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 ProfilesYou 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 RelationshipsOnce 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.