When your organization is in the Social Services industry, it can sometimes be easy to lose track of the social part of it all and just focus on the service aspect. Of course, providing excellent services is extremely important, but staying in touch with your clients’ needs and records is crucial to ensure that you are optimizing said services. Client Engage, built on Microsoft CRM, has the ability to give your organization a powerful client management solution and has two very important benefits to assist you in your mission.
What happens if you are in a situation where you need to check your client’s record to see if there are any changes to something important like prescriptions or issues with staff, and you can’t connect to the internet? This can be extremely stressful and develop into serious miscommunications between staff members. Fortunately there is a solution. Client Engage has an Offline Mode that allows access to the system from your phone, tablet, or laptop without an internet connection. This secure and reliable method of accessing client information helps prevent errors and multiple accounts between staff of the same client. The improvement in communication that Offline Mode provides leads us into Client Engage’s next benefit:
Keeping Track of Your Client Relationship History
Keeping track of important details of clients between various staff members can be difficult and time consuming if there is not a central place to do it in. If staff members have to consolidate information from various sources, there is a larger margin for error. Things become even more complicated when you factor in clients that have multiple doctors, prescriptions, and other critical details in their file. By having a solution like Client Engage that keeps one continuous record of a client’s history, it eliminates individual records staff keep personally and creates a central information hub to ensure accurate reporting on each individual.
Client Engage works to simplify your critical client information and lets you focus on the life-changing services your organization provides.
To learn more details and specific examples of how Client Engage can improve how your organization operates, register for our 45-minute webinar on May 31st, 2016.