Connect Software

Phone number (888) 927-3230
Battleboro, NC (252) 442-3467

Connect for Case Management

An organization that conducts multiple relationships with its customers requires an integrated customer record that includes all transactions. When these relationships persist or recur over long periods of time and are time-sensitive, the records need to be complete, current, and readily available. Connect Software meets these needs while reducing the agency’s documentation burden and increasing its regulatory compliance.
It is an electronic information system that enriches, automates, and tracks case management activity in the delivery of human services. Designed to be a desktop aid, the system is powerful, flexible, and entirely user-friendly. Even the inexperienced user can:

1.	Import customer information from external sources such as the NC Data Warehouse and Income Maintenance System;
2.	Efficiently record all customer transactions;
3.	Review case information entered by other authorized personnel;
4.	Instantly verify service program information such as eligibility requirements and benefits;
5.	Obtain linked information about hours, locations, and services of other providers;
6.	Search online policy and procedure manuals and departmental information;
7.	Individualize and print standardized Word documents with a single mouse-click;
8.	Generate new Word documents or email messages that automatically are directed to the customer;
9.	Maintain an electronic To-Do List that automatically programs follow-up activities, prompts case managers to recall them, and prioritizes their performance.

Connect Software permits a single record to be searched or aggregate data to be sorted according to recorded information per client, worker, date of service, type of activity, or any other variable for which the system is programmed. This offers immense capabilities, such as:

•	An authorized user can easily reconstruct any day’s activities;
•	An intake worker quickly can determine what services a client already has received;
•	A foster care worker can verify whether a parent missed AA because of a job interview;
•	An employment support worker can avoid scheduling skill training that would conflict with a court hearing;
•	A supervisor easily can obtain data to rationalize workload distribution;
•	A program manager effortlessly can monitor numbers of applications taken;
•	A director can describe a population of clients at any point in time or for any program.

All Connect information is as dependable and reliable as the users who enter it, and it can be as extensive as the agency requires, including (a) all the programs in which a client is enrolled or services ever provided; (b) all a client’s communications with the agency or attempted contacts by agency personnel and the results or pendancy status of these activities; (c) a continuous record of all residence addresses or phone numbers ever used, all previous employers reported, all children ever in the household and which schools they have attended. Relying on leased server space or an SQL server, the system retains historical information indefinitely that can be retrieved on demand.
Connect Software maximizes both efficiency and accountability of case management. By automatically creating a continuous, real-time record of data entered by all authorized users, while prompting follow?through and promoting efficiency in the performance of required tasks, it allows the agency to assure that no customer will fall through the cracks between programs and no procedural requirements will be overlooked.

Sample Customer Record Screen

This is a snapshot of the “homepage” for an individual customer. When the user calls for a customer record, this is where the interaction begins. Automated “buttons” on the toolbar streamline workflow and enable the user quickly and easily to master the program’s capabilities.
Customized tabs can be adapted to create shortcuts to any available information or procedure the agency specifies. There is a TANF Progress Review that offers a simple systematic tracking of the eligibility determination or recertification process.
The customer record contains all demographic and program information. When customer information changes, all authorized personnel immediately have access to the new information. Although multiple users simultaneously can view the record, there is a fail-safe mechanism that allows only a single user to update any given field at any given moment.

There are other fail-safe options in the continuous record of activities that includes communications with the customer and all other transactions of case management and service delivery. The date of each entry can be automatically recorded, encouraging workers to make timely updates in the record and permitting supervisors to evaluate timeliness of documentation. It is also possible to protect data once entered, so that the agency may decide who can edit data in the file and thus assure the integrity of the customer information system.

Sample Geographic Information Screen

GET (Geographic Employment Tool), is a GIS-based computer program that gives the user, with a single mouse-click, up-to-date information about employers, job opportunities, child care providers, transportation resources, education and training opportunities, and financial services. The user can enter additional information, increasing the flexibility and power of this tool.