How to Configure Apricot 360 or Core for Client Case Management
In this video, we cover configuration best practices for your Social Solutions Apricot 360 or Apricot Core case management platform.
Out of the box, Apricot is a highly configurable database platform. You can customize Apricot to be your organization’s unique case management app.
This video explores form and link design in Apricot 360 and Apricot Core for organizations providing direct services to clients, specifically:
The importance of the enrollment form for active rosters and historical reporting
How to implement universal intake and enrollment systems
What to do if intake and enrollment aren't universal but vary from program to program
How to report on goal outcomes when goals vary from client to client
How to configure Apricot for summary reporting on a client facesheet or print out
Download the slides:
https://www.slideshare.net/JeffreyHag...
About Sidekick Solutions
Sidekick Solutions is an independent software consulting firm, specializing in Social Solutions Apricot 360, Apricot Core, and Apricot Essentials software. We help new and existing Apricot users make the most of Apricot’s suite of features with a range of professional services for implementation, workflow optimization, reporting/analytics, consulting and training, integrations, and database audit/cleanup. We make Apricot easier to use and more capable for our clients, yielding higher return on investment in their Apricot software license.