Connected Customer Record
The customer record connects the operational, financial, communication, and care activity surrounding the person.
CUSTOMERS
One person. One connected record.
The SecureCare customer record is more than a profile. It is the point where care, services, scheduling, financial activity, relationships, communication, documents, and customer participation come together.
Patron-Linked Identity
Customers linked to a Patron account can participate in supported self-service experiences while the organization retains its operational record.
Customer Financial Context
Keep customer ledger activity, invoices, and payment-plan context connected to the customer.
Care & Relationship Context
Bring appointments, authorized absences, insurance, documents, contacts, and relationships into the broader customer story.
Communication & Consent
Maintain communication history and channel-specific consent as part of the customer relationship.
CUSTOMER INTAKE & INFORMATION CONFIRMATION
Let customers help keep their information current.
SecureCare can send an intake or information-confirmation request electronically so the customer can review what the organization needs, confirm what is still correct, and update what has changed.
Send customer intake and information-confirmation requests by email or SMS.
Let the customer review, confirm, or update the information requested by the organization.
Configure intake templates around the categories of information the organization needs without exposing unnecessary questions.
Support customer, emergency-contact, guarantor, and insurance information within the intake workflow.
Use the resulting information to help keep the connected SecureCare customer record current.
KEY CAPABILITIES
The customer record is the spine of the platform.
SecureCare keeps the different parts of the customer relationship connected without pretending they are all the same kind of information.
Patron Portal Connection
Link the organization's customer record to the customer's Patron identity for supported self-service experiences.
Customer Intake
Request information confirmation or updates electronically instead of relying only on staff re-entry.
Ledger, Invoices & Payment Plans
Keep customer financial activity connected to the same customer record.
Care Calendar & Authorized Absences
Maintain scheduling context around the customer's care journey.
Insurance
Keep insurance information connected to the customer and the workflows that rely on it.
Documents & Secure Messages
Keep supporting records and communication connected to the customer context.
Authorized People
Maintain authorized people with expiration-aware access context.
Emergency Contacts & Guarantors
Keep these distinct relationship roles connected to the customer without treating them as interchangeable.
Family & Group Relationships
Maintain bidirectional relationship context across connected people and groups.
Call History
Preserve customer call activity as part of the permanent operational history.
SMS Consent
Track communication consent by channel rather than assuming one permission applies everywhere.
Connected Service Journey
Keep cases, assessments, appointments, services, and reporting anchored to the same customer.
CONNECTED ACROSS SECURECARE
The customer connects the work around the person.
Cases, assessments, appointments, services, documents, messaging, accounting, insurance, relationships, and reporting can all connect back to the customer record.
PEOPLE ARE MORE THAN A PROFILE.
Keep the record connected to the person and the journey.
Give staff better context, give customers appropriate ways to participate, and preserve the operational history around the work.
