ClientTrack.net
ClientTrack.NET™ is designed to cost-effectively support the human social services customer’s mission in three critical ways:
• A robust technology platform that can be configured to support the precise needs of your human services application.
• A sophisticated solution that delivers case management, operational management and reporting outcomes technology.
• A hosted, web-based solution that costs less to acquire, less to own, and less to operate and to maintain than traditional premise-based applications
The ClientTrack.NET platform gives you the ability to start small, using only the modules you need, then grow to serve other functions for your agency or coalition without changing systems. ClientTrack.NET is designed using Microsoft Visual Studio® .NET on the Microsoft.NET Framework to run via Microsoft Internet Explorer 5.5+ browser. Simply put, it is Internet capable and runs entirely in a browser.
Features
- » Intuitive Interface
- » Easy to use case management, tracking services, programs and enrollements.
- » 8 designers shipped with application for configurabilty and tailoring
- » ad hoc reporting
- » web based
- » program eligibilty rules engine
- » Housing services
English
Supported Technologies
Software, ASP Hosted, Open Source, Web-Based (Browser)
Click on a technology to view similar products within this category.
Pricing
- Unspecified -
Additional Product Information
Case Management Features
Client Information
Enter Client Biographical and Demographical data.
Client security information; Current education status, Active job search, Current driving status and more.
Print client information form with signature.
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Address History
Address history is saved by address type when changed in the client Maintain or can be added in the address history entry screen process. Each address includes start and end date.
Print address history reports.
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Work History
Maintains complete work history, including volunteer work.
Work History detail maintained to include start and end date, position changes, status changes and rate changes for the same employer and more.
Ability to indicate if the work Maintain is based on a placement that includes placement agency and placement staff member.
Print work history reports.
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Education Information
Maintain complete education history to include schools, degrees, completion status and other education information.
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Barriers and Special Needs
Maintain past and current barriers
Maintain current status of barriers to include start, end dates, results and outcomes.
Maintain activities / services performed to assist with barriers
Maintain referrals associated with the barrier
Print action plan, barrier and special needs reports.
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Skills
Maintain past and current skills with months / Years experience level in each skill.
Maintain skills that the client would like to obtain or to be used for job training programs
Maintain if the skills were obtained through a program and specifically which one.
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Universal Services
Maintain the plan for actual services offered to the client that are not linked to a program.
Maintain start and end dates.
Maintain budget units and actual units for each service.
Print universal services reports.
Maintain generic referrals on a client’s behalf.
Maintain referrals and link them to a barrier, program or special need
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Family
Maintain past, present and future families
Maintain family member activity to include relationship, start and end date, living with Head of Household, and more.
Maintain birth date, gender, ethnicity and income information for each family member and for the household in total.
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Interested Others
Maintain other contact names and related information for a specific client.
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Client Visit Log
Maintain location visit activity to include reason for visit, services and resources used during the visit.
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Information Release
Maintain for a specific client the information release rules.
Maintain details for information that can be released to specific organizations and for a specific time frame.
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Record Referrals – Needed Services and Housing
Refer clients to providers based on specific needs for a specific date and time
Refer clients to assist with overcoming special needs or barriers
Record referring agency and referring case managers
View providers acceptance of referral
View providers outcome of referral and case notes
Refer client to a shelter or housing facility
Check housing availability for a specific date before referring
View housing authority acceptance of the referral
View outcome of the housing referral
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Test Results
Create table of potential tests.
Maintain test results for internally or externally generated tests. The test results include date of test, test type, score, outcomes, recommendations, follow-up activities and more.
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Financial Assessment
Maintain monthly or annual income amounts by income type.
Maintain expense estimates by month to include household expenses and credit card payments.
Review positive or negative available monthly balances.
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Client Events
Maintain past, present and future scheduled events that include locations and rooms.
Maintain and view scheduled client events. Events can include classes, dates, time, appointments, pre-requisites and more.
Maintain event information with specific outcomes or follow-up activities.
Print class list, client event enrollment forms, and attendance forms.
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Client Surveys and Follow-ups
Maintain client surveys performed by case managers or other parties.
Maintain follow-ups activities based on various or specific time intervals.
Follow-ups scheduled transactions create tasks in the case manager schedule.
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Generic Enrollments
Maintain generic enrollments for non-program funding sources.
Create goal plans for the client under a specific enrollment.
Maintain tasks and services for the generic grant.
Maintain exits and terminations.
Maintain follow-ups and post exit services.
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Case Notes
Maintain case notes using MS WORD.
Record case notes as private, organization specific or case manager specific.
Maintain case notes by case types.
Use MS WORD Templates to create case notes. When using templates, variables from the ClientTrack database can pre-fill the form with information such as name, address, etc. Any field in the ClientTrack database can be substituted into the template.
Case notes can be printed selectively, range of dates or all case notes.
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Case Manager Assignments
System can automatically assign case managers based on case manager or organization enrollments
Manually assign case managers to a specific client based on defined rules
View by client all (assigned and un-assigned) the assigned case managers.
Re-assign clients to new case managers and view new case manager’s workload before making the assignments. Case manager assignments can be based on selective clients or entire case load.
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Grants and Funding Sources
Maintain Grant and Funding source information
Record available services that are available via the funding source. Recording services includes defining unit of measures and upper and lower limits for entry.
Maintain applications for a grant
Enroll clients into a grant
Exit and record post exit services for an exit from an enrollment
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Goal Plan
Draft a goal plan for the client, family or family member.
Draft a goal plan for a specific program enrollment.
Link an action plan item to a specific barrier or special need.
Record actions required by the client and case manager with target start and end dates.
Refer client to services for special needs areas not covered by the program enrollment.
Record one or multiple client services for the specific plan item.
Record actual completion date of the goal plan items with status and outcome.
Print a goal plan status report.
Allow a client to view a goal plan via the web.
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Employer Features
Employer Information
Maintain and maintain employer information and general contact information.
Maintain and maintain SIC code and employer participation information.
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Employer Locations
Maintain and maintain employer locations if there are multiple locations for the employer.
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Employer Contacts
Maintain and maintain employer contacts by employer location.
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Employer Contact Log
Maintain organization contacts to the various employers.
Print call management reports to output call volume and related results.
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Employer Information Release
Maintain sharing rules between organizations about employer information.
Maintain sharing rules for a range of dates.
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Job Orders
Maintain available job orders by employer location.
Maintain skills and required skills and length of experience for each skill for each job order.
Create job orders notes using MS WORD.
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Job Matching
Run job matching routines to identify potential candidates.
Refer client to employer.
View all clients referred to a job order.
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Employer contracts
Maintain the status of the contract process.
Maintain the actual contract and type of contract.
Identify participation status of the specific contract.
Cross reference the ONET code and contract type.
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Provider Features
Provider Information
Maintain provider information to include name, addresses, contact information and type of provider
Provider types include referral maker, referral provider, training provider and indication if state approved for various services.
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Provider Application
Record provider application information that can be submitted directly to the state for approval.
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Provider users
Users can be linked to providers so that providers can access the system through the security protocol of users
Maintain users and provider cross references
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Provider Services
Maintain a list of services that are available through a provider
Maintain eligibility criteria for the provider
Maintain service contract information by provider to include start and end dates, program associations, and dollar amounts.
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Scheduled Events Features
Event, Location and Schedule setup
Maintain a table of Events that includes event types, event groups and default program and funding source.
Record curriculums notes and eligibility requirements
Maintain a table of potential locations for an event.
Maintain the potential available rooms for each location with maximum room size.
Maintain a table of schedules for events by location with available rooms.
Output a visual map with driving directions to a scheduled event.
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Event Enrollments and Attendance Tracking
Reserve or enroll a client or family member into a scheduled event.
Look-up events by location or schedule or dates.
Look-up schedules by location or dates.
Reserve events and view availability and curriculums.
Record client or family member attendance.
Record attendance status and outcomes.
Post services to clients attending events.
Record turn-aways with specific reasons.
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Homeless Application
The homeless application is delivered with all the functionality outlined above in the Common Case Management section of this document. The functionality that is likely to be required by most HMIS has not been duplicated in the section. It is likely that referrals, family definitions, goal plans, shelter and bed facility tracking, and case notes are likely features for this user community.
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Grants and Funding Sources
Maintain Grant and Funding Source information
Identify funding source amounts, start and end date, and program specific identification
Maintain HUD specific data for the grants
Maintain budgeting information for the grant or funding source
Identify specific services for the grants or funding source
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Client Grant Application Enrollment
Enroll a client and family members into a grant for a specific enrollment date.
Record income sources and amounts at entry into the grant.
Record special needs at entry into the grant.
Record prior living situation at entry into the grant.
Record veteran and Hispanic / Latino status.
Print grant application form that includes all family members.
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Client Grant Exit Process
Exit a client or family member from a Grant.
Record income sources and amounts at exit from a grant.
Record reason for termination at exit from a grant.
Record destination at exit from a grant.
ClientTrack calculates length of stay in the grant based on exit date.
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Provider / Facility Functionality
Homeless shelters and other housing organizations can be link to providers. Multiple shelters can be link to the same agency or provider.
Record available rooms for the facility.
Record available bed within each room for the facility.
Define bed types, shelter hours for check-ins and conditions for allowing emergency check-ins.
Define services to be posted for each nights visit
Make a reservation or check a client or family into a shelter manually or using our new Scan Card functionality.
Record or post batch services for clients visit to a shelter or house program.