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General
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Maximum # of Clients |
500 |
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Maximum # of Workgroups |
20 |
Maximum # of Employees |
2 |
Maximum # of Dorms |
Unlimited |
Maximum # of Beds per Dorm |
50 |
Maximum # of Segmentations |
500 |
Multi-Site Capable |
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Share Settings |
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Files (expand)
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Change Site |
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Company Information |
♥ |
Set Customer Number |
♥ |
Set Fiscal Year |
♥ |
Close Fiscal Year |
♥ |
Fingerprint Reader Registration |
X |
Unlock Client |
♥ |
Merge Client |
X |
Set Clients Inactive |
♥ |
Mass Client Transfer |
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Preference Conversion |
♥ |
System Stats |
♥ |
Login as different User |
♥ |
Exit |
♥ |
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Lists (expand)
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Agency |
♥ |
Client |
♥ |
Client Folders |
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Personal |
♥ |
Last Address |
♥ |
Contacts |
♥ |
Children |
♥ |
Household |
♥ |
Background |
♥ |
Images (Photos and Fingerprint) |
♥ |
HMIS Other (option) |
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Vehicles |
♥ |
*Medical |
♥ |
*Social |
♥ |
Mental Health |
♥ |
Addiction |
♥ |
Drug Use |
♥ |
Substance Abuse |
♥ |
Legal |
♥ |
*Benefit |
♥ |
*Insurance |
♥ |
Homelessness |
♥ |
Income |
♥ |
Employment |
♥ |
Tasks |
♥ |
Programs |
♥ |
Phases & Prerequisites |
♥ |
Services |
♥ |
History and Activity |
♥ |
Referral |
♥ |
Case Notes |
♥ |
Documents (option) |
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Restrictions |
♥ |
Outcomes |
♥ |
Exits |
♥ |
Dorm |
♥ |
Employee |
♥ |
Workgroup |
♥ |
Rules (option) |
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Scripts (option) |
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Segmentation |
♥ |
Site |
♥ |
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Activities (expand)
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Bed Assignments |
♥ |
Meal Assignments |
♥ |
Locker Assignments (option) |
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Program Assignments |
♥ |
Service Assignments |
♥ |
Document Search (option) |
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Referral Invoicing |
♥ |
Donor Payments (option) |
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Manual Counts |
♥ |
Transfer Client |
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Unlock Clients |
♥ |
Merge Clients |
♥ |
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Preferences (expand)
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Change Addiction |
♥ |
Change Agency Type |
♥ |
*Change Benefit |
♥ |
Change Case Note Type |
♥ |
Change Child Specification |
♥ |
Change Contact Relation |
♥ |
Change Contact Type |
♥ |
Change Count Type |
♥ |
Change Diagnosis |
♥ |
Change Donation (option) |
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Change Document Tag (option) |
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Change Drug |
♥ |
Change Education |
♥ |
Change Employment Type |
♥ |
Change Ethnicity |
♥ |
Change Faith |
♥ |
Change Frequency of Use |
♥ |
Change Homelessness Length |
♥ |
Change Homelessness Reason |
♥ |
Change Household Relation |
♥ |
Change Housing Type |
♥ |
Change Income |
♥ |
*Change Insurance |
♥ |
Change Legal Status Type |
♥ |
Change Marital Status |
♥ |
*Change Medical |
♥ |
Change Method |
♥ |
Change Military |
♥ |
Change Military Service |
♥ |
Change Offense |
♥ |
Change Outcome |
♥ |
Change Payment Type (option) |
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Change Program |
♥ |
Change Race |
♥ |
Change Reason For Leaving |
♥ |
Change Restriction |
♥ |
Change Segmentation Type |
♥ |
Change Service |
♥ |
*Change Social |
♥ |
Change Substance |
♥ |
Change Task |
♥ |
Change Treatment Type |
♥ |
Change Volunteer Type (option) |
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Change Work Skill |
♥ |
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Settings (expand)
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Change Default Settings |
♥ |
Change Viewer Settings |
♥ |
Client Activity Tracking |
♥ |
Client Activity Tracking - Days Modification |
♥ |
Change Password Policy |
♥ |
Change Employee Login Schedule |
♥ |
Change Default Settings – Fingerprint (option) |
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Client Payment – Account Modification (option) |
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Modules (expand)
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Barcode Recognition Learn more ... |
X |
Client Payment Learn more ... |
X |
Custom Scripting and Rules Engine Learn more ... |
X |
Export Learn more ... |
X |
Fingerprint Recognition Learn more ... |
X |
HMIS Export Learn more ... |
X |
Locker Learn more ... |
X |
Quick Pics Learn more ... |
X |
Repository Learn more ... |
X |
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Reports (expand)
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Aggregate Stats Summary |
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Bed Check Out List |
♥ |
Bed List |
♥ |
Bed and Meal Transactions (option) |
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Case Note List |
♥ |
Client Payment Balance List (option) |
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Client Receipt List (option) |
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Client Vehicle List |
♥ |
Counseling Session List |
♥ |
Donor Receipt List (option) |
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Employee List |
♥ |
Employee Login Activity |
♥ |
Employee Vehicle List |
♥ |
Employment List |
♥ |
Exit List |
♥ |
Household List |
♥ |
Income List |
♥ |
Information Summary |
♥ |
Last Address Summary |
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Late Locker List (option |
♥ |
Locker List (option) |
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Locker Receipt List (option) |
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Manual Count List |
♥ |
Meal and Bed Summary |
♥ |
Meal List |
♥ |
Missing Client HMIS Data (option) |
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Month Ending Summary |
♥ |
Monthly Bed List |
♥ |
New Client List |
♥ |
Outcome List |
♥ |
Program List |
♥ |
Referral By List |
♥ |
Referral Invoice |
♥ |
Referral To List |
♥ |
Restriction List |
♥ |
Service List |
♥ |
Sleeping Summary |
♥ |
Task List |
♥ |
Transaction Journal |
♥ |
Unused Lockers List |
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Workgroup Settings |
♥ |
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* Indicates that the administrator has the ability to rename these client information folders.
This module allows a client's ID card barcode to be used for verification purposes; you can use this module to more efficiently assign beds, meals, lockers, programs and/or services.
If your organization charges a nominal fee for a night’s stay or
collects a fee for beds and/or meals, this module allows you to track and record any
payments you receive from the people you serve. It has the ability to “charge”
nights to specific clients as a night for which they owe a fee, owe volunteer time, or
are extended a grace night.
This module gives you the ability to create
custom scripts for performing functions and other activities within the system. You
can set rules (conditions) when a client is assigned a bed, meal, locker, program or
service.
Allows you to export any combination of data for the tables that are
available. You will be able to choose whether the data is exported as a "csv"
(Comma Separated Value) or a "tab delimited" (separated by TABS) document. The
data that is chosen to be exported can be filtered to your specifications by applying
a combination of Segmentations before exporting.
Allows a client's fingerprint to be stored for verification
purposes; you can use this module to more efficiently assign beds, meals, lockers,
programs and/or services.
Allows you to track and export the HUD universal data elements.
You can automatically extract the data necessary for a government agency that
wants your de-identified aggregate statistics. Track as much or as little HUD data as
you want on an individual client since very little information, other than some basic
information, is required.
Allows you to keep track of when a locker was assigned and when it’s due to
be retuned. It will also show the client's balance on a day to day basis and
automatically calculate what amount, if any, is due when the locker is returned. The
included Late Locker List report will help to see who has a locker past its due date.
Also with the Locker Receipt List you can print out all transactions related to the Locker
Assignments.
Use your webcam to speed up the process of taking, viewing, and saving
your pictures.
Attach a digital copy of a form (i.e. .doc, .xls, etc.) or a scanned
image (i.e. .jpg, .gif, etc.) to a client’s record.
Testimonials
"The Durham Rescue Mission relies on H.E.A.R.T. EX to provide current and up-to-date information on all our residents. It provides our counselors and encouragers with a user friendly interface for tracking and entering useful information about where they are, what their needs may be or even where they see themselves in the future. It has also proved to be a useful reporting tool when providing needed information to staff. The support team has always responded in a timely manner and has been very sensitive to our needs."
Jim Cooper and Anthony Dunaway, IT Staff
Durham Rescue Mission
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