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Client Module

part of the HomeTrak product line, by Hometrak

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Client Module

  • Tracks required dates specific to each client
  • Allows for a permanent schedule and visit plan
  • Records all the skills required to accommodate a client's needs.
  • Connects external documents to each client for easy reference.
  • Tracks changes made to a client's records, including information changed, who changed the information, and when it was changed.
  • Imports and exports demographic information with other contact management and accounting software
  • Manages referral sources and contacts through the Referral Management System.
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