| The Intake and Call Logging System integrates with the Client Data System and Appointment Scheduling modules. It is designed to manage services provided or "initially" provided throught telephone contact, to manage client waiting lists, and to track calls from or concerning registered clients. |
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| The Intake and Call Logging Module: |
| automates and streamlines the client intake process. |
| is ideal for agencies that provide a CRISIS or HOT LINE service. |
| provides both a "quick access" system for telephone call notes and an unlimited demographic system for collecting detailed information on each caller and each intake client. |
| accesses clients by name, number, caller name (iff different), home phone, social security number, or birthdate. |
| efficiently logs initial contacts without having to set up a fully registered client. |
| is ideal for agencies with remote sites that need a method of tracking unregistered clients. |
| transfers all information into client files when the client is registered. |
| is ideal for clients with no identification or memory of past treatment. |
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| The Intake and Call Logging Module can be tailored to the needs of your agency through the use of: |
| User Defined Screens |
| User Defined Fields |
| User Defined Field Selection |
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| The Intake and Call Logging Module collects and tracks: |
| Initial Intake Information |
| Incident Information |
| Incident History and Closure Information |
| Demographic Classification and Coded Data (can be unique or common to client information) |
| Family Relationships and Contact Information |
| Comments and Notes (text screen for comments and notes concerning a client) |
| Appointment Information |
| Case Closure Information |
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| Reports can be generated on all intake information and can also be defined through HSS's reports options. |
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| Further Information: |
| Contact BTI for sales information (pricing, availability, detailed product info, ordering) |