Client Information

The client intake screen provides staff with a tool to enter and modify general client and family demographic information. On this screen the user can record client details as well as assign a VCM ID card and capture a photo ID snapshot.

One of the key features within the VCM is the duplication verification process. If the system matches an existing user in the network with the new record being added by the user, staff will receive a list of the possible matches that already exist in the system. This feature serves two purposes: maintaining proper data integrity and assisting in data entry. If the client is already in the system, there is no need for the user to re-enter all the client's information.

The Virtual Case Manager also provides agencies the ability to add custom client fields that can record and be reported on within the VCM. These fields allow for agencies to customize their tracking needs without custom developed modules.