ClientTrax Features

ClientTrax

Human services management system

4.67/5 (24 reviews)

ClientTrax Feature Summary

  • Billing and invoicing
  • Case management
  • Document management
  • Scheduling
  • Task management
  • Electronic signature
  • Reporting and statistics
  • Reports
  • Client database
  • Configurable
  • Track performance
  • Monitor metrics
  • Sales revenue and net profits
  • Customer retention
  • Profits and losses
  • Multiple user accounts
  • Sales revenue
  • Progress notes
  • Track case notes
  • Overhead costs
  • Operating productivity
  • Treatment / service plans
  • Accounts
  • Invoicing
  • Custom data models
  • Security and encryption
  • Communication
  • Dashboard
  • Graphical data view

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Most popular features of all Government & Social Services apps

API (3 other apps)
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Automatic Notifications (3 other apps)
Billing & Invoicing (4 other apps)
Case Management (6 other apps)
Client Portal (3 other apps)
Collaboration Tools (3 other apps)
Contact Database (4 other apps)
Custom Forms (3 other apps)
Customizable Reporting (7 other apps)
Data Import/Export (3 other apps)
Geographic Maps (6 other apps)
Incident Management (3 other apps)
Monitoring (4 other apps)
Records Management (4 other apps)
SSL Security (4 other apps)
Status Reporting (4 other apps)
Workflow Management (6 other apps)

Competitor Feature Comparison

ClientTrax Feature Reviews

20 reviewers had the following to say about ClientTrax's features:

Matthew Patton

Quality and Great Customer Support

2017-04-15

The program has allowed us to streamline our data managment.

Pros

We have so many tools at our disposal now to create reports based on our data.

Cons

Some input requires multiple steps.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from ASIware


Matt,

Thank you for the feedback. Please let Brad or Zeph know the areas that we need to review in regards to multiple steps.

Paul

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Elaine Ross

ChildTrax Is An Easy Leap from a Paper-Based System to an EHR

2017-02-21

For our Residential Services program for children and adolescents, ChildTrax has provided an easy transition from a largely paper-based record and communication system to a secure, web-based client-centric portal. ASI-ware was able to incorporate most of our existing forms and processes into ChildTrax, as opposed to Morningstar having to adopt our processes to new software.

Pros

Flexibility to incorporate a customer's existing forms and processes into the ChildTrax software structure.

Cons

Initially the lack of a standard printed or online training manual was a concern. However, their Help Desk's responsiveness and availability of online tutorials for new features has eliminated that concern.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering ClientTrax

For a residential services group such as ours, ChildTrax was definitely the right choice. We haven't yet utilized the Foster Care functions as fully as Residential but they are extremely robust in both child and home management features.

Source: Capterra
Helpful?   Yes   No

Response from ASIware


Elaine, thank you so much for the thoughtful review.

Paul

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Elizabeth Jeffries

ClientTrax is a user-friendly software that organizes client files effectively.

2015-09-01

I also find it simple to maneuver through client data and progress.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No

Response from ASIware


Thank Elizabeth for the review. Your comment about the report functionality means a lot to us as we spent a lot of time developing those tools with the hope of providing exactly that kind of flexibility.

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D. Chauhan

Flexibility and Comfort

2015-06-06

It has the flexibility to produce reports and data that are specifically designed to your needs.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No

Response from ASIware


Thanks Dipesh.

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Rebecca Micheletti

intuitive and user friendly

2015-08-28

ClientTrax helps me to proactively manage my cases and easily look back on previous treatment records.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No

Response from ASIware


Thank you Rebecca. I am very glad to hear the learning curve for ClientTrax is not complicated. We constantly try to improve the user experience as we feel it is a very important requirement of our systems.

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Jessica Rogers

Connections to Independence has been utlizing Admin Soluntion products for almost 4 years

2015-06-15

This newer system is more fitting for our needs and helped us get rid of ugly spreadsheets which we had been utilizing to track client data. The price is amazingly affordable and the customer service is outstanding.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No

Response from ASIware


Thank you Jessica.

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Stephenie Williams

I have been able to access all the information I need using ClientTrax.

2015-09-03

I am able to access reports that I need.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No

Response from ASIware


Thank you Stephenie.

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Nana Olson

Technology Challenged Person Loves Child Trax!

2017-02-15

When I was assigned the task of being the point person for getting the Child Trax system implemented for our agency, terror set in. My computer skills consist of email and internet shopping! But Paul and Brad held my virtual hand through the entire process and we now have an excellent system in place! There is a short learning curve, but once the staff got the hang of it, they LOVE it! One of the social workers told me "its like having my own personal assistant"! Since the implementation, our audit results have improved in all of our 5 offices. I'm not sure how we did this job before Child Trax! What is even more impressive than the actual system is the customer service. Any questions or issues are answered immediately. Most helpful staff EVER! Brad & Zephrey are the BEST!!!! I love Child Trax!

Pros

Customization of the system & customer service.

Cons

Doesn't print out in an easy to read form.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from ASIware


Nana thank you so much for the kind words. Also thank you for the comments in regards to treatment plans. I will be looking at the treatment plan section and try to find ways to simplify them and to address the printouts of the plans. Any suggestions are on the simplification of the plans are welcomed. Please send them directly to me.

Paul

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Rebecca Bieber

I couldn't do my job without them!

2015-09-01

ClientTrax help us create a database that meets our own company-specific needs.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No

Response from ASIware


Wow, thank you Rebecca.

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Amy Phillips

LOVE CHILDTRAX!

2017-02-08

They have commented on how easy it is to use the system. Reports take minimal time.

Pros

Ease of use; the support

Cons

really can't think of anything

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering ClientTrax

Get it!

Source: Capterra
Helpful?   Yes   No

Response from ASIware


Thank you Amy. It has been an absolute pleasure working with you and the staff at YES Home.

Paul

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Amanda Foulds

I'm in a management position with my agency and have access to many functions of program.

2015-09-01

I was one of the first to pilot running reports and have seen the program grow and develop into something bigger and better every year.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No

Response from ASIware


Amanda thanks for the comments. Keep talking to us about the glitches as we move forward with development we address those.

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Heather Muller

Reliable Database and Wonderful Customer Service

2016-04-29

Our company did months of research on potential databases before meeting with the ClientTrax team members.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No

Response from ASIware


Hello Heather,

Thank you for the kind words.

The ASIware team is looking forward to many years of partnering with Jenda Family Services. Anytime we can be a part of organizations that are making a difference in their communities is a win for us.

My team cannot talk to me about you and Jenda without mentioning what a great experience working with you and your team has been.

Paul

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Marc Maddy

Excellent software application!

2015-06-06

We have been able to (better) manage staff performance, maintain up-to-date client records, and elevate the level of treatment offered to the populations we serve.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No

Response from ASIware


Thanks Marc. I really have enjoyed and continue to enjoy our relationship.

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Juan Cortes

Essential Bussiness tool

2015-08-26

Staying ahead of the competition in the way that we track, present, and record information for our funders.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No

Response from ASIware


Thank you very much Juan. It is always good to hear that we make an positive impact on what you do.

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Trish Beltz

Great system to work with!

2015-09-01

I have been working with Client Trax for about 4.5 years.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No

Response from ASIware


Trish, thank you for the wonderful comments. It is very rewarding to know that our efforts help you and your organization reach your goals.

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Chester Amidon

Caring partner in the care of children

2017-02-21

Not only is the software very useful, they are always available for support and customization. They sincerely care about the people we serve and want to partner with us in providing them the best care.

Rating breakdown

Value for money
Ease of use
Features
Customer support
Source: Capterra
Helpful?   Yes   No

Response from ASIware


Chester you know my heart. Thank you.

Paul

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Clayton Hull

Keeping us on Track

2017-02-21

It greatly enhances our ability to keep our records up to date and current.

Pros

The ability to keep track of time sensitive requirements.

Cons

Sometimes difficult to navigate. For example, when working on a plan of service it would be nice to have medical information open at the same time.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10

Recommendations to others considering ClientTrax

Automatic saving every few minutes so that if a phone call is received or a distraction prevents one from clicking save, info will not be lost if timed out. Also, when saving the boxes often jump or scroll to another position on the screen and it is a bit of a headache to always be scrolling back to where you started.

Source: Capterra
Helpful?   Yes   No

Response from ASIware


Clayton thank you for the review. We are going to be reviewing clinical/treatment plan functionality this summer. If you have time send me any thoughts your team has improving the functionality.

Paul

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Renee Kresge

Technical Issues

2015-08-24

Client Trax has always been accommodating to our needs.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No

Response from ASIware


Renee thank you for the positive remarks. Remember we value the work you do.

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Jess Swartz

Absolutely wonderful.

2015-09-01

There are several different ways to complete the same work in the system, which I greatly enjoy... especially when you need to manage people who all think differently, yet still need to successfuly enter data into the system.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No

Response from ASIware


Thank you Jess for taking the time out of your busy schedule to write this review. We are very appreciative for this and the work you do.

Paul

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Cathy Piche

Child Trax Rocks

2017-02-08

This company is top notch, there has never been a time when we did not get the help we needed. They are expedient in helping us figure things out. The program we have is amazing saves time, paper and stress. Thank you for your service. W e love Child Trax

Pros

It is easy to navigate and saves paper, time and money.

Cons

That we waited so long to get it.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering ClientTrax

W are very pleased with the software and support.

Source: Capterra
Helpful?   Yes   No

Response from ASIware


Cathy thank you so much for the positive review. Amy and yourself have been wonderful to work with.

Paul

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