‘Top Corporate Philanthropist’. Celebrating over 10 years of partnership with CDSA, Heffernan gives back to CDSA to support advocacy for people with developmental disabilities. Steve Parkhurst and Melani Conti, who lead the Nonprofit Niche and CDSA partnership, are very proud to work with and support such great organizations passionate about improving the lives of the developmental disability community.

Direct Care Innovations2023-12-18T20:22:07+00:00

Direct Care Innovations (DCI) is an industry-leading state-of-the-art Business Management platform designed explicitly for Medicaid service providers. DCI currently works with all regional centers in California and aggregates to Sandata for your EVV needs. We provide EVV, Time and Attendance, Scheduling, Client Transportation Tracking, Training and Compliance, Real-Time Authorization Management, Goal and Task Tracking, and EDI capabilities. DCI’s modules work seamlessly together to provide unparalleled ease of use, compliance, and usable data. We give you the power of your data through automation to reduce overtime, increase utilization, and control your budget. This allows you to put money back in the hands of your direct care workers! Contact us to learn more about DCI at (480) 295-3307 or


SETWorks is disability service management software, built to comprehensively handle the needs of person-serving organizations. Our cloud-based platform seamlessly integrates workflows and empowers agencies to improve service efficiency and reduce administrative burden. With California’s focus on reporting, SETWorks already has many California-specific forms and reports, and EVV is integrated into SETWorks at no additional cost. SETWorks is more than software, we partner with organizations across the U.S. to help them maintain compliance, become data-driven, and solve complex issues through best-practice solutions. Discover more at


Sandata provides software and services designed to make it as simple as possible for payers and providers to achieve operational efficiencies and increase compliance, while ensuring clients receive the highest quality of care by streamlining internal processes and software systems. Over the last twenty-five plus years we have been supporting the IDD community by offering software and services to assist with the day-to-day operations for providers, support staff, and clients within their care. We are thrilled to be working with CDSA and look forward to working with all members of the organization.

Simple Fractal2023-12-18T20:24:08+00:00

Automate regional center billing and other manual processes. Simple Fractal automates repetitive processes by implementing robotic process automation (RPA) “bots.” By automating manual, error-prone chores, providers control costs, generate revenue, position themselves to scale, as well as improve employee satisfaction and retention.

In addition to many other use-cases, our bots are autonomously performing the regional center eBilling process. Bots can capture billable service data from your EHR, service documentation or other internal systems and login to the eBilling portal to submit claims. Additionally, they capture payment data directly from the portal or remittance files for automated posting to your EHR. Exceptions are submitted to your staff for review, although our bots currently handle 99.5% autonomously.

In addition to billing, our bots are automating processes around intake, integrating closed systems, compliance, scheduling, reporting, notifications and much more. Learn why we do what we do.


Since 2003, Therap has made it our mission to equip agencies within the CDSA family, with the tools they need to focus on meaningful outcomes for the individuals they support. This passion stems from our decades of experience as providers, administrators and state employees. Appreciating the challenges and rewards of quality service provision drives the development of our comprehensive suite of tools.

Therap continues to evolve to meet the ever-diversifying needs of our users. Our goal is to help our users create efficiencies, streamline processes, securely connect people, and integrate all aspects of service delivery, while maintaining a focus on individuals and the stakeholders who support them. Furthermore, our system is supported by a world class security infrastructure that exemplifies our perpetual commitment to data integrity and security. This dedication has led us to become the industry leader, supporting hundreds of organizations in California over the last 15 years.

The BI Collaborative2024-04-19T18:48:16+00:00

The BI Collaborative helps Human Service Providers become better Data-Driven Organizations. “Data-driven organizations are 30% more likely to reach their goals, 6% more profitable and have a 173% advantage in efficiently complying with regulations,” according to research from McKinsey, Aberdeen & Forrester.

We automate 95% of the manual efforts today of pulling, organizing and reporting data from siloed systems (including excel spreadsheets). Our Business Intelligence Platform was built specifically for Human Service Providers and work only in this industry so we live your challenges daily through our clients. Our leadership advised Hospitals in their transition to Value-Based Reimbursement and our Quality Modules (Incident Management, Citation Management, HRST & Health Tracking) create competitive advantage for those competing in Value Based Reimbursement markets. See Provider & Partner testimonials on our website and schedule your demo/discussion today!


Path-NowFor our interdependent IDD Community that feels undervalued by the status quo and a deep sense of FOMO (Fear of Missing Opportunities), Path-Now is the Wayfinder of our collective resources. Path-Now is a new creative, accessible, and unique mobile application that enables individuals with Intellectual and Developmental Disabilities (IDD) to safely and easily connect with community service providers electronically in California. Our mission is to provide an electronic path for Intellectual and Developmental Disabilities (IDD) and service providers to be matched and connected throughout California. Our vision is to ensure every individual in California with Intellectual and Developmental Disabilities (IDD) can easily, safely, and quickly connect to custom matched service providers. Together, we provide limitless empowerment for our IDD community, and unlock a world of possibilities. Path-Now is powered by Adjoin, a 501(c)3 organization, and launched in 2023.


IntellectAbilityIntellectAbility provides tools and training to states, providers and managed care organizations that educate supporters of people with intellectual and developmental disabilities (IDD) about early recognition and mitigation of health risks, thereby improving health and wellness.

These tools include the Health Risk Screening Tool (HRST), which is the most widely used web based tool for health risk management for people with intellectual and developmental disabilities. IntellectAbility also provides numerous online trainings for supporters of people with IDD focusing on person centered thinking and planning, management of the “Fatal Five Plus” conditions most likely to result in illness and death for people with IDD and education for clinicians through the online Curriculum in IDD Healthcare. With unrelenting focus, IntellectAbility works to fulfill its mission of improving health and quality of life for people with intellectual and developmental disabilities and other at-risk populations. For more information, visit

giv.plus2024-04-19T18:55:00+00:00 is an all-in-one IDD software solution that helps make managing group homes, day programs, and provider agencies easier than ever before. Our mobile apps allow caregivers to clock in and out of their shifts, see schedules, communicate with guardians and other staff, write daily notes, and submit payroll hours all in one place. Our unique management dashboard allows providers to onboard new clients seamlessly, track budgets, manage schedules, and download reports for Medicaid billing and payroll all in one place. allows direct service providers to manage their businesses more efficiently and provide more compassionate and profitable care to their clients.

Partner with CDSA!

CDSA represents more than 100 community-based organizations, employing more than 26,000 professionals, whose common purpose is to improve the lives and opportunities for more than 67,000 clients and their families. When your company sponsors CDSA, your products or services have the potential to touch thousands of lives.

Contact us today and join our partners in offering diverse resources and services, including educational webinars and employee support that support our members as they strive to provide dignity, choice, and quality of life in the daily lives of people with disabilities.

Go to Top