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Client data fields also include:
- Multiple identification numbers
- Tracking age-eligible clients within a family
- Viewing / adding visits from a popup screen
- Fast sorting to find clients by name or address
- Client warning button with comment/notes field
- Creation of client or family by household or individual
- Telephone and Social Security number fields
- Multiple clients site management
Clients not visiting within a two-year period can be automatically made inactive, and former clients can be purged to keep the database manageable.
Input screens also allow for sorting family members by birthdates/age and tracks relationships. Individuals are automatically advanced and counted in agency-set age groups.
Client Tab Features:
The "survey of needs" is designed to allow easy navigation using tabs that are as friendly as dividers in a notebook. The tabs keep the client data screens compact and manageable
There are six tabs that allow data input for:
- Client information
- Contract
- Bed Type
- Beds Required
- Ethnicity, and
- Personal Profile
Access to bed check-in, event tracker and batch visits can also be made on these tabs.
Contract Tab Features
ShelterMe easily handles special contract program Client tracking with:
- Contract agreements automatically generated for all clients receiving program funding
- Reports generated based on weekly or monthly services
- Client tracking by type of group or team treatment
- Contract agreement activities or visits counted separately from regular or standard housing visits.
Staff Support Features
ShelterMe can act as a staff operations activity tracker with multiple tabs to allow navigation of a wide variety of staff tracking with detailed information.
- Work is tracked in an easy-to-use time sheet that gives quick access to multiple staff members, time worked, skills and comments.
- Staff profiles shows personal details and maintains data on staff-specific categories.
The staff menu allows quick access to labor tracking and detail information.
- Quickly accessed windows show hours worked, permits, licenses and hours worked for multiple staff members
- The staff detail screens show contact, permits, available time and skills.
- Multiple reports are available for time sheet compilations.
All of the drop-down selections can be edited by the System Administrator to reflect names and descriptions commonly used in the organization.
A time sheet can be quickly printed from the on-screen buttons and will show either the default (all dates) or work completed on a specific date.
ShelterMe automatically calculates hours and task value. Comments can easily be added to a specific task for each support person. These added features make record keeping more meaningful and accurate.
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