Does it understand VR?
See how the product supports the specialized lifecycle, fiscal operations and federal-reporting environment.
Vocational Rehabilitation Case Management
Modern VR case management. Built around employment outcomes.
Connect participants, counselors, providers, services, fiscal activity and federal reporting across the complete vocational rehabilitation lifecycle in one configurable platform.
- Purpose-built for state VR programs
- Production on Salesforce Government Cloud
- RSA-911 reporting integrated with case operations
MTX Gov Vocational
Modern vocational rehabilitation case management—built around participant employment outcomes.
MTX Gov Vocational is a configurable Vocational Rehabilitation Case Management System designed for State Vocational Rehabilitation Agencies. It supports the participant journey from referral and application through eligibility, assessment, IPE development, service authorization, provider delivery, fiscal management, employment outcomes and case closure. It also supports Pre-ETS, participant and provider digital experiences, document management, communications, approvals, operational dashboards and federal reporting.
Built on Salesforce Government Cloud, MTX Gov Vocational gives agencies a VR-specific product foundation rather than requiring them to design each capability from an empty platform. The product includes a reusable VR data model, preconfigured workflows, configurable policy rules, role structures, reporting components, portal patterns, integration patterns and RSA-911 capabilities. Agencies can configure these assets around their policies, organizational structures and operating models as federal requirements, state policy and program needs evolve.
Will it improve daily work?
Explore participant, counselor and provider experiences alongside operational and data-quality visibility.
Can the agency adapt it?
Understand how a reusable foundation can be configured, implemented and operated with manageable risk.
LEGACY
Rigid legacy platforms
Aging platforms are expensive to change and may encourage agencies to recreate outdated processes.
The MTX response: Configurable workflows, business rules, forms and experiences allow agencies to modernize operations and adapt over time.
WORKFORCE
Counselor administrative burden
Counselors spend valuable time navigating systems, duplicating data and completing administrative tasks.
The MTX response: Guided workspaces, connected records, configurable automation and structured workflows help staff spend more time supporting participants.
EXPERIENCE
Fragmented participant and provider experiences
Participants and providers may rely on paper, email and separate communication channels to exchange information.
The MTX response: Secure role-based portals connect self-service activity directly with the authorized case and service record.
FISCAL
Disconnected services and fiscal activity
Plans, authorizations, provider services, obligations, invoices and payments may be managed across separate processes.
The MTX response: MTX Gov Vocational connects program and fiscal activity to the participant record while integrating with the agency’s financial system.
REPORTING
Late discovery of RSA-911 data issues
Reporting problems discovered near submission deadlines create rework and compliance risk.
The MTX response: Reporting data, validation, historical periods, corrections and review are incorporated into the operating environment.
VISIBILITY
Limited operational visibility
Supervisors and executives may lack timely insight into caseloads, timeliness, services, expenditures and outcomes.
The MTX response: Role-based dashboards turn operational and reporting data into information agency leaders can use.
Participant lifecycle
One connected journey from referral to employment outcome.
The product organizes people, decisions, services and information around the participant. Authorized agency personnel retain responsibility for eligibility, Order of Selection, service and closure decisions.
Referral and Application
What happens
A person engages with the agency, provides initial information and applies for services.
Who participates
Participant, referral partners and intake staff.
Product support
Digital intake, identity details, disability information, documents, communications and next steps connect in one record.
Agency visibility
Referral sources, application volume, status, timeliness and incomplete information.
Eligibility and Assessment
What happens
Authorized staff evaluate documented information, assessments, eligibility factors and, where applicable, trial work and Order of Selection.
Who participates
Participant, counselor, supervisors and assessment providers.
Product support
Guided workflows organize evidence and configured policy rules while preserving the counselor’s decision-making role.
Agency visibility
Assessment status, decision timeliness, trial-work activity and matters requiring review.
Individualized Plan for Employment
What happens
The participant and counselor develop the Individualized Plan for Employment (IPE), including goals, services and responsibilities.
Who participates
Participant, counselor, supervisor and service partners as appropriate.
Product support
Structured goals, informed participant choice, planned services, approvals, signatures and plan changes remain connected.
Agency visibility
IPE development timeliness, approval status, planned services and goal progress.
Services and Authorizations
What happens
Authorized personnel arrange services, issue authorizations and monitor provider delivery, obligations and expenditures.
Who participates
Participant, counselor, providers, supervisors and fiscal staff.
Product support
Service catalog, approvals, authorizations, delivery documentation and payment-status integration connect program and fiscal work.
Agency visibility
Service activity, open authorizations, provider status, obligations, expenditures and exceptions.
Employment and Stabilization
What happens
The participant moves into employment while staff verify job details, progress and stabilization.
Who participates
Participant, counselor, employer and service providers where authorized.
Product support
Employment details, verification, follow-up, services and progress documentation share a connected timeline.
Agency visibility
Employment status, stabilization milestones, support needs and service continuity.
Outcome and Case Closure
What happens
Authorized staff document the employment outcome or other closure basis and complete required review.
Who participates
Participant, counselor and supervisor according to agency policy.
Product support
Configured closure workflows organize verification, participant communication, outcomes and reporting data without making the closure decision.
Agency visibility
Closure status, outcome categories, review exceptions and RSA-911 data readiness.
Role-based experiences
Designed around every participant in the VR ecosystem.
Each role receives a focused view of the information and actions relevant to its work, within configured permissions.
Participants
- Engage with the agency digitally
- Submit requested information and documents
- Review relevant plan and service information
- Receive communications and status updates
- Participate in the development of employment goals
VR counselors
- Work from a connected participant record
- Follow guided lifecycle processes
- Manage assessments, plans, services and case documentation
- Review tasks, deadlines and approvals
- See relevant fiscal and provider activity
Supervisors
- Review caseloads and workload
- Monitor timeliness and exceptions
- Manage approvals
- Identify matters requiring attention
- Use operational dashboards
Providers and vendors
- Maintain authorized profile information
- Receive service-related information
- Submit documentation through secure experiences
- Track relevant authorization, invoice or status information
- Communicate with agency staff
Fiscal and reporting teams
- Connect authorizations, obligations, invoices and payment status
- Monitor program funds and exceptions
- Prepare and review RSA-911 information
- Manage historical-period corrections
- Review data-quality status
Agency leaders and administrators
- Monitor program performance
- Configure roles, workflows and rules
- Review service and expenditure patterns
- Track federal-reporting readiness
- Adapt the product to policy and organizational changes
Product capabilities
A complete VR product foundation, configured for each agency.
Reusable case, fiscal, engagement and reporting capabilities provide a product starting point while preserving room for state policy and operating-model configuration.
Participant and Case Management
Eligibility, Assessment and IPE
Services and Fiscal Management
Pre-ETS and Transition Services
Participant and Provider Engagement
Reporting, Analytics and Administration
Participant and Case Management
- Referral and application
- Participant profile
- Case notes and communications
- Tasks, alerts and reminders
- Document management
- Case chronology
- Employment and closure outcomes
Eligibility, Assessment and IPE
- Eligibility workflow
- Disability information
- Order of Selection
- Trial-work support
- Configurable assessments
- IPE development and approvals
- Goal and progress tracking
Services and Fiscal Management
Payment execution may remain in the state’s financial or ERP system.
- Service catalog
- Authorizations
- Approval thresholds
- Provider service activity
- Obligations and expenditures
- Invoice and payment-status integration
- Fiscal controls and exception visibility
Pre-ETS and Transition Services
- Student engagement
- Pre-Employment Transition Services (Pre-ETS)
- Service participation
- Education and workforce coordination
- Required expenditure and activity tracking
- Program reporting
Participant and Provider Engagement
- Participant portal
- Provider or vendor portal
- Secure information submission
- Communications and notices
- Status visibility
- Mobile-responsive experiences
- Accessibility-oriented design
Reporting, Analytics and Administration
- Operational dashboards
- Caseload and timeliness reporting
- RSA-911 reporting
- Configurable business rules
- Roles and permissions
- Audit history
- Administrative configuration
RSA-911 and data quality
Treat RSA-911 readiness as an operational discipline— not a deadline event.
The reporting architecture connects the RSA-911 Case Service Report with the information created through case, service and fiscal operations.
Capture
Create reporting information through daily participant, service and fiscal work.
Validate
Apply configured data checks and make conditions visible before the reporting deadline.
Stage
Transform source data into reporting structures while preserving traceability.
Review
Give authorized teams a controlled view of data quality, exceptions and period status.
Generate
Produce a versioned RSA-911 Case Service Report output for authorized review.
Submit
Support the agency’s controlled submission process and retain relevant output records.
Correct and Reproduce
Record authorized historical corrections and reproduce prior-period outputs with an auditable history.
- Current and prior reporting periods
- Staging and transformation
- Data validation
- Versioned outputs
- Authorized review
- Historical corrections
- Auditable changes
- Reproducible reporting
- Operational visibility into data-quality conditions
Illustrative product viewFictional data
Illustrative participant activity across services, Pre-ETS and employment.
Service activity1,248records this period
Pre-ETS participation326students served
Employment progress73participants in stabilization
Program Performance snapshot
ILLUSTRATIVEInclusive experience
Accessibility is fundamental to vocational rehabilitation technology.
MTX applies Section 508 and WCAG 2.2 AA-oriented design, development and testing practices, with final conformance evaluated against the configured implementation.
- Keyboard navigation and focus management
- Screen-reader compatibility
- Color contrast and non-color cues
- Clear labels and error messages
- Responsive experiences and zoom support
- Alternative formats and accommodations where configured
01
User research
02
Experience design
03
Development
04
Automated testing
05
Keyboard testing
06
Screen-reader testing
07
User acceptance testing
08
Release review
Security and administration
Controls aligned to public-sector operating responsibilities.
Security and operational controls are configured across the product, selected Salesforce cloud offering, licensed services and agency environment.
Identity and access
Role-based access, least-privilege permissions, configurable role structures, single sign-on and multifactor authentication.
Protection and oversight
Encryption in transit and at rest, activity logging, audit history and integration monitoring within the configured environment.
Operational responsibility
Backup and recovery responsibilities are defined across the agency, MTX and licensed platform services. U.S. data-hosting options are available where contractually applicable.
Any applicable FedRAMP authorization applies to the selected Salesforce cloud offering and licensed services—not to MTX itself.
Configurability and adoption
Start with a proven VR foundation. Configure what makes the state unique.
Configuration adapts the reusable product to the agency without rebuilding the product foundation.
Reusable product foundation
Begin with a working VR model
- VR-oriented data model
- Participant lifecycle
- Workflow patterns
- Role structures
- Portal patterns
- Reporting components
- Integration patterns
- Administrative configuration
State-specific configuration
Reflect policy and operations
- State policies
- Organizational structure
- Approval thresholds
- Service catalog
- Forms and assessments
- Notices and communications
- Interfaces
- Reporting and dashboards
Five phases from alignment to ongoing improvement
Discover and Align
Align policy, participant experience, operations, data, reporting and implementation governance.
Configure the VR Foundation
Adapt product workflows, roles, service catalog, forms, approvals, portals and reporting assets.
Migrate and Integrate
Convert reviewed legacy data and connect required state, partner and federal-system exchanges.
Validate and Launch
Conduct business-led testing, accessibility evaluation, training, RSA-911 preparation, deployment and stabilization.
Operate and Improve
Support releases, monitoring, reporting, product enhancements and changing program needs.
MTX may support discovery and design, configuration, data conversion, integration, testing, accessibility validation, RSA-911 preparation, training, change readiness, deployment, stabilization and managed services.
Product and service model
A maintained product, supported through implementation and operations.
The subscription provides reusable VR capabilities. Services configure, launch and support the product within the agency environment.
Product subscription
- Reusable VR product capabilities
- Product documentation
- Maintained product components
- Product releases and enhancements
- Configurable workflows and reporting assets
Implementation services
- Discovery
- State-specific configuration
- Data migration
- Integration
- Testing
- Training
- Deployment and stabilization
Managed services
- Production support
- Release management
- Monitoring
- Reporting support
- Enhancements
- Continuous optimization
Why MTX Gov Vocational
Built for the operating realities of vocational rehabilitation.
Purpose-built for VR
Supports the specialized participant lifecycle, policy, fiscal and reporting needs of State Vocational Rehabilitation Agencies.
Production Salesforce foundation
Provides a functioning VR product foundation on Salesforce Government Cloud rather than beginning with an empty environment.
RSA-911 integrated with operations
Connects reporting preparation and data-quality review with the case, service and fiscal information created during daily work.
Configurable for state needs
Allows policies, roles, workflows, forms, services, approvals, interfaces and reports to be adapted without rebuilding the product.