Our Client Data System (also known as the DMU) has been completely redeveloped from the ground up and is currently operational at several dozen organizations and businesses across Ontario.
Initially developed for the social service sector for recording of case notes, time tracking, internal communication and generating reports - now is now being adapted for other sectors including GIS, business-to-business and much more.
Features:
Client management with multiple programs/categories
Ceate custom fields to store client information
Enter case notes into custom case note categories and track associated time
Private categories for permitted users only
Track direct and indirect service hours
File repository to upload/download files on each client
Calender to schedule client/staff events
Store client contacts (family/friends/service providers)
Communication logs for non-client information sharing)
Mobile / tablet friendly layouts
Areas to store training, links and other resources
Agency contact lists
Automatically merge your data into Microsoft Word templates
Sophisticated permission system
Internal communication and messaging
Reports to generate statistics on any time period
Charts and graphs to easily view client demographics
Internal scheduling and timesheets
On-call lists for emergency contacts
Ticketing system for workorders and other types of support
Full staff details and directory
Track employee training including recurring items
Use Cases
Case note management system in social work environments
Client case note and communication system for custody environments
Internal shared calendar and intranet application
Internal scheduling and tracking of staff hours worked, comp time, vacation, etc
Real estate management system with ability to publish to live web site
Property management system to search property details
Registration system for clients and appointment scheduling
Please contact us for more information or to access a demonstration.
