1. CaseTrack overview

CaseTrack records information about social-service clients in a database. It provides interactive tools for entering, reviewing, and reporting on that information. CaseTrack's basic functionality is adapted to case management, but it also provides a variety of built-in and custom features for agency-specific tasks.

CaseTrack's visual appearance is clean and easy to use. (CaseTrack comes with a detailed how-to-use-it help website, but people rarely seem to need it.)

Features

Every CaseTrack system is customized to meet the needs of the agency where it is installed.

Basic functionality.At a minimum, CaseTrack implements the following features:

· client identifying information, photograph, and demographics
· personal relationships (emergency contact, family and household relationships)
· case notes
· services provided
· program enrollment (including case managers' caseload)
· ad hoc reporting
· formatted printing of any screen
· administrative functionality: logins, user permissions and auditing, client record unduplication

Agency-specific functionality.Every CaseTrack installation supports features that are required for day-to-day operations. Here are some examples:

· acuity assessment
· individualized service plan
· history records (e.g. homelessness, psychosocial, employment, income)
· medications, medical test results
· bar-coded ID cards
· individual or group check-in and check-out
· sign-in (with digital signature pad) for services provided

Of course, not everyone needs all these features. The focus of Conejo's initial collaboration with any agency is to define the functionality that the agency requires CaseTrack to provide.

Licensing and warranty

Conejo Systems licenses CaseTrack to organizations on a site-by-site basis. An unlimited number of copies of the software may be installed at a site. Conejo provides software maintenance (upgrades and incremental customizations to the software as well as individualized customer support) under a separate software-maintenance agreement.

Warranty.Conejo warrants CaseTrack software to be "bug-free" and to meet all functional and performance specifications, from the time it is installed until the end of the software maintenance agreement.