Headquarters for our client records and information

We use Bonterra Case Management on a daily basis. It serves almost like the headquarters for our client records and information. It addresses multiple business problems. One of the most important, in my opinion, is continuity of client interactions on all levels. Like many if not all our company encompasses various roles, all which support our client. With Bonterra each employee is able to input, access, and review the information from their interaction with the client. It also allows for edits when client information needs to updated or corrected. By allowing all roles access it makes its easier to ensure client records are accurate.

Yes we have. With Bonterra we are able to access and request needed services from various departments. For example, if a client is seeking mental health support due to a crisis and discloses that one of the factors that attributed to becoming overwhelmed was lack of housing. In the moment I can access our Community health worker form, complete it. Our community outreach department then is able to access that information, access additional clinical information and provide the guest with a support. This will give the community health work knowledge of the recent crisis and better their interaction.

It has allowed us to secure additional funding by allowing us to keep organized clinical records and review the usage of services. We are able to show the increase in new clients. We then can report in our grant applications factual reasoning on requesting funds. Additionally, it allows us to get statistical information on various demographical categories. With this data we can know it we meet certain requirements for specific grants targeted for specific populations.