You Help People, Our Software Helps You.

Client Management

Manage important information on the people you serve — Contact info, Demographic details, Assessment and Outcome data, or any range of information you deem critical to understanding and reporting on your client base.

Create and Manage Client Profiles

You determine what data to track, and our user-friendly interface allows you to create, search for, view, and manage anyone you’ve entered into the system. You can view services, assessments, program enrollments and other data right from your client's profile.

Create and Track Relationships

Once you have created the client profile, you can make connections for them: enroll them in a program, assign a staff member to them, or add them as a member of a group or family. Making connections helps you understand where your clients exist within a larger network of providers, services, and familial structures. Once connected, the contact appears on the profile of all their associations.

Security and Access Control

Maintain robust control over your information and ensure data security. We are HIPAA compliant and adhere to a strict data encryption policy. Additionally, through our advanced permissions settings, you can control access to information down to a minute level.

Advanced Security

We understand the sensitivity of your data. We adhere to an “encrypt everything” policy, and house our systems in secure data centers with regular backups and audit logging. We have partnered with Amazon Web Services (AWS) to use their state-of-the-art products to ensure compliance to governance, regulations, and privacy specific to your industry.

Advanced Permissions

You can create an unlimited number of custom permission sets and assign them to users, depending on the role and data access each user has. Each permission set can grant user access to a combination of modules and functions, including: account management, form editing, data import, document upload, access to case notes, contact and form viewing, creation, editing, and deletion among others. You can also assign program and form access to users to restrict access to sensitive data.

Custom Data Collection

Track the data that's important to your organization. You have the freedom to collect and manage data tools exactly the way you want with our easy-to-use and flexible data tracking tools.

Build Your Own Forms

Through an easy-to-use interface and drag and drop functionality, users can build their own forms to collect data on services or outcomes. You can build assessments using likert fields, you can assign scores, use if/then logic, branch fields, choose from a list of fields like rich formatting text fields, radio buttons, dropdown lists, upload fields, among others.

Track Data on Clients and Other Entities

Forms you create can be associated with specific client types determined by you, such as individuals, groups, or even programs. Forms can also be connected to only specific programs and users to restrict use and access.

Import/Export Data

VerticalChange provides the tools and services you need move data in and out of your system, whether that be migrating data from an old system, importing survey data you collected through an external app, or submitting a file of your VerticalChange data to a state mandated system with specific data formatting requirements.

Impact Reporting

View customized reports to gain insight into your program's effectiveness. Our powerful reporting tools let you monitor program status, determine service delivery level, analyze outcomes and aggregate data across your entire agency.

Retrieve, Summarize, and Export Data

Our Report Builder allows you to query any data point in the system and to quickly view, filter, and search for the data you need. Summarized data is retrieved in a spreadsheet-style format, and can be easily exported for further analysis in Excel or another external software.

View Custom Reports and Dashboards

VerticalChange allows you to build any range of custom reports which can be published in the application. Reports can range from simple tables of aggregated data to complex dashboards with data visualizations.

Query Your Data through SQL

Advanced users can access VerticalChange's SQL server directly, using third-party software such as R or Microsoft SQL Server to gather insights. We also provide access to our own dashboarding tool, Visual VerticalChange, where users can write their own SQL code and develop visual dashboards