Monday, August 10, 2009

caseTRACK's Other Identification Feature

caseTRACK's "Other Identification" feature allows a user to record additional information about a client such as Driver's License #, Pseudo-SSNs, etc. Adding this additional information can be helpful when you are viewing a client's electronic file, but it can also serve 2 other important functions.

Cross-System Reporting

If your client is a part of several programs and each program has it's own assigned "Client ID" or "Case ID", the "Other Identification section can be used to record this other ID. Once the ID is recorded it allows us to run cross-system reports to verify accuracy and maximize on the data stored both locally and in other systems. When we can pull in additional data elements from other systems we are required to use, by contract, we eliminate the need to duplicate data entry and provide a more comprehensive view of our clients.

Grouping Clients as a "Case"

Many times we serve more than one client in a family. In these cases we may assign a "Family ID" for the whole group. In caseTRACK, each client is created in the system. So how do you group these multiple clients into one "case"?

Each program can create a distinct ID to group clients together as a unit. For each client, create an identical "Other ID" in the same format and at that point they are linked. We can report on distinct "cases" and you can easily navigate between clients involved in the case by clicking on the respective ID.