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Helpful articles to answer any question you might have about ChilliDB Free Trial Thank you for sigining up for a free trial this webpage will be a day to day guide that will help you get the most out of your ChilliDB Trial. By Industry Health Services Community Services Not for Profit Associations By Category Features Home and Community Modules Demonstration Demonstation Videos Demonstation Request By Need Client Administration Case Management Donor Relationship management Client Management Event Management Marketing Automation Contract Management Membership Management Add ins Outlook SMS messaging Website forms Custom Fields Website Forms Pricing Store About ChilliDB What is ChilliDB? Our Story News What's New Features NFP, Community, Health What is a CRM? Contact Us Help Help Centre Help Desk Articles System Status Training Webinars Demonstation Videos New User New User Start up Packages Membership Package Get started with ChilliDB Your Membership Package r r Create a Membership Package by navigating to Membership r Add Members to This Package (Via Membership - Maintain) r Make a Distribution List available for this membership package Maintain Membership Page r r Navigate to the Membership - Maintain page Actions Task: Step Through Guides r Change between the ‘Show Current’ and ‘Filter’ options in the top left-hand corner to observe how you can use these to manipulate the membership list. r Click on the ‘Actions’ icon on the top right-hand side of the memberships list to see what options are available to you to work with this data. Membership Search r r Step through guide Navigate to the Membership - Search page. r Action Tasks: Search for one of the members you added in the Membership Package section. r Display all of the membership packages in your system. r Display your membership packages (those you have created/added members to). r Use ‘New Filter’ to create filters to search for a membership package (try to use at least 2 filters). Then save this filter under ‘My Filters’. Looking to advance to the next section? Getting Started with ChilliDB Looking to Upgrade to a plan? Wanting to continue to use ChilliDB? View our pricing and plans so we can best suit your every need. PLANS

Case Management allows you to assess, plan and monitor the delivery of support to the client, and adhere to milestones. Case Management Software for Building Stronger Cases Providing a framework to follow, backed up with Alerts, Notifications and Escalation of activities to ensure that you are always on track of your business. By Industry Health Services Community Services Not for Profit Associations By Category Features Home and Community Modules Demonstration Demonstation Videos Demonstation Request By Need Client Administration Case Management Donor Relationship management Client Management Event Management Marketing Automation Contract Management Membership Management Add ins Outlook SMS messaging Website forms Custom Fields Website Forms Pricing Store About ChilliDB What is ChilliDB? Our Story News What's New Features NFP, Community, Health What is a CRM? Contact Us Help Help Centre Help Desk Articles System Status Training Webinars Demonstation Videos New User New User Start up Packages Case Management The ChilliDB Case Management module extends existing Client Administration programs and service delivery, or any Contact based or Organisations based progress driven program or activity. Close cases faster with the right answer every time. ChilliDB provides full Case Management integration, which allows Case Workers and Case Managers to assess, plan and monitor the delivery of support to the client, and adhere to milestones. ChilliDB Case Management provides a framework to support your service delivery The analysis of activities generated from the Case Management module will provide support for planning, reporting and system advocacy, to implement better outcomes through any form of Case Management or Process driven program delivery. WATCH DEMO FREE DEMO TRY FOR FREE TUTORIALS Access our free articles in the Help Centre for step-by-step instructions on how to set up a Case. ACCESS NOW Key Features Work Flow Reusable templates and flexible work flow support staff during intake, assessment, action plan management and exit processes. The workflow can be updated as needed, without compromising existing service delivery or system uptime. Cases All client activities and interactions are recorded in the case. Any client or organisation can have multiple cases attached to their record. It is a complete historical record of all major changes and high level interactions. Phases and Activities The processes can be set into broad groupings (phases) and broken down to specific activity points. Individual activities can have numerous items of information added to it, be it a note, an alert, a document or email. Referrals and Allocation Support facilitators can manage their case load and pass cases to their line supervisor, or refer on those cases. Cases can be accepted, rejected and reallocated. Notifications and Alerts Alerts can be set when case milestones are reached or past due, when activities are done and statuses changed. Allow the storage and linkage of all interactions and communications with clients and other service organisations. Notes can include file attachments also. The Notes Sensitivity function allows the Note creator to assign roles to users and restrict who sees what, particularly useful for sensitive documents. Notes and Role Based Security Case Templates Enable an administrator to specify phases and activities, status and alert types and conditions. Reporting And Data Mining Various data retrieval options support ad-hoc reporting and data exchange: Search screens comfortably manage standard and custom fields (dynamic data) The data mining module mines, groups, aggregates and surmises information for the user An integrated reporting engine enables custom reports base on any available criteria, for upload and circulation to other users, printing, exporting in different formats and emailing A public web based API enables integration with other products and services Custom Fields Enables a user to create any number of custom sections and fields without any custom software development. Sections and fields can be of any type (i.e. date, time, currency, drop downs), and it permits changed work flows, data fields, pre-populated data fields and data sets. GET STARTED Request a free short 30 minute demonstration to learn more about what ChilliDB could do for you! REQUEST A FREE DEMO

A Simple Definition of CRM and How is ChilliDB different  CRM OVERVIEW; What is CRM? TRY FOR FREE WHY CHILLIDB? Pricing Store About ChilliDB What is ChilliDB? Our Story News What's New Features NFP, Community, Health What is a CRM? Contact Us By Industry Health Services Community Services Not for Profit Associations By Category Features Home and Community Modules Demonstration Demonstation Videos Demonstation Request By Need Client Administration Case Management Client Management Event Management Donor Relationship management Marketing Automation Contract Management Membership Management Add ins Outlook SMS messaging Website forms Custom Fields Website Forms Help Help Centre Help Desk Articles System Status Training Webinars Demonstation Videos New User New User Start up Packages What is a CRM? Anchor 1 A Simple Definition How is ChilliDB different Who is a Client management system for? What does it do? A simple definition of a CRM CRM stands for customer relationship management. It's a category of integrated, data-driven software solutions that improve how you interact and do business with your customers. CRM systems help you manage and maintain customer relationships, track sales leads, marketing, and pipeline, and deliver actionable data. Essentially a Customer relationship management (CRM) is a technology for managing all your company’s relationships and interactions with clients and potential clients. How is ChilliDB diiferent to other CRMs TRY FOR FREE FREE TRIAL What is ChilliDB? Find out and try it for free and see how it can help you. TRY FOR FREE Anchor 2 ChilliDB is an Australian, tailor-made Client mangement software specialising in the areas of: Not-For-Profits (NFPs), Healthcare, and Community Services. ChilliDB is built from scratch, with personalised features to suit your specific business requirements. Instead of focusing on sales unlike other CRM type system Chilli is specifically for these types of oranisations to ensure they obtain funding and stay If on top of managing their client/customer database. Who is a Client management system for? A Client management system gives everyone a better way to manage their external interactions and relationships. This tool lets you store customer and contact information, record notes on each individual person, and manage communication, all in one central location — and make information about every customer interaction available to anyone at your company who might need it. With visibility and easy access to data, it's easier to collaborate and increase productivity. TRY FOR FREE FREE DEMO Have specific questions? Want to make sure ChilliDB is right for you? Get a free 30 min demo FREE DEMO Anchor 3 What does it do? Anchor 4 Allow contracts to be managed for organisations and their representatives, with workflow ability enabling staff to track the progress of contract deliverables throughout a Contracts’ lifecycle. LEARN MORE ABOUT CONTACT MANAGEMENT ChilliDB Events are ideal for managing your training, workshops and events. LEARN MORE ABOUT EVENT MANAGEMENT Case Management Software for Building Stronger Cases. Providing a framework to follow, backed up with Notifications to ensure that you are always on track of your business. LEARN MORE ABOUT CASE MANAGEMENT ChilliDB Membership centralises your membership management, leveraging the whole of ChilliDB to support you in your day to day business. LEARN MORE ABOUT MEMBERSHIP MANAGEMENT GET STARTED Request a free short 30 minute demonstration to learn more about what ChilliDB could do for you! REQUEST A FREE DEMO

Polymorphic Solutions is interested in connecting with potential partners to deliver implementation, training and sales services. PRODUCT SOLUTIONS COMPANY PRICING SUPPORT More PARTNERS Polymorphic Solutions is interested in connecting with potential partners to deliver implementation, training and sales services around the ChilliDB product. This opportunity would suit: Services and consultants companies working in the NFP sector – skilled in information and change management, database mapping, systems implementation NFP sales and marketing companies - add a sector specific CRM/Case Management tool to their product portfolio Training companies for NFP’s – a working capability of ChilliDB must be developed to deliver this service Why ChilliDB? ChilliDB combines a powerful NFP sector specific CRM with a Case Management tool, integrating important functions like membership, events, surveys into a single system. An easy to use hosted platform, offering partners implementation and best practice servicing and revenue opportunities. To Find Out More Ph: 1300 65 72 43 or complete an enquiry form.

ChilliDB Web Controls bring the benefits of ChilliDB to your website with minimum effort. Integrate ChilliDB Web Controls into your Website effortlessly. ChilliDB Web Controls bring the benefits of ChilliDB to your website with minimum effort. VIEW OUR DEMO SITE WEB CONTROLS Benefits of ChilliDB Web Controls Often a client’s first exposure to an organisation will be its website. The ChilliDB Web Controls allow you to offer services through your website that clients have come to expect. Set-up Web Controls in minutes Automate data entry and back office administration Customise data captured Send LIVE updates to the ChilliDB database Match the style and formatting of the Web Controls to your website. Explore each of the Web Controls and bring the power of ChilliDB to your Website simply and efficiently. If you would like to access the other Web Controls or find out more, contact sales@chillidb.com . VIEW OUR DEMO SITE Available Web Controls Events Events can be published to your website to allow visitors to your site to view your Events calendar and register for an Event. All data is updated and stored in ChilliDB. Membership Membership allows you to capture Member registrations through your website. ChilliDB Web Controls supports PayPal to capture member payments. Distribution Lists Distribution Lists in ChilliDB can be published out to your website. This allows visitors to your site to subscribe to your lists. Visitor details are then stored in ChilliDB. Listings Listings allows a Service Directory of Organisations or Contacts, or a subset of them to be published on your website. You can choose who is listed and what information is listed. Forms Forms allows you to build any smart form that you may require. These may include, a Contact Us form through to an Intake Form or any other form you may wish to publish to your website. All information is saved securely into ChilliDB Notes and then you can define a workflow once the Note has been created. Donation The Donations web control helps you to maximize contributions and also saves staff time. Often a client’s first exposure to an organisation will be its website. Having a donation web control available on your website increases the likelihood a visitor to the site will donate, and makes it easier for them to do so. Another advantage of using the ChilliDB donations module (web control) is the time it saves your staff as all information provided is automatically copied back into your ChilliDB system. Pricing Essential Users Premium Users Recommended 3 Instances of each web control $39 Try Out for free ! 1 free instance of each web control $Free Need unlimited web controls? Premium users can upgrade for $99 GET STARTED Request a free short 30 minute demonstration to learn more about what ChilliDB could do for you! REQUEST A FREE DEMO

ChilliDB is a flexible user-friendly Client Management System, It is tailored for Australian Not for profit, health and community organisations Leading Australian CLIENT MANAGEMENT SOLUTION An Australian-designed and hosted client management solution tailored to the NFP, Community and health industry. TRY FOR FREE Department of Seniors, Disability Services and Aboriginal and Torres Strait Islander Partn PHN-Brisbane-North-Logo_JPEG_2x Show More About ChilliDB Elevate your performance with Chillidb's Client management solutions. Our platform offers a comprehensive set of tools that empower and are tailored to non-profits, health, community and associations to streamline their operations, enhance their fundraising capabilities, and managing contact data and more. Data management simplified, mission impact amplified See All Programs Health Services Not For Profit Community Services Associations Domestic Violence Football Community Key Features See All Features Membership Management Web Forms Messaging Contact Management Custom Fields Case Managment Contract Management Event Management Client Administration Marketing Integrations Outlook Xero myob Gmail funraisin Keep Up To Date AI Revolutionising Client Management Systems: A Comprehensive Guide The Future of Client Management: ChilliDB at the Forefront of 2023 Trends Industry Insights: Empowering Domestic Violence Support Organisations To ensure you stay in the loop of update notes, helpful tips and insightful articles subscribe here: SUBSCRIBE TO CHILLIDB NEWS LOOKING FOR PRICING? Choose from a variety of pricing options that best suit your company and your needs PRICING Stay up to date

ChilliDB is a flexible user-friendly Client Management System, It is tailored for Australian Not for profit, health and community organisations Leading Australian CLIENT MANAGEMENT SOLUTION An Australian-designed and hosted client management solution tailored to the NFP, Community and health industry. TRY FOR FREE Key Integrations Membership Management Web Forms Messaging Contact Management Custom Fields Case Managment Contract Management Event Management Client Administration Marketing Keep Up To Date AI Revolutionising Client Management Systems: A Comprehensive Guide The Future of Client Management: ChilliDB at the Forefront of 2023 Trends Industry Insights: Empowering Domestic Violence Support Organisations To ensure you stay in the loop of update notes, helpful tips and insightful articles subscribe here: SUBSCRIBE TO CHILLIDB NEWS LOOKING FOR PRICING? Choose from a variety of pricing options that best suit your company and your needs PRICING Stay up to date

Helpful articles to answer any question you might have about ChilliDB By Industry Health Services Community Services Not for Profit Associations By Category Features Home and Community Modules Demonstration Demonstation Videos Demonstation Request By Need Client Administration Case Management Client Management Event Management Donor Relationship management Marketing Automation Contract Management Membership Management Add ins Outlook SMS messaging Website forms Custom Fields Website Forms Pricing Store About ChilliDB What is ChilliDB? Our Story News What's New Features NFP, Community, Health What is a CRM? Contact Us Help Help Centre Help Desk Articles System Status Training Webinars Demonstation Videos New User New User Start up Packages Free Trial Thank you for signing up for a free trial. This web page is designed to be a day-to-day guide to help you get the most out of your ChilliDB trial Step-Through Guides: These provide users with links to articles/videos that guide them in the ChilliDB learning process. Action Tasks: These tasks compliment the instructions provided in the articles/videos by prompting users to perform certain tasks. Events Get started with ChilliDB 1. Subscriptions r Step through guide r Create an Event Action Tasks: r Experiment with selecting the ‘Yes’ option for ‘Do you charge for this product?’. Note: you may have to create a product when prompted to ‘Select product’ in the ‘Price’ field. r Experiment with selecting the ‘Yes’ option for ‘Use sessions’. Then set up the sessions via the ‘Sessions’ tab once your event is saved. r Register at least one contact/organisation as an attendee for this event - under the ‘Registered’ tab on the Event Details page. r Add an attendee for each of the other categories in the tabs on the Event Details page - ‘Registered - Not Paid’ to ‘Waitlist’. r Use the ‘Create Like’ option in the Actions menu (top right-hand corner of the page inside the blue band) on the Event Details page to create a similar event at a future date. 2. Events r Step through guide Events Calendar r Action Tasks: r Find the event you created in Part 1. Create an Event & click on it. r Review the details of this event on the Event Details page. 3. Membership r Step through guide Events List r Action Tasks: r Enter the start date of the event you created in Part 1. Create an Event in the search field at the top of the page. r Click on the ‘Register/More Information’ link & then review the details of this event on the Event Details page. 4. Listings r Step through guide Events Search r Action Tasks: r Search for the event you added in Part 1. Create an Event by title. r Display all of the events in your system. r Display your events (those you have created/worked with in some way). r Use ‘New Filter’ to create filters to search for an event (try to use at least 2 filters). Then save this filter under ‘My Filters’. r 5. Forms 6. Donations r r 7. Email Event Certificates Looking to advance to the next section? Getting Started with ChilliDB Looking to Upgrade to a plan? Wanting to continue to use ChilliDB? View our pricing and plans so we can best suit your every need. PLANS

This page is to assist those using the ChilliDB Outlook Add-In. A subscription to ChilliDB is required to use this feature. About ChilliDB What is ChilliDB? Our Story News What's New Features NFP, Community, Health What is a CRM? Contact Us PRODUCT ↓ SOLUTIONS ↓ COMPANY ↓ PRICING ↓ SUPPORT ↓ CONTACT US Outlook Add in Keep your communication records up to date. ChilliDB Outlook Add-In allows you to quickly save emails to the ChilliDB database without leaving Outlook. TRY FOR FREE WATCH DEMOS ChilliDB Outlook Add-In Keep your communication records up to date. ChilliDB Outlook Add-In allows you to quickly save emails to the ChilliDB database without leaving Outlook. Save time by taking advantage of ChilliDB’s Outlook Add-In. Quickly save emails and file attachments to your ChilliDB database without leaving Outlook. Emails are saved as notes which are then filed against the matching contacts of the recipient and sender. Book a Demo Schedule a free demonstration by clicking below. Demonstrations run for 30 minutes and are done online. FREE DEMO Contact Us Have questions? Contact us to find out more. Click below and our team will happily help you. CONTACT US Sign Up To use Outlook Add-In you need a ChilliDB subscription. Click below to find out more. SIGN UP ChilliDB Outlook Add-In lets you: Save emails as notes which can be followed up through ChilliDB Save file attachments Create new contacts and organisations efficiently Keep track of communications Match the sender’s and receiver’s names to the data in ChilliDB Set a category and type for the email Get Started Select the "Home" menu in Outlook and click on the ChilliDB icon after adding to your toolbar. Then enter in your ChilliDB credentials to store an email. Store Emails Save attachment files and images automatically by ticking the "save attachments" check box next to the save button. Find Organisations and Contacts Easily find organisations and contacts by searching for them in the Outlook Add-In. Match the sender's name to the organisation or contact in ChilliDB. Create Contacts and Organisations If you cannot find the sender's contact in the ChilliDB database, you can quickly create one in the Outlook Add-In. After creating a contact, if you cannot find the sender's organisation in the ChilliDB database, you can quickly create one in the Outlook Add-In Select Preferences Customise settings by selecting the note type, category and sub category in the ChilliDB Outlook Add-In. GET STARTED Request a free short 30 minute demonstration to learn more about what ChilliDB could do for you! REQUEST A FREE DEMO

Find out what marketing automation features ChilliDB offers. Send professional and personalised communications through ChilliDB. Automate your marketing TODAY ! Although ChilliDB focuses on Client Management features we also offer some Marketing Automation features for organisations that regularly send out campaigns and communicate with their clients. By Industry Health Services Community Services Not for Profit Associations By Category Features Home and Community Modules Demonstration Demonstation Videos Demonstation Request By Need Client Administration Case Management Client Management Event Management Donor Relationship management Marketing Automation Contract Management Membership Management Add ins Outlook SMS messaging Website forms Custom Fields Website Forms Pricing Store About ChilliDB What is ChilliDB? Our Story News What's New Features NFP, Community, Health What is a CRM? Contact Us Help Help Centre Help Desk Articles System Status Training Webinars Demonstation Videos New User New User Start up Packages MARKETING AUTOMATION FREE DEMO TRY FOR FREE ChilliDB Messaging allows professional personalised communications to be sent through ChilliDB. Messages can be sent as Emails, SMS and Faxes and you can create Distribution Lists for managing your regular communications. Email ChilliDB has its own email system and integrates with Mailchimp for e-marketing. All messages sent through ChilliDB are categorised and recorded as notes which are linked to your contacts and clients so you can keep a history of all your communications. You can track opening of emails as well as read receipts and request delivery receipts. Distribution List Easily communicate with your clients, stakeholders and suppliers by using distribution lists. Set Up Reminders Use Notification Rules to set up reminders and alerts for form submissions, membership subscriptions etc. Web Forms Create contact forms and online enquiries by using web controls to capture new contacts. Use custom fields to capture the right information for your data.Our web control forms allow you to quickly create forms on your website that directly integrate into ChilliDB avoiding the need to re-enter the data and can alert staff when forms are completed. SMS Messaging ChilliDB SMS provides Hosted ChilliDB clients with a simple to use and fully integrated SMS solution, allowing ChilliDB clients to send SMS messages to any Contact or Organisation held in ChilliDB. Segmentation Keep your data organised and easily target your clients by segmenting through groups, membership and distribution lists. Mailchimp Integration Integrate with Mailchimp and link your distribution lists in ChilliDB to a MailChimp list. Workflow Processes Drive workflow activities and ensure an activity can be followed up at a later date by using ChilliDB Alerts. GET STARTED Request a free short 30 minute demonstration to learn more about what ChilliDB could do for you! REQUEST A FREE DEMO

ChilliDB SMS Messaging provides hosted ChilliDB clients with a simple to use and fully integrated SMS solution. Send SMS Messages to your Clients from ChilliDB ChilliDB SMS provides Hosted ChilliDB clients with a simple to use and fully integrated SMS solution, allowing ChilliDB clients to send SMS messages to any Contact or Organisation held in ChilliDB. ChilliDB Mobile has SMS, push messaging and group messaging capabilities. We allow you display your organisation's name rather than a number to help you build trust with your clients! MOBILE MESSAGING SERVICE WHAT CAN I USE CHILLIDB SMS FOR? Ability to search sms Looking for a conversation you had with a Client? With ChilliDB we make searching messages easy by storing everything alongside your Clients contact. Send reminders based on schedule With ChilliDB you can set up reminders to both staff and clients based on the schedule you have. For example To your board members about board meeting Clients based of schedules e.g. "Don't forget to take your medication" Send alerts and notifications For any contact or organisation who has registered for information alerts Distribution Lists and Group Messaging With ChilliDB you can put contacts mobile numbers in a distribution lists and SMS them. Saving you time and effort in reaching each individual client Automatic unsubscribe phrases We have virtual numbers available* for the ability to have automatic unsubscribe phrases allowing you to better conform with the spam act. Send Event Reminders Set up automatic event reminders as our events management module allows you to set up automatic reminders to those that sign up to an event. Integrates CRM data into sms ChilliDB integrates automatic naming, and personal information so your texts can be as personalised as you require. Ability to save replies If you choose to have a virtual number* with ChilliDB SMS. Any of the replies to your texts can be saved with the persons notes. Every ChilliDB client receives 10 free sms messages per month. This allows clients to use ChilliDB SMS for small activities and to trial the service. There is no cap on this service, so if you want to use more, you can use more – ChilliDB will track and allow you to review and monitor your SMS activities. Want to Trial ChilliDB SMS? 10 FREE SMS messages per month. You can opt into ChilliDB SMS at any time and enjoy the following benefits: No setup fees No account keeping fees Unlimited SMS messages No minimum use fees BUY MORE SAVE MORE 0.17c per SMS When you pre-purchase $250 0.15c per SMS When you pre-purchase $1000 0.13c per SMS When you pre-purchase $3000 0.11c per SMS When you pre-purchase $5000 Or you will be charged at $0.20c per subsequent SMS. You will be invoiced monthly with your ChilliDB licensing. Request SMS Request SMS Fill out the form to activate ChilliDB SMS You can opt into ChilliDB SMS at any time and enjoy the following benefits: No setup fees No account keeping fees Unlimited SMS messages No minimum use fees Request SMS Virtual Number Cost ChilliDB has virtual numbers available for an add on cost, this provides the ability of automatic unsubscribe phrases and the ability to save unique replies to ChilliDB. Contact us on prices and more information Virtual Number GET STARTED Request a free short 30 minute demonstration to learn more about what ChilliDB could do for you! REQUEST A FREE DEMO

Partners in Recovery streamlines the client journey while providing a flexible and comprehensive client and case management solution. PRODUCT SOLUTIONS COMPANY PRICING SUPPORT More PARTNERS IN RECOVERY (PIR) The ChilliDB Partners in Recovery (PIR) solution streamlines the client journey while providing Lead Agencies and Support Facilitators a flexible and comprehensive client and case management solution. This includes support for coordination level management as well as the centralised service delivery by all of the providers and agencies who are part of the care team working with your clients. ChilliDB Client and Case Management provide the perfect partnership for PIR The ChilliDB Partners in Recovery (PIR) solution is underpinned through the Case Management Module and Client Administration Module, allowing you to: Manage clients through Inquiry, Eligibility, Engagement, Assessment and Review processes to assist them with the complex needs. Financial expenditure can be managed and reviewed with support for approval processes to enable Support Facilitators to deliver the program and for Lead Agency Program Managers to track expenditure. ChilliDB supports the PIR Minimum Data Set (MDS) and reporting requirements. Access to PIR Clients, Action Plans and related program data is completed isolated within the ChilliDB module for privacy, however you can also leverage existing Provider data held in ChilliDB – all security is managed by your program managers. ChilliDB supports sending referrals to Support Facilitators who can then securely log into ChilliDB and see only the clients referred to them. ChilliDB Client Administration Module This module enables a user to define any number of types of Clients (such as a Patient or Participant on a Coordinated Trial or some other program), and build data capture forms quickly with pre-built features commonly used in care coordination programs. Forms can then be customised with custom fields to meet specific program needs. Once a client is defined and forms are built, the user can then control the security access. Client Administration includes a number of pre-defined features out of the box including support for: Carer Details Case Notes Clinical Information Consent Details Counselling Services Exit Information Details Health Assessment and Care Plan Details Interpreters Details Next Of Kin Details Action Plans Financial Expenditure ChilliDB Case Management Module ChilliDB provides full Case Management integration, which allows a Support Facilitator to assess, plan and monitor the delivery of support to the client, and adhere to milestones. The analysis of activities generated from the Case Management module will provide support for planning, reporting and system advocacy, to implement better outcomes for people with severe and persistent mental illness. Case Management Reusable templates and flexible work flow support staff during intake, assessment, action plan management and exit processes. The workflow can be updated as needed, without compromising existing service delivery or system uptime. Cases All client activities and interactions are recorded in the case. Any client or organisation can have multiple cases attached to their record. It is a complete historical record of all major changes and high level interactions. Phases and Activities The processes can be set into broad groupings (phases) and broken down to specific activity points. Individual activities can have numerous items of information added to it, be it a note, an alert, a document or email. Referrals and Allocation Support facilitators can manage their case load and pass cases to their line supervisor, or refer on those cases. Cases can be accepted, rejected and reallocated. Notifications and Alerts Alerts can be set when case milestones are reached or past due, when activities are done and statuses changed. Case Templates Enable an administrator to specify phases and activities, status and alert types and conditions. Notes and Role Based Security Allow the storage and linkage of all interactions and communications with clients and other service organisations. Notes can include file attachments also. The Notes Sensitivity function allows the Note creator to assign roles to users and restrict who sees what, particularly useful for sensitive documents. Reporting And Data Mining various data retrieval options support ad-hoc reporting and data exchange: Search screens comfortably manage standard and custom fields (dynamic data) The data mining module mines, groups, aggregates and surmises information for the user An integrated reporting engine enables custom reports base on any available criteria, for upload and circulation to other users, printing, exporting in different formats and emailing A public web based API enables integration with other products and services Custom Fields Enables a user to create any number of custom sections and fields without any custom software development. Sections and fields can be of any type (i.e. date, time, currency, drop downs), and it permits changed work flows, data fields, pre-populated data fields and data sets. How to Manage Clients and Cases The following video provides a quick walk-through of the module showing Client information, Client Notes, Action Plans, Financial Expenditure and Case Management integration. GET STARTED Request a free short 30 minute demonstration to learn more about what ChilliDB could do for you! REQUEST A FREE DEMO