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Providers
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Home > Providers > Advisor > Modules > Demographics
Consumer Demographics Module
Advisor’s Consumer Demographics module provides a place to enter and maintain a wide range of important information about consumers served. Traditionally, this information is kept in staff desk drawers, briefcases or in their heads where it is not secured, backed up or available to others in the agency. Advisor provides you a place to keep the information secure and accessible to anyone who needs it.
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| The Edit Consumers Window |
Key Features:
- Store comprehensive demographic information, including service locations history, contact information, appointments, conditions, and much more!
- Identify key relationships, both inside (Program Specialist, Direct Care Staff, etc.) and outside (Case Manager, Guardian, Doctor, etc.).
- Secure information by window, tab and/or field level. Case Load security options limits user to seeing only consumers with whom they have a defined relationship.
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