The following features are included in Fort, with new features added every month. For more information on features, please download the Fort User Guide.
Search
Search all active referrals for your organisation by unique reference, client name or postcode.
Secure internal messaging
Send notes or messages relating to a specific case through the secure system. All notes and messages are automatically added to the referral case notes.
Administrator/co-ordinator
Administrator can set up new organisations, create any new users types, referrer, point of contact or handler.
Export logs, user data and referral statistics in csv or excel format.
Contact or handler
Export data, user data and referral statistics in csv or excel format.
Referrer features
Referral status panel -
- At a glance view referrals awaiting acceptance, declined and active.
- Order and filter referrals by any field.
Create referrals -
- Capture all relevant client information, preferred method of contact & availability.
- Search for appropriate agencies within your network
- Assign to multiple organisations for acceptance or rejection and assign referral category from customisable drop down
- Upload the Single Shared Assessment (SSA) form to the clients’ case notes, or if upload is not required simply use the tick box option to say whether the referral has an SSA form associated with it
Update -
- Referrers can edit and update their own details.
Point of contact (poc) features
Two levels of POC users available - superusers and ordinary POC users.
Poc status panel -
- Monitor incoming and outgoing referrals.
- View all log entries pertaining to any activity within the organisation.
- Create, delete and update referrers and handlers.
Update -
- Poc can edit own details, set primary poc, organisation details and the organisation terms of service.
Reporting -
Access to all of the same reporting features as the administrator (see below) on your own organisation.
Handler features
Handler status panel -
- View assigned referrals.
- Add case notes to assigned referrals.
- Request referral closed if issue is resolved.
Reporting
Co-ordinators have access to a wide variety of reports on all the data held in Fort. These can include reports on:
- Referral type
- Number of referrals across the whole network, individual agencies or groups of agencies (e.g. Mental Health agencies)
- Length of time to resolve
- Referrals by time period
- Referrals by age group
- Referrals by geographical area
- Individual handler statistics
- POC statistics
- Referrals routed, accepted or rejected.
Data can also be exported in .Csv format for import in to other reporting tools.
Data removal
30 days after case resolved or closed, the information is cleared from the system. Administrators receive notification of data removal.
Customer Relationship Management System (CRMS) - NEW!
The main features of the new Fort CRMS are:
- Multiple CRMS are supported
- Participating organisations can manage their clients in one or more
CRMS – e.g. employment related information can be entered via one CRMS
and support related information can be entered via another CRMS
- Information held on each Client can be defined per-CRMS using an advanced form-builder
- Client records can be created by extracting details from an existing referral held in the FORT system
- The system checks automatically for possible duplicate records before a new client is added
- Referrals in Fort can be linked to the client record in the CRMS to provide a single view of all information held on a client
- Extra case-documents (in various formats) can be appended to the CRMS client record
- The case-documents can be displayed under user-defined headings appropriate to each CRMS
- Client details can be exported for further reporting or analysis
purposes – client confidentiality is preserved by suppressing any
reference to specific individuals
- Updates to a client record are logged
- Communications with each client can be recorded as part of the client details
- A client’s progress with vocational/non-vocational courses can be recorded
|
