Tracking features on Solve: a step-by-step guide

When using Solve, there are many time-saving benefits built right into our software via our tracking features. We’ve done our research to understand the difficult, and often cumbersome, aspects of tracking clients and measuring impact for organizations and case managers alike. Consequently, our software conveniently places tracking tools throughout the process from intake to goal-attainment in order to help individuals, case managers, and organizations stay on the most efficient path to positive outcomes.

To aid in familiarizing you with the tracking features Solve has to offer, here is a step-by-step guide on how tracking functions work on the Solve platform:

Step 1: Recording information in the client intake process

For every new client, there is an immediate way to establish a starting point for their journey on Solve: a survey. In order to understand and best address the client’s needs, they fill out a survey of questions to assess where they are now. This serves as the very beginning tracking process, the start of recording the client’s progress.

Before the individual even completes the survey, they are asked to upload a resume, if possible. This helps to determine their skills and interests. This feature is valuable down the line when sharing client information with potential service providers and employers, making that leg of the journey quick and easy.

Step 2: Profile and barriers

On the Profile page, case managers and organizations can see the client’s qualifications, past work experience, resume, contact information, and education history (if client consent is explicitly given).

Using the Case Reports tab, located right next to the Profile tab, a case manager can see detailed information on the client, complete with graphs and numbers. Here’s a mini breakdown of what info is available on that page:

  1. Here it’s possible to view the barriers specific to the client, and whether or not each barrier is being addressed. Progress in overcoming barriers is denoted by three classifications: Not addressed, In progress, and Solved.
  2. In the second portion of this page you can locate the Activity Reports of the clients. In this area, case managers can directly input small progress reports, in the form of notes, on the client’s journey. For example, a case manager could write “this week [client] got a driver’s license!”. Because of this feature, the client’s progress is recorded all in one place.
  3. The last section of this page tracks the Program Status of clients. Under this heading, the case manager can clearly see the programs and correlating organizations in which the client is enrolled. An organization can only view a client’s program status if the client’s consent is explicitly given. A requesting organization can click the button Request Status Consent in order to send the client an automated text/email that confirms or denies their consent.

Step 3: Making and tracking referrals

Case managers can easily make referrals with our features. On the referrals page, each nonprofit and service provider on our platform is listed and categorized by type of service: workforce, housing, case management, financial literacy, education, and social work. This makes it easy for case managers to navigate the page and refer their candidates to organizations that can meet their needs. When perusing potential good fits, information about each organization pops up so that a case manager can choose organizations that are well suited for their clients.

After the case manager refers a client to an organization, the referred organization receives a notification that a client has been referred to them. If the client gives explicit consent, their profile will be shared with the referred organization. From there, the referred organization has the option to accept or decline the referred client. When the referred organization does either, the client’s case manager receives a notification informing them of the referred organization’s decision. This way, all who need to be in the loop are definitely updated with progress reports about the referral process.

Step 4: Organizations tracking and measuring outcomes

Organizations on the platform are able to track their outcomes easily, with information  displayed on a color-coded, data-driven page. On this page, an organization and case managers can view their quantified outcomes, organized into easy-to-read buckets:

  1. Total number of jobs placed, total number part-time, total number full-time
  2. Total combined salary, average salary, average hourly rate
  3. Projected cost savings to government
  4. Projected new revenue to government
  5. Types of jobs
  6. Retention rate for jobs placed
  7. Client demographic (age, race, gender, education, family size)
  8. Referral partners
  9. Recent jobs placed

This ready-to-go data serves as an advantage in many ways. An organization can use these already calculated numbers and graphs to realign employee goals, show impact to potential donors, or to even bolster grant applications. Whatever you use this data for, Solve’s platform does the heavy lifting and delivers the beautiful data-filled package straight to your device.

Our tracking software can be a huge asset to your organization and employees. Besides increasing work efficiencies, Solve’s tracking capacity can help an organization identify areas for improvement and areas of success, simultaneously revealing directions for growth and development. We get the fundamental importance of proven outcomes and want to help your organization reach your objectives.


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