features
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CaseSmart | ConektUp | Conekter | |
Client Intake | |||
Add New Client 🛈Intake clients from multiple sources including telephone calls, fax, email, SMS, front desk and electronic referrals with mandatory fields if needed. | ✓ | ✓ | ✓ |
Client Entry Designer 🛈Create your own fields for intake to input new cleints for quick entry, done your way. | ✓ | ✓ | ✓ |
Client Intake & Allocation 🛈Allows team managers to Allocate Clients to Users, Teams or Groups for processing. Can be set up with alerts, data controls and auto client allocation. | Add FeatureAdd this feature for $100/month. | ✓ | ✓ |
Consent Engine 🛈Consent engine allows you to capture a clients consent to their information be stored OR being shared amongst trusted personnel. The Automated Consent processes can be set up differently for ever User, Teams or set of Services. | ✓ | ✓ | ✓ |
Client Search (all data search)🛈Search for all data in any field - just like a Google Search | ✓ | ✓ | ✓ |
Client Notes 🛈Notes with numerous selectable entry types (e.g. SMS, Email, Third Party Advocacy, Meetings, Appointments, Service notes linked to funded services, and more), all time/date, user stamped and reportable. | ✓ | ✓ | ✓ |
Client Documents 🛈Attach any document type to a client file | ✓ | ✓ | ✓ |
Archived clients 🛈Archive / Reinstate For compliance and reporting, clients are never deleted, ensuring a life time audit trail. | ✓ | ✓ | ✓ |
Reallocate Clients 🛈Allows clients to be moved between clinicians, e.g., clinician absence or leaving the organisation Can also do Bulk / batch reallocation - This available as optional extra* | ✓ | ✓ | ✓ |
OH & S Warnings 🛈Highly visible traffic lights providing instant notification to alert staff of any high risk individuals or situations. | ✓ | ✓ | ✓ |
Associates 🛈Add and link the details of people who are associated to the client (family, friends, clinicians, carers, staff, referrers, etc.). These can then be automatically added to notes, in/outbound referrals and contacts | Add FeatureAdd this feature for $100/month. | ✓ | ✓ |
Prospect Client 🛈Prospect Client allows organisation to vet intake for both quality control, security and eligibility including consent controls. Can also receive entries via webforms on third party sites. | Add FeatureAdd this feature for $100/month. | ✓ | ✓ |
Wait lists 🛈When clients book, if there are no available appointments the wait list stores the client until an appointment can be scheduled. The wait list shows listed clients, services plus other metrics for the management of those clients. | Add FeatureAdd this feature for $100/month. | ✓ | ✓ |
Team (1 team free) 🛈Many originations have multiple teams who would benefit from all working on the same system, however these teams only need to do and see the area of work they are responsible for. Conekter Teams does just that! Create as many teams as you like with exclusive permissions and access to data, individual screens and tools. | ✓ | ✓ | ✓ |
Operations | |||
Automated Workflows 🛈Create Custom, Fully Automated Workflows for every aspect a User or Team may need to ensure they only see the information and tools required to complete their tasks, virtually eliminating training. Tasks become automated, improving consistency, removing duplication and clerical errors, greatly improving efficiency. (2 Included) | ✓ | ✓ | ✓ |
Smartforms (Output only) 🛈Smartforms are a customisable, flexible and a powerful way to collect data, remove duplication and greatly reducing data entry while improving accuracy of information. Conekter Smartforms can be used to create any form type from demographics, surveys, assessments, care plans with trackable outcomes, trigger automations, tasks, reports, actions, alerts and more. All data can be replicated into any other field within the system therefore never having to fill in the same information twice, anywhere, ever. (2 Included) | ✓ | ✓ | ✓ |
Care Plans 🛈Outcome Based Care Plans create an automated process of tracking client information, notes, user tasks, goals, actions, and trendlines ensuring positive outcomes are being achieved. This provides a unified place for sharing the care of clients across clinicians, carers, clients and organisations to ensure they are all working together for the wellbeing of the client. Every field in the care plan can be reported on and have consent requirements applied. - Click here to learn more (Go to PDF, Slideshow, video, feature page) | Add FeatureAdd this feature for $100/month. | ✓ | ✓ |
uTasks 🛈Tasks allows users to create new user, team or group tasks, add notes, reminders date alerts and urgency status. Users who are part of the task can view, add a response, action or remove the task. This allow users to create tasks outside their normal workflow. | ✓ | ✓ | ✓ |
User Calendar 🛈User Calendar allow users to book follow-ups, set reminders with clients and or for themselves, add attendees and preselect duration, automate note alerts and tasks. | ✓ | ✓ | ✓ |
Team Calendar 🛈Includes all User Calendar functions with the addition to allows users to create entries for events, teams or group meetings, client meetings, locations, rooms, assets for multiple people and shared calendars. | ✓ | ✓ | ✓ |
ConektDoc Document Manager 🛈ConektDoc is a document management tool for organisations to share and control internal documentation. Set access controls, add meta tagging, search all docs function and reporting. | — | ✓ | ✓ |
Appointments & Calendar system 🛈Our customisable appointments system allows clinicians to book, reschedule, cancel, sync appointments with calendars and send SMS confirmation reminders. Book rooms, allocate services automatically record time spent with clients and generate invoices. | — | ✓ | ✓ |
Rosters and Schedules 🛈Powerful, configurable scheduling tools for simple or complex Rostering. Link clinician services and appointments to funding for tracking and reporting. | — | ✓ | ✓ |
Staff Timesheet 🛈A worker’s daily time is automatically recorded within the system. This means timesheets can be created outlining the various dates and times across the reporting period. An adjustment function is also provided. | — | ✓ | ✓ |
Automated processing and decision making tools 🛈Automate tasks, alerts and actions based upon responses to critical fields in a form, waitlist overruns or client allocations, create “if this - then that” actions from data within Workflow and Smartforms or custom automations. | — | ✓ | ✓ |
Communications | |||
SMS appointment reminders & confirmation 🛈Automatically send SMS message reminders to clients and have their reply (Y/N) automatically update their appointment record. | Add FeatureAdd this feature for $300/month. | ✓ | ✓ |
Forms, letter, invoice and template builder 🛈Simple tool to create letters, forms and templates which can then be deployed inside the system at the required points (e.g. referral to a GP or agency for servicing). These forms auto populate with the client’s data and allows additional information to be added at the time. | Add FeatureAdd this feature for $200/month. | ✓ | ✓ |
My Messages 🛈Allows users to send and receive messages from other Conekter users. | OptionalCall to enquire about this feature | ✓ | ✓ |
Fax Manager 🛈Receive Fax messages directly into Conekter and placed in your Intake for future processing | OptionalCall to enquire about this feature | ✓ | ✓ |
Website Integration 🛈Can integrate with any other Web Site to add functionality and efficiencies to your processes. Import/export data from webforms, create field dependant actions and more. | OptionalCall to enquire about this feature | ✓ | ✓ |
uConekt Manager 🛈uConekt is your own content and resource management site. Upload any resources or content such as training videos, help files, product or service information, guides, special offers, anything that is relevant to your users, teams, management, or clients. All content is searchable and instantly available. Imagine your own little Wiki | Add FeatureAdd this feature for $100/month. | ✓ | ✓ |
Live Chat with Auto client note entry 🛈Chat Manager with facility to automatically add notes to a Client File | — | ✓ | ✓ |
SMS with Auto client note entry - Via Portal 🛈SMS Manager allows users to send and receive SMS messages that can automatically be added as notes directly to a Client File | — | ✓ | ✓ |
Referrals | |||
My New Referrals 🛈My New Referrals displays all new referrals allocated specifically to a user for fast and efficient processing, adding notes, workflows, pre-consent, and archiving | ✓ | ✓ | ✓ |
Referral Data 🛈Add third Party Organisations, Suppliers and Practitioners for automatic population of referral details, reporting and letter writing. | ✓ | ✓ | ✓ |
Agency Manager | |||
Automate (in/outbound) Referrals 🛈Except and create both in/outbound referrals. Link clients, to services, organisations and funding, record additional (mandatory), consent add notes, templates, auto populate fields and generate reports. | OptionalCall to enquire about this feature | ✓ | ✓ |
Electronic Referrals 🛈Create, send and track electronic referrals. Select agency, fields will auto populate, complete relevant referral notes, link any templates, prefilled forms, documents and dispatch the referral securely via an encrypted email link, generating a referral receipt. | — | OptionalCall to enquire about this feature | ✓ |
Agencies Portal 🛈Allows trusted 3rd party agencies to securely access any desired information directly from within Conekter such as Clients, Alerts, Invoices, Goals, Care plans, Documents, Workflows and more. | — | ✓ | ✓ |
Funding Reports 🛈Detailed reporting for funding verification on 3rd party agencies | — | ✓ | ✓ |
Client Portal | |||
Provide Clients access to their information | — | ✓ | ✓ |
Clients can see their accounts | — | ✓ | ✓ |
Approved carers, associates & clinicians can see client information | — | ✓ | ✓ |
Client can fill out user defined forms | — | ✓ | ✓ |
Donation Manager | |||
Donor CRM 🛈Add Donors, fundraising organisation & Grant Authorities, contact details, their associates, documents and files. Create alerts, reminders, notes. | OptionalCall to enquire about this feature | ✓ | ✓ |
Donations Tracker 🛈Track donations amounts and gifts received, who donated, identify opportunities for growth with powerful reporting and analytics tools. | OptionalCall to enquire about this feature | ✓ | ✓ |
Donor Search 🛈Search for people who have donated in the past. Search by donation value, date of donation, Group, Username, Donation Type, family link. Export to CSV. | OptionalCall to enquire about this feature | ✓ | ✓ |
Donor Subscriptions 🛈Create regular payment Subscriptions with automated thank you by email or SMS which creates a thank you receipt response. | OptionalCall to enquire about this feature | ✓ | ✓ |
Donor Engagement 🛈Link donors to a Campaign or Event for future specials, fundraising or marketing engagement. | OptionalCall to enquire about this feature | ✓ | ✓ |
Conekt CRM | |||
Access & Search contacts 🛈Ability to search and access all clients, affiliates, staff, agency users, teams, groups, supporters, associates, donors, etc. | OptionalCall to enquire about this feature | ✓ | ✓ |
Create contact lists for use in campaigns | OptionalCall to enquire about this feature | ✓ | ✓ |
Create and send emails to contact lists with history | OptionalCall to enquire about this feature | ✓ | ✓ |
Create send SMS / email marketing campaigns or export to CSV | OptionalCall to enquire about this feature | ✓ | ✓ |
Custom Data and User Creation | |||
My Tool Box 🛈Allows for access to a custom suite of tools specifically for the needs of any organisation, team or user. Speak to us about how these may help you! | OptionalCall to enquire about this feature | ✓ | ✓ |
Workflow Designer 🛈Design, build and automate any workflow process anywhere inside the system for any User, Team or Group ensuring they only see the information and tools needed to complete their tasks. | — | ✓ | ✓ |
SmartForm Designer 🛈Design, build and automate you own SmartForms with any field type using data from anywhere in the system. Using any date type including files, images, videos, notes, previous responses to auto populate fields and create unlimited letters, forms, assessments, intake, care plans, surveys and more for clients, users, teams or within workflows. | — | ✓ | ✓ |
User Definable Fields 🛈Administrators can create any Field required (UDF) and deploy them anywhere in the system. These fields can be in any format (text box, drop down list, numeric etc.) including being made mandatory. Every UDF can share its data across any number of locations within the system, reducing duplication and increasing efficiency. | — | ✓ | ✓ |
Process tool 🛈The Process Tool allows organisations to link multiple procedures using any number of Workflows, Smartforms, user defined fields and required information gathering with completion rules to pass onto other users in order to guide internal processes. | — | — | ✓ |
User Management | |||
Add Users, Teams, Roles, Set Access & Permissions | ✓ | ✓ | ✓ |
Set Passwords and manage rules | ✓ | ✓ | ✓ |
Create and manage Teams | OptionalCall to enquire about this feature | ✓ | ✓ |
Add any Fields needed to individual users or teams | OptionalCall to enquire about this feature | ✓ | ✓ |
Add documents of any type to User Folders | OptionalCall to enquire about this feature | ✓ | ✓ |
Customise access, tools and views specifically for each user and team | OptionalCall to enquire about this feature | ✓ | ✓ |
Workload algorithms for measuring Staff Effort & Success 🛈The Staff Workload algorithm helps measure Staff Effort and Success. Measure how much work staff have done, how much is left to do, time Vs goals Vs actions Vs clients Vs complexity to truly measure workload rather than just completed tasks. | — | ✓ | ✓ |
Locations and Asset Management | |||
Manage assets and locations | — | ✓ | ✓ |
Include assets in rosters, appointments and locations | — | ✓ | ✓ |
Groups | |||
Extensive client group manager for any type of service or activity | OptionalCall to enquire about this feature | ✓ | ✓ |
Group Categories, Sessions and Dates for detailed reporting | OptionalCall to enquire about this feature | ✓ | ✓ |
Track Attendance, Demographics, Attendee notes | OptionalCall to enquire about this feature | ✓ | ✓ |
Create Forms, Assessments and Reports | OptionalCall to enquire about this feature | ✓ | ✓ |
Group access to the ConektCrm | OptionalCall to enquire about this feature | ✓ | ✓ |
Link Finance Suite, Funding models, Client payments | — | ✓ | ✓ |
Connect users, groups, clients with rosters, appointments & schedules | — | ✓ | ✓ |
Reports | |||
Desktop Reports | ✓ | ✓ | ✓ |
All fields data report in excel 🛈Build any report from any data field within the system and export to excel. | ✓ | ✓ | ✓ |
Referral Reports | ✓ | ✓ | ✓ |
User Reports 🛈User Reports allowing every part of Staff work to be monitored | ✓ | ✓ | ✓ |
Service Reports | ✓ | ✓ | ✓ |
Team Reports | ✓ | ✓ | ✓ |
SmartForm Reports 🛈Create reports directly from your Smartforms to track outcomes and important information | ✓ | ✓ | ✓ |
Custom Reporting Suite | |||
Data Manager for automated Reports with Visualisation 🛈Create a tailored dashboard for "C" level executives covering only the key KPI's they need to check on daily. | OptionalCall to enquire about this feature | ✓ | ✓ |
Service Report Builder 🛈Define and export service delivery reports. | Add FeatureAdd this feature for $100/month. | ✓ | ✓ |
Summary Reports | Add FeatureAdd this feature for $100/month. | ✓ | ✓ |
Timesheet reports 🛈View and Manage all staff work and make adjustments on key parameters such as time taken | OptionalCall to enquire about this feature | ✓ | ✓ |
Team Reports 🛈Team Reports with summaries of Team activity | OptionalCall to enquire about this feature | ✓ | ✓ |
Agency ReportsFinance Suite | OptionalCall to enquire about this feature | ✓ | ✓ |
Organisation Reports | OptionalCall to enquire about this feature | ✓ | ✓ |
Funding Reports | OptionalCall to enquire about this feature | ✓ | ✓ |
Finance Suite | |||
Services or Programs 🛈Organisations can link client activities to services or programs. These are typically where funding is being supplied by Governments, Philanthropic or specific grants. Conekter can then provide detailed reports about the program and how the funds were utilised. | — | ✓ | ✓ |
Fee Manager for hourly or single rate fee application | — | ✓ | ✓ |
NDIS Funding Compliant 🛈Conekter provides a complete and accurate history of transactions and compliance for NDIS clients, service providers and service managers. With agency controls, rostering, available balances, purchase history and orders, service banks, fee, referral and funds management and integration appointment scheduling, clients, users and services. | — | OptionalCall to enquire about this feature | ✓ |
Client, Supplier and 3rd party Invoicing 🛈Client, supplier, government and 3rd party Invoicing with multiple automated funding pathways. Full reporting and tracking of services. | — | ✓ | ✓ |
Invoice Funding 🛈Each service can be fully or part funded, can have client co-payments, group, third party or service bank funding. | — | ✓ | ✓ |
User Expense Report | — | ✓ | ✓ |
Invoice designer with multiple selectable designs | — | ✓ | ✓ |
Invoice Management with automated alerts and overdue notices | — | ✓ | ✓ |
Manage all payment types Cash, Card, Medicare, Insurance Rebate etc. | — | ✓ | ✓ |
Transactional reports for every activity | — | ✓ | ✓ |
Integration & Data management | |||
ConektLink API 🛈ConektLink API provides advanced API data management via a simple to use web interface that can push and pull data from legacy systems. These APIs then become available in your system to manage the data flow. | — | OptionalCall to enquire about this feature | ✓ |
ConektLink Developer Page Builder 🛈ConektLink Developer Page Builder allows developers to derive fast calls to and from both ConektUp and legacy systems securely where ConektUp provides the scripts for your tasks. Visualise the data, automatically manage security and select your preferred data format including XML, FHIR, JQuery, HTML and more. | — | OptionalCall to enquire about this feature | ✓ |
ConektLinkEXP (Exchange Platform) 🛈ConektLinkEXP (Exchange Platform) is a platform technology that uses ConektLink Adaptors and ConektLink Orchestrator for advanced data exchange across multiple systems. They provide a rich set of technologies to exchange data with difficult data systems across secure networks to easily visualise, manage and control data across complex environments. | — | OptionalCall to enquire about this feature | ✓ |
Create Adaptors 🛈Conekter’s Adaptor technology allows for interfacing with large and complex legacy systems with or without APIs. Adaptors use rich technology functions to quickly model data so that Conekter can “see” and “understand” the data and securely manage it. | — | OptionalCall to enquire about this feature | ✓ |
ConektLink Orchestrator 🛈ConektLink Orchestrator is a web interface that allows you to create web forms and data views linked to the Adaptors. Users can link multiple legacy systems at field level so that data (push and/or pull) can come from one system and be transferred to multiple systems | — | OptionalCall to enquire about this feature | ✓ |
Clean Data Tool 🛈Quickly and easly clean all your data. The Clean data tool allows for the viewing, correction and editing of any data within Conekter, including user defined fields. | — | OptionalCall to enquire about this feature | ✓ |
Security | |||
System Logs maintained for access to all records with reporting 🛈Government grade security protocols and tracking. We track every action, by every user, creating a fully reportable audit trail of all interactions with Conekter ensuring the highest levels of security to help organisations meet their privacy and risk obligations. | ✓ | ✓ | ✓ |
User, Role and Team Based Permissions 🛈Automated Privacy, Data Access and Consent aligned to your organisation's needs. | ✓ | ✓ | ✓ |
Configurable Consent Engine automates all consent requirements | ✓ | ✓ | ✓ |
Data Encryption in Transit and at Rest | ✓ | ✓ | ✓ |
Complies with IRAP security standard | ✓ | ✓ | ✓ |
Independent OSWAP 3.0 testing | ✓ | ✓ | ✓ |
All Data Stored Locally in Australia | ✓ | ✓ | ✓ |
Vic Police CLEDS security standards | ✓ | ✓ | ✓ |
Deployment (One Time) | |||
POA | POA | POA | |
Initial Business analysis | Initial Business analysis | Initial Business analysis | |
8hrs Training | Hrs Training - TBC | Hrs Training - TBC | |
Server Setup | Server Setup | Server Setup | |
Additional Smartforms $400 | Additional Smartforms $400 | Additional Smartforms $400 | |
Additional Workflows $400 | Additional Workflows $400 | Additional Workflows $400 | |
New Client (Webform)** $800 | Services integration | Services integration | |
Funding Integration | Funding Integration | ||
Group/Team setup | Group/Team setup | ||
Existing Systems Integration | |||
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South Yarra Corporate Centre
Suite 33/209 Toorak Road
South Yarra, Victoria 3141
Australia
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Information: admin@conekter.com.au
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