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VCM
VIRTUAL CASE MANAGEMENT SOFTWARE
VIRTUAL CASE MANAGER . COM
6 South 2ND Street, Suite 715Hamilton, OH 45011
PH: 513-826-4364 FX: 513-826-4365
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MAIN PROGRAM MODULES
• CLIENT INFORMATION
• CLIENT VALIDATION TO PREVENT DUPLICATION
• CASE MANAGEMENT FEATURES
• REFERRING CLIENTS TO OTHER AGENCIES
• NOTIFICATION SYSTEM
• REPORTING
• ADMINISTRATION
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CLIENT INFORMATION
• DEMOGRAPHICS
• INCOME / EXPENSES
• POVERTY LEVEL
• FAMILY MEMBERS
• HEAD OF HOUSEHOLD
• CLIENT NOTES
• EMPLOYMENT HISTORY
• OPTIONAL PRIVACY ON EACH CLIENT’S RECORDS
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CLIENT VALIDATION TO PREVENT DUPLICATION
• CLIENT SEARCH WILL REPORT IF CLIENT’S RECORD EXIST IN
THE VCM SYSTEM
• IF CLIENT DOES NOT EXIST A NEW RECORD IS CREATED
WITH A SECOND VALIDATION BEFORE SAVING
• A CLIENT’S SEARCH ENGINE COMPARES LAST NAME AND
BIRTHDATE AGAINST ALL EXISTING CLIENT RECORDS FOR
DUPLICATION BEFORE SAVING
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CASE MANAGEMENT FEATURES
• EACH CASE CAN HAVE MULTIPLE SERVICES ATTACHED
• AGENCY CAN PROVIDE PARTIAL OR FULL SERVICES WITHIN A CASE
• ITEMIZED SERVICE HISTORY CAN BE LISTED FOR EACH CASE
• CASE NOTES ARE AVAILABLE FOR CLIENT INFORMATION, CASE INFORMATION, SERVICE
RECORDS
• UPLOAD AND ATTACH CASE FILES AND DOCUMENTATION TO CLIENT OR CASE RECORDS
• SERVICES CAN BE COMPLETED AT TIME OF ENTRY OR SCHEDULED FOR LATER
• TRACK CASE PROGRESSION FOR CLIENTS RECEIVING SERVICES FROM MULTIPLE AGENCIES
• CASE RECORDS CAN BE PRIVATE OR PUBLIC BETWEEN AGENCIES
• CASES CAN BE TERMINATED WITH LISTING REASON FOR CANCELLATION
• CASES CAN BE REJECTED IF SENT AS A REFERRAL WITH NOTICE TO THE REFERRING AGENCY
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REFERRING CLIENTS TO OTHER AGENCIES
• FIND AGENCIES BY SEARCHING FOR LISTED SERVICES
• AGENCY PROVIDERS CAN BE COMPARED BY LOCATION AND WAIT LIST
• EACH REFERRAL CAN HAVE MULTIPLE SERVICES ATTACHED PER PROVIDER
• REFERRALS CAN BE SET AS PRIVATE OR PUBLIC WITH OTHER AGENCIES
• REFERRALS EXPIRE WITH NOTIFICATION TO THE ORIGINATOR IF IT IS NOT
COMPLETED AN EXPIRATION DATE
• REFERRALS CAN BE REJECTED SENDING A NOTIFICATION TO THE ORIGINATOR
• PRINT OUTS ARE PROVIDED TO CLIENT AT THE TIME OF REGISTRATION FOR
AGENCY REQUIRED FORMS, DIRECTIONS, REFERRAL ID AND CASE INFORMATION
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NOTIFICATION SYSTEM
EMAIL NOTIFICATIONS ARE SENT FOR:
• ANY REFERRALS TO YOUR AGENCY
• WHEN REFERRALS ARE COMPLETED
• IF A REFERRAL HAS EXPIRED
• IF A REFERRED CASE IS TERMINATED
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REPORTINGAGENCY REPORTS
• COMBO SERVICE REPORT HOUSEHOLD, AGE, RACE, ETHNICITY DEMOGRAPHICS
• AGENCY SERVICE HISTORY LIST BY INDIVIDUAL OR ALL SERVICES AND A SPECIFIED DATA RANGE
• CASE HISTORY REFERRALS ASSOCIATED SERVICES AND STATUS
• CASE REFERRAL REPORT REFERRED CASES / SERVICES AND THEIR STATUS
CLIENT REPORTS
• SERVICE HISTORY SEARCHABLE BY DATE RANGE
• CASE HISTORY SEARCHABLE BY STATUS AND DATE RANGE
• SEARCH CASE NOTES SEARCHABLE BY KEY WORD AND DATE RANGE
FAMILY OVERVIEW
• CLIENT INFORMATION LOCATION AND CONTACT INFORMATION
• FAMILY MEMBER LIST MEMBERS AND TYPES
• FINANCIAL OVERVIEW INCOME VS EXPENSES
• CASE NOTES ALL NOTES GENERATED FOR CLIENT AND SERVICES
• SERVICE SUMMERY AGENCY RELATIVE SERVICES AND DAYS FROM LAST BEING SERVED
• OPEN SERVICES PUBLICLY LISTED SERVICES NOT YET PROVIDED TO THE CLIENT
• SERVICE HISTORY PUBLIC SERVICES THAT HAVE BEEN PROVIDED TO THE CLIENT
CUSTOM REPORTS
• DATA EXPORT EXPORT DATA GENERATED BY VCM TO OTHER SOFTWARE PACKAGES
• TURN KEY REPORTING CUSTOM REPORTS CAN BE GENERATED PER REQUEST
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ADMINISTRATION
• MANAGE AGENCY PROFILE
• MANAGE AGENCY SERVICES AND RESTRICTIONS
• CREATE STAFF ACCOUNTS WITH SECURITY LIMITS
• GENERATE AGENCY LEVEL REPORTING
• MANAGE AGENCY PRIVACY POLICIES
• MANAGE AGENCY DIRECTORY LISTING
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CURRENT VCM PROJECTSLIFESPAN• CREDIT COUNSELING• GUARDIANSHIP• SURVEYS• SCANNING• HUMAN RESOURCES• ATTENDANCE• OFFICE RESOURCES, HANDBOOKS AND DOCUMENTATION
SELF• CUSTOM CASE MANAGEMENT SERVICES
CHILDREN SERVICES• VCM FULL VERSION
BC - UNITEDWAY• 211 DIRECTORY REPLACEMENT
SHARED HARVEST• VCM 1.0 MAINTENANCE• VCM 2.0 MIGRATION TO VCM LITE• HOLIDAY PROJECT
AGENCY DIRECTORY• WEB BASED APPLET FOR INTEGRATING THE VCM AGENCY DIRECTORY WITHIN MEMBER AGENCY'S WEBSITE
