MyAdoptionPortal.com - Caseworker Modules; Reports

CASEWORKERMODULES

 

 

 

• Data Mart Based

• Custom Report Writer

• HTML, Excel, and PDF Output



MyAdoptionPortal.com - Caseworker Modules - Notes

 

CASEWORKERMODULES

• Data Mart Based

• Custom Report Writer
• HTML, Excel, and PDF Output

MyAdoptionPortal.com - Caseworker Module - Notes

 

CASEWORKERMODULES

 

 

 

• Client Case Notes

• Case Based

• Document Integration

• Advanced Searching

• Notifications

• Templates

• Security

 





MyAdoptionPortal.com - Caseworker Modules: Merge

 

CASEWORKERMODULES

 



 

• Document Data Merging

• Access Management
• CaseNote Integration
• Client Task Integration



MyAdoptionPortal.com - Caseworker Module: Matching

CASEWORKERMODULE

 

• Domestic & International

• Auto Matching
• CaseNote Integration
• Status Tracking
• Recommendations

MyAdoptionPortal.com- Client Modules:Reference

MyAdoptionPortal's Adoption Management system includes 8 modules centered around servicing the adoptive parents.  Reference Module is included in this group.  Here are some of the processes found this this module. 

• Reference Tracking

• Electronic Reference
• Traditional Reference
• Digitally Signing
• Timeouts & Resending

MyAdoptionPortal.com - Payment Module

Client Module

 

• Client Payment & Invoicing

• Configurable by Task

• Multiple Item Charge

• Convenience Fees

• Echeck, PayPal, and

Authorize.net

• Captured to CaseNotes