ClientTrack™ Configuration Tools
Work the Way you Want to Work
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Regardless of an organization’s size or human service specialization, ClientTrack can easily be configured to meet all of its unique needs and challenges.
By leveraging ClientTrack’s innovative and powerful Configuration Tools, administrators can easily create or modify forms, workflows, menus, and other processes. As your program needs change, ClientTrack can change with you. With the configuration tools, you can be confident that ClientTrack will never become a legacy system.
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The ClientTrack Configuration tools provide unparalleled capabilities for your software application to work the way you do. With these tools at your disposal, your organization can maintain control of all aspects of your health and human service software solution.
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Visual Form Designer
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A form is the basic building block of any database software.
With ClientTrack Visual Form Designer, you can easily create new data collection forms or make changes to existing forms intuitively. Organizations can collect any data in the format they need without the assistance of software developers.
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Data Designer
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Underneath all those forms used to collect data, information is stored in database tables.
Administrators can review existing database table structures; create an unlimited number of new columns and even create entirely new tables. The capabilities for expert data collection are endless.
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Rule Wizard
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Software rules are utilized to ensure quality data entry, enforce program requirements, and enhance user experiences.
With the ClientTrack Rule Wizard, administrators can easily modify existing rules or create entirely new rules. The possibilities are endless.
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The application can validate data against other information within the database, enforce eligibility requirements, or default complex information.
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Visual Workgroup Designer
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Workgroups are utilized to determine which features and functionality individual users have access to.
Administrators can leverage ClientTrack’s Visual Workgroup Designer to easily tailor and configure different groups, ensuring a simple and intuitive user experience.
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Visual Workflow Designer
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Most user tasks consist of multiple actions that need to be completed each time.
Workflows can be configured by administrators to ensure that all appropriate actions are completed every time the user completes a task. Workflows can be created or modified to meet the specific requirements of an assessment process, program intake or exit, referral, or any other process.
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Additionally, complex workflows are supported by utilizing intelligent design concepts that always direct a user down the correct path of data collection or review.
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Dashboard Designer
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Dashboards provide quick access to real-time summary information that is most salient to a user about a program, user, client, provider, or housing facility.
Administrators can design common dashboards for end users or let end users personalize their dashboard to see the information that is most important to them.
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Domain Designer
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Domains are pre-defined sets of data available for end user analysis in ClientTrack Data Explorer.
By leveraging the Domain Designer to create new domains or modify existing ones, ClientTrack customers can literally review and report on any data in the entire database.
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Facility Designer
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Users can identify the physical layout of housing or classroom facilities to quickly identify available capacity and manage day-to-day operations. By mimicking the physical layout of facilities, users can easily search for available rooms that can accommodate specific needs.
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