Identified need
The functional need that led to the assessment.
Assistive technology funding & justification software
Turn assessment evidence into a funding packet instead of building the justification from scratch.
evalKeeper's Funding & Justification workflow brings functional needs, recommended technology, trial evidence, measurable outcomes, and other supporting information from the assessment into one editable funding packet. When the packet is ready, export the information to an editable Word document or use AI to draft a funding justification letter based on the packet data, then review and refine it before use.
Built on the evidence you already gathered
Turn assessment evidence into a stronger funding story.
Bring the needs, findings, recommendations, and trial results behind the technology together in one place.
Funding & Justification is part of evalKeeper.
Build funding documentation from information already captured throughout the assessment, trial, and implementation workflow.
A funding justification needs to communicate more than which technology is recommended. It should tell the story behind the recommendation: the individual's functional needs, what was learned during the assessment, the technology and features considered, what happened during device trials, and the outcomes that support the final recommendation.
evalKeeper brings that information into a funding packet using data already collected throughout the assessment. Functional needs, recommended technology and features, trial evidence, measurable outcomes, assessment findings, and supporting information can be brought together without rebuilding the story from scratch.
The funding packet can also include implementation and progress information such as training, support, follow-up, and outcomes. Once the information is brought into the packet, it can be reviewed, edited, and refined to fit the specific funding request, payer, organization, device, or situation.
A justification built on a clear chain of evidence
Connect every recommendation to the evidence behind it.
Bring the needs, assessment findings, trial results, and measurable outcomes that led to the assistive technology recommendation into a clear funding story.
Assessment findings
What was learned during the assistive technology evaluation.
Technology considered
The technology and features explored to address the identified need.
Trial evidence
What happened when the technology was tried in practice.
Demonstrated outcome
The measurable results and outcomes observed during the trial.
Recommendation
The assistive technology recommended based on the gathered evidence.
Justification
The funding documentation that connects the recommendation to the supporting evidence.
Implementation & follow-up
The plan for training, support, progress, and follow-up after the recommendation.
Funding & justification capabilities
Turn assessment evidence into organized funding documentation.
Bring information already gathered throughout the assistive technology assessment into a funding packet you can review, refine, export, or use to generate an AI-assisted letter.
Start from existing assessment data
Build a funding packet using information already collected during the assessment instead of starting from a blank document.
Functional needs and assessment findings
Bring documented functional needs and assessment findings into the funding packet to help establish the need behind the recommendation.
Recommended technology and features
Include the recommended assistive technology and the specific device features relevant to the individual's needs and funding request.
Trial results as supporting evidence
Use device trial results and observed outcomes as supporting evidence for the assistive technology recommendation.
Measurable outcomes and success criteria
Connect measurable outcomes and defined success criteria to the evidence supporting the recommendation.
Supporting documentation
Keep relevant supporting information gathered during the assessment connected to the rest of the funding packet.
Edit and refine your funding packet
Review and adjust the information brought into the packet so the documentation fits the specific funding request.
Implementation and training plans
Document implementation and training plans, including participants, training needs, methods, strategies, supports, and environments.
Follow-up and review information
Define review dates, expected outcomes, baseline information, success criteria, and data-collection methods for ongoing follow-up.
Progress and adjustments
Document progress and adjustments as implementation continues, keeping follow-up information connected to the original recommendation.
Connected, not isolated
Keep funding documentation connected to the assessment, recommendation, implementation, and follow-up instead of rebuilding the information in separate documents.
AI-assisted letter drafting
Use the funding packet data to generate a draft funding justification letter with AI, guided by an optional custom prompt.
How a funding packet comes together
From assessment evidence to funding documentation you can use.
Build on information already gathered during the assessment, then export it to an editable Word document or use AI to draft a funding justification letter.
Bring functional needs, findings, recommended technology, trial evidence, and measurable outcomes into the funding packet.
Document training plans, support, environments, review dates, expected outcomes, and success criteria.
Export the funding packet data to an editable Word document or use AI to generate a draft funding justification letter.
Edit and refine the documentation so the final result reflects the specific funding request and your professional judgment.
AI-assisted funding justification letters
Turn your funding packet into a draft letter, guided by you.
AI uses the information already gathered in the funding packet to help draft the letter. It does not make the recommendation or replace the AT professional's judgment.
Generate funding justification letters with AI
Use your funding packet data to generate a draft funding justification letter based on the needs, assessment findings, recommendations, trial evidence, outcomes, and other information you have documented. Add a custom prompt to guide what the AI emphasizes, then review and refine the generated letter before using it.
Custom prompt guidance
Provide a custom prompt to guide the AI-generated letter toward the information most important to the funding request, such as trial outcomes, functional needs, educational or workplace needs, specific device features, or other relevant considerations.
Review before you use it
The generated letter is an editable starting point. Review and refine the draft so the final funding justification reflects the evidence, recommendation, and your professional judgment.
AI assists; it does not decide.
The AT professional gathers the evidence and makes the recommendation. AI helps turn the information in the funding packet into an organized first draft of the written justification.
What strengthens the funding packet
Bring the evidence behind the recommendation together.
A stronger funding packet connects the individual's needs, assessment findings, trial evidence, recommended technology, and measurable outcomes in one organized record.
Clearly documented functional needs
Establish the needs that led to the assessment and show why assistive technology is being considered in the first place.
Assessment findings and recommendations
Connect what was learned during the evaluation to the assistive technology and features ultimately being recommended.
Device trial evidence
Include trial results and observations that show how the recommended technology performed when it was actually used.
Measurable outcomes and success criteria
Show the results that support the recommendation and the criteria used to determine whether the technology met the identified need.
Supporting documentation
Keep relevant documentation and supporting information connected to the rest of the funding packet instead of scattered across separate records.
A clear written justification
Use the completed packet to support an editable Word export or an AI-assisted draft letter that can be reviewed and refined before use.
Frequently asked questions
evalKeeper Funding & Justification
Learn how evalKeeper connects assistive technology assessment evidence to funding documentation, Word export, and AI-assisted letter drafting.
Funding & Justification helps bring information already gathered during an assistive technology assessment, including functional needs, assessment findings, recommended technology, trial evidence, and measurable outcomes, into an organized funding packet instead of requiring the documentation to be rebuilt from scratch.
Yes. The funding packet uses information already captured throughout the broader assessment workflow, helping keep the funding documentation connected to the evidence behind the assistive technology recommendation.
Yes. A funding packet can include implementation and progress details such as training participants, training needs and methods, implementation strategies, support plans, environments, review dates, expected outcomes, success criteria, baseline information, data collection, and progress notes.
Yes. Information brought into the funding packet can be reviewed and edited, and the packet data can be exported to an editable Word document for additional refinement and use.
Yes. evalKeeper can use the information in the funding packet to generate a draft funding justification letter with AI. The AT professional can then review and refine the generated letter before using it.
Yes. Add a custom prompt to guide what the AI emphasizes in the funding justification letter, such as trial outcomes, functional needs, educational or workplace needs, specific device features, or other considerations relevant to the funding request.
No. The AT professional gathers the evidence and makes the recommendation. AI helps turn information already documented in the funding packet into an organized first draft of the written justification, which the professional reviews and refines.
Explore assistive technology funding & justification in evalKeeper.
Request a 30-day trial and see how assessment evidence can flow into an editable funding packet, an exported Word document, or an AI-assisted funding justification letter. No credit card is required.