The ability to offer your clients multiple service channels so they can decide what suits their needs.
Custom Intake Forms
IVR Call Centre Integration
Client Surveys
E-filing
Intake Streaming
Location Storage
Follow Up functionality
Enhanced Searching
Dynamic Reminder Checklists
Review workflows
Assignment Workflows
Effectively manage and track your Organization’s resources (i.e. equipment, technology, vehicles, beds, etc.)
Define Resources
Master Scheduling
Booking Resources
Waitlists
Resource Assignments
Usage Reporting
Link Resources to Case Files
Designed to minimize work and maximize productivity. Managing the entire life cycle of a case file is the true strength of the RS-CMS.
Automatic Case Creation
Multi-user Capabilities
E-Filing
Case Resources
Automatic Docketing
Activities & Notes
Matrix
Case Summary
Client & Case Merging
Batch Moving, Closing & File Transfer
To Do’s & Reminders
Document Management
Optical Character Recognition
Template Generator
Outcomes
Upload Documents directly into files, or generate and extract documents with case specific information, streamlining work process and ensuring that no information is lost.
Document Upload
Storage
Template Generation
'Format email' button
SMS Text Messaging
Automatic Notifications
Dynamic Privacy Levels
SharePoint Integration
MS Office Uploader Add Ins
Auto Processing
Upload research, link documents to case files, tag existing materials for individualized categorization and create personal and shared libraries. Just a few of the many things this module allows you to do.
Dynamic Categorization
Tagging
Approvals
Link to File
Personalized Libraries
Our unique file and carton barcoding functionality makes files tracking and archiving simple.
Internal Archiving
External Archiving
Create File Labels
Barcode Scanner
Pending Archive Reports
File Check In & Out
Display Status & Location
Search for Files & Cartons
Request Files From Archive
Keep track of disbursements and invoicing.
Disbursements
Invoicing
Tracking
Disbursement & Invoicing Reports
Record contact details and information, link contacts and define relationships, check for existing contacts, and maintain a history of contacts.
Automatic Profile Creation
Search Existing Contacts
Categorization
Link Contacts to Case Files
Define Relationships
Advanced Search
Maintain Contact History
Conflict Checking
Our system offers dynamic workflow functionality that enables the creation of organization specific workflows to assist with oversight.
Standard Workflows
Dynamic Workflows
Mentorship
Email Notifications
Workflow Tracking
Improve communication with you partners and Clients by creating your own custom forms & surveys that can be uploaded directly into the system our through our online portals.
Dyanmic Forms
Surveys
Portal Integration
Survey Summary Reports
Administrative Interface
Store, summarize, & manage all of the information you have on a Client with the Client & Incident module.
Client/Incident Storage
Link Case Files
Link Contacts
Search
Manage Profiles
Conflict Check
Special Instructions
Important Numbers
Specifically designed for organizations working with sensitive information, RS-CMS' dynamic security model means that the system can be configured to meet the needs of your organization.
Forms & Windows Authentication
IP Filtering
Case Level Security
Role-based Security
Privacy
Audit Logs
Session Timeout
The project management module enables an organization to track special projects outside of standard case work.
Project Tracking
Docketing
Activity Recording
Scheduling
Workflow
Project link to cases
The report module has over 100 canned reports and new reports can be easily added.
Canned Reports
Ad-Hoc Reports
Build Queries
Scoring & Displaying Results
Dashboard Reports
Permissions
Organizational Structures
Complaint module provides Management with the ability to keep a record of any ongoing investigations being conducted to resolve complaints.
Link complaints to case files or users.
Track complaints from start to finish.
Role based access means only Management will see the complaints.
The Correspondence Module enables the viewing of a central email account and the sending of emails from a central email account or user account.
Viewing a central email account.
Send emails from the central email account.
Email Log of all system emails that have been sent.
SMTP/MS Exchange relay.
Template generator allows population of standard email templates.
The Legal Module was developed for the legal field and includes detailed conflict checking, retainers, settlement and hearing order details.
Hearing Order Details
Retainers
Settlements
Our Task Lists Module allows tasks to be assigned based on predefined business rules and file characteristics.
Master Lask Lists
Automatic Assigning
Create Events & To Do's
Reduce Missed Tasks
An encrypted, multilingual portal that allows clients and partners to securely share documents, submit forms, and do e-filing.
Submit Intakes
Secure Document Sharing
Share Activities
Notifications
Secure Messaging
Request Information
Manage Accounts
Maintain User Profiles
Automated scheduling makes manual scheduling a thing of the past. Scheduling priorities and availabilities are defined by user preference. This module is fully integrated with MS Outlook and supports two-way calendar syncing.
Automated Scheduling
User Defined Availability
Shared Calendar Management
MS Outlook Integration
Self-Cleaning Ability
Auto Sync with Outlook
Resource Scheduling
RS-CMS is designed to make system maintenance simple and headache free.
Dynamic Value Management
Page Content Editor
Template Editor
Holiday Management
Alerts
Configuration
Core
Knowledge Base
Organization Management
System History Log
System Rules
User Management
Custom
Built in
