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FINANCIALS

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WEBINAR

Revolutionizing how nonprofits collect, manage, and report performance data!

Client Profile and Assessments

Profile

Profile

Update client personal data.

UPDATE Profile

INDIVIDUAL SERVICE PLAN

INDIVIDUAL SERVICE PLAN

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Housing Services

Housing Services

Assign Client Housing.

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VIEW NOTES

VIEW NOTES

View client quick notes.

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NEW JOB

NEW JOB

Assign client to new position.

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TERMINATE

TERMINATE

Terminate an active employment.

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INCIDENT

INCIDENT

ADDEDITREVIEW

MHA

MHA

Mental Health Assessment.

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EXIT INTERVIEW

EXIT INTERVIEW

EXITUPDATE

Transportation Request

Transportation Request

Submit a client transportation request.

New RequestEdit Request

DOCUMENTATION

DOCUMENTATION

Upload Client Documents

Required Documents

REFERRALS

REFERRALS

MANAGE REFERRALS

External Registration

External Registration

Manage external client training courses.

ADDVIEW

Client Expenses

Client Expenses

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Retention Notes

Retention Notes

Based on who placed...

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