Client Information

The client intake screen provides staff with a tool to enter and modify general client and family demographic information. On this screen the user can record client details as well as assign a VCM ID card and capture a photo ID snapshot.

One of the key features within VCM is the duplication verification process. If the system matches an existing user in the network with the new record being added by the user, staff will receive a list of the possible matches that already existing in the system. This feature serves two purposes: maintaining proper data integrity and assisting in data entry. If the client is already in the system, there is no need for the user to re-enter all of the client’s information.

The Virtual Case manager also provides agencies the ability to add custom client fields that can record and be reported on within the VCM. These fields allow for agency to customize their tracking needs without custom developed modules.

Virtual Case Manager

See what the Virtual Case Manager can do for you

Agencies

  • Single point client intake, record keeping, and service tracking.
  • Reduces intake time and duplication while streamlining client processing
  • Consolidates multiple forms of communication into one organized and centralized resource
  • Real-time service reporting
  • Geographical snapshots of service needs, frequency, and volume
  • A simple resource for agencies to provide general referral services
  • Secured record keeping, HIPAA compliant, and ensures internal / inter-agency level control

Clients

  • Reduces wait times
  • Hassel-free client intake within the network of providers
  • Reduces the number of times personal information is requested
  • Free access to health and social service directory

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