Information & Referral Management In-Facility Services In-Home Services Senior Center

Tracking information and referrals could become a challenge, but SERVtracker makes it easy, organized, efficient, and manageable. With quick and easy record entry capabilities, SERVtracker allows your organization to customize how you track information and referrals according to the procedures in your company. This can include such data as client name, contact person, contact relationship, contact type, contact reason (up to 5 per entry), disposition, client name, and even the staff member that took the information.

In addition, if you find you need to store more information to use in reporting or case management, we provide for miscellaneous comments by the contact. For example, you can add contact persons and clients on the fly as you are handling information on a phone call. This eliminates or minimizes the manual process of logging new contacts and information provided to clients with direct data entry into our contact tracking system. Your organization will then have a more streamlined procedure, quicker client file updates, elimination of multiple forms and processes, and the ability to take care of client needs in a matter of seconds.

Features & Highlights

  • View historical contacts by date, contact person and/or client.
  • View posted records by any date range, by contact, reason, disposition, or contact type.
  • Summarize client information by funding source.
  • Create lists by client, funding source, or staff member.
  • Enter information and referral data in three ways:
    • Individually
    • Multi-client check-in box
    • Bar code swipe or scan card reader for automated data entry.
  • Report information by client, date or site.
  • Nearly 20 reports dedicated to information and referral.

Employees appreciate being able to access ALL client demographical and service-related data real time across departments. The easy and efficient operation also streamlines workflow to make daily tasks simple and accurate. And with the real-time funding source manager, you’ll have better utilization and management of resources and increased productivity to spend more time doing what you do best – helping seniors.