Client managementCase management - Document track follow-up and record actions taken in Employee Assistance Programs. Easier to use than paper case management with additional reporting and analysis capabilities.Record client demographics Unlimited notes Initial and Final assessments (Primary and Secondary) Disposition Types and length of staff actions taken (contacts) and outside referral sources used. Search outside resources by geography or expertise. Follow-up dates for cases and outside referrals. User action tracking based on HIPAA regulations. B&Bs EAP (Employee Assistance Program) software is specifically designed for client documentation trackingfollow-up and reporting. Data elements include demographics clinical notes - including automatic importation from transcriptionist files PrimarySecondary assessments DSMIV or ICD-9 classifications Final resolutionor declined help the numberslength and types of contacts by EAP counselors. Record referrals to outside cliniciansPPOs (system contains several thousand external resource records) Produces and stores Client satisfaction surveys HIPPA auditing datasecurity and more. In addition all of this information is collected with the minimum of data entry. Many data elements are picklists. The user just click to select a value and it is inserted without typing. Individual objects on forms such as buttons or text boxes have tool tips associated with them. If the user is unsure of the purpose of a button the user can pause the mouse over the item and a brief description or hint will be displayed on-screen. Users can review initialfinal client assessment track client progress follow-up on in-house or referral services survey clients and measure effectiveness through a variety of reports.You can enter satisfaction surveys and compare against averages. For PPOs you can enter alert levels when referral hours or # of referals are exceeded.