VCM

1. VIRTUAL CASE MANAGER . COM6 South 2ND Street, Suite 715Hamilton, OH 45011PH: 513-826-4364 FX: 513-826-4365 VCM VIRTUAL CASE MANAGEMENT SOFTWARE

2. MAIN PROGRAM MODULES • CLIENT INFORMATION • CLIENT VALIDATION TO PREVENT DUPLICATION • CASE MANAGEMENT FEATURES • REFERRING CLIENTS TO OTHER AGENCIES • NOTIFICATION SYSTEM • REPORTING • ADMINISTRATION

3. CLIENT INFORMATION • DEMOGRAPHICS • INCOME / EXPENSES • POVERTY LEVEL • FAMILY MEMBERS • HEAD OF HOUSEHOLD • CLIENT NOTES • EMPLOYMENT HISTORY • OPTIONAL PRIVACY ON EACH CLIENT’S RECORDS

5. CLIENT VALIDATION TO PREVENT DUPLICATION • CLIENT SEARCH WILL REPORT IF CLIENT’S RECORD EXIST IN THE VCM SYSTEM • IF CLIENT DOES NOT EXIST A NEW RECORD IS CREATED WITH A SECOND VALIDATION BEFORE SAVING • A CLIENT’S SEARCH ENGINE COMPARES LAST NAME AND BIRTHDATE AGAINST ALL EXISTING CLIENT RECORDS FOR DUPLICATION BEFORE SAVING

7. CASE MANAGEMENT FEATURES • EACH CASE CAN HAVE MULTIPLE SERVICES ATTACHED • AGENCY CAN PROVIDE PARTIAL OR FULL SERVICES WITHIN A CASE • ITEMIZED SERVICE HISTORY CAN BE LISTED FOR EACH CASE • CASE NOTES ARE AVAILABLE FOR CLIENT INFORMATION, CASE INFORMATION, SERVICE RECORDS • UPLOAD AND ATTACH CASE FILES AND DOCUMENTATION TO CLIENT OR CASE RECORDS • SERVICES CAN BE COMPLETED AT TIME OF ENTRY OR SCHEDULED FOR LATER • TRACK CASE PROGRESSION FOR CLIENTS RECEIVING SERVICES FROM MULTIPLE AGENCIES • CASE RECORDS CAN BE PRIVATE OR PUBLIC BETWEEN AGENCIES • CASES CAN BE TERMINATED WITH LISTING REASON FOR CANCELLATION • CASES CAN BE REJECTED IF SENT AS A REFERRAL WITH NOTICE TO THE REFERRING AGENCY

9. REFERRING CLIENTS TO OTHER AGENCIES • FIND AGENCIES BY SEARCHING FOR LISTED SERVICES • AGENCY PROVIDERS CAN BE COMPARED BY LOCATION AND WAIT LIST • EACH REFERRAL CAN HAVE MULTIPLE SERVICES ATTACHED PER PROVIDER • REFERRALS CAN BE SET AS PRIVATE OR PUBLIC WITH OTHER AGENCIES • REFERRALS EXPIRE WITH NOTIFICATION TO THE ORIGINATOR IF IT IS NOT COMPLETED AN EXPIRATION DATE • REFERRALS CAN BE REJECTED SENDING A NOTIFICATION TO THE ORIGINATOR • PRINT OUTS ARE PROVIDED TO CLIENT AT THE TIME OF REGISTRATION FOR AGENCY REQUIRED FORMS, DIRECTIONS, REFERRAL ID AND CASE INFORMATION

11. NOTIFICATION SYSTEM EMAIL NOTIFICATIONS ARE SENT FOR: • ANY REFERRALS TO YOUR AGENCY • WHEN REFERRALS ARE COMPLETED • IF A REFERRAL HAS EXPIRED • IF A REFERRED CASE IS TERMINATED

12. REPORTING AGENCY REPORTS • COMBO SERVICE REPORT HOUSEHOLD, AGE, RACE, ETHNICITY DEMOGRAPHICS • AGENCY SERVICE HISTORY LIST BY INDIVIDUAL OR ALL SERVICES AND A SPECIFIED DATA RANGE • CASE HISTORY REFERRALS ASSOCIATED SERVICES AND STATUS • CASE REFERRAL REPORT REFERRED CASES / SERVICES AND THEIR STATUS CLIENT REPORTS • SERVICE HISTORY SEARCHABLE BY DATE RANGE • CASE HISTORY SEARCHABLE BY STATUS AND DATE RANGE • SEARCH CASE NOTES SEARCHABLE BY KEY WORD AND DATE RANGE FAMILY OVERVIEW • CLIENT INFORMATION LOCATION AND CONTACT INFORMATION • FAMILY MEMBER LIST MEMBERS AND TYPES • FINANCIAL OVERVIEW INCOME VS EXPENSES • CASE NOTES ALL NOTES GENERATED FOR CLIENT AND SERVICES • SERVICE SUMMERY AGENCY RELATIVE SERVICES AND DAYS FROM LAST BEING SERVED • OPEN SERVICES PUBLICLY LISTED SERVICES NOT YET PROVIDED TO THE CLIENT • SERVICE HISTORY PUBLIC SERVICES THAT HAVE BEEN PROVIDED TO THE CLIENT CUSTOM REPORTS • DATA EXPORT EXPORT DATA GENERATED BY VCM TO OTHER SOFTWARE PACKAGES • TURN KEY REPORTING CUSTOM REPORTS CAN BE GENERATED PER REQUEST

14. ADMINISTRATION • MANAGE AGENCY PROFILE • MANAGE AGENCY SERVICES AND RESTRICTIONS • CREATE STAFF ACCOUNTS WITH SECURITY LIMITS • GENERATE AGENCY LEVEL REPORTING • MANAGE AGENCY PRIVACY POLICIES • MANAGE AGENCY DIRECTORY LISTING

16. CURRENT VCM PROJECTS LIFESPAN • CREDIT COUNSELING • GUARDIANSHIP • SURVEYS • SCANNING • HUMAN RESOURCES • ATTENDANCE • OFFICE RESOURCES, HANDBOOKS AND DOCUMENTATION SELF • CUSTOM CASE MANAGEMENT SERVICES CHILDREN SERVICES • VCM FULL VERSION BC - UNITEDWAY • 211 DIRECTORY REPLACEMENT SHARED HARVEST • VCM 1.0 MAINTENANCE • VCM 2.0 MIGRATION TO VCM LITE • HOLIDAY PROJECT AGENCY DIRECTORY • WEB BASED APPLET FOR INTEGRATING THE VCM AGENCY DIRECTORY WITHIN MEMBER AGENCY'S WEBSITE