Whether you are a new network or have be using the system for years, there may be features and functionality that could serve you and your partners! Below we outline several options available upon request - Email support@charitytracker.com or support@oasisinsight.net if interested in implementing any of the following:

Network administrators may wish to review the following areas to see if optimizations may be helpful in the following areas:

There is a development fee of $150/hr for our technical team to make customizations to the system and/or create custom forms/reports based upon your needs. A development quote would be provided upon request if you were to forward an overview of the information you would like to begin capturing and reporting on. Please reply to this email with the form examples and our development team will review and reply with a quote.

By default Cases are shared with all agencies on the network. However, some networks wish for some Cases to be not shared due to privacy concerns, policy and procedures. There is a setting under [Admin] tab >> EDIT NETWORK SETTINGS that allow for Cases to be set to "Visible to: My Agency" or "Visible To: A Privacy Group" (learn more about Groups feature here)
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Visit the [Add New Case] or [Edit Case] screen and scroll to the bottom to set the privacy setting:
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NOTE: Multiple Cases can be entered for the same person which would skew network-wide reports; duplication of services likely.

A network-wide setting can be activated to allow for multiple relationships to be added at once vs. a single relationship.

Learn more here at this link.

Instead of a text field a drop-down list of set options can be added for the following fields upon request:

[Video: show examples...talk about pros (better data entry to streamline the options) cons (can no longer type text in.... we suggest always having "Other" in the list).

County (set it under [My Agency] tab and it carries over to the [Add New Case] screen. Watch video here: https://simon.d.pr/v/DP9Eu2

One options such as Weekly, Monthly, etc. can be set as the default interval. Contact support team.

The support team can add additional "Sections" to the Add New Case/Edit Case screen upon request. These sections can house demographic fields that can be seen by all agencies or made agency/group specific. See screenshot - https://simon.d.pr/i/78h2hi

When adding an Assistance record additional fields can be added by our support team for recording/reporting more details.

Add Request/Referral - see screenshot - https://simon.d.pr/i/jerMS0

Add Assistance - see screenshot - https://simon.d.pr/i/JSPAkJ

Available upon request. Custom development fees may apply ($150/hr).

When adding an Assistance records you may need a [Print] option for a specific voucher or form to be handed to a client (ie. referral print-out, etc.).This would require customization by our team at the rate of $150/hr. Learn more here.

When adding an Assistance record a message can display based upon parameters. Criteria-based prompts can be set-up in your account by our support team - For example: Let’s say your organization allows a household to visit the food pantry only one (1) time per week. An assistance trigger can be set to display a message like “Alert! This household has already been served with food in the current week. Please review” if they attempt to receive food again in the same week.

For each assistance trigger we would need to receive an email to our support team at support@charitytracker.net or support@oasisinsight.net with:

Additional costs may apply if there are a large number of triggers or custom triggers that need to be developed (quoted at rate of $150/hr).

Display a message at the top of a Case (or in [Barcode Code]) to remind a user to take action or notify of important information. This can be based upon a demographic field or some other programatic trigger. For example: Inactive Cases, It's time to Recertify for a Program, etc.

Available upon request. Custom development fees may apply ($150/hr).

A case banner could be custom developed with a "Points Balance" which will display at the top of a guest's Case file or display when using the barcode scanning feature See example here. Points can be attributed to clients and then "Withdrawn" from a points balance using assistance records. Also you would need to create assistance categories for the sections "+ Points" and "- Points" (example step-by-step video here).

This would require a one-time custom development fee and an estimation would be 2-3 hours ($300-$450). To discuss further you can schedule a date/time with our technical team here at this link.
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When an Alert is added to a Case the [Alerts] tab should be the first screen that appears when the Case is opened in the future:

However, if you're using [Barcode Mode] the Alert does NOT pop up unless you contact the support team to activate the "Alert" banner on [Barcode Code] mode. See screenshot here:

There is a development fee of $150/hr for our technical team to make customizations to the system and/or create custom reports based upon your needs. A development quote would be provided upon request if you were to forward an overview of the information you would like to begin capturing and reporting on.
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Please feel free to contact us with details or mock-up of your report. Or, if you'd prefer to speak by phone, email us with some possible dates/times and we will coordinate a time to discuss with the development team.

Custom Reports Available Out-of-The-Box

Below you will find a list of reports that can be uploaded upon request by the CharityTracker or Oasis Insight support:

​Please be aware that some of the above reports were originally designed for a specific customer so there may be some elements that are not editable without custom development.
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​*"Assistance By City" report requires the use of a set list of city options.

There is a development fee of $150/hr for our technical team to make customizations to the system and/or create custom forms/reports based upon your needs. A development quote would be provided upon request if you were to forward an overview of the information you would like to begin capturing and reporting on.

We can add new agent roles and/or adjust an agent's permissions to fit your needs. Since this is controlled on our side of things, email us with your request and we will do our best to meet your request (learn more about agent roles here).

If you wish your custom ROI would pre-fill our technical team can review and provide a quote to develop into the system for a one-time fee (learn more about ROIs here).

Assistance "Units" are typically thought to just accomodate "Dollars" ($) for financial assistance and/or "Box/Bag" for Food, etc.

Many customers expand these "Units" to include "Hours", "Meals, "Gift Cards", "Attendance", "Items" and so on to track all different types of assistance provided. To adjust your list of "Units", go to [Admin] tab >> click EDIT NETWORK SETTINGS >> go to [Units] sub-tab.
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**Note** - The support team can add agency-specific Units upon request. For example, let's say Agency ABC has a Unit that is not used by other agencies on the network, it can be added to the [Units] list as an option only for Agency ABC to use.

When adding assistance, you will find the "Edit Funding Source" link towards the bottom of the "Add Assistance" window.

Click on that link to access the drop-down options and select the appropriate funding source.

Funding sources can be easily added by the network admin. If you are a network admin, simply click on your [Admin] tab

...and do the following:

**Note** - The support team can add agency-specific Funding Sources upon request. For example, let's say Agency ABC has a funding source that is not used by other agencies on the network, it can be added to the [Funding Source] list as an option only for Agency ABC to use.

If there are Tabs on the right-side of a Client's Case that you would prefer to be deactivated (ie. Alerts, Assistance, etc.) contact us.

If there are features you're not using contact us and we can hide upon request. For example:

Assistance Requests ([Add Request +] button) are a way to manage assistance requests made by a client so that a status like "Pending" can be associated while under review and, later, be updated to "Approved/Completed", "Denied", etc. depending on the outcome.

Assistance Requests can be referred to other agencies on your network using the [Add Request/Referral +] button.

A table can be activated for a network upon request so that all Requests or Referrals can be easily seen in one place and reviewed accordingly (under [My Agency] tab >> [Requests] or [Referrals] sub-tab. Here's a video explaining how it works:

Demographic fields display on the [Personal Info] screen of a client's Case file by defaults. Additionally, if certain demographics are very important for users to see/reference, we can also have them display in the following areas of the system upon request:

A history of all modifications to a case is displayed on the [Personal Info] under a client's [Personal Info] tab (see screenshot here).

This section can be hidden for the entire network or for a particular agent role (learn more about agent roles here).

Using privacy Groups, you can specify that only a particular group of agents can see certain client information. This is managed by a network administration under the [Admin] tab:

Use Events to record bulk numbers (not associated with Cases) for events out in the field, attendance, etc.

Feature available upon request with the "Plus" or "Pro" levels of service. Learn more about the "Events" feature here.

Export an Excel file of Cases to add assistance records in a bulk way by uploading a mass assistance file. Great for offline distributions.

Feature activated upon request. Learn more about the "Offline Assistance Tool" here.

Paperless TEFAP Module
Starts at $1,875 (4-6 Weeks Delivery). A final quote given upon review of below:

Paperless CSFP Module
Starts at $3,750 (4-6 Weeks Delivery). A final quote given upon review of below:

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