The Client Information module enables you to have an extensive, MR/DD-specific, client data-tracking system. This powerful database records and tracks a multitude of information about clients. Module highlights include one point of reference for all agency personnel to record and report pertinent information about clients. Advanced features allow users the ability to create their own data-tracking fields to handle agency-specific needs. All client data is reportable in a variety of formats using the report writer.

Benefits
Integrates with the Integrated Software Series^© Client Billing and Client Banking

Client Information acts as a standalone module to record and report on client data. It can alsointegrate with other modules to perform client billing and baking functions. Client data is shared between all modules to eliminate double data entry.

Centralized Database Eliminates “Information Pockets”
This module effectively eliminates individual pockets of information by providing one database that serves all staffing needs. No longer will each of your employees maintain their own file of consumer information. Improve communication regarding clients throughout your organization by storing all information in one convenient database.

Reportable Data
All information stored within the Client Information module is reportable. Some of the most commonly run reports are incorporated within the software itself. Agency-specific reports are accommodated within Crystal Reports. Print, email, create mail merges, or publish reports to the Internet for your staff to view!

"Unlimited" Comes Standard
Client Information puts no limits on your data needs. You can have unlimited:

• Clients
• Printable notes
• User-defined lists
• User-defined look-ups

Client Data Collected

• Personal information
• Insurance
• Funding sources
• Patient liability
• Income sources
• Banking information
• Day programs and contact information
• IP and IP review date and time
• ISP date and time
• IEP date
• Medicare/Medicaid information
• Medical providers
• Visitation restrictions and guidelines
• Demographics including race, religion, height, weight, marital status, personal characteristics, function level, diagnosis, etc.
• Personal contacts including family, friends, attorneys, and more
• Placement tracking including program, site, begin date, end date, and notes
• Guardianship information including appointment date, type, county filed in, case number, evaluation date and more
• Consensual information including burial arrangements, audio/visual, power of attorney, restrictions, removal of clothing, removal of possessions, and more
• Agency contacts including case manager, service coordinator, nursing, social worker, manager, supervisor, case worker, QA coordinator, and QMRP