Client Data Systems & DMU

Our Client Data System (also known as the DMU) has been completely redeveloped from the ground up and is currently operational at several dozen organizations and businesses across Ontario.

Initially developed for the social service sector for recording of case notes, time tracking, internal communication and generating reports - now is now being adapted for other sectors including GIS, business-to-business and much more.

• Client management with multiple programs/categories
• Ceate custom fields to store client information
• Enter case notes into custom case note categories and track associated time
• Private categories for permitted users only
• Track direct and indirect service hours
• File repository to upload/download files on each client
• Calender to schedule client/staff events
• Store client contacts (family/friends/service providers)
• Communication logs for non-client information sharing)
• Mobile / tablet friendly layouts
• Areas to store training, links and other resources
• Agency contact lists
• Automatically merge your data into Microsoft Word templates
• Sophisticated permission system
• Internal communication and messaging
• Reports to generate statistics on any time period
• Charts and graphs to easily view client demographics
• Internal scheduling and timesheets
• On-call lists for emergency contacts
• Ticketing system for workorders and other types of support
• Full staff details and directory
• Track employee training including recurring items

• Case note management system in social work environments
• Client case note and communication system for custody environments
• Internal shared calendar and intranet application
• Internal scheduling and tracking of staff hours worked, comp time, vacation, etc
• Real estate management system with ability to publish to live web site
• Property management system to search property details
• Registration system for clients and appointment scheduling

Please contact us for more information or to access a demonstration.