Client Management. 7.1 Consultant acknowledges and agrees that the nature of this relationship would involve exposure to contacts and relationships of TEL and Consultant shall not unfairly exploit such contacts and relationship of TEL by soliciting the business of TEL during the term of this Agreement and thereafter for a period of one (1) year after the expiry/termination of the Agreement.
Client Management. Contractor base client management module will include, but not limited to, the following functionality and will allow for modification and customizations as identified by County HCA- PG and DA-PA.
1. Companion Cases and Case Linking - The base PA and PG system tracks clients/cases. Typically, these are one to one case record to person. Modification to the base will grant the ability to link cases together as “Companion Cases”.
2. High Profile Cases – Requirements dictate the ability to separate “high profile cases” from the standard workflow and user access. This will be new functionality to the base system.
3. Ticklers and Alerts - These ticklers/alerts will be generated based on system data, or triggered events and displayed to the user to remind them of time sensitive tasks needed to be completed.
4. Face Sheet - Client demographics, and other key information is entered and displayed, modification from the base system will be made to accommodate the county business needs.
5. Address History - The base system includes client address and placement tracking, start and end dates of a client living at a given location. Functionality here will be configured and enhanced to meet the needs of HCA-PG tracking and placement history needs, including “Temporary Placement” and “Acute Placement” scenarios. The DA-PA system will be configured to track burial arrangements, mortuary and plot location as well as other needs.
Client Management. Synacor will designate a team of its staff to manage the Client relationship. This team will handle all day to day aspects involving the Services provided to Client. This will include, for example purposes only, and not as a limitation, revenue management, content management, and advertising management. Client will be provided with the necessary contact information of those assigned to its account by Synacor.
Client Management. A) Respond to Client inquiry
B) Check complaints
C) Provide regular report
D) Draft and deliver a quarterly report for the service provided to Client.
Client Management. Each project will be assigned an overall Account Manager, who will be your main point of contact regarding the project and he/she will deal with all your day-to-day development queries. Coventry Data Recovery implements a project management system. At any stage, the client can request a status report.
Client Management. Contractor shall continue to provide maintenance to the following functionality and will allow for modification and customizations, but not limited to the following, as identified by County HCA-PG and DA-PA.
1. Companion Cases
2. High Profile Cases
3. Ticklers and Alerts
4. Face Sheet 5. Address History 6. Benefit Tracking
Client Management. Each project will be assigned an overall Account Manager, who will be your main point of contact regarding the project and he/she will deal with all your day-to-day development queries. Easy Data Recovery implements a project management system. At any stage, the client can request a status report.
Client Management. You may have contact from both, or either, organisation during the life of your scheme. They often work collaboratively so that it is as easy as possible for you to run, promote and grow your scheme (for example, holding occasional joint meetings/phone calls with you or sharing data about your scheme as appropriate/authorised by you).
Client Management. Personal records/care plans/case notes • Service records for all service types/ assessments/reviews • Client Fee invoicing • Wide range of statistical reports • Personal records • HR features • Training records • Summarise service hours for payroll • Wide range of reports • Waiting List management • Mail merge for letters and labels • Complaints monitoring • Brokered agency billing/costing • Reports – wide range of reports available • Mix 'n' Match various screens and functions to suit your preferred way of rostering • Selection of client/ worker/ volunteer roster reports • Ability to e-mail rosters direct from the system • Integration with other SMS Modules (e.g. Payroll Links) provides further enhancement
Client Management. Each project will be assigned an overall Account Manager, who will be your main point of contact regarding the project and he/she will deal with all your day-to-day development queries. Newcastle Data Recovery implements a project management system. At any stage, the client can request a status report.
