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Key questions you need to ask
When it comes to choosing the right client management system for your social sector organisation, there are two questions that matter a lot.
First off, how well does the system play with all the other tools and systems you already use?
Looking ahead, what's the plan to make sure the system stays in tune with your needs, both now and as your organisation grows?
These questions are the keys to a flexible system that's always there for you now and in the future.
Key questions - how Recordbase stacks up
- How does the system integrate with other systems we use within our organisation?
- What plans are in place to ensure that the system continues to connect to the systems I need now and in the future?
Our customers rely on a variety of external systems. Recordbase is committed to connecting with as many of these systems as possible to enable our users to work as efficiently as possible, without double entry or additional work.
Systems that Recordbase seamlessly works within New Zealand:
- PRIMHD
- NHI Lookup
- Google address lookup
- Karo
Recordbase has been PRIMHD compliant since 2008 and was the first client management software to offer PRIMHD compliant reporting for mental health services.
In New Zealand, monthly PRIMHD reports can be organised via a secure connection. We also help New Zealand customers report to the Ministry of Social Development, Whānau Ora programme, and create PMRs.
To find out more about our plans watch our webinar “6 things you need to know about Integrating Health Records & Recordbase” here.
In our current Product Roadmap planning is underway for integration with:
- MedTech / ALEX
- HealthOne
- BPAC / eReferrals
- eTXT / notifications
What else do I need to think about?
Check out some of the other important questions you need to ask.
Privacy & Collaboration
The system needs to navigate the intricate terrain of privacy and collaboration allowing the right people to have access to the right information at the right time.
Integration
The system should be able to integrate with other software and tools that your business uses, such as your CRM and email marketing platforms.
Ease of use
The system should be easy to navigate and understand, with a user-friendly interface that allows you to quickly find and enter the information you need.
Security
The system should ensure the protection of your client data with robust security measures.
Reporting & Analytics
The system should provide you with valuable insights and data through detailed reporting and analytics.
Scalability/Future
The system should be able to grow with your business, with the ability to handle an increasing number of clients and data.
Support and Training
The system should come with a reliable support team to assist you with any questions or issues that may arise, as well as training resources to help you and your team get up to speed quickly.
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