Common use of Client Management Clause in Contracts

Client Management. Contractor base client management module will include, but not limited to, the following functionality and will allow for modification and customizations as identified by County HCA- PG and DA-PA. 1. Companion Cases and Case Linking - The base PA and PG system tracks clients/cases. Typically, these are one to one case record to person. Modification to the base will grant the ability to link cases together as “Companion Cases”. 2. High Profile Cases – Requirements dictate the ability to separate “high profile cases” from the standard workflow and user access. This will be new functionality to the base system. 3. Ticklers and Alerts - These ticklers/alerts will be generated based on system data, or triggered events and displayed to the user to remind them of time sensitive tasks needed to be completed. 4. Face Sheet - Client demographics, and other key information is entered and displayed, modification from the base system will be made to accommodate the county business needs. 5. Address History - The base system includes client address and placement tracking, start and end dates of a client living at a given location. Functionality here will be configured and enhanced to meet the needs of HCA-PG tracking and placement history needs, including “Temporary Placement” and “Acute Placement” scenarios. The DA-PA system will be configured to track burial arrangements, mortuary and plot location as well as other needs.