Family Overview

The family overview page provides a comprehensive view of a client’s demographic information, current financial status and history of services provided. From this screen, agencies can quickly record services provided, view what services the client has previously received, and enter and review case notes.

Service Summaries


The VCM network provides summary notices of the last time a client received services provided by your agency. Service summaries from other collaborating agencies may be listed. This is intended to prevent abuse within the service network and allow agencies to more appropriately allocate resources based on recent usage.

Secured Client Information

  • You can choose to make your client’s information:
    • Private only to your agency
    • Public to all registered agencies within the VCM
    • Shared with collaborating agency groups that are built and controlled by your administrators

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