When people come to you for help, the last thing they want to do is fill a mountain worth of paperwork. Make this an amazing experience and start your relationship the right way by efficiently and painlessly gathering information and learning about their situation to assess how you can help. Collect this information in a secure client profile, avoid maintaining client data in multiple, unsecure locations, and access this information any time to find the right information to help your clients.
Our solution offers an easy, organized, and transparent way for you to help your clients define their goals and objectives, and create success criteria to ensure that these goals are measurable.
As soon as ongoing program data is collected for clients, their corresponding client profile will be updated automatically, allowing you to spend less time entering data multiple times and more time helping your clients reach their goals.
We understand that security is a big deal for you, so we only work with the safest and most reliable technology. Access to client information is restricted and role-based, which means only those with access to view the data can do so.