CounselorMax Revision 4.0 Overview

1. Ability to associate a series of multiple classes with  a course

1. Current Method – You would create separate classes for each workshop.  The counselor would then have to notify, enroll, and mark attended the clients each time (one for each class).

2. Current Method – You would have to click on that person’s education history to figure out if they finished all three classes or manually check each class roster.

3. Revised Method – You create a series that contains one or more classes. You may notify, enroll, or mark as ‘attended’ clients in any or all these classes for the series.

4. Revised Method – You can click on a link next to the whole series to see which clients have completed, or have missed the classes that make-up the series.

2. Work Plans

1. Current Method – You would choose a rationale from the drop down box and then type in the action in a text field.

2. Revised Method – Both action and rationales will now be drop down boxes.  As an administrator, you can edit or create new actions and rationales.  Furthermore, to save time, you can automatically tie together an action with a rationale.

3. Multiple Pre-qualification Analysis

1. Current Method – You can only save one analysis per client.

2. Revised Method – Now, you can save multiple pre-qualifications for an individual client and identify them by loan program

4. Improved Custom Reporting

1. Current Method – Anyone could go into a saved custom report, edit the dates or fields and then resave that changed report.

2. Revised Method – Users who are not the authors of a saved report may not re-save that report (ie. they can change the report but not permanently modify it).  

5. Outreach “Do not call”

1. Revised Method – There will be an additional “do not contact” checkbox in the Outreach tab. This will prevent you from sending flyers or promotional letters to these households. (NOTE: Class notification and enrollment letters will not exclude “do not call”).

6. Outreach Global Notify
   1. Allow filter based on last activity defined as last appointment or class

7. Improved Education Activity Recording and Reporting

1. Current Method – If you notified, enrolled, and attended a client into a class more than once, it would display multiple “status messages” for each of these events in their Education history.

2. Revised Method – Only the latest status is displayed (one time) for each unique event (such as notify) in the Education history and in custom reports.

8. Budget Improvement

1. Revised Method – The budget will be displayed in two sections: Fixed expenses and Flexible items.

9. Deleted Client Report

1. Revised Method – A link in the Reporting tab will display all the deleted clients in your system along with their originator.