Locations and Case Worker Access Features Added

Feature Enhancements

We've completed some new core features. The first is the ability of an agency to have multiple office locations. If your agency only has a single location you will see nothing new in this area. We've designed it so that agencies that have a single location aren't impacted. Also, we've tied location access to a user. We did this so that a caseworker at a multisite agency that is focused on working on cases at single location the caseworker doesn't have to worry about location.

While we were making the location changes, we also added the ability for an agency to restrict caseworkers by one or more program. Our existing customer users currently have access to all programs so they can choose to decide to limit some caseworkers by program. So for example, if a caseworker isn't permitted to see information in a program like case management they will no longer be able to do so.

Here is a screenshot from the access screen showing the ability to do these access changes.


If you aren't part of our journey to provide the best technology available for refugee management we would like to discuss how we can work together.


Project Management Integration

Feature Enhancements

We've integrated our project management system into RMS. Our customers can now see that our development team is hard at work. They can use the user menu to view project tasks, recent activity, or the bug tracker. 


Just another item as we continue on our journey to help agencies. Don't see your issue on the list? Just email us [email protected] 


New Interactive Documents

Announcements, Feature Enhancements

We've been busy working on major enhancements. The biggest one being that can now save all case documents in the database. When a case is enrolled in program the documents are created.

If you click edit your document will open and you see that information in the database will already be populated to your document. You can then edit the document in PDF. When you are done editing you can click the Submit button in the document and the data will be saved and you will be back at the document screen. If you click edit again you will see all the information you entered into the document is all there.

You can also select a document and click Print to print the document. This will flatten the PDF for printing make it look like your data is part of the document. If you select multiple documents then it will combine the documents into a single PDF available for printing. You can also use download to combine documents for saving or sending.


Dynamic keywords for recurring expenses

Feature Enhancements

When creating recurring expenses you can now use [m] as a dynamic keyword in the description field and the system will replace [m] with the appropriate month. The start month is based on the requested date of the expense and each subsequent month. For example: "Rent for [m]" in the description field of a recurring expense with a requested date of 2/25/2014 with a recurrence date of 3/3/14 for 3 time would create a total of 4 expenses. In each respective description field it would say Rent for February, Rent for March, Rent for April, Rent for May. We will be expanding the concept to other keywords and items such as case notes in the future.


We also added a release and print button for customers that don't use our electronic approval process yet.

Copy Case Note to Program

Feature Enhancements

Ever think, "How could this get better?" Well when it comes to case notes, it just did. You can now copy that case note to other programs. We now only show you program enrolled in when creating notes and have created a Copy to Program option where we show you the other enrolled programs you can choose and we take care of that other case note for you. (Yeah, I know that sentence is a really long run on, but I'm excited and just needed to get it out) If that case isn't enrolled in another program, no problem, we tell you that too!



Contact Info


15151 Heron Meadow Ln, Cypress TX 77429


[email protected]

Phone number:

(713) 570-6193