CTCHCS
Client Intake Command Center
Streamlining Referrals, Tracking Progress, and Connecting Clients to Care.
Client Intake and Progress Tracking. Real people, real progress.
Owners sign in with the shared Changing Turns account. New staff: choose Create account, and Ricky Venters or Marlon Madden will approve it and set your organization. You will never be asked for Social Security information here.
Streamlining Referrals, Tracking Progress, and Connecting Clients to Care.
create table ctchcs_clients (
id uuid default gen_random_uuid() primary key,
first_name text, last_name text, client_name text,
parent_guardian_name text, guardian_relationship text,
dob text, phone text, email text, address text, pdf_url text,
package_completed boolean default false, package_completed_at timestamptz,
package_turned_in boolean default false, package_turned_in_at timestamptz,
client_contacted boolean default false, client_contacted_at timestamptz,
bio_assessment_completed boolean default false, bio_assessment_completed_at timestamptz,
intake_form_submitted boolean default false, intake_form_submitted_at timestamptz,
enrolled_shared_notes boolean default false, enrolled_shared_notes_at timestamptz,
created_at timestamptz default now()
);
alter table ctchcs_clients enable row level security;
create policy "public_all" on ctchcs_clients for all using (true) with check (true);
Upload an Excel (.xlsx) or CSV file, match your columns, then import. Clients land on this dashboard. After that you can push them to the Command Center.
Assign each person to an organization, then set them to Member. Admins see every organization.