PERSONAL FOLDERS

This module enables data entry and reporting of information specific to an individual or organization. However, it also includes tools for agglomerating the collected data to produce demographics and contact management tools such as email list and mailing labels.

Data Entry:

  • General contact information
  • Membership status
  • Emergency contact information
  • Income
  • Available IDs
  • Housing status
  • Service providers
  • General medical information
  • Psychiatric diagnoses
  • Medications
  • Inpatient care records
  • Photo
  • Education
  • Transportation status

Reports:

  • Missing data (by type of data)
  • Accomodations
  • Referral and new member retention with source information
  • Mailing labels
  • Name lists
  • Birthday lists
  • Diagnosis summaries
  • Member demographics
  • Emergency Data Sheet
  • Review status for emergency data
  • Email lists
  • Personal Folder Search