CASE MANAGEMENT (CM)
CLIENT RECORD MANAGER
- Track client data by individual service or across multiple programs
- Upload documents and attach to client records – Easy Access in ONE PLACE!
- Reporting capabilities are abundant –
- Demographic Data
- Program Data
- Outcome Data
- Funding Source Reports
- Many, many more!
See a sample of just a few of the Client Record Management features by clicking on the links (or thumbnails) below:
Demographic Information
Track all demographic information on your clients, including race, gender, age, county, disabilities, etc.
Program Information
Track the progress of your clients through multiple programs. All past, current, and future programs, as well as program recommendations resulting from evaluations, can be tracked. Image caption = View all programmatic information on one page. Current and past programs are listed, as well as opportunities for action, listed along the left of the Client Menu Sheet.
Client Services Report
Monitor current client activity in programs as well as any new referrals that have been received. Run reports for any date range, particular department, particular program, or a combination of any of those factors. Image caption = Quickly view a report of all referrals that have been received, evaluations that have been performed, clients who have been placed on hold or exited a program over a specified date range.
(2 Screenshots)
Active Clients Report (by date)
Monitor and report on the demographics, program information, and funding sources of all clients who were active during a specified date range. This report can be as limited or as broad as the user chooses in the report parameters.