The OCASI Client Management System (OCMS) is a powerful and sophisticated website that can be used by multi-service agencies across Canada to record and retrieve important client information while generating detailed real-time reports on individual and group activities.
The video below will provide prospective users an overview of the key management features of the OCMS.
Are you looking for a client management system that works well for your agency? Try OCMS! Please contact ocmssupport@ocasi.org.
The OCMS provides agencies with a reliable, affordable and secure system to update and access:
- Detailed client profile forms with access to print client lists and emergency contacts
- 20+ client and Group activity forms such as: Needs assessment, information and orientation, employment, refugee, language and finance forms, etc...
- Internal and external referral partner lists
- Manage Tutors, Mentors and employee directory
- Settlement planning tools
- Automated email follow-up notifications and reminders
- Workshop administration forms
- 40+ different types of reports with advanced options based on client parameters (age, gender, location, etc.) and services delivered (workshops, referrals, needs assessments, etc.)
- Automated iCARE Bulk Uploads
This Database has been up and running since its launch in the spring of 2014.
Please note: This service is currently not funded by any level of government so we are charging to sustain the system and add new features as required.
OCMS Feature Chart
|
KEY CLIENT MANAGEMENT FEATURES |
OCMS |
|
Client-related |
|
|
No restrictions on what type of clients can be recorded and reported on |
✔ |
|
Handles any client immigration status |
✔ |
|
Handles both anonymous and named clients |
✔ |
|
Can connect clients by family code |
✔ |
|
Able to print client profile as intake form |
✔ |
|
Built-in confidentiality and privacy controls |
✔ |
|
Agency-specific |
|
|
Customized follow-up emails/reminders/notifications |
✔ |
|
Customized internal referral lists |
✔ |
|
Customized external referral lists |
✔ |
|
Shared client profiles to save on duplication's and aid time management |
✔ |
|
Reporting |
|
|
Workers can create reports of own activities |
✔ |
|
Create reports by location |
✔ |
|
Create reports by worker |
✔ |
|
Create reports in real-time |
✔ |
|
Aggregated reports for funders |
✔ |
|
Case Management |
|
|
Record and review past client sessions |
✔ |
|
Record and review case notes of client sessions |
✔ |
|
Create, update and share detailed settlement plans between staff and clients |
✔ |
|
Record and track follow-up for referrals |
✔ |
|
Update settlement plans/forms indefinitely |
✔ |
|
Monitor progress of settlement plan |
✔ |
| Restrict who in the agency can see client forms |
✔
|
| Upload files to Client Profile or Service forms |
✔
|
|
Group Orientations/Workshops |
|
|
Organize attendance of group activities |
✔ |
|
Group activity name customization |
✔ |
|
Report on workshop trends and topics |
✔ |
|
Clients can be added ad hoc to group activities - client profile to be completed at a later date |
✔ |
|
Track different group activities |
✔ |
|
Time Savers |
|
|
Automated client/worker email notifications/reminders |
✔ |
|
"Trusted Partnerships" to share referral information between partners |
✔ |
|
Bulk export of records for importing into funder databases |
✔ |