ClientTrack Dashboard Designer

The ClientTrack workspace is organized into different tabs, each with a different focal point called an entity.  Entities include users, clients, employers, providers, and facilities.  The home page for each tab is the ClientTrack Dashboard, a multi-zone, at-a-glance display of key metrics and summary data. All of these elements can be configured through a drag-and-drop designer, allowing organizations to define the content and layout to provide their users with clusters of up-to-date key information in one screen.  For example, in the Home tab, a case manager can see his or her open tasks, current client case assignments, upcoming events, organization news, and more, immediately upon logging in. 

  • End User / Case Manager Dashboard

dashboard designer

  • Client Dashboard

dashboard client view