PrimeTracker CRM 2026 — SW Case Manager

VIVE ENROLLMENT STATUS

GENDER DISTRIBUTION

NSI RISK LEVEL

LANGUAGES

MONTHLY ACTIVITY 2026

⚡ UPCOMING ALARMS — ≤7 DAYS

⤴️ PENDING DASHBOARD — REAL TIME

📋 PENDING ASSESSMENTS —

#	Last Name	First Name	Alarm / Days	Status	Date

🔄 PENDING BI-MONTHLY —

Client	Period	Check Date	Days Until	Status

🥳 UPCOMING BIRTHDAYS (≤30 days) —

#	Last Name	First Name	Alarm	Birthdate	Days Left

📅 PENDING MEETINGS (≤30 days) —

#	Meeting Name	Description / Link	Hour	Date	Announces

👥 ACTIVE CLIENTS (64)

📥 Import Clients

#	Last Name ↕	First Name ↕	Home Phone	Cell	Email	Mailing Address	Home Address	Room	Notes	Gender	Birthdate ↕	Age ↕	Contacts (Name)	Contacts (Phone)	Contacts (Email)	Contacts (Days)	Aid Hrs/Wk	Aid Days	FV From Date	Citymeals Date	Citymeals Type	Meals/Wk	Delivery Days	Meal Type	Meal Note	Hold From	Hold To	Hold Days	Hold End	Language	NSI	VIVE Status	VIVE Date	Programs	Client ID	Personal INFO	Doc Link	Actions

🪦 INACTIVE / TERMINATED CLIENTS (4)

🥳 BIRTHDAY ALARMS

#	Last Name	First Name	Birthdate	Days Left	Alarm	Address	Actions

📋 ANNUAL ASSESSMENTS

#	Last Name	First Name	Assess Date	Days Until	Alarm	Status	VIVE CN	Re-Assess Date	Days Until	Alarm	Status	VIVE CN	ACTIONS

🔄 BI-MONTHLY CASE NOTES

#	Last Name	First Name	Period Date	Days Until	Wellness Check	Status	Address	Doc Link	ACTIONS

📅 MEETINGS & APPOINTMENTS

Name	Description	Hour	Date	Days Until	Announces	Status	Actions

📇 PROVIDERS DIRECTORY (93)

#	Name	Business	Services	Phone	Email	Address	Links	Notes	Days	ACTIONS

🧙 STAFF (26)

Name	Position	Email	Phone	Ext	Address	Schedule	ACTIONS

📈 MONTHLY REPORTS 2026

METRICS

ANNUAL COMPARISON

MONTHLY TREND

📋 MONTHLY NOTES 2026

#	Client Name	Program (APS - EISEP - FV - LGC - TRANSFERRED - PC)	Date	Status	Action	💬

💡 Entries update Monthly Reports cards automatically.

🔬 DATA ANALYTICS

AGE DISTRIBUTION

MEAL DELIVERY TYPES

PROGRAMS ENROLLED

WEEKLY MEALS DISTRIBUTION

BIRTHDAY MONTH DISTRIBUTION

📝 NOTES & SUPERVISION LOG

🗑️ RECYCLE BIN — 30 DAYS RETENTION

🔄 Items are automatically deleted after 30 days. Restore an item by clicking ↩ Restore, or permanently delete with 🗑. 0 items

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