What's New

Client Login & Self Service

Client Login allows you to provide a portal where your clients can log in to submit address changes, complete intake forms, answer surveys, look up account balances, and more. This powerful new feature can help you improve your services and streamline operations!

Canada Server Upgrade

The latest Outcome Tracker server expansion is located in Canada. This provides Canadian customers with the assurance that their data never leaves Canadian soil -- a key requirement from some funding agencies.

Document Storage module

This new optional module allows you to attach files such as Word documents, Excel spreadsheets, and PDF files to client records. The Document Storage module provides an easy way to share client information with your colleagues.

Merge Duplicate Names

Do you have duplicate names that came over from your previous system? A new merge utility identifies potential duplicate names and provides the option to merge duplicate records together. This feature provides an efficient way to clean your data.