1 VCM VIRTUAL CASE MANAGEMENT SOFTWARE VIRTUAL CASE MANAGER. COM 6 South 2 ND Street, Suite 715 Hamilton, OH PH: FX:

2 MAIN PROGRAM MODULES CLIENT INFORMATION CLIENT VALIDATION TO PREVENT DUPLICATION CASE MANAGEMENT FEATURES REFERRING CLIENTS TO OTHER AGENCIES NOTIFICATION SYSTEM REPORTING ADMINISTRATION

3 CLIENT INFORMATION DEMOGRAPHICS INCOME / EXPENSES POVERTY LEVEL FAMILY MEMBERS HEAD OF HOUSEHOLD CLIENT NOTES EMPLOYMENT HISTORY OPTIONAL PRIVACY ON EACH CLIENT’S RECORDS

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5 CLIENT VALIDATION TO PREVENT DUPLICATION CLIENT SEARCH WILL REPORT IF CLIENT’S RECORD EXIST IN THE VCM SYSTEM IF CLIENT DOES NOT EXIST A NEW RECORD IS CREATED WITH A SECOND VALIDATION BEFORE SAVING A CLIENT’S SEARCH ENGINE COMPARES LAST NAME AND BIRTHDATE AGAINST ALL EXISTING CLIENT RECORDS FOR DUPLICATION BEFORE SAVING

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7 CASE MANAGEMENT FEATURES EACH CASE CAN HAVE MULTIPLE SERVICES ATTACHED AGENCY CAN PROVIDE PARTIAL OR FULL SERVICES WITHIN A CASE ITEMIZED SERVICE HISTORY CAN BE LISTED FOR EACH CASE CASE NOTES ARE AVAILABLE FOR CLIENT INFORMATION, CASE INFORMATION, SERVICE RECORDS UPLOAD AND ATTACH CASE FILES AND DOCUMENTATION TO CLIENT OR CASE RECORDS SERVICES CAN BE COMPLETED AT TIME OF ENTRY OR SCHEDULED FOR LATER TRACK CASE PROGRESSION FOR CLIENTS RECEIVING SERVICES FROM MULTIPLE AGENCIES CASE RECORDS CAN BE PRIVATE OR PUBLIC BETWEEN AGENCIES CASES CAN BE TERMINATED WITH LISTING REASON FOR CANCELLATION CASES CAN BE REJECTED IF SENT AS A REFERRAL WITH NOTICE TO THE REFERRING AGENCY

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9 REFERRING CLIENTS TO OTHER AGENCIES FIND AGENCIES BY SEARCHING FOR LISTED SERVICES AGENCY PROVIDERS CAN BE COMPARED BY LOCATION AND WAIT LIST EACH REFERRAL CAN HAVE MULTIPLE SERVICES ATTACHED PER PROVIDER REFERRALS CAN BE SET AS PRIVATE OR PUBLIC WITH OTHER AGENCIES REFERRALS EXPIRE WITH NOTIFICATION TO THE ORIGINATOR IF IT IS NOT COMPLETED AN EXPIRATION DATE REFERRALS CAN BE REJECTED SENDING A NOTIFICATION TO THE ORIGINATOR PRINT OUTS ARE PROVIDED TO CLIENT AT THE TIME OF REGISTRATION FOR AGENCY REQUIRED FORMS, DIRECTIONS, REFERRAL ID AND CASE INFORMATION

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11 NOTIFICATION SYSTEM NOTIFICATIONS ARE SENT FOR: ANY REFERRALS TO YOUR AGENCY WHEN REFERRALS ARE COMPLETED IF A REFERRAL HAS EXPIRED IF A REFERRED CASE IS TERMINATED

12 REPORTING AGENCY REPORTS COMBO SERVICE REPORT HOUSEHOLD, AGE, RACE, ETHNICITY DEMOGRAPHICS AGENCY SERVICE HISTORY LIST BY INDIVIDUAL OR ALL SERVICES AND A SPECIFIED DATA RANGE CASE HISTORY REFERRALS ASSOCIATED SERVICES AND STATUS CASE REFERRAL REPORT REFERRED CASES / SERVICES AND THEIR STATUS CLIENT REPORTS SERVICE HISTORY SEARCHABLE BY DATE RANGE CASE HISTORY SEARCHABLE BY STATUS AND DATE RANGE SEARCH CASE NOTES SEARCHABLE BY KEY WORD AND DATE RANGE FAMILY OVERVIEW CLIENT INFORMATION LOCATION AND CONTACT INFORMATION FAMILY MEMBER LIST MEMBERS AND TYPES FINANCIAL OVERVIEW INCOME VS EXPENSES CASE NOTES ALL NOTES GENERATED FOR CLIENT AND SERVICES SERVICE SUMMERY AGENCY RELATIVE SERVICES AND DAYS FROM LAST BEING SERVED OPEN SERVICES PUBLICLY LISTED SERVICES NOT YET PROVIDED TO THE CLIENT SERVICE HISTORY PUBLIC SERVICES THAT HAVE BEEN PROVIDED TO THE CLIENT CUSTOM REPORTS DATA EXPORT EXPORT DATA GENERATED BY VCM TO OTHER SOFTWARE PACKAGES TURN KEY REPORTING CUSTOM REPORTS CAN BE GENERATED PER REQUEST

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14 ADMINISTRATION MANAGE AGENCY PROFILE MANAGE AGENCY SERVICES AND RESTRICTIONS CREATE STAFF ACCOUNTS WITH SECURITY LIMITS GENERATE AGENCY LEVEL REPORTING MANAGE AGENCY PRIVACY POLICIES MANAGE AGENCY DIRECTORY LISTING

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16 CURRENT VCM PROJECTS LIFESPAN CREDIT COUNSELING GUARDIANSHIP SURVEYS SCANNING HUMAN RESOURCES ATTENDANCE OFFICE RESOURCES, HANDBOOKS AND DOCUMENTATION SELF CUSTOM CASE MANAGEMENT SERVICES CHILDREN SERVICES VCM FULL VERSION BC - UNITEDWAY 211 DIRECTORY REPLACEMENT SHARED HARVEST VCM 1.0 MAINTENANCE VCM 2.0 MIGRATION TO VCM LITE HOLIDAY PROJECT AGENCY DIRECTORY WEB BASED APPLET FOR INTEGRATING THE VCM AGENCY DIRECTORY WITHIN MEMBER AGENCY'S WEBSITE