Features

Software Specifications

Search

Quick client record search.
Smart-search prevents duplicate client records.
Matching Address (Quickly find other household members, and link as a related client.)

Client and Case Management

Record client details.
Record client demographic details.
Record scheduled meetings and phone calls.
Client links to calendar appointments.
Client history and family history, improves service delivery by viewing the service history over time.

DSS Data Exchange

Related Clients

Provides data collection facilities on household family members or individuals relevant to the service criteria.

Real-time Dynamic Reports

One click reporting across multiple services to meet government and funding bodies reporting requirements.
Automatic Generate trend reports; useful for demographics, budgeting and assessing funding requirements.
Tracking of clients across all services of your organisation provides total data reporting for research, advocacy, board reporting and evaluation purposes.
Segment reports statistics by funding sources, services and users.
Report Filters provide a powerful feature which isolates demographics based on any set of criteria.

Resource Management

Track all incoming and outgoing funds, examples include; loans, food vouchers, material aid, temporary accommodation and rent assistance.
All resources can be tracked based on funding source. A limit can be placed on availability.
Audit reports can be instantly presented to government and funding bodies.
A journal provides every transaction, including the date, user, client, service and the amounts.
Human Resources, employee and volunteer management.

Security

Secure Encrypted Database.
Multi-User, Multi-Office login accounts.
Multiple Access levels. Large and small organisations can set permissions to what a user may view, modify and delete within the database.
Restrict access to sensitive client data.
User log prevents misuse of the database.
Auto-logout prevents access to the database on unattended computers.

Service Modules

Create custom service modules within a few simple clicks.
Gain access to list of service modules that suit your organisation at no additional cost.
Create surveys and generate outcomes.

Administration

Simplify daily administrative tasks and generate desired reports.
Manage Group events quickly for DSS and state funded programmes
The list feature can be used for tasks, alerts, enrolment, waiting lists, mailing lists and client groups.
Share scheduled events across user, group and location calendars
Microsoft Office and Open Office integration.
Send SMS and Email Reminders to Clients.
Microsoft Outlook integration.
Encrypted File Attachments.

Instant Messaging

Client records are directly linked to messages, providing an efficient way of communication between users.

Compatibility