Case and Program Management

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Client, Service, and Activity Tracking Across Programs

Keep all the details of your case and program management in one centralized system. Customize your reports to check and prevent record duplication, link records, schedule appointments, implement goals, handle program enrollment and so much more.


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Relationship linking

Establish relationships of two or more forms, reports, field types, groups, or users, to allow for comprehensive reporting and easy data management.


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Audit Trail and Record Restoration

Search for, review, and restore deleted records.

Use audit permissions to view the history of a record. Audit information such as user creation, modification, record deletion and time-stamp information is available for review.

Record archival and restoration features are also available to ensure you always have the level of data permission and access you need.