Planstreet's client portal provides a way for your non-profit organization to share and streamine information with clients
These portals arm clients with the critical infornmation they need when they need it. They make communication between non-profit organizations and their clients more efficient. One stop-shop web services are a necessary part of doing business today, and PlanStreet's non-profit client portals help set the standard.
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PlanStreet's Client Portal
How can PlanStreet's non-profit client portal help your organization?
Efficiency
Clients can complete and submit forms online reducing laborious paperwork.
Accessibility
Forms are stored right in client case files making them easily accessible in the moment.
Collaboration
Through messaging and comment features, clients can communicate directly with case managers.
Scheduling
Every client has a different availability and PlanStreet’s client portals allow them to schedule appointments with case managers when it makes the most sense for them.
Update
Maintain up-to-date demographic information on your client base by empowering clients to update contact information and other pertinent information.
Review
Case management teams can download and share in-process documents for efficient collaboration.
Invoicing
Invoicing can also be moved online to the client portals where clients can view, fulfill and keep records of payments made and payments still due.
Payments
Automatically calculate payments due, match with invoices and alert funders. Updates in paid invoices will also reflect in client files.
Inventory Tracker Maintenance Request
Clients can submit requests for maintenance with just a few clicks in on their donor portal and expedite service needs. Empower your clients to update demographic and patient information directly through the clients portal.
Key Features
Client Portal Security
Keeping client data secure is a top priority. PlanStreet uses data encryption and permissions to make sure that only those authorized to have client data have access to it. Your non-profit organization’s reputation and your ability to serve society depend largely on your ability to earn and maintain public trust. Client data security is the first step.
Compliant, Best Practice Configurations
PlanStreet helps your nonprofit accelerate its impact by evaluating and managing outcomes. It also helps in aligning the mission with the desired results at an organizational level. PlanStreet's Case Management software leads to an outcome where every participant receives the services he/she needs to reach its goals.
Document Collaboration
The ability to instantly share and collaborate on documents is a key feature of PlanStreet’s client portal. No more waiting on standard mail or burdensome email attachments. Shared documents can be placed right in the client portal , reviewed by both parties, and signed off on electronically. The process is quick, efficient, and secure.
Electronic Bill Sharing
Virtually any bill can be paid online these days. Why would the valuable services your organization provides be any different? PlanStreet’s online client portal makes it easy to post invoices where clients can log in and pay them. Timely and organized payments become a reality!
Task Sharing
Clients seek out non-profit organizations for their help, and this help is modeled by PlanStreet’s very client portal. Tasks and forms that need to be completed can be divided and tracked so that their progress doesn’t fall behind. Case managers are able to log in and see exactly where a client is in relation to a deadline!
PlanStreet’s Case Management ensures that you manage each case diligently
Successfully execute your cases with PlanStreet and stay on top of every activity.
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