Features

Platform

• Hosted in Aotearoa New Zealand
• Completely web based — no installation required
• Compatible with desktop, tablet, and mobile
• Two-factor authentication
• Full audit trail on all data changes
• Up and running within hours

Client Management

• Demographics and contact details
• Case notes and contact tracking with time recording
• Individual or "Family Centric" mode
• Interested parties and referral tracking
• Issues tracking, goals, and progress
• Waitlist management and safety alerts
• Custom fields and dropdown lists

Outcome Based Measurement

• Define client outcomes and produce reports
• Assessment forms with numeric scoring to plot progress
• Social outcome tracking and reporting
• Evaluation form analysis

Standard Assessment Forms

Validated instruments for mental health, alcohol, and substance use:

Plus custom assessment forms defined by your agency.

Programmes

Plus custom programmes defined by your agency.

Compliance & Ministry Reporting

• PRIMHD — electronic XML submission for the Ministry of Health
• Ministry of Social Development Performance Reports
• Ministry of Health Wait Time Report
• Funding reports — source tracking and client allocation
• ACC — claims management

Reports & Analytics

Over 100 reports across multiple categories:

• Time tracking by worker, programme, contact type, and client
• Caseload summaries by worker and funding source
• 12-month trend reports for clients and sessions
• Programme-specific reports (DTP, ITP, Te Aka Tika, and more)
• Assessment statistics and progress charts
• Alerting reports — waitlist, no contact, missing data
• User-defined reports with custom columns and filters
• Dashboard with visual charts

Export & Output

• PDF export and email as PDF
• CSV export for spreadsheet analysis
• Chart image export
• Print-optimised layouts