[CircleUp] Outcome Tracker IDA: Feb 25 webinar, new enhancements

[Vickie Oldman-John]

Welcome to product news for Outcome Tracker -- web-based client and outcome management for Individual Development Accounts.  


Table of Contents


	1.	Product tour webinar
	2.	What is Outcome Tracker?
	3.	Reporting outcomes change over time
	4.	What's new in Outcome Tracker?
	5.	Comments from the field
	6.	Feedback

 


Product tour webinar


Are you interested in learning more about using the web to manage your clients and outcomes?  Free webinars for IDA agencies are scheduled:    

*	Thursday, February 25, 2:00 - 3:00 Eastern Time
*	Tuesday, March 23, 1:00 - 2:00 Eastern Time

These webinars will provide an overview of Outcome Tracker for IDA, including the IDA Basic and IDA Advanced options.  To participate in the webinar or to set up a personalized product tour, please contact Dave Smucker at info at vistashare.com <mailto:info at vistashare.com?subject=Outcome%20Tracker%20product%20tour%20webinar> .




What is Outcome Tracker? 


Outcome Tracker <http://www.vistashare.com>  provides web-based management of your agency's client data.  

All in one place

     *  Client inquiry, intake, services & outcomes
     *  AFI, ORR, Youth IDA, and more
     *  Plus, manage your non-IDA program
     *  Multiple collaborative partners

Web-based
     *  Client self-service saves you time
     *  Access data securely, anywhere
     *  Flexible security permissions
     *  Combined reports for a network of agencies

Outcomes-based
     *  Online surveys measure outcomes over time
     *  Outcomes reporting = better grant proposals 

Flexible
     *  Create unlimited fields
     *  Create unlimited reports
     *  Powerful standard reports 

Import and Export
     *  Import MIS IDA data
     *  Import/Export spreadsheets 





Reporting outcomes change over time 


Are you utilizing your data to understand your clients' outcomes and to improve your grant proposals?  Outcome Tracker provides tools to help. 

Outcome Tracker includes standard outcomes reports.  These reports help you to analyze your outcomes over time, showing the net change for all selected clients and showing net change broken down by a category of your choice.  





What's new in Outcome Tracker?  


VistaShare continually enhances Outcome Tracker.  Recent enhancements include: 

*	Self-paced tutorials teach users how to create queries and reports.  (Report writing is available for IDA Advanced customers.)  These new training tools add to a series of tutorials that help you make the most of Outcome Tracker IDA.  They are also a convenient way for you to train new staff.  

*	Document Storage module.  This optional module allows you to attach files, such as documents, spreadsheets, scanned documents, etc., to a client's record.

*	QuickBooks interface.  This new feature allows you to export withdrawal transactions from Outcome Tracker and import them to QuickBooks.  The import creates check transactions, which can then be printed.  

More enhancements are in the works for 2010. Stay tuned!  





Comments from the field


"Outcome Tracker has helped AAA Fair Credit Foundation streamline many aspects of running the Utah Individual Development Account Network. We have been able to integrate many automated features which before were labor intensive and time consuming. Their support staff are responsive professional and helpful. It is without reservation I recommend Outcome Tracker."

Preston L. Cochrane 
President and CEO 
AAA Fair Credit Foundation 
Salt Lake City, UT

 


Feedback


We welcome your comments and suggestions about this newsletter or any of the items discussed.  Please provide your feedback to Dave Smucker <mailto:info at vistashare.com?subject=Newsletter%20feedback> .  Thank you! 

 

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