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Introducing ClientTrack 13

Company Confidential

WEBINAR SERIES | August 15, 2013

• Presentation will be recorded• Callers muted• Written questions are welcome

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Introductions

Brad BallMarketing Director, ClientTrack, Inc.(2012-Present)

Darin PattersonVice President of Client and Product Development (2007-Present)

Attendees

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Agenda

• ClientTrack Background

• Introducing ClientTrack 13– Top 5 Features and Demonstration

• ClientTrack 13 Availability

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We enable our clients to make a difference in their community. We nurture a collaborative learning organization, continually improving our products and services, our productivity and effectiveness.

Establish organizational best practices

through improved efficiency

Optimize collaborations

within and between

organizations

Ensure compliance with funding sources

Enhance outcomes

reporting to strengthen

fundraising and build community

awareness

ClientTrack Background

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A Brief Overview of ClientTrack Releases

• ClientTrack Platform Releases– Major release each year– Clients coordinate upgrades with Client Advocate

• Functional Releases– Intermittent releases throughout the year

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Introducing ClientTrack 13

Release focused on: Empowering organizations to visualize their

impact in their community Extending the information technology

infrastructure for small and enterprise implementations alike

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ClientTrack 13:Top 5 Major Features

• ClientTrack Data Visualization• Tool Access Permissions• Compliance Assurance Engine• ClientTrack Query Designer Enhancements• Self Service Password Reset

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ClientTrack Data Visualization: Practical Terms

• Interactive Charts• Charts Available in:– Data Explorer– Forms – Dashboards

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ClientTrack Data Visualization: Demonstration

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Tool Access Permissions

• Enable large organizations and collaborations to manage the complexity of a dynamic environment without sacrificing adherence to core security principles.

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Tool Access Permissions: Practical Terms

Previous ModelA user’s functional capabilities were based on:• Designer Level• Workgroup• Organization*

New ModelA user’s functional capabilities are based on:• Tool Access Permissions• System Access Properties• Workgroup• Organization*

Tool Access Permissions: Practical Terms

• Beyond standard “Tool Access Permission”, additional system access properties enable more robust creation and management of user permissions– E.g. “Supervisor” or “Billing Manager”– Results in fewer workgroups, less maintenance

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Tool Access Permissions:Preview

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Compliance Assurance Engine

• Ensures that ClientTrack implementations maintain adherence to specific data or reporting standards based upon compliance requirements, without sacrificing the capability of the solution to be enhanced by local needs.

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Compliance Assurance Engine: Practical Terms

• Multiple standards can be applied to a database (e.g. HMIS Universal Data, CSBG Client Characteristics, etc.)

• A Compliance Standard consists of a set of ClientTrack tables and columns, dropdown lists, and dropdown list values that are utilized to accomplish some specific data collection or reporting objective.

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Compliance Assurance Engine: Practical Terms

What does it enforce?• Disabling or removing data

elements• Altering the required status

of an element• Altering dropdown lists and

values associated with an element

What does it not enforce?• Workgroup Designer option

changes• Workflow Designer step

changes• Rules engine changes• Data imported from

external systems

Compliance Assurance Engine:Demonstration

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ClientTrack Query Designer Enhancements

• ClientTrack 13 features significant enhancements to the interface of ClientTrack Query Designer, the tool designed specifically for database administrators to quickly query data from any ClientTrack table or view.

• These enhancements are based upon feedback from our users and intended to speed query design and create consistency with other ClientTrack design tools.

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ClientTrack Query Designer: BeforeClientTrack Query Designer: After

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ClientTrack Query Designer:Demonstration

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Self Service Password Reset

• You've asked...and we've answered. End users can now securely manage their own password resets without requiring the intervention of an administrative user.

• Password management for a user is securely managed through the relationship of a user account, their associated email address, and related security questions managed by ClientTrack.

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Self Service Password Reset: In Practice

Password Recovery Information

Password Reset

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The Little Things That Matter…

• Webcam Support for File Uploads• More Interactive Dashboards• Updated Rich Text Editor• Multi-edit Forms Automatically Add New Rows• Form Pause Removed (default)• Simplified Family Management• Delete Button Notification and Undo• Active Status Log

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The Little (and Technical) Things that Matter…

• Workgroup Designer– New visual cues– Conditional menu group visibility

• Form Designer– Form checkout enhancements– Default select one for lists– Longer label lengths– Read only messages

• Data Designer – Join top 1 record

• Workflow Designer Updates– Enhanced visual cues

• Dashboard Designer – Design Forms• Download Report Files

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ClientTrack 13: What will end users experience?

• No need for additional training

• Enhancements of features already available to them

• Will likely be requested to update their password recovery questions upon initial login

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ClientTrack 13 Availability

• Full Release Notes Available This Weekend– Client Advocates Will Distribute on Monday

08/19/2013• Clients can schedule upgrade of their testing

environment with their Client Advocate• Clients currently in implementation will

receive priority upgrades scheduled with their project manager

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Resources

• ClientTrackwww.clienttrack.comSales: 888-449-6328Support: 855-374-7877Client Advocate

• Noah Iliinksy, Data Visualization ExpertComplexdiagrams.com

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Thank You

About ClientTrack Contact InformationFounded in 1983, ClientTrack Inc. provides software and professional services that advance the missions of Health, Human and Social Service organizations by enhancing their ability to gather, use and report client information.

www.ClientTrack.com888.449.6328

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