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Secure Client Files
- Manage on-site and community clients
- Sort and search by name or unit number
- Set automatic daily service reminder
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Unit Profile Directory
- Organize families by unit
- Quickly view family living status by head-of-household, dependants, etc.
- Report and search by single or multiple units
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Client Files Overview
- Quickly identify clients with outstanding service needs
- Easily pinpoint which clients are missing documentation
- Printable “to do” lists
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Birthday Directory
- Never forget client birthdays
- Sort by month, day, or name
- Printable client birthday list
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Client Contact Directory
- Easily access client contact information
- Sort by last name or unit number
- Print entire or segmented contact list
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Resource Directory
- Document and organize community partners and referral agencies for fast access
- Track all referrals
- Generate reports by service category
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Client Service and Activity Log
- Enter service logs at individual or group level
- Link to resource directory to track referrals
- One-click reports chart services delivered in seconds
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Program Portal
- Document services and measure outcomes for on-going programs
- Track program attendances
- Measure programs on one property or across your entire organization
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Progress Notes
- Securely record case management notes
- Link to services and referrals
- Ensure accuracy with built-in spell check
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Follow-up Task and Service Request Forms
- Quickly document outstanding services needs
- Set automatic reminders to ensure follow-through
- Enhance service delivery and client satisfaction
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Service Management Plan
- Organize past and present needs
- Quickly view pending and processed services
- View response times to client needs
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Status Forms
- Track outcomes related to education, employment, financial, housing, public assistance
- Easy to input and update
- Links to outcome reports
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Multi-Property Outcomes and Statistics Reports
- Over 60 standard reports let you report on one property or across your entire organization
- Digest complex facts and figures more easily with advanced data visualization
- Drill-downs let you analyze results from a variety of perspectives
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Ad Hoc Report Filter
- Leverage standard outcomes reports to generate ad hoc report queries
- Easily select reporting criteria such as age, gender, living status, etc.
- Save selections for future reporting needs
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Property Service Reports
- Query by duplicated and unduplicated services delivered
- Generate client summary reports by service categories
- Analyze by service types and sub-categories
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Program Reports
- Generate program reports across both property and organizational level
- View attendance thresholds and completion levels
- Analyze by participant status
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Education Reports
- Generate education outcomes such as GPA’s, reading levels, etc.
- Measure progression by grade level
- Analyze property and organization-wide education statistics
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Employment Reports
- Measure employment progression
- Examine working/not-working statistics
- Analyze employment outcomes such as wage increases, insurance, etc.
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Financial Reports
- Measure outcomes such as EITC, check cashing services, etc.
- View statistics and outcomes for positive assets such as bank accounts
- Compare financial goals with progress made
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Housing Reports
- View client housing status
- Capture and evaluate housing progression
- Evaluate progress towards home ownership
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Public Assistance Reports
- Analyze client public assistance summaries and statistics
- Public assistance recertification tracking
- Monitor changes in public assistance
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Client Turnover Reports
- Easily generate client turnover outcomes report
- Identify why clients move out
- Analyze progress towards home ownership
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Incident/Violation Log
- Track incidents/violations by category
- Track incidents/violations by client
- Easily generate incident resolution reports
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Multiple User Levels
- Authorize access rights with permission settings that reflect user responsibilities
- Collaborate securely across organizational and geographical boundaries
- Unlimited training and support for all user levels
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