Client Management

Client Management
Donor Management
Volunteer Management

CoolFocus provides full Client Management tools for your Pregnancy Center or non-profit organization. With CareNet Renewal, Option Ultrasound, and other reports built in, reporting your success has never been easier!

Client File

The Client File displays important client information at a glance, including roles assigned by your center, organization affiliations, important skill sets, and an Attention Flag to immediately highlight special circumstances. An overview of appointments, correspondence, and BrightCourse classes is also provided.

Client Case

The Client Case provides an overview of a client’s pregnancy, including test results, ultrasound information, a color-coded timeline of intentions, and counseling details and notes. The Client Case also includes the appointment history, correspondence, and BrightCourse lessons.

Mobile Intake Forms

Create and send Intake Forms to your clients’ smartphones, even in other languages! Clients can view and sign consent documents on their smartphones too!

Client Communications

Send text messages and appointment reminders to your clients, as well as HIPAA-compliant secured messages of test results, ultrasound images, or other PHI conversations. Each CoolFocus User can receive text or email notifications when a message from a client is received.

Client Portal

Through the Client Portal, clients can access test results, ultrasound images, and other HIPAA-secured PHI messages. They can also access their BrightCourse lessons in the Client Portal for on-the-go learning!

Scheduler

Easily view all appointments and appointment types that are scheduled at your center. Integration with online schedulers allows your clients to schedule appointments directly from your Website.

BrightCourse Integration

Our integration with BrightCourse allows BrightLessons to automatically update and display in the client’s file in CoolFocus. The BrightCourse credit that your center assigns to a client in BrightCourse is also shown.

New Features

Additional Features

Customizable Mobile Intake Forms & Documents

Real-time Reporting

Client Portal

DocAlert Physician Portal

Appointment Scheduler

Appointment Reminders

Online Schedule Integration

Track Class Attendance
and Credit

Client Follow-up Tasks

Note Locking

iPad or Tablet Compatible

Health History & Vitals

Schedula a Demo

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