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Introducing ClientTrack 13

Introducing ClientTrack 13. WEBINAR SERIES | August 15, 2013. Presentation will be recorded Callers muted Written questions are welcome. Introductions. Brad Ball Marketing Director, ClientTrack, Inc . (2012-Present) Darin Patterson Vice President of Client and Product Development

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Introducing ClientTrack 13

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  1. Introducing ClientTrack 13 WEBINAR SERIES | August 15, 2013 • Presentation will be recorded • Callers muted • Written questions are welcome Company Confidential

  2. Introductions Brad Ball Marketing Director, ClientTrack, Inc. (2012-Present) Darin Patterson Vice President of Client and Product Development (2007-Present) Attendees Company Confidential

  3. Agenda • ClientTrack Background • Introducing ClientTrack 13 • Top 5 Features and Demonstration • ClientTrack 13 Availability Company Confidential

  4. ClientTrack Background • Establish organizational best practices through improved efficiency • Optimize collaborations within and between organizations • Ensure compliance with funding sources • Enhance outcomes reporting to strengthen fundraising and build community awareness Company Confidential We enable our clients to make a difference in their community. We nurture a collaborative learning organization, continually improving our products and services, our productivity and effectiveness.

  5. A Brief Overview of ClientTrack Releases • ClientTrack Platform Releases • Major release each year • Clients coordinate upgrades with Client Advocate • Functional Releases • Intermittent releases throughout the year Company Confidential

  6. Introducing ClientTrack 13 Release focused on: • Empowering organizations to visualize their impact in their community • Extending the information technology infrastructure for small and enterprise implementations alike Company Confidential

  7. ClientTrack 13:Top 5 Major Features • ClientTrack Data Visualization • Tool Access Permissions • Compliance Assurance Engine • ClientTrack Query Designer Enhancements • Self Service Password Reset Company Confidential

  8. ClientTrack Data Visualization: Practical Terms • Interactive Charts • Charts Available in: • Data Explorer • Forms • Dashboards Company Confidential

  9. ClientTrack Data Visualization: Demonstration Company Confidential

  10. Tool Access Permissions • Enable large organizations and collaborations to manage the complexity of a dynamic environment without sacrificing adherence to core security principles. Company Confidential

  11. Tool Access Permissions: Practical Terms Previous Model New Model A user’s functional capabilities are based on: Tool Access Permissions System Access Properties Workgroup Organization* A user’s functional capabilities were based on: • Designer Level • Workgroup • Organization* Company Confidential

  12. Tool Access Permissions: Practical Terms • Beyond standard “Tool Access Permission”, additional system access properties enable more robust creation and management of user permissions • E.g. “Supervisor” or “Billing Manager” • Results in fewer workgroups, less maintenance Company Confidential

  13. Tool Access Permissions:Preview Company Confidential

  14. Compliance Assurance Engine • Ensures that ClientTrack implementations maintain adherence to specific data or reporting standards based upon compliance requirements, without sacrificing the capability of the solution to be enhanced by local needs. Company Confidential

  15. Compliance Assurance Engine: Practical Terms • Multiple standards can be applied to a database (e.g. HMIS Universal Data, CSBG Client Characteristics, etc.) • A Compliance Standard consists of a set of ClientTrack tables and columns, dropdown lists, and dropdown list values that are utilized to accomplish some specific data collection or reporting objective. Company Confidential

  16. Compliance Assurance Engine: Practical Terms What does it enforce? What does it not enforce? Workgroup Designer option changes Workflow Designer step changes Rules engine changes Data imported from external systems • Disabling or removing data elements • Altering the required status of an element • Altering dropdown lists and values associated with an element Company Confidential

  17. Compliance Assurance Engine:Demonstration Company Confidential

  18. ClientTrack Query Designer Enhancements • ClientTrack 13 features significant enhancements to the interface of ClientTrack Query Designer, the tool designed specifically for database administrators to quickly query data from any ClientTrack table or view. • These enhancements are based upon feedback from our users and intended to speed query design and create consistency with other ClientTrack design tools. Company Confidential

  19. ClientTrack Query Designer: Before ClientTrack Query Designer: After Company Confidential

  20. ClientTrack Query Designer:Demonstration Company Confidential

  21. Self Service Password Reset • You've asked...and we've answered. End users can now securely manage their own password resets without requiring the intervention of an administrative user. • Password management for a user is securely managed through the relationship of a user account, their associated email address, and related security questions managed by ClientTrack. Company Confidential

  22. Self Service Password Reset: In Practice Password Recovery Information Password Reset Company Confidential

  23. The Little Things That Matter… • Webcam Support for File Uploads • More Interactive Dashboards • Updated Rich Text Editor • Multi-edit Forms Automatically Add New Rows • Form Pause Removed (default) • Simplified Family Management • Delete Button Notification and Undo • Active Status Log Company Confidential

  24. The Little (and Technical) Things that Matter… • Workgroup Designer • New visual cues • Conditional menu group visibility • Form Designer • Form checkout enhancements • Default select one for lists • Longer label lengths • Read only messages • Data Designer • Join top 1 record • Workflow Designer Updates • Enhanced visual cues • Dashboard Designer – Design Forms • Download Report Files Company Confidential

  25. ClientTrack 13: What will end users experience? • No need for additional training • Enhancements of features already available to them • Will likely be requested to update their password recovery questions upon initial login Company Confidential

  26. ClientTrack 13 Availability • Full Release Notes Available This Weekend • Client Advocates Will Distribute on Monday 08/19/2013 • Clients can schedule upgrade of their testing environment with their Client Advocate • Clients currently in implementation will receive priority upgrades scheduled with their project manager Company Confidential

  27. Resources Company Confidential • ClientTrack www.clienttrack.com Sales: 888-449-6328 Support: 855-374-7877 Client Advocate • Noah Iliinksy, Data Visualization Expert Complexdiagrams.com

  28. Contact Information Thank You About ClientTrack Founded in 1983, ClientTrack Inc. provides software and professional services that advance the missions of Health, Human and Social Service organizations by enhancing their ability to gather, use and report client information. www.ClientTrack.com 888.449.6328 Upcoming Events: (update) Company Confidential

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