Benefits of Digital File Attachments for Client Management

Digital file attachments allow agencies to associate digital scanned images, high resolution webcam photos, and local computer or network shared files with the client’s records. This allows for any type of information to be encoded from one of these formats and associated with the client.

Free Nonprofit Client Tracking Software File Attachments
Free Client Tracking Software

Centralized Document Management:

Clients can upload and access all relevant documents directly within VCM. These documents can be for identification, proof of residence, medical records, and more. This centralization reduces the need for physical document handling and the risk of lost or misplaced papers. It also enables easy document retrieval and reference, which enhances overall organization and efficiency.

Free Nonprofit Client Management Software with File Attachments

Streamlined Communication and Service Delivery:

Agencies can attach files directly to client service records. This allows them to access essential information and documentation without delay. VCM streamlines communication to ensure immediate access to necessary documents for service providers. It speeds up decision-making processes and reduces wait times for service approvals or updates.

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Enhanced Record-Keeping and Compliance:

With the ability to attach and store documents in the system, service providers can maintain better records of interactions and services provided. This enhanced record-keeping is crucial for compliance with legal and regulatory requirements. It can also be invaluable for auditing purposes and in resolving any disputes that might arise.

Nonprofit Tracking Software


Integrated Information Management Across Agencies

File attachments allow agencies to organize & share information with collaborating agencies who need this same information for their clients.

The VCM provides a common intake and record keeping system that can be used privately or between a group of agencies who are working together to fulfill the client’s needs.

Secure and Efficient Document Management in the VCM Network

The VCM provides agencies with a cost effective and well organized document management system. Additionally, the VCM network allows this same information to travel with the client as they receive services throughout the community of providers.

All attachments adhere to the VCM security schema controlled by the agency recording information within the client’s profile. Information can be completely private, public, or shared within groups of collaborating agencies, always controlled by your agency administrators.

Nonprofit Client Tracker Software with File Attachments

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