Nationwide and Statewide
I&R Systems:

ReferNet Info

New Features for Version 7.3

The Refer and Alliance Network I&R Software Systems are significantly enhanced for 2006. Every module was reviewed and streamlined using the latest version of Microsoft’s Visual Studio, MS Access or SQL Server. For existing users as well as new users, Version 7.3 offers more features and enhanced processing

The new 7.3 systems integrates I&R, case management, volunteer tracking, data sharing, and HMIS processing using Windows and Web-based interfaces.

Refer and Alliance Network users can share data, link to central (statewide) resource and consumer databases, and send and receive service provider surveys over the Internet.

7.3 series enhancements are the direct result of suggestions from the Refer/Alliance User Group.

Listed below are just a few of the new enhancements to Refer and Alliance Network 7 series software.

Call/Contacts Module

  • Fewer forms - less maneuvering.
  • Category, Taxonomy, Alternate terms and Name (Agency, Site Program and AKA) searches from one form.
  • Duplicate Client merge system that merges duplicated client records (including all call and case history) into one record and deletes the redundant records.
  • Enhanced Required Fields module that eliminates the problem of missing data from call records (optional module)
  • New Caller tracking system records detailed information about people calling on behalf of a client needing assistance. Callers may be associated with multiple clients and clients can be associated with multiple callers
  • Call Type tracking with Required Fields
  • Simplified client and caller searching
  • Standard and Virtual Option Taxonomy searches
  • Search local and central (Statewide) provider databases ReferNet option)
  • Updated Matchlist display sorted by actual distance from caller (by miles).
  • Multiple Follow-up per contact scheduling and tracking
  • Case management and Volunteer tracking
  • User-defined Unmet needs and Unmet Need note
  • Out- of- Database Referral tracking
  • Data Sheet generator provides unlimited data collection possibilities for calls and contacts
  • 16 additional user defined drop-down data entry fields
  • 4 user-defined referral action fields (for referrals and unmet needs)
  • 8 new client user-defined data entry fields
  • User defined Search Option

Resource Module

  • New look and feel, fewer forms- easier to learn and use
  • New data validation and quality checking tools
  • Service specific editing from the site & service pages
  • Service specific Email and URL data entry fields
  • Online Service provider survey display
  • User-defined agency and site data entry fields
  • Setup interface for agency survey system
  • New spellchecker
  • Direct access to Call Module for data review
  • Link services directly to sites from the site form
  • Global ServiceSite update for entire agency
  • XML data import/export tools with crosswalk utilities for data entry fields and text labels
  • Alternate (keyword) service classification system
  • Global resource and condition updating utilities
  • More agency search options (Service Group, Program, Taxonomy term, Alternate term)
  • Site contact data entry fields
  • Service Group and Program library with associated Alternate and Taxonomy terms
  • Automated resource activity logging
  • Agency and site Formal Update logging
  • Access Sites and Service Groups (Programs) directly from Agency Search page
  • Deleted agency and site tracking

Look Up Module

  • Separate Call and Resource module lookup title selections
  • Lookup item sequencing for all levels (Level 1, 2 and 3)
  • Level 2 and Level 3 free text option for data forms
  • Style setup system controls data entry consistency
  • Call type link for call module lookup items (e.g. Reason for Call, follow up actions)
  • XML crosswalk for lookup items
  • Call type link for call module lookup items (e.g. Reason for Call, follow up actions)
  • Automatic re-sequencing of lookup items

Staff Module

  • Create user groups for logon security
  • Restricted client access security
  • 27 additional user group rights settings
  • Additional User Preferences

Reports Module

  • Completely revised user interface
  • Cross reference all data item for reporting
  • Custom report display options (percents, totals etc.)
  • Faster report processing

Maintenance Module

  • Import and export utilities for resource, client, and call data
  • Automatic Area Code update tool for all modules
  • Database backup utility (MS Access version only)
  • Resource and transaction data cleanup utilities
  • AIRS XML Data Transfer Set import and export utility
  • Database Path Tool sets separate path for each database