Features


SHARED, RELATIONAL DATABASES
• Clients defines services being received by clients -- the master index of clients.
• Case Index identifies all person related to a case and reason for relationship.
• Case Activities includes definable tasks necessary to accomplish certain ends.
• Referrals contains referral records to or from enrolled agency.

PERSON INDEX
• Relates persons to a unique, system generated case number for each user agency.
• Indexes all persons with an explicit basis for being related to a case.
• Answers the question "How does agency know this person."

SEARCHING FOR CASE NUMBER
• Search for Case by Last/First Name, by phonetic Name, by Service, and by Worker.

CASE PLANNING
• Supports the production of a client Service Plan.
• Maintains database of services offered by all community providers.
• Permits definition of service into sub-groupings called processes.
• Selects services and processes to be part of client's Service Plan.
• Sets up client as applicant for planned service.
• Automatically generates activities necessary to provide the service.
• Adds referral records for services provided by outside agencies. 

PROGRAM PARTICIPATION
• Allows worker to find all persons receiving a service from providers.
• Counts participants receiving service -- "Program Participation Report".
• Retrieves data by agency, by service, by person, by worker, by case#.

CASE ACTIVITY PROCESSING
• Maintains queues of activities assigned by worker, by supervisor.
• Supports comparison of target, revised, and actual completion dates.
• Transfers or reassigns activities by worker and by case.
• Exits by function key to letter writing system and returns automatically. 
• Produces "tickler reminders" to help avoid penalties and to meet deadlines.
• Handles activities that return or "boomerang" back to originating worker.

ACTIVITY TICKETS
• Prints a hardcopy turnaround document for field recording.
• Permits processing of tickets by clerical personnel.
• Bar-codes tickets for easier, more accurate data entry.

ACTIVITY WINDOW
• Accesses activities by worker, by person, by case.
• Retrieves all or only open activities.
• Displays original target date, priority, revised target, activity description.
• Branches by function key to letter writing subsystem.
• Marks activities which require printed activity ticket.
• Selects item -- to mark complete or change, to send a letter, to assign to another worker queue, to pass to supervisor queue for review or approval.


REFERRALS
• Maintains online record of referrals to other providers and agencies.
• Supports referral to units inside user agency or to other agencies.
• Produces a hardcopy document or referral notice at users option.
• Provides way to update status of online referral record. 
• Permits outside agency to print referral notice and to update status.
• Produces hardcopy report of status of referrals.
• Receives incoming referrals from outside agencies authorized to access system. 

ACTIVITY OVERLAY
• Maintains predetermined list of activities potentially required to deliver a service.
• Categorizes activities into levels of necessity -- must do, should do, can do. 
• Automatically loads selected activities into Case Activity database.
• Calculates targeted completion dates automatically.
• Groups activities by steps -- all activities in step must be done before moving to next step.
• Recognizes pre-requisite activities.
• Assigns an activity number automatically.

ONLINE RETRIEVAL PATHS
• Parties involved in case -- by provider, by agency, by person ID, by case #.
• Cases -- by agency/service/worker/person.
• Clients -- by agency, by service, by person, by worker, by case#.
• Case Index -- by service, by client last name.
• Case Activity -- by case, by person, by open or all, by provider

REPORTING
• "Past Due Activity Report"
• "Program Participation Report"