Management and Reporting Module:
Credible’s Management and Reporting Module is configurable to your Agency’s workflow and needs. Create custom filters and fields to capture the data you need. Easily query, sort and list your clients, employee and claims data. Analyze staff productivity, outcomes and critical data. Create Ad Hoc Reports leveraging thousands of filter and field combinations. Instant Excel exports, role based security, saving capability and many other features place critical data at your fingertips. No matter your requirements, the Management and Reporting Module delivers what you need to run your Agency.
Features
- Home Page: Everything you need, all in one page. The home page displays summary information such as recent visits, links, critical authorizations, organization wide messages, and much more. Data displayed is configurable to your organization.
- Advanced Security Features: Data is secure from the time of entry. Staff access to customer files can be granted using a supervisor hierarchy or direct assignments.
- Reports: Create Ad Hoc Reports to analyze staff productivity, performance drivers and trending. -Client and Staff Records: Manage client and staff records quickly and easily. List, search, view and update records in the format you want.
- Scheduling: No large appointment book needed to keep track of staff schedules. Set up work teams to make scheduling and supervision easier, or allow staff to manage their own appointments. View by day, week, month or team. Events and reminders attached to client and staff files appear in the integrated view.
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Management and Reporting | Scheduling
