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Maximum # of Clients


Maximum # of Workgroups


Maximum # of Employees


Maximum # of Dorms


Maximum # of Beds per Dorm


Maximum # of Segmentations


Multi-Site Capable


Share Settings


Files (expand)

Change Site


Company Information

Set Customer Number

Set Fiscal Year

Close Fiscal Year

Fingerprint Reader Registration


Unlock Client

Merge Client


Set Clients Inactive

Mass Client Transfer


Preference Conversion

System Stats

Login as different User


Lists (expand)



Client Folders



   Last Address





   Images (Photos and Fingerprint)

   HMIS Other (option)





   Mental Health


   Drug Use

   Substance Abuse









   Phases & Prerequisites


   History and Activity


   Case Notes

   Documents (option)








Rules (option)


Scripts (option)




Activities (expand)

Bed Assignments

Meal Assignments

Locker Assignments (option)


Program Assignments

Service Assignments

Document Search (option)


Referral Invoicing

Donor Payments (option)


Manual Counts

Transfer Client


Unlock Clients

Merge Clients

Preferences (expand)

Change Addiction

Change Agency Type

*Change Benefit

Change Case Note Type

Change Child Specification

Change Contact Relation

Change Contact Type

Change Count Type

Change Diagnosis

Change Donation (option)


Change Document Tag (option)


Change Drug

Change Education

Change Employment Type

Change Ethnicity

Change Faith

Change Frequency of Use

Change Homelessness Length

Change Homelessness Reason

Change Household Relation

Change Housing Type

Change Income

*Change Insurance

Change Legal Status Type

Change Marital Status

*Change Medical

Change Method

Change Military

Change Military Service

Change Offense

Change Outcome

Change Payment Type (option)


Change Program

Change Race

Change Reason For Leaving

Change Restriction

Change Segmentation Type

Change Service

*Change Social

Change Substance

Change Task

Change Treatment Type

Change Volunteer Type (option)


Change Work Skill

Settings (expand)

Change Default Settings

Change Viewer Settings

Client Activity Tracking

Client Activity Tracking - Days Modification

Change Password Policy

Change Employee Login Schedule

Change Default Settings – Fingerprint (option)


Client Payment – Account Modification (option)


Modules (expand)

Barcode Recognition Learn more ...


Client Payment Learn more ...


Custom Scripting and Rules Engine Learn more ...


Export Learn more ...


Fingerprint Recognition Learn more ...


HMIS Export Learn more ...


Locker Learn more ...


Quick Pics Learn more ...


Repository Learn more ...


Reports (expand)

Aggregate Stats Summary


Bed Check Out List

Bed List

Bed and Meal Transactions (option)


Case Note List

Client Payment Balance List (option)


Client Receipt List (option)


Client Vehicle List

Counseling Session List

Donor Receipt List (option)


Employee List

Employee Login Activity

Employee Vehicle List

Employment List

Exit List

Household List

Income List

Information Summary

Last Address Summary


Late Locker List (option

Locker List (option)


Locker Receipt List (option)


Manual Count List

Meal and Bed Summary

Meal List

Missing Client HMIS Data (option)


Month Ending Summary

Monthly Bed List

New Client List

Outcome List

Program List

Referral By List

Referral Invoice

Referral To List

Restriction List

Service List

Sleeping Summary

Task List

Transaction Journal

Unused Lockers List


Workgroup Settings


* Indicates that the administrator has the ability to rename these client information folders.


"Dallas LIFE has used the H.E.A.R.T. System for several years now. We have found this program to be a very valuable asset to our operation. It allows us the opportunity to keep very close records of our residents from the very first night right through graduation. The fact that we have current and pertinent information right at our fingertips about all of our clients is a tool that we could not operate without. The staff at H.E.A.R.T. has been extremely helpful and accommodating to all of our requests and has gone above and beyond the call of duty to help tailor this program to our specific needs. We would definitely recommend this program to anyone seeking to develop a system of checks and balances in their organization." 

Dallas Life

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