ClienTrek Overview

1
Introduction
ClienTrek
For more information www.keffersoftware.comwww.
clientrek.com1-888-328-2577email
info_at_keffersoftware.com
2
Introduction
ClienTrek started as case management software in
1994. Today it includes a full range of mental
health and mental retardation information. Over
the years additional modules have been added.
Some of these include a client file library,
contract management, and client and staff
scheduling.
3
Who is Keffer Software?

• Keffer Software Products, Inc. creates custom
  software
• solutions for our clients.
• Our foundation product, ClienTrek, is one of the
  leading
• behavioral health packages in the State of
  Pennsylvania.
• We have established a strong position in the
  county
• government arena and work in a variety of
  other
• industries.
• We are a Microsoft Independent Software Partner.
• Our company has been a pre-approved ITQ vendor
  for
• contracts with the State of Pennsylvania
  since 1999.

Visit our websites for more information
www.keffersoftware.com
www.clientrek.com
4
Business Philosophy
Business Philosophy
We strongly believe in business and personal
ethics. If we can help you, we will tell you and
work with you to design and develop a software
solution that will meet your needs now and in the
foreseeable future. If we cannot help you, we
will tell you.  This is referred to as  "business
fit".  Chances are we know someone who can help. 
We have a growing list of companies with whom we
have relationships, and to whom we refer clients,
potential clients, or companies that need their
help. The bottom line We want our clients to
be confident about referring us to other
companies. We have the technology, business
experience, and business relationships to help
you obtain your goals.
5
ClienTrek Overview
Mental Health
Mental Retardation
Pre-Intake
Scheduling
Case Management
Contract Manager
Diagnostic Library
State Reporting
Internet/Web Module
Client File Library
6
Some ClienTrek Notable Features

• A full-function demo system for initial and
  ongoing training.
• A searchable diagnostic code library for DSM III,
  DSM IV, and ICD-9.
• An interface with ScheduleTrek our client,
  staff, and facilities scheduling program.
• An interface with CCMTrek the ClienTrek Contract
  Manager.
• A client liability calculation function.
• 90 reports available and ad-hoc capabilities for
  your users through Crystal Reports.
• An on-line users manual.

7
ClienTrek Counties
ClienTrek Counties in Pennsylvania
2003
2004
2002
2002
1994
2002
2002
8
Login/Security
9
Users Security
10
Diagnostic Code Library
11
Client Search
6 ways to search for a client
Use the same search easily
Use the previous client chosen
12
On-line Manual
13
On-line Help
14
Client Main 1
15
Client Main 2
16
Client Main 3
17
Associated People
18
MH Family Support Services
19
Insurance Information
20
Waiting Lists
21
MR Family Support Services
22
Resident/Day/EPSDT Programs
23
Early Intervention - 1
24
Early Intervention - 2
25
Early Intervention - 3
26
Early Intervention - 4
27
Authorizations/Approved Services
28
Liability Calculation - 1
29
Liability Calculation - 2
30
Liability Calculation - 3
31
Liability Calculation - 4
32
ClienTrek PA-POMS
POMS information is validated when it is entered.
To further validate the information a Trial
run, with a report of the results, can be
processed before a PA-POMS submission is sent.
33
Service Entry
The service rendered screen is used to enter
services provided to clients. This information
is then processed into the Contract Manager and
the PA-POMS where applicable.
34
Case Notes - 1
35
Case Notes - 2
36
Case Notes - 3
37
Case Notes - 4
38
ClienTrek PA-POMS
Remote users via communications program
Providers or Staff via VPN or Citrix
Staff on your local network
Providers or Staff via the internet
Service Info
Service Info
Service Info
Service Info
Base Service Units and/or Counties
Invoices
POMS Info
Contract Manager
State of Pennsylvania
39
PA-POMS Type 8 Services
40
System Parameters
41
Reassigning Clients
42
Staff Training
43
Popup Selection Maintenance
44
Service Master
45
Client Transaction List
46
ScheduleTrek Appointment Screen - 1
47
ScheduleTrek Appointment Screen - 2
48
ScheduleTrek Appointment Screen - 3
49
ScheduleTrek - Maintenance
ScheduleTrek Maintenance
50
ScheduleTrek Daily Appointments
ScheduleTrek My Appointments - Daily
51
ScheduleTrek Weekly Appointments
ScheduleTrek My Appointments - Weekly
52
ScheduleTrek Weekly Detail Appointments
ScheduleTrek My Appointments Weekly Detail
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ScheduleTrek Maintenance
ScheduleTrek Maintenance
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ClienTrek Contract Manager
Menu Overview
Shown here are some of the current menu(s) in the
Contract Manager.
The Contract Manager module ties directly for the
ClienTrekWeb module.
Plans are to expand this module to include
information for the PA State IE report during
2005.
55
ClienTrek Contract Manager
Provider Information
Shown here is the provider information screen.
On this screen general provider information is
maintained. A general description of services
and notes section are also available.
56
ClienTrek Contract Manager
Contract Information
Shown here is the contract definition and display
screen. On this screen contract lines are
entered. The current contract line status is
also displayed.
57
Report Viewer
All reports developed are available to be
displayed in the viewer shown here.
58
Reports Toolbar
All systems we develop use Crystal Reports, and
the Crystal Reports Viewer.
Change viewing size
Print the report
Export the report
Toggle viewing tree
Refresh report info
Windows Printer Setup
Page Navigation
Close Report
59
ClienTrekWeb - Login
Web Version User Login
Security it controlled by the system
administrator. Each user is assigned a login
name, password, and provider code.
60
ClienTrekWeb Client Search
Web Version Client Search
Clients may be found 3 different ways By SS, by
last name, and by BSU
61
ClienTrekWeb - Authorizations
Web Version View Authorizations
Users are only able to view information that have
been assigned to themnot those assigned to other
providers.
62
ClienTrekWeb Authorization Email
Web Version
Users are able to request additional
authorizations via email. The default contact
email is maintained by the system administrator.
63
ClienTrekWeb Re-Authorization Request
Web Version Authorization Request(s)
64
ClienTrekWeb Enter Services
Web Version Enter Services
Users are only able to enter services that have
been authorized for this client.
65
ClienTrekWeb New Customer Request
Web Version New Client/Consumer Request
66
ClienTrekWeb - Invoices
Web Version Enter Program Funded Invoice(s)
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ClienTrekWeb - Reports
Web Version Reports

• By the end of January 2005 users will be able to
  print reports via the web for their organization.
  
• Reports include
• Authorizations for a given time period
• Services by program summary
• Services by program detail
• Services by Consumer summary
• Services by consumer detail
• Services by month summary
• Services by month detail
• Contract status amount used and remaining

68
Contact Us
Phone [phone] Web www.keffersoftware.co
m www.clientrek.com Email rhett_at_keffersoftware.
com