We develop systems to help you track your clients more effectively, including notes for each interaction, next steps, and scheduled follow-ups.
Track client demographics and custom details
Manage guardian contact details, and associate them with each client
Create custom fields to manage the details that are most important to you and your clients
Associate standard and custom objects to client records, such as intake and exit forms, case notes, pre/post surveys, and file attachments
Track custom details like fees due/paid with current balance per client
Create custom pre/post client surveys to measure improvement
Manage and report on services delivered, customized to your needs
Log appointments and follow-up events, with personalized notifications
