Client tracking system for re-integration: what to look for
Many re-integration firms still work with Excel, Word and email. That goes well until the first audit, the first sick report or the first question from a client organisation. This is what to look for when you choose a system.
The six things that keep coming back
- Trajectories per type. Werkfit, Naar werk, Modulair, job coaching and assessment each have their own steps and hours. Choose a system that can set this up.
- Hours and budget. You want to see per client what has been spent and what is left.
- Reports with templates. One fixed structure saves time and makes reporting easier.
- Reporting for the client organisation. Export what the client organisation needs, without sharing more than necessary.
- Roles and rights. A coach sees their own clients, an administrator sees the whole.
- Privacy and security. Storage in the EU, a data processing agreement, two-factor authentication and a log.
What Coachdeck offers
Coachdeck has clients, trajectories, hours, report templates, file export and reporting for the client organisation.
What does it cost?
At Coachdeck the Workspace starts at €39 per month for an independent coach, the Management environment for firms at €99 per month, and every extra coach costs €29 per month. All amounts exclude VAT. See the page for re-integration.
Frequently asked questions
What is a client tracking system for re-integration?
Software in which you manage clients, trajectories, appointments, hours, reports and reporting for client organisations in one place, with access per role.
Does a system have to work per trajectory type?
It helps. A Werkfit trajectory requires different steps, hours and reports than job coaching or an assessment. A trajectory blueprint prevents you from starting over every time.
What about GDPR?
You process sensitive data. Make sure you have a data processing agreement, role-based access, a log and data storage in the EU. Check this with every supplier.
Try it yourself?
Try Coachdeck free for 14 days, without obligation. Or look at the prices first: Workspace €39 per month, Management environment €99 per month, excluding VAT.
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