- Customizable Setup
- Custom Programs and Services: Tailor programs, services, staff roles, and forms to align with your agency’s goals.
- VCM Administrator Tools: Administrators have access to essential tools for setting up the agency’s site.
- Shared Network
- Client Demographics and Case Notes: Share client information, case notes, and service records among agencies within the VCM network.
- Accountability and Reporting
- Detailed Data Recording: Record comprehensive data on services provided to establish accountability.
- Impact Reporting: Essential for reporting efforts, resources, and impact to communities, agencies, and funders.
- Data Integrity
- Accurate and Consistent Data Entry: Critical for reliable reporting. Data should be entered consistently according to specific rules.
- Designed for Data Integrity: VCM prioritizes data integrity to ensure accurate and consistent reporting.
- Key Usage Tips
- Analyze Agency Goals: Understand your agency’s goals for providing services to the community.
- Record and Report Data: Use the software to track and report data on services provided, such as food pantry tracking.
- Client Home Page
- Fundamental Resource: The primary tool for recording data about clients and their services.
Getting started
To successfully use client management software, begin by analyzing your agency’s goals. Understand how you aim to provide services to your community. Then, record and report data for those services to determine if you’re meeting those goals. For example, food pantry tracking software will allow the pantry to record the clients as well as the food services provided to them. Then, the agency can use reports of those records to see if they’re meeting their service quotas or other goals.
The Virtual Case Manager software will allow you to create custom programs and services, staff roles and staff, client profile fields, and even custom forms that match your agency’s goals. To that end, Administrators within VCM have access to tools needed to set up your agency’s site.
The VCM network enables shared Client demographics, case notes, and detailed service records for individuals and families who receive support from the Agencies in the VCM network. VCM is a client tracking software service within your agency that optimizes client management.
Reporting
To better partner with communities, agencies, and funders, your agency will need to provide reporting on its efforts, resources, and impact. The Virtual Case Manager can help establish accountability by recording who, what, when, and where these resources are distributed. Then, the reporting of those records will demonstrate your impact.
Gathering reliable data from the end users receiving an agency’s services is crucial to ensuring accountability for the resources provided.
The fundamental resource for recording data about the client and their services is the CLIENT HOME PAGE.
Data integrity is critical for accurate, complete, and consistent reporting. Therefore, data should be entered in a consistent manner that adheres to specific rules.
The Virtual Case Manger was designed with data integrity as a main priority to ensure accurate and consistent reporting for a single agency or for large groups of agencies collaborating.