About ClientTrax

ClientTrax is a service management system that monitors, manages and reports vital information for human service and justice programs for both private and public agencies. A variety of organizations that provide services to children, adults and families can benefit from using ClientTrax including child welfare agencies, behavioral health centers, in-home services, and justice programs.

ClientTrax simplifies the process of managing data and reporting critical information for organizations, allowing for a more effective workflow. ASIware developers can have ClientTrax’s platform personalized for each unique organization so it can perform and report on the metrics that are most important to each unique organization.

ClientTrax can help to effectively reduce duplicate data entries and facilitate the process of managing sales and losses, making case and progress notes, reporting incidents, and creating treatment and service plans. Caseworkers can get insight into the organization’s future clients as well as stay on top of current customer relationships.

Key benefits of ClientTrax

ClientTrax maintains the security of its users' data with secure and encrypted military grade servers.

Organizations can stay up-to-date on their operational productivity with ClientTrax's features for managing inventory, overhead costs, and more.

Caseworkers can view simple graphical data in various formats and check in on sales, profits and losses.

The solution's performance metrics help organizations with repetitive tasks such as invoicing and billable hours.

ClientTrax's dashboard is user-friendly so caseworkers with or without IT experience can focus on serving clients and customers without the hassle of intense software training requirements.

Devices

Business size

S M L

Markets

United States

Supported Languages

English

Images

In the ClientTrax homescreen users have access to the side menu where they can view quick links, cases, people, organizations, and more
The case details section in ClientTrax displays general information about cases and people
Users can access individual profiles to edit their information and upload a photo
Users using ClientTrax can view a case breakdown summary and case totals
ClientTrax creates detailed service productivity reports for total billings, cases, time etc.
View 6 more
ClientTrax screenshot: In the ClientTrax homescreen users have access to the side menu where they can view quick links, cases, people, organizations, and more ClientTrax screenshot: The case details section in ClientTrax displays general information about cases and people ClientTrax screenshot: Users can access individual profiles to edit their information and upload a photo ClientTrax screenshot: Users using ClientTrax can view a case breakdown summary and case totals ClientTrax screenshot: ClientTrax creates detailed service productivity reports for total billings, cases, time etc.

Features

Total features of ClientTrax: 26

  • Activity Dashboard
  • Billing & Invoicing
  • Case Management
  • Communication Management
  • Configurable Workflow
  • Cost Analysis
  • Customer Database
  • Customizable Reporting
  • Data Visualization
  • Digital Signature
  • Invoice Management
  • Invoice Processing
  • Monitoring
  • Multiple User Accounts
  • Profit / Loss Statement
  • Profitability Analysis
  • Progress Reports
  • Progress Tracking
  • Revenue Management
  • SSL Security
  • Sales Reporting
  • Status Reporting
  • Summary Reports
  • Task Planning
  • Task Scheduling
  • Task Tracking

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Reviews

Overall rating

4,6 /5
(26)
Value for Money
4,7/5
Features
4,4/5
Ease of Use
4,3/5
Customer Support
4,9/5

Already have ClientTrax?

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Showing 5 reviews of 26
Elaine R.
Overall rating
  • Industry: Individual & Family Services
  • Company size: 51-200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

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

Reviewed on 2017/02/21

For our Residential Services program for children and adolescents, ChildTrax has provided an easy...

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. This helped tremendously with efficiency, adoption by staff and greatly shortened the time from implementation to getting good, actionable information back out of ChildTrax .

We have also been able to implement various features in ChildTrax gradually as our staff's comfort level, our technical infrastructure and our needs have grown.

ASI-ware, the "ChildTrax people," are one of the most responsive groups I've worked with regarding ongoing product support. Whether it's just a "hey, how do we find xyz?" or a more complex "we have a new need, how can we accomplish it within ChildTrax?" they're quick, they're very familiar with our business, and we feel a true partnership with them in both improving our organization's efficiency and, most importantly, helping enhance our client care in both the short and long term.

Pros

Flexibility to incorporate a customer's existing forms and processes into the ChildTrax software structure. Ability to add fields etc. fairly easily as needs change or expand. Ease of downloading almost all "canned" reports to Word or Excel files for further analysis. Frequent upgrades to user functionality.

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.

Response from ASIware

Elaine, thank you so much for the thoughtful review.

Paul

Nana O.
Overall rating
  • Industry: Nonprofit Organization Management
  • Company size: 11-50 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Technology Challenged Person Loves Child Trax!

Reviewed on 2017/02/15

When I was assigned the task of being the point person for getting the Child Trax system...

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

The treatment plan section. Too confusing and takes a long time for staff to figure it out. Doesn't print out in an easy to read form.

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

Karina G.
Overall rating
  • Industry: Nonprofit Organization Management
  • Company size: 2-10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Ease of Use
  • Likelihood to recommend 5.0 /10

Okay Software

Reviewed on 2019/08/25

Pros

I like that the software allows companies that maintain a large amount of documentation to organize and manage all data on one network that can be accessed anywhere. I worked for a Child-Placing Agency that uses this software. It has the potential to be great.

Cons

The management behind ASIware did not do a great job of tailoring the software to fully meet our needs. They explained what it was for, but never went the extra mile to tailor it to our agency. There were a lot of functions with the software that we did not learn about until we asked. It is also not as user friendly as our office would have liked it to be. It is not marketed well. I have now switched to a different Child Placing Agency that uses Extended Reach. Extended Reach made me realize all that ASI was missing.

Response from ASIware

Hello Karina,

Thank you for taking the time and providing your feedback.
We have processes in place to overcome these issues and I am sorry you were not aware of them. The system has functionality that provides direct access to ASI-ware's YouTube channel, our Idea portal and our helpdesk. Monthly we do a free Did You Know Webinar covering features and functions of the system.
ASI-ware's communications to our partners is channeled through our partner's system administrators which is necessary to maintain the confidentiality and integrity of their data. Our systems are tailored to each partner's expressed needs. When new features are released our partner's system administrators are notified in advanced with the details of the release.
If you would like to discuss any of these issues with me personally please contact me. I am glad you are happy with your new company. ASIware greatly appreciates the work you do and realizes its importance in your community.
Best regards.

Paul

Clayton H.
Overall rating
  • Industry: Nonprofit Organization Management
  • Company size: 11-50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Keeping us on Track

Reviewed on 2017/02/21

We have used ChildTrax for the past four years. It greatly enhances our ability to keep our...

We have used ChildTrax for the past four years. It greatly enhances our ability to keep our records up to date and current. Prior to using ChildTrax, it was a nightmare to keep up with the schedule of plans of services, doctors visits, and other date sensitive documents to remain compliant with the state. Customer service is always ready and helpful when we need assistance.

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.

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

Amy P.
Overall rating
  • Industry: Mental Health Care
  • Company size: 11-50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

LOVE CHILDTRAX!

Reviewed on 2017/02/08

We have been completely satisfied with our experience with Childtrax. Customer Support always...

We have been completely satisfied with our experience with Childtrax. Customer Support always respond in a timely manner and never get frustrated with my questions or changes needed. They spent many hours to tailor the program to meet our needs. Licensing is able to log on and see what they need, which has cut down on paperwork when they do their yearly audit. They have commented on how easy it is to use the system. Reports take minimal time. I remember the frustration before childtrax. Paperwork is the least favorite part of my job--but it is no longer frustrating and time consuming.

Pros

Ease of use; the support

Cons

really can't think of anything

Response from ASIware

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

Paul

Showing 5 reviews of 26 Read all reviews

ClientTrax FAQs

Below are some frequently asked questions for ClientTrax.

ClientTrax offers the following pricing plans:

  • Starting from: US$400,00/month
  • Pricing model: Subscription
  • Free Trial: Not Available

Starting price for less than 25 clients per month. Contact ASIware for futher pricing details.

ClientTrax offers the following features:

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

ClientTrax has the following typical customers:

Public Administrations

ClientTrax supports the following languages:

English

We do not have any information about what devices ClientTrax supports

ClientTrax integrates with the following applications:

BirdEye, PetDesk

ClientTrax offers the following support options:

Phone Support, Online Support

Related categories

See all software categories found for ClientTrax.