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Time Saving Features
Staff Management
Consumer Management
Security
Financial Management
Time Management
Contributions Management
Volunteer Management
Hand-held Contact Manager
Production Management
Reporting
Navigational ease
Personalized Help
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Time Saving Features
Reminders. Set reminders for yourself or
others as needed, on a periodic basis (e.g. annual checkups,
staff re-certifications), or as automatically triggered by
events (e.g. overdue appointments, prolonged case inactivity).
Notifications. Automatically notify
those responsible by email, mail or through the Danic system of
critical events (e.g. critical incident notifications), overdue
appointments, and other situations demanding action.
Wizards. No need to memorize the steps
involved in multiple-step operations thanks to Danic’s many
wizards. Save time by invoking actions on multiple records at
once (e.g. filing batches of records). Authorize and create
statements and invoices covering multiple service events for
payment, archive cases with extended periods of inactivity, and
perform other administrative actions involving multiple steps
and or records at the touch of a key.
Replication. Avoid entering the same
information repetitively. Auto-fill multiple data fields
associated with different actions using stored data from like
activities.
Windows . Cut and paste, sort data,
check spelling, and take advantage of other basic windows
functionality within Danic, or copy the Danic, screen, record or
report to MS Word or Excel to utilize an even broader range of
windows features.
Data cleaning. Set rules to prohibit
or issue warnings on the entry of incorrect and inconsistent
data
Mailings—build and manage mailing
lists for different purposes, print to labels; transfer
addresses to form letters in Microsoft word. Set event triggers
to produce form letters for mailing or emailing to related
parties. |
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Staff
Management Track staff training,
certifications, and any other personnel information. Track time
and attendance; feed this information to payroll. Track
applicants, reference and background checks. Schedule employee
meetings and activities, and other events. Track employee
performance, and compensation; document reviews. |
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Consumer
Management Record and monitor whatever
client information the agency wishes to track. Organize this
information into whatever groups (e.g. geographic, programmatic,
age) make sense for planning, monitoring, evaluation, budgeting
and billing. Use it for person-centered and/or program-focused
planning and budgeting. Follow consumer activities and events,
note progress, and electronically share notes; attach related
documents, photographs, and authorizations (signatures). Track
persons active and in service as well as any inactive and/or
awaiting service. Utilize agency-defined standards, assessments,
surveys and protocols or import such from outside accreditation,
certification, licensing and other organizations. |
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Security
Monitor and control record access, authenticate users and
encrypt transmissions as required for compliance with The U.S.
Health Insurance Portability and Accountability Act of 1996 (HIPAA)
standards. Protect the privacy of sensitive information as
required by HIPAA and by The Canadian Personal Information
Protection and Electronic Documents Act (PIPEDA).
Guard the system against unauthorized users and uses. Use read,
write and delete rights to control who may view, enter or change
virtually any data and reports in the system. |
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Financial
Management Track all billable and
unbillable activity; invoicing and/or reporting such
electronically or on paper according to national, e.g. HIPAA)
state/province, local and private requirements. Limit spending
using dollar or unit limits set on an individual, group, service
type, funder, or department basis and can track related
balances. Apportion costs among multiple funders using different
funding rules and restrictions, e.g. funder of last resort,
sliding fee scales, Automatically update receivables and
appropriate general ledger accounts, and adjust for
claim/payment denials or changes. Manage all types of prior
authorization schemes. |
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Time Management
The features in Danic’s centralized scheduler rival those of the
most robust scheduling software on the market. Coordinate staff
/ client meetings, as well as space and equipment use. Take a
daily, weekly or monthly view of one’s calendar. Employ multiple
views of individual, space and equipment in the search for
mutually available times. Easily change times and dates of
meetings and events by clicking and dragging. Convert
appointments to actual contacts with one click, invoice them
with another, add notes for the record. |
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Contributions Management Track,
acknowledge, account for and report financial and in-kind
contributions. Match donations to donors and pledges,
differentiated as restricted and unrestricted and by type and
labeled with whatever descriptors are desired. Generate form
letters triggered by various events and mailed using the Danic
mailing list utilities. |
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Volunteer
Management Record relevant information
on volunteer interests, skills and offerings. Match volunteers
and clients by compatibility of interests and schedule. Track
volunteer time by whatever activity types are desired. Capture
and report volunteer feedback and any other pertinent
information pertaining to volunteer efforts. |
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Hand-held Contact Manager (Due for
release in 2006) No longer do
staff need to find a computer to check schedules, enter
attendance and time-by-activity information, or in the case of
some manufacturing activities, enter information on quantities
produced. This can now be done conveniently and economically
using a handheld device running the PocketPC OS—a blessing for
staff always on the go. |
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Production
Management Capture, report on, bill
for and pay for consumer manufacturing, service and other
commercial activities. Store and track extensive job information
by company, work center, or profit center including jobs and
tasks by name and #, description, time involved and prevailing
wage. Schedule individual vocational and employment activities,
apart or together with other activities, on an individual and/or
group basis. Track individual time (paid and unpaid), apply pay
rates computed on a piece rate or hourly basis with overrides as
necessary, and calculate any personal deductions. Feed this
information to any XML-compatible, ODBC-compliant payroll system
for payment and tax filings or to the agency’s accounting system
for job costing, quoting and invoicing. Make post-period
corrections for over- or under-payments. Use the extensive
library of reports on attendance and productivity on an hourly
or piece rate basis by selected company, jobs, tasks, period,
facilities, manager, and prevailing wage category, as well as on
costs on an hourly or piece rate basis by selected company,
jobs, tasks, period, facilities, manager, and prevailing wage
category. |
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Reporting
The breadth of Danic’s querying and reporting capability has
always been its long suit with the ability to create hundreds of
statistical reports on individual characteristics (clinical and
demographic), activities, cases, issues and problems, surveys,
goals and outcomes. Now add remarkable depth. The reporting
engine generates a standard set of commonly-needed,
multi-dimensional reports. These display in both tabular and
graphic form with extensive drill-down capabilities. Easily
change their look (colors, fonts, layouts). Save special queries
and reports for repeated use. |
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Navigational
ease Thanks to Danic’s true
integration and object relational database, moving from one
record to another or from one function to another, one screen to
another is only a mouse click or three away. Users won’t be
overwhelmed by the breadth of the Danic system as they will see
only the limited set of functions, records, screens that apply
to their role in the agency. The ability to bring multiple
screens up at a time helps users get a more complete picture
relevant to the task at hand. Fashion user screens to mirror
current forms and showing only user-related functions and data,
making the system easy to learn and operate. |
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Personalized
Help Danic’s extensive online help
functionality can be customized by agency staff to address
issues and questions of particular import to the agency. |
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