data-management-desktop data-management-mobile

Workflow Designer

Workflow designer is a powerful visual tool used by administrators to define and manage processes where users must complete multiple steps. Organizations can create custom workflows unique to their data needs. Workflows can be structured along a simple logical flow with intelligent workflow adaptations based on answers to previous questions. For example, the education workflow for a child would be different than the education workflow for an adult. This streamlines the intake process while ensuring all vital data is captured.

Form Designer

Form Designer is a visual design tool that allows administrators to create their own customized form designs so information is placed exactly where they want it. Forms are used throughout ClientTrack to add data to a client record, search records, and edit data. The graphical Form Designer is a powerful data tool that offers complete control over field placement, field type, labels, default values, require status, list options, etc. In addition, it creates database fields simultaneously as the front-end form is designed.

Rule Designer

Rule Designer simplifies the intake and assessment process by enabling administrators to create logic rules that evaluate form inputs and intelligently alter the form based on previous inputs. For example, if the case worker or care coordinator enters that the client is male, the form will automatically hide fields asking for pregnancy status, etc.

More powerful rules can be utilized to validate data against other data in the database, determine whether entered data meets any predefined format (in other words, ensuring that a given ID always includes some specified character at any specified position), default information dynamically, or change form interaction and capabilities based upon roles or other business rules.

Eligibility Designer

ClientTrack includes a comprehensive design tool intended to simplify the process of setting up and managing simple or complex eligibility rules. The Eligibility Designer lets administrators define eligibility criteria for a wide variety of programs, services, and referral providers.

  • Intuitive Interface – Administrators can easily view the eligibility rule-set and related paths and rules in simple terms.
  • Multiple Eligibility Paths – Administrator can create simple eligibility rule-sets by including all rules in the prerequisite path. More complex eligibility rule-sets may include one or more paths to achieving eligibility. Passing all of the rules in the prerequisite path and all of the rules in any other path will return a successful eligibility result.
  • Eligibility Path Designer – Administrators can create one or more rules for each path. Rules include a comparison of some data against some criteria. Users can create friendly rule descriptions to describe what the rule is doing. Additionally, rules within a path can be stacked and nested with multiple ANDs and ORs.