- Telephone
A client/customer register helps businesses maintain organized, up-to-date records of their clients, enabling efficient communication, personalized service, and better relationship management. Client-focused data helps understand clients better and streamlines client interactions and history. Comprehensive client data supports data-driven reporting and decision making.
In child safety and welfare services, a client register is crucial for managing detailed profiles of vulnerable children, including contact information, consent forms, health, education, and family backgrounds, as well as any identified risk factors.
This centralized database ensures that caseworkers have accurate, up-to-date information, enabling them to provide timely interventions, track progress, and tailor support services to each child’s needs.
By streamlining communication and documentation, the register enhances coordination among agencies, supports compliance with regulatory and reporting standards, and ultimately improves outcomes by ensuring that children receive the necessary protection and care in a timely and consistent manner.
This video demonstrates our Clients and Customers App, that has been tailored for child safety, and welfare. Social workers use a client register to manage profiles of vulnerable children. This centralized database ensures that caseworkers have accurate information, enabling them to provide support services to each child’s needs.
The App is fully responsive, allowing managers and office workers to manage records on a PC, while frontline staff can access records using a smartphone.
Staff can open the App in a browser by using a button or link on an Intranet web page. Alternatively the App can be configured as a tab in a Teams channel. Another method of starting the App is by using the installable Power Apps desktop client.
Client data is likely confidential and highly sensitive. Access to the App and data is secured by a username, password and two factor authentication.
Once the App is open by authorised staff, active client profiles are displayed. A search bar facilitates finding a particular client by name or ID. Client identity and contact information is provided, including a risk assessment of the client. Staff can also view client profile documents. The documents are saved in a secure SharePoint document repository. The gallery also has action buttons, such as, phone the client and email the client.
The client form can be customised to collect whatever data is required. In this app we collect the client contact details, next of kin and a photo, (if consent is given). Other data includes intake and exit dates, culture and language data, health and education status, and a risk assessment. All this data is held securely in SharePoint data lists. Data is also backed up according to legislative requirements.
Here are the key benefits of using a client/customer register:
By leveraging these benefits, a client/customer management app can significantly enhance service delivery, improve client outcomes, and support the overall mission of providing high-quality products and services to clients and customers. If you have further questions or need more detailed information, feel free to ask!