A workflow and database technology solution designed to address the navigation of non-medical needs of vulnerable and special populations, including: intellectually & developmentally disabled (I/DD), social safety net and complex conditions. The aim of this platform is to help manage and optimize an individual's well-being through community-based resources; such as housing, education, employment, behavioral health and other health and wellness resources. Beyond maximizing one's well-being, the software also serves as a common database and analytics tool to better understand value-based payment opportunities through the capture cost and quality data points which prepares organizations for the transition to managed care and population health.