Call/Contacts Module

  Fewer forms - less maneuvering.

  Category, Taxonomy, Alternate terms and Name (Agency, Site Program and AKA) searches  from one form.

  Duplicate Client merge system that merges duplicated client records (including all call and case history) into one record and deletes the redundant records.

  Enhanced Required Fields module that eliminates the problem of missing data from call records (optional module)

  New Caller tracking system records detailed information about people calling on behalf of a client needing assistance. Callers may be associated with multiple clients and clients can be associated with multiple callers

  Call Type tracking with Required Fields 

   Simplified client and caller searching

   Standard and Virtual Option Taxonomy searches

   Search local and central (Statewide) provider      databases  (ReferNet option)

  Updated Matchlist display sorted by actual distance from caller (by miles).  

  Multiple Follow-up per contact scheduling and tracking

  Case management and Volunteer tracking

  User-defined Unmet needs and Unmet Need note

  Out- of- Database Referral tracking

  Data Sheet generator provides unlimited data collection possibilities for calls and co ntacts

  16 additional user defined drop-down data entry fields

  4 user-defined referral action fields (for referrals and unmet needs)

  8 new client user-defined data entry fields

  User defined Search Option

Resource Module

  New look and feel, fewer forms- easier to learn and use

  New data validation and quality checking tools

  Service specific editing from the site & service pages

  Service specific Email and URL data entry fields

  Online Service provider survey display

  User-defined agency and site data entry fields

  Setup interface for agency survey system

  New spellchecker

  Direct access to Call Module for data review

  Link services directly to sites from the site form

  Global ServiceSite update for entire agency

  XML data import/export tools with crosswalk utilities for data entry fields and text labels

  Alternate (keyword) service classification system

  Global resource and condition updating utilities

  More agency search options (Service Group, Program, Taxonomy term, Alternate term)

  Site contact data entry fields

  Service Group and Program library with associated Alternate and Taxonomy terms

  Automated resource activity logging

  Agency and site Formal Update logging

  Access Sites and Service Groups (Programs) directly from Agency Search page

  Deleted agency and site tracking

 

Look Up Module

  Separate Call and Resource module lookup title selections

  Lookup item sequencing for all levels  (Level 1, 2 and 3)

  Level 2 and Level 3 free text option for data forms

  Style setup system  controls data entry consistency

  Call type link for call module lookup items (e.g. Reason for Call, follow up actions)

  XML crosswalk for lookup items

  Call type link for call module lookup items (e.g. Reason for Call, follow up actions)

  Automatic re-sequencing of lookup items  

Staff Module

  Create user groups for logon security

  Restricted client access security

  27 additional user group rights settings

  Additional User Preferences

 

Reports Module

  Completely revised user interface

  Cross reference all data item for reporting

  Custom report display options (percents, totals etc.)

  Faster report processing

 

Maintenance Module

  Import and export utilities for resource, client, and call data

  Automatic Area Code update tool for all modules

  Database backup utility (MS Access version only)

  Resource and transaction data cleanup utilities

  AIRS XML Data Transfer Set import and export utility

  Database Path Tool sets separate path for each database