Client Login & Self-Service

Outcome Tracker provides new ways to interact with your clients and reduce your staff's data entry time. Use client login and forms to communicate with clients and provide new levels of service.

Client Login

Create a portal page where clients can log in and perform tasks, such as:

• Apply online
• Answer surveys
• Update address and contact info
• Submit requests
• Sign up for classes & workshops
• View Individual Development Account statement

Public Access forms

Allow prospective clients to inquire via your web site. A Public Access form establishes their record in your database and notifies you to follow-up.

Self-Service forms (Surveys)

Email clients and invite them to complete a survey (e.g., outcomes survey, client satisfaction survey). Client responses are placed on their record and are immediately available for reporting.