Unlike most of its competitors, Aguardion utilizes a modern, ‘hierarchical’ database and logic structure.
A few examples:
‘Clients’ and ‘events’ are distinct entities within the system: events are subservient to the client record.
Equipment packages/invoice items etc are defined at the customer level and but further configured at the individual agency level
This modern, ‘object-based’ approach has a lot of advantages over the older design styles many other case management systems use. It lends itself to powerful, more nuanced reporting, is easier to customize upon and is generally more flexible.
With all these advantages comes a few caveats that the user should be aware of.
Users should think in terms of ‘events’ not ‘individuals’. When tracking down an individual case, it's easiest to utilize the event dashboards: utilizing the client dashboard as a starting point will be slower as you will be forced to follow the hierarchy (‘client’ then ‘event’) vs going straight to the event.
Secondly, when troubleshooting things like incorrect daily rates or fee items. Because of the hierarchical structure, configuration options are often split between the instance-wide and agency level.
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What is the most underutilized tool in Aguardion?
The Accounts Receivable report (not dashboard). This report is like a turbocharged Payment/Accounting dashboard: use it to find individuals that have high levels of debt, find mistakes, discover delinquent agency accounts, etc. Unlike the ...
HELP! Why isn’t the Day Counter/Balance/<Insert Item Here> on the Client Profile?
This goes back to the hierarchy structure. You will want to primarily use the Monitoring, Accounts Receivable (AR) and the Payment/Accounting dashboards day-to-day and get away from the client dashboards: they are less efficient for day to day ...
The "Days Monitored" on the “Accounting” screen is wrong, even after updating the start date.
This count reflects when the event was activated. Like most other aspects of the system, you must adopt SOP’s that keep things up to date in real time. This is by design: by forcing users to maintain the records the same day, it improves accuracy, ...
Clients
Video Tutorial Client Creation and Management Client Dashboard Clients, otherwise known as offenders or participants, can be viewed, created and edited from the client dashboard. Easily find a client by filtering the list or by using the search bar. ...
Creating, Managing & Concluding a Monitoring Event
NOTE: many of the images in this document haven't been updated to include some of the latest system changes, but still serve as useful illustrations for the purpose of this document. Please keep this in mind when consulting the images. Video ...