Client Databases

Written by Kimberly Clark
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Many businesses and organizations have found the use of a computerized client database to be a very effective tool for managing all sorts of information relevant to their customers. The databases can serve as practical repositories for storing various types of data. They can be set up as simple mailing lists or used to maintain complex medical records.

Track and Retrieve

Another advantage to using a client database, as opposed to maintaining vast amounts of paper files, is the ability to quickly retrieve and efficiently track the entered data. This can be profoundly helpful for professionals whose job requires them to stay on top of volumes of client information, which they might need to locate immediately. These types of databases could effectively be used to house information on caseloads, insurance providers, financial accounts, medications prescribed, as well as medical procedures performed.

Sort, Report and Export

In addition to the time saved by being able to quickly retrieve data, client databases give the user the added flexibility of being able to sort the information. Customer data can be queried and returned based on specified criteria. Furthermore, most products have functions that allow users to schedule this sorting to automatically take place on a regularly occurring basis.

Many organizations that gather consumer information often have a need or desire to submit the collected data to other departments or businesses. The recipient of the data might be a health insurance plan that needs patient data to approve a claim or it might be a regulatory agency, such as the EPA or IRS, that requires submission of annual reports on the organizations activities. In any case, client databases allow the user to generate reports they can provide to these downstream users, and in some cases, they are able to export the information directly to the system the requesting user is using to manage their data.


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Hi Pamela,To delete a diary datbaase, you may first refer to the first screen under access an existing diary datbaase section of this user guide, click at the Database combobox and you will find the location of your existing diary datbaase, then open Windows Explorer and browse to the location and delete it.To create a new datbaase, simply click at the Create New button on the same screen again.