prepare customer reports
Designed by research experts specifically for evaluation and reporting purposes, eapisoft has many standard and special reports that provide extensive analytic and reporting capabilities that enable you to prove and enhance your program’s value.  For detailed information on these features, click on the “reports” button to the left.

track and manage cases
eapisoft contains case management and client-tracking features that facilitate delivery of quality services, including:

• Client screens for recording identifying and contact information, comprehensive problem assessments, demographics, work-related issues, job status indicators, and referral recommendations.

• Multi-level client assessment and outcomes tool that gathers severity ratings over time on specific work-related issues, family/marital problems, psychological problems, specific drugs of abuse, and medical problems.

• Ability to track information sources for self referrals (e.g., websites, brochures, EAP orientations, etc.).

• Screens for recording client services and progress notes, with the capability to track no-shows and cancellations.

• Fields for recording notes and outcomes at case closure.

• An easy-to-navigate list of EAP clients, which can be quickly searched, sorted, or filtered by the user to locate and view only certain cases.

• A printable client file, which can be used for team case reviews and to respond to subpoenas.

• A list of follow-up reminders to alert EAP professionals to important follow-up dates.

• Mailing labels for follow-up client satisfaction surveys.  The software gathers each client’s preference regarding whether surveys should be sent to work or home, and prints full mailing addresses on a variety of labels.

record organizational and non-case services
eapisoft includes files for recording and reporting on organizational and non-case services provided by the EAP:

• Tracks critical incident and trauma response services, organizational and workgroup consultations, employee education and wellness activities, supervisor and other leadership training services, EAP orientations and briefings, and more.

• Records number of participants involved in these services, as well as their duration.

• A list of all non-case and organizational services provided to customers.

• Reports of specific organizational and non-case services provided to each customer.

track consultations with supervisors and leaders
Supervisors, HR managers, company medical professionals, and other key leadership personnel who refer troubled employees to the EAP are crucial to its success.  eapisoft contains features that track and report on services delivered to these key individuals, such as:

• Case consultations file that include detailed descriptions and outcomes of consultations and coaching services provided to supervisors, management, HR professionals, and other key leaders regarding troubled employees.

• A centralized “Key Contact Persons” reference file that contains identifying and contact information on organizational personnel who have had contact with the EAP, which greatly reduces data entry time and generates dynamic drop-down lists used throughout the software.

• A list of key leadership personnel who have had contact with the EAP through referrals, consultations, and organizational services.

• The ability to print mailing labels for these key contact persons.

manage contracts
eapisoft includes features that assist the EAP in managing its contracts and in preparing utilization reports for customer-organizations.  These features include:

• A contract management file containing information on the type of contract, billing frequency, account executives, frequency of reporting, primary contact persons, and more.

• The customer file also includes detailed descriptions of services covered by the contract, eligibility information, and service limits.

• Ability to enter information on particular customer-organization’s divisions and work locations, which enable the EAP to run reports for these particular sectors of each organization.

• Ability to track contract starting and ending dates, which can be used for contract renewal reminders.

• Capacity to calculate utilization rates based on the number of employees in each customer-organization.

• Mailing labels for important contact persons at customer-organizations.

supervise and manage staff and affiliates
eapisoft has features for assisting the EAP in supervising and managing its professional staff and affiliate network:

• Capacity to track and report detailed information on all services provided by individual EAP staff professionals and affiliates.

• Ability to export data out of eapisoft for use by financial data systems to facilitate payment to EAP affiliates or to invoice customers.

• Capability to run reports for particular EAP office locations, which provides information on workload patterns and resource needs of each office.

• Tools for facilitating audits of client services delivery and records.

locate and manage resources
eapisoft contains files for storing and locating providers in the EAP’s resources network, including:

• A comprehensive resources directory that contains a complete description of each service provider’s office locations and contact information, types and levels of services provided, areas of specialization, office hours, insurance plans accepted, fee structure, and more.

• The comprehensive directory can be searched by provider characteristics and locations in order to easily match each client to the most appropriate provider.

• Capacity to record whether a resource has been approved and screened by the EAP, and to remind the EAP to perform periodic screenings.

• Direct access to emindhealth's (www.emindhealth.com) ad hoc affiliate request services to locate affiliates in geographical areas outside the EAP's current network.

• Ability to generate mailing labels for providers.

schedule staff and affiliates
eapisoft has an integrated appointment scheduler for EAP staff and affiliates with these features:

• Daily and weekly views that clearly show scheduled and available time for each EAP professional.

• Use of color coding in the schedule’s grid to distinguish between different types of appointments, such as client sessions and organizational activities.

• Ability to block out times when an EAP professional is not available for appointments.

• Ability to schedule appointments of any length (e.g., half-hour, 45 minutes).

• Capacity to select the schedules of just those EAP professionals who provide services at particular locations.

• A field for entering descriptive information on each appointment, such as client’s name, telephone number, organization, and so on.

• A printable list of each EAP professional’s appointments.

other software features

• User-friendly interface designed to ensure that users of all experience levels will be comfortable with the software.

• Data entry validations to ensure integrity of the data entered into the software.

• Extensive help menus, with context-sensitive help and on-screen hints.

• Spell checker in all notes fields.

• Ability to assign user levels that limit access to specified fields, files, menu commands, and reports in the software.

Call today for a free software demo!  1-800-755-6965

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