The information below applies to Client Service Tracker Version 9.
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Search for people using a variety of data fields, to see if they are already a client. You can search by name, address, phone number (landline or cell), email address, ID number.
Connect persons into households, to see who the others are in the family. Multiple people in the same household can get services, and reports can summarize by household, by person, or by service incident.
Record goods and services provided to the client, and view records of goods and services given in the past. You define the Programs and Services that your organization provides. Services can be either one point in time, or cover a span of days (with the end date being opened-ended or defined). Also record outcomes in persons’ lives.
Use free-form case notes to capture non-standard data, background events, conversations, and other information. Each person can have as many Case Notes as needed, and each Case Note can contain many pages of information, if needed.
Print an Information Sheet for each client, showing client name, contact information, and demographics. Also print Person Activity Sheets for each client, showing Case Notes, Services provided, and Outcomes.
You can also set reminders for actions that need to be taken in the future. As needed, a reminder may optionally be tied to a specific client.