SERIATION® is a complete client-tracking and case management system. SERIATION® permits:
Self-Referral: Developed to provide ease of use, SERIATION® provides social service agencies with the ability to allow referring agencies and/or their own clients to submit referrals over the internet. No more concerns about lost referrals or referrals “falling through the cracks”! SERIATION® provides the means to allow online referral entry and has dynamic reports that can alert you when referrals are received.
Standard Referral: SERIATION® tracks referral data including demographics, referring concerns and contact information. Baseline data is collected so that evaluation reports are a “snap” to complete. Additionally, administrators can accept and/or reject referrals online. Statistical reports can be generated documenting the demographic information of all referrals received, accepted and/or rejected. These instant reports are invaluable when reporting to grantors and/or when seeking additional grant funds.
Client Profile: SERIATION® allows your staff the ability to enter additional information on each client accepted into your program(s). Additional information includes emergency contacts, school/work status, social/medical status and baseline data related to your specific program(s) — attendance rates at school and/or work, past criminal referrals, previous treatments, etc.
Assessments: SERIATION® has two “built-in” assessment tools — one for adults and one for adolescents. These assessments allow staff to efficiently walk clients through a structured and detailed interview so that each life domain is addressed and documented. Note: SERIATION® is designed to work with any assessment tool your programs choose to use.
Master Service Plans: ‘Quality services’ are those that can be replicated. SERIATION®’s Master Service Plans are ‘quality services’. Agencies can capture and/or create, for each client, psychological assessment information, protective and risk factor analyses, service plan case staffing reports and progress tracking needed as each client progresses through your program.
Full Access Reporting: Recent federal, state and local initiatives have mandated that social service agencies provide full services to all clients. These guidelines are meant to ensure that every client, regardless of race, gender, ethnicity, religious affiliation, and/or disability, has full access to all eligible services. SERIATION® provides a “Full Access” report on each client so that, at any time, staff and administrators can easily and quickly determine which services a client has received and which services are still pending. SERIATION® is so flexible that each agency can add their own services, creating unique, custom Full Access Reports.
Case Notes: SERIATION® allows the entry of individual and group conference notes for each client. Instant reports allow the counselor and/or administrator to see the entire history of client services via online reports.
Grantor Reports: SERIATION® provides instant reports by fund source. These quick and easy reports give administrators the ability to quickly and painlessly address federal, state and local reporting requirements. The flexibility of SERIATION® reporting ensures that your agency will not need a separate “tracking” system each time your agency secures additional funding.
No Show Reporting: SERIATION® allows for online “no-show” reporting. With more grantors requiring activity reports by client, SERIATION® allows your agency to document your attempts at reaching out to the client. When a client is absent, outcome and output evaluation data can be skewed against you. SERIATION® allows your staff the ability to track client “no-shows”, creating reports that can be used to report/respond to federal, state and local officials on client progress or lack thereof.
Discharges: SERIATION® allows tracking clients’ discharges, called terminations, as successful, unsuccessful or administrative. Knowing how many clients have successfully discharged is essential for long term reporting and grant writing. SERIATION® provides online termination reports that document the number of discharges and allows administrators to track discharge demographic data by type (e.g. successful, unsuccessful or administrative).
Drug Testing Results: SERIATION® allows, if needed, tracking of drug testing laboratory results. With more emphasis being placed on substance abuse testing, this unique and easy to use feature is an excellent example of how SERIATION® enhances case management.
Contractor Entry: New federal, state, and local confidentiality laws have created significant concerns and challenges for many “home grown” case management and client tracking systems. How can third party contractors use the system but only see the data pertinent to their assigned clients? SERIATION® has resolved this dilemma. Using secure logins, contractors can have access to your internet based system and can update specific clients’ case records immediately but cannot access any other client records. Importantly, multiple contractors can be given access, through protected passwords and usernames, to specific client records, allowing them to input their own notes, saving you time and money and less “waiting for the mail” anxieties.