Manage clients from an easy to use web interface on your computer at work or home, and from our phone and tablet app using Polixen’s intuitive Client Management module. Polixen will be your source of truth for all client information.
-
Keep track of your clients’ individual journeys by creating progress notes. These notes can be shared among staff to keep everyone up to date and informed of any changes or correspondence;
-
Easily manage any ongoing or new health issues, including allergies, disabilities, and any issues with daily tasks that your volunteers need to be aware of;
-
Track medical contacts in our doctor database, as well as their carers and other contacts,
-
Store and manage your clients’ sensitive documentation – including forms, notes, and correspondence. At a glance, you can see your clients’ journey through your system including their meals, their accounts, and other delivered services;
-
Log changes and trigger alerts depending on your needs – for example, when progress notes or review dates are updated.
Manage all your staff & volunteer information with Polixen’s comprehensive Staff Management module.
-
Capture all Staff & Volunteer information in Polixen’s comprehensive Staff Management module including contacts, notes, and training sessions;
-
Maintain certifications and accreditations;
-
Be alerted for expiring police checks and first aid certifications;
-
Set up availabilities and assign staff and volunteers to service jobs and meal deliveries;
-
View staff and volunteers service history;
-
Print off upcoming rosters and past summaries, and create invitations.
Manage meal plans for your clients using Polixen’s advanced Meal Management module.
-
Easily create your available meals with all their information including ingredients, financial codes, reporting units, and prices;
-
Set up rotating or set menus, and view your clients’ allergies and meal preferences while creating their personalised meal plan;
-
Create your meal runs and assign clients to them;
-
Automatically link Clients’ deliveries to meal runs, and view them on your custom run sheets, meal labels, and delivery rosters.
