Outcomes PLUS Product Features

195 Greensprings Rd

York, PA 17404

717-577-9600

www.techinvestgroup.com

Task and Outcome Management 4

Guardianship Program.. 4

Shelter Program.. 5

More Programs that are available: 5

Product Overview

"Outcomes PLUS+" is results oriented case management software that is customized for social agencies specific programs.

The design objective was the creation of an information management database for tracking clients and their services within the social service segment’s agency programs. This database tracks client personal information, program information, contacts and events associated to a client and the program or programs the client is participating in. It will also track client outcomes and program results. The application was created in a modular fashion so as to allow for the portability to other social service organizations with minimal customization or duplication of effort. The core features of client management, case management, and task and activity management are combined with whatever services or program module is needed. Each program module is customized to meet the needs of that agencies program.

The user interface was created using the Microsoft Office Access database development platform. This allows for a rich set of features and ease of use that users are familiar with. Data storage, security and management utilize Microsoft database technologies like Access and SQL Server. The Microsoft Replication Manager running synchronization services allows smaller agencies and satellite offices with no server-based infrastructure to access the application and provide data synchronization on demand via the Internet.

User Features

Features that are common throughout the program and help the user be more productive.

Feature	Description	Benefit
Switchboard navigation	A switchboard style menu for program navigation.	Any part of the program is easily navigated with button clicks.
Custom switchboard menu	The switchboard items are customized to the agencies programs	The only items that appear on the switchboard are those that the agency needs.
Menu bar and tool bar control	Windows style menu bar and button tool bars.	Provide instant access to all commonly used features and functions from anywhere.
Tabbed form layout	Forms use a layout that resembles folder tabs. Clicking on the tab opens that part of the form.	Quick and easy navigation to parts of a form. Avoids switching between many forms or navigating multiple levels.
Field search	Select any field on a form and use the search tool to locate records containing a value.	Flexible way to locate records.
Record search	Use pre-defined drop-down lists to locate specific records.	Fast and easy record navigation.
Record scrolling	Forms have forward and backward scrolling capabilities when there are many records displayed.	Quickly scrolls thru the record set in the sort order.
Record sorting	Select any field on a form and use the sort tool to change the sort order of the record set by that field.	Quickly sorts record set A-Z or Z-A by the selected field. Helps put the records in any order.
Spell check	Use the spell check tool on any text field in a form.	Avoid misspelled documents and reports.
Export to Word or Excel	One click to publish records to a table in Word or to an Excel spreadsheet.	Use the data in documents and reports with Word or other analysis in Excel.
Repair Utility	Repairs file damage or corruption.	Fix program execution errors.
User defined drop-down lists	The list of items appearing in a drop-down list is specified by the administrator in program maintenance forms.	Great flexibility to define the programs usage. Administrators can define what to setup for the users.
Field input masks	Formatted input fields for data entry.	Shows users what is expected for data entry. Like zip codes and phone numbers.
Data entry validation	Verifies data entry before saving record.	Alerts users to missing data.
Required data entry	Requires users to complete fields before saving the record.	Avoids missing critical data.
Auto-fill drop-down lists	Cursor jumps to selection as it is typed.	Avoids the need to scroll through long lists.
Print preview	All reports are previewed on screen as they will look when printed before being printed.	Review report before printing to make sure it’s what you want.
Custom report criteria	Generate reports by defining the criteria to use.	Narrows report to show values of only what you need.
Donation tracking	Keep track of the donation made to any program.	Track donators, items, value, type, and if need picked-up and directions.
Volunteer activity tracking	Keep track of you volunteers efforts.	Track community or client volunteers, the activity, work done, and hours spent.
Attendance	Enter attendance for clients. For any program and user-defined activities for each program.	Keep track of attendance for client’s activities in a program.

Synchronization

Feature	Description	Benefit
Synchronize data	Synchronizes changed data with other users. Works on LAN or via internet.	Allows multiple users to share data when not physically connected. Improves support. Reduces cost of ownership.
Update application	Downloads new version or copy of the application to the user.	Fast and easy support.
Run replication manager	Allows for scheduling of synchronizations across the LAN.	Can setup unattended synchronizations.
Compact database	Performs the compact and repair operations on the specified database.	Optimizes database storage to improve efficiency.

Security

Feature	Description	Benefit
User-level security	Users logon with name and password. Permissions to program is defined by security settings.	Prevents unauthorized access to program.
Switchboard security	User-level security defines access permissions for switchboard items.	Control who has access to what parts of the switchboard.
Site administrator	Has ability to manage users and groups on-site. Can access the maintenance forms and program setup.	Reduces need to contact support and increases agency control.
Data encryption	The database is encrypted and can only be decrypted by the creator.	Prevents using an editor to read the database records.
Incremental replication	The data being sent during synchronization cannot be assembled into any meaningful format without the rest of the database.	User’s can securely use the internet to replicate data.

Client Management

Feature	Description	Benefit
Demographic data	Save data of race, age, marital status, education, gender, citizenship, languages, and more.	Used for analysis and reports.
Image storage	Save a digital photo with the client’s record.	Helps with identification of client when they use alias names.
Document storage	Store unlimited number of hyperlinks to faxed or scanned documents related to client.	Provide single point of reference to client’s files.
Track multiple addresses	Save a history of client’s addresses.	Follow location and frequency of moves.
Associated data	Notes and contacts, documents, program tasks, and intake forms are all linked to the clients record	Provide single point of reference to client’s files and easy navigation.
Record search	Find client records by name or SSN.	Easy to locate specific records.

Case Management

Feature	Description	Benefit
Save contact or notes for client	Includes contacted person, entered by, type, date, time spent, and details.	Keep record of all contacts or notes for client.
Unlimited contacts	No set limit for how many notes or contacts entered per client.	Enter as many or as often as you like.
Note types	Use for case management or link to program tasks. Administrators can create their own note type too.	Organizes contacts and notes by a define type.
Generate reports	Create reports of client notes based on criteria.	Print copies of client notes and contacts.
Time spent	Use the time spent to analyze effectiveness.	Improve productivity.
Services	Enter multiple services used for a contact.	Track services.
Datasheet view	Switch the view to a datasheet list.	See all contacts in a scrollable list at once.

Task and Outcome Management

Feature	Description	Benefit
Users defined program tasks	The administrator can setup the tasks list to structure it as they want. Create top-level tasks and unlimited levels of sub-tasks.	Each agency can customize their program tasks.
Hierarchical task tree view	Navigate and view the tasks structure in hierarchical tree.	Easy to understand the tasks structure.
User defined outcomes	Define unlimited possible outcomes for each top-level task.	Defined according to each programs needs.
Task activity	Track activity for each task. Includes start and end dates, task performer, outcome, time spent, and completion.	Keeps record of client’s tasks and the completion status.
Validate task completion	Checks task setting before user marks completed.	Verify data entry and task requirements.
Tasks linked to contacts	Enter contacts from task to link.	Shows contacts related to tasks work.
Multiple instances	Each task can have multiple instances of the same task.	Keeps history of reoccurring tasks.
Reports	Generate reports on client’s tasks and related outcomes.	Track client’s progress.

Guardianship Program

Feature	Description	Benefit
Custom intake form for guardianship program	Form tabs are setup for program.	Provides access to information needed for program.
Print Tab report	Prints report for each tab on intake form.	Provides hard copy of what was entered on intake form.
Client Information	Collect client data exclusive to program.	Enter all necessary demographic data for program.
Medical Information	Enter multiple medical conditions or incidents.	Keep a record of client’s medical problems.
Hospital Information	Enter multiple hospital visit records per client.	Keeps a running history for client.
Specialist and physician information	Enter multiple records per client.	Maintains list for client.
Friends information	Enter multiple records per client.	Maintains list for client.
Family	Define family members, relationships, and head of household.	Quick access to all family information.
Income	Enter income source, period, amount, and other program information	Track client’s income.
Bills Information	Enter multiple records of bills per client.	Maintains list for client and sums totals.
Bank Information	Enter multiple bank and account records per client.	Maintains record for client.
Medicare Information	Enter Medicare information for client	Tracks important client data.
Insurance Information	Enter multiple Insurance companies and policy records per client.	Maintains list for client.
Real Estate Information	Enter information for client	Tracks important client data.
Funeral Information	Enter information for client	Tracks important client data.
Cemetery Information	Enter information for client	Tracks important client data.

Shelter Program

Feature	Description	Benefit
Custom intake form for shelter program	Form tabs are setup for shelter program.	Provides access to information needed for shelter program.
Print Tab report	Prints report for each tab on intake form.	Provides hard copy of what was entered on intake form.
Client Information	Collect client data exclusive to shelter program. Includes homeless date and reason, room assignments, caseworker information.	Enter all necessary demographic data for program.
Family	Define family members, relationships, and head of household.	Quick access to all family information.
Income	Enter income source, period, amount, and other shelter program information	Track client’s income.
Expenses	Enter expense type, period, amount, and other program information	Track client’s expenses.
Emergency Contact	Enter multiple emergency contacts. Includes name, address, phone, and relationship.	Quick access to emergency contact information.
Medical Information	Enter multiple medical conditions or incidents.	Keep a record of client’s medical problems.
Referrals	Enter multiple referrals. Includes the agency, in or out, dates, contacts, and reasons.	Track a client’s referral history.
Intake Census report	Enter data for census for each client. Generate report of census.	Links census report to client.

More Programs that are available:

Representative Payee Program
Home Ownership Program
Basic Skills Program
Child Intervention Program
Long Term Care Program Currently in development.
Youth Services Program Currently in development.