Client Dataset

Perhaps the most important record within the Willow Tree system is the data kept about a client. This dataset information is comprised of all standard demographics fields such as name, address and contact information, address book, medications, allergies, etc. Willow Tree also provides detailed interfaces to capture client program enrolment and referrals history, assessments, outcome measurements, and clinical notes. Additional custom agency-specific data fields can also be defined and captured.

For extremely sensitive records, a robust set of rules can be created to control exactly who can access each individual client record.