Client Records Management on Steroids

As promised a few weeks back, tonight we released our Client by Portal management module. Paired with our Users by Portal module released recently, it's a game changer, it's powerful, and it's well--common sense. Manage portals for specific purposes, permissions for specific users, and client records with appropriate levels of privacy and collaboration.

We are still trying to figure out how to explain this, but our customers have certainly been asking for this. Perhaps they are simply ahead of their time.

Let's say you have a 2-1-1 Information & Referral service in your community, and for your staff and call operators you have released a CommunityOS Portal with information, documents, training calendars, reports and of course the client and call records you use to track client needs and provide referrals. This portal is specific to this purpose and to these clients served.

Now, in this same community, you have a counseling program of some type, and perhaps an employment program for at risk youth. For both of these programs you also have web Portals with specific documents, content, and client records.

But lo and behold! (sorry, couldn't resist), it turns out that some of the staff that work for one organization also work for one of the others, and in fact, some of the clients that are served by one organization are also served by one or more of the others.

With CommunityOS, you can control which staff members have access to which Portal(s), and which client records they can access when they get there. Each staff member has access to all the web modules they are supposed to have access to, and each client is served coherently by each organization with which they work.

There is nothing like this in the market place. Particularly when you layer on the reporting and data management features that are included. The point? Technology is getting close to common sense, to the way real people in real communities work every day. Gotta love that. Let's go build a partnership!

Douglas Zimmerman
President & CEO

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