Agent Tools & Data
Essential tools and resources for Staff Agents and volunteers. Access client directories, CRM/EMR systems, forms, and communication tools to support your daily workflows.
My Impact
A rolling look back at the calls, emails, and messages you've personally handled across every channel — your recent interactions, all in one place.
Client & Partner Directory
Client & Partner Directory
One directory for everyone you work with — clients (contact info, service history, case notes) and community partners (referral sources and collaborative organizations) in a single searchable place.
CRM / EMR Systems
My Adult Daycare (EMR)
Direct access to the My Adult Daycare electronic medical records system for referrals and case management.
My Adult Daycare (Embedded)
Integrated view of the My Adult Daycare system within the Connie platform interface.
Fax Services
Fax Cover Sheet Templates
Professional fax cover sheet templates for secure document transmission to partners and clients.
Embedded Fax Templates
Integrated fax template system within the Connie platform for streamlined document workflows.
Online Forms
H2H Referral Form
Digital referral form for Health-to-Home services, streamlining the client intake and referral process.
Additional Forms
Access to additional intake forms, assessment tools, and documentation templates as needed.