The CPC Modular Series
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Modules can be used alone or in combination to fit the requirements of your center.  Start with at least two then activate additional modules at any time to expand your system’s capability.

Client Intake   $250   Record all client details including pregnancy test results, full notes on lifestyle, sexual behavior, demographics, OB/GYN details, medical history, and more.  Assign counselors and record their assessment of the client’s stress factors, risks, and decisions.  Print client intake forms and the final reports after data entry.

Client Visits & Appointments   $250   Record details of each individual counseling session and automatically update client pregnancy test results and plans.  Screen for serious medical conditions.  Print encounter forms, detailed visit reports, and statistical summaries of clients served and services provided.  Manage appointments and counselor schedules.                                                                            

Media Manager   $250   Organize and categorize all handouts and for-loan materials for clients and schools.  Find the best materials to suit a client or audience by using a keyword search tool.  Print media lists and catalogs with abstracts.  Log and track loaned materials.

Multi-List Mailer   $250   Manage multiple mailing lists of donors, volunteers, and community groups according to their interests, skills, and past participation.  Locate selected groups using an instantaneous search capability, then print or export labels, envelopes, and lists.

Donations   $250   Log donations individually or in batches with speed tools, automatically send individualized thank you letters, and print bank deposit slips.  Instantly locate and compare donor groups based on first date, last date, highest amount, year-to-date donations, total donations, or donation purpose.

Pledges   $250   Reach income goals by reviewing unfulfilled pledges and automatically sending individualized reminder letters.  Instantly review all pledges in relation to commitments, and print summary performance reports with revenue projections.

Letters & Email   $250   Use the Flexquest word processor to create your own custom letters, thank you’s, pledge reminders, and email.  Enhance these as desired with fonts, bullets, indents, and other formatting options.  Click the mouse to insert “variables” into the text (such as last donation date or amount or purpose) when printing.  Note just once which addressee’s accept email and save postage thereafter.

Custom Choices   $250   Flexquest’s screen forms simplify data entry by letting you pick from lists of choices that appear when you select a data entry box.  Use Custom Choices to edit the list of possible choices so you see the precise options or outcomes of interest to you.

Discounts are available for multiple users on local area networks.  Please see The Fund Raiser and The Fund Raiser with Clients if your CPC requires advanced fund raising capability.

 

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Smart Machines         Toll-free 877-700-7079        info@flexquest.com

Smart Machines and Flexquest are registered trademarks of Interaction Dynamics Systems Inc

Updated April 07, 2005