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Customers

The backbone of any organization

Staff members play a crucial role in its success and sustainability. Their skills and expertise drive the execution of core functions, ensuring that the daily operations run smoothly and objectives are met. A motivated and well-supported team fosters a positive work environment and enhances collaboration. These individuals improve the quality of life of your customers and provide care in ways no one else can.

Screenshot (About)

SecureCare screenshot of customers

Screenshot (Financial Account)

SecureCare screenshot of customer account

Features

  • Account

    View financial transactions such as deposits, service payments, refunds, etc.

  • Payment Wallet

    Saved payment methods such as credit cards and bank accounts

  • Recurring Payments

    Scheduled payments to run on a monthly interval

  • About

    First name, last name, date of birth, sex, ethnicity, social security number, relationship status, veteran status, occupation, email address, phone, address

  • Accountability Log

    Track when a customer has left the facility for approved reasons such as doctor or dentist appointments.

  • Cases

    Cases are where staff members perform assessments and provide services offered at the facility.

  • Documents

    Document to and from the customer

  • Emergency Contact

    Relationship, first name, last name, phone, address, note

  • Family Group

    Link to other customers to create a family/group