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Customers

The foundation of every organization

Customers are the families, men, women & children in your community in which you tirelessly serve. Customers are the key stakeholders of any organization, big or small. SecureCare® is built with the customer in mind. Our mission statement comes to life when a customer may come to your organization with needs, but they leave with hope.

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.

  • Appointments

    Schedule appointments for an upcoming service.

  • Calendar

    Upcoming events, services, appointments and more.

  • Cases

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

  • Health Insurance

    Insurance provider, policy number, group number, image for front and back of insurance card.

  • Documents

    View, upload, delete documents

  • Signed Documents

    Send documents to be signed or annotated. End to end encryption.

  • Emergency Contact

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

  • Guarantor

    If the customer is a minor, add the guarantor information here.

  • Authorized People

    These are the individuals that have been authorized to manage customer data.

  • Family Group

    Link to other customers to create a family/group