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About ChilliDB What is ChilliDB? Our Story News What's New Features NFP, Community, Health What is a CRM? Contact Us PRODUCT ↓ SOLUTIONS ↓ COMPANY ↓ PRICING ↓ SUPPORT ↓ CONTACT US Outlook Add in Keep your communication records up to date. ChilliDB Outlook Add-In allows you to quickly save emails to the ChilliDB database without leaving Outlook. TRY FOR FREE WATCH DEMOS ChilliDB Outlook Add-In Keep your communication records up to date. ChilliDB Outlook Add-In allows you to quickly save emails to the ChilliDB database without leaving Outlook. Save time by taking advantage of ChilliDB’s Outlook Add-In. Quickly save emails and file attachments to your ChilliDB database without leaving Outlook. Emails are saved as notes which are then filed against the matching contacts of the recipient and sender. Book a Demo Schedule a free demonstration by clicking below. Demonstrations run for 30 minutes and are done online. FREE DEMO Contact Us Have questions? Contact us to find out more. Click below and our team will happily help you. CONTACT US Sign Up To use Outlook Add-In you need a ChilliDB subscription. Click below to find out more. SIGN UP ChilliDB Outlook Add-In lets you: Save emails as notes which can be followed up through ChilliDB Save file attachments Create new contacts and organisations efficiently Keep track of communications Match the sender’s and receiver’s names to the data in ChilliDB Set a category and type for the email Get Started Select the "Home" menu in Outlook and click on the ChilliDB icon after adding to your toolbar. Then enter in your ChilliDB credentials to store an email. Store Emails Save attachment files and images automatically by ticking the "save attachments" check box next to the save button. Find Organisations and Contacts Easily find organisations and contacts by searching for them in the Outlook Add-In. Match the sender's name to the organisation or contact in ChilliDB. Create Contacts and Organisations If you cannot find the sender's contact in the ChilliDB database, you can quickly create one in the Outlook Add-In. After creating a contact, if you cannot find the sender's organisation in the ChilliDB database, you can quickly create one in the Outlook Add-In Select Preferences Customise settings by selecting the note type, category and sub category in the ChilliDB Outlook Add-In. GET STARTED Request a free short 30 minute demonstration to learn more about what ChilliDB could do for you! REQUEST A FREE DEMO

RURAL PRIMARY HEALTH SERVICES (RPHS) The Rural Primary Health Services (RPHS) program aims to improve access to a range of primary and allied health care services and activities for rural and remote communities. The RPHS program gives community-based primary health care services greater flexibility in the range of services they can offer, including health promotion and preventative health activities. ChilliDB has a specialised RPHS module which was developed in consultation with our clients. The ChilliDB RPHS module has been trusted by countless organisations to manage and report on the RPHS program. ChilliDB Helping Deliver the Rural Primary Health Services The RPHS Module extends ChilliDB by leveraging existing information held within ChilliDB to securely manage and review: Referral to RPHS program services through primary health professionals, family, carers and also self referrals Continuity of care is maintained securely and privately through ChilliDB User Roles allowing you to bring your service providers into ChilliDB to access and maintain RPHS data. You can control the access within ChilliDB that your service providers have been granted allowing them to only access their patients, referrals and session details within the RPHS module, and exclude them from accessing any other ChilliDB details. Recording of Referral and Sessional information for each patient Custom Fields which allows you to tailor the information captured within this program Support for Individual and Group Occasions of Service Streamline Program Management and Reporting Capturing your RPHS data within ChilliDB means you can still keep your data in one central and secure location, reduce your training needs, and have confidence that you can easily report this data in a consistent format. Pre-packaged reports on Referrals, Sessions and the ability for your service providers to generate Tax Invoices assist you to manage the day to day program activities, while extraction reports on Results against the RPHS Program Indicators and Source and Number of Referrals allow you to incorporate this information into your reporting commitments. GET STARTED Request a free short 30 minute demonstration to learn more about what ChilliDB could do for you! REQUEST A FREE DEMO

PRODUCT SOLUTIONS COMPANY PRICING SUPPORT More PARTNERS Polymorphic Solutions is interested in connecting with potential partners to deliver implementation, training and sales services around the ChilliDB product. This opportunity would suit: Services and consultants companies working in the NFP sector – skilled in information and change management, database mapping, systems implementation NFP sales and marketing companies - add a sector specific CRM/Case Management tool to their product portfolio Training companies for NFP’s – a working capability of ChilliDB must be developed to deliver this service Why ChilliDB? ChilliDB combines a powerful NFP sector specific CRM with a Case Management tool, integrating important functions like membership, events, surveys into a single system. An easy to use hosted platform, offering partners implementation and best practice servicing and revenue opportunities. To Find Out More Ph: 1300 65 72 43 or complete an enquiry form.

About Polymorphic Solutions Formed in 1995, Polymorphic Solutions is recognised amongst our clients as providing cost efficient and strategic solutions. Polymorphic Solutions is a wholly owned Australian Company headquartered in Brisbane, Queensland. Polymorphic Solutions excels at combining people with technology and we do that through building close relationships with our clients. Many of our clients have been with us for more than 10 years. We provide a full spectrum of services from the initial design phase of solution development through to implementation and system support roles. Polymorphic Solutions has Government Endorsed Supplier status and is a signatory to the Government Information Technology Terms and Conditions (GITC). While ChilliDB is our primary focus, we also offer a number of other services. Software Development, Hosting and Professional Services Backing up Polymorphic Solutions is a software development and professional services team who build bespoke software solutions and support a number of software systems through comprehensive Service Level Agreements for clients including: Queensland Department of Community Services, Queensland Department Child Safety Queensland Department of Disability Services Queensland Department of Education National Prescribing Services Queensland Department of Employment, Economic Development and Innovation Our Hosting team provide dedicated and co-hosted infrastructure and platforms to support our clients above and also all of our ChilliDB clients. Our Data Centres are located in Australia.

By Industry Health Services By Category Features Home and Community Community Services Not for Profit Associations By Need Client Administration Add ins Case Management Client Management Event Management Contract Management Membership Management Pricing Store About ChilliDB What is ChilliDB? News What's New Our Story NFP, Community, Health What is a CRM? Contact Us Help Help Centre Training Webinars Help Desk Articles New User System Status Case Management Get started with ChilliDB 1. Process Configuration r r Create a new Case Categorisation Full Guides Free Trial Thank you for sigining up for a free trial this webpage will be a day to day guide that will help you get the most out of your ChilliDB Trial. r Navigate to the Process Configuration Maintenance screen r Creating a process configuration (chillidb.com) 2. Process Definition r r Create the Process Structure Full Guides r Case Process Definitions (chillidb.com) 3. Create a Case (as a Case Manager) r r Add the case details r Allocate the case to a case worker r Accepting the case (as a case worker) r Referring the case (as a case worker) r Declining the case (as a case worker) r Full Guides Creating and Allocating Cases (chillidb.com) Create a Case (as a Case worker) r Search for a case r r Full Guides Introduction to ChilliDB Search Looking to advance to the next section? Getting Started with ChilliDB Looking to Upgrade to a plan? Wanting to continue to use ChilliDB? View our pricing and plans so we can best suit your every need. PLANS

Australia's Client Administration #1 choice Can manage all your information. Track all services and interactions. Designed for the Australian Not for Profit, Community and Health sectors. Client Administration FREE DEMO TRY FOR FREE Allows you to isolate clients that are provided services The ChilliDB Client Administration module allows you to isolate clients that are provided services into individual programs, implement security around who can work with those clients in each of those programs, and then build all of the forms that you need to support that program using a collection of features to fast track your setup. Define any number of types of Clients This module enables a user to define any number of types of Clients (such as a Patient or Participant on a Coordinated Trial), and build data capture forms quickly with pre-built features commonly used in care coordination programs. Forms can then be easily customised to meet specific program needs. Once a client is defined and forms are built, the user can then control the security access. See Providers and any other Organisations that you do business with outside your program delivery. Clients can be linked back to Contacts and Organisations which is where you would see your Providers and any other general Contacts and Organisations that you do business with outside your program delivery. Client Administration includes a number of pre-defined features out of the box including support for: Carer Details Case Notes Clinical Information Consent Details Counselling Services Exit Information Details Health Assessment and Care Plan Details Interpreters Details Next Of Kin Details Action Plans Financial Expenditure Client Administration in Action The following video provides a quick walk-through of the module showing Client information, Client Notes, Action Plans, Financial Expenditure. It also shows how you can utilise the Case Management module to introduce Case Management into your client program management. GET STARTED Request a free short 30 minute demonstration to learn more about what ChilliDB could do for you! REQUEST A FREE DEMO

WE ARE TAILORED TO Not for Profit Read More Health Community Read More Read More FREE DEMO TRY FOR FREE How is ChilliDB for you? By Industry Health Services Community Services Not for Profit Associations By Category Features Home and Community Modules Demonstration Demonstation Videos Demonstation Request By Need Client Administration Case Management Client Management Event Management Donor Relationship management Marketing Automation Contract Management Membership Management Add ins Outlook SMS messaging Website forms Custom Fields Website Forms Help Help Centre Help Desk Articles System Status Training Webinars Demonstation Videos New User New User Start up Packages About ChilliDB What is ChilliDB? Our Story News What's New NFP, Community, Health Features NFP, Community, Health What is a CRM? Contact Us Anchor 1 A Client Management System for Nonprofits Scalable and Flexible Solutions for any sized company A User Friendly Client Management System By easily allowing you to add and remove additional data capture fields to the system, you can be sure that no matter what, ChilliDB can accommodate all your information capture needs. Customised To Your Own Individual Business Model Innovate quickly with a complete platform that provides a single source of truth, intelligence and experience capabilities, from anywhere. Excel Spreadsheet Integration Looking for a program that can import all your spreadsheet information? ChilliDB can do that also, making it easy to get organised quickly! ChilliDB for Nonprofits is Tailored to Your Needs Case Management Case Management allows you to assess, plan and monitor the delivery of support to the client, and adhere to milestones. Client Administration The ChilliDB Client Administration module supports any Coordinated Care program. Membership Management Segment your clients by creating customised membership packages. Maintain these memberships easily and set up custom fields. Donor Relationship Mangement ChilliDB is a tool that will improve donor relationships and help track and measure your fundraising efforts. A Client Management System for Health Anchor 2 Contract Management, Commissioning ChilliDB Contracts module allows you to track all of your Contracts, from Prospect or Opportunity through to Contract execution. Survey, Data Collection and Cleansing, Needs Assessments The ChilliDB Survey module provides a powerful built in Survey tool to streamline your data collection and maintenance and inform your business activities. Read more about our Surveys module here. Searching, Reporting, Data Mining, Visualisations ChilliDB includes a number of options to view and find information to meet any users needs, including: Search Screens Data Mining module, and specialised Reporting tools. Supported Programs Access to Allied Psychological Services Access to Allied Psychological Services allows you to securely manage all of your patient, referral and sessional information. Partners In Recovery (PIR) Partners in Recovery (PIR) streamlines the client journey while providing a flexible and comprehensive client and case management solution. The Rural Primary Health Services (RPHS) Rural Primary Health Services improves access to primary and allied health care services and activities for rural and remote communities. Home and Community Care (HACC) Home and Community Care provides funding for services which support the frail older people and their carers. Client Administration The ChilliDB Client Administration module supports any Coordinated Care program. Closing the Gap (CTG) Closing the Gap (CTG) provides healthcare support for Aboriginal and/or Torres Straight Island Descent. A Client Management System for Community Anchor 3 Contract Management, Commissioning ChilliDB Contracts module allows you to track all of your Contracts, from Prospect or Opportunity through to Contract execution. Survey, Data Collection and Cleansing, Needs Assessments The ChilliDB Survey module provides a powerful built in Survey tool to streamline your data collection and maintenance and inform your business activities. Read more about our Surveys module here. Searching, Reporting, Data Mining, Visualisations ChilliDB includes a number of options to view and find information to meet any users needs, including: Search Screens Data Mining module, and specialised Reporting tools. Supported programs Client Administration The ChilliDB Client Administration module supports any Coordinated Care program. Read More Partners In Recovery (PIR) Partners in Recovery (PIR) streamlines the client journey while providing a flexible and comprehensive client and case management solution. Read More Home and Community Care (HACC) Home and Community Care provides funding for services which support the frail older people and their carers. Read More GET STARTED Request a free short 30 minute demonstration to learn more about what ChilliDB could do for you! REQUEST A FREE DEMO

Modules ChilliDB includes a range of modules suitable for not-for-profit as well as optional ones which can be requested. GET STARTED WATCH DEMOS By Industry Health Services Community Services Not for Profit Associations By Category Features Home and Community Modules Demonstration Demonstation Videos Demonstation Request By Need Client Administration Case Management Client Management Event Management Donor Relationship management Marketing Automation Contract Management Membership Management Add ins Outlook SMS messaging Website forms Custom Fields Website Forms Pricing Store About ChilliDB What is ChilliDB? Our Story News What's New Features NFP, Community, Health What is a CRM? Contact Us Help Help Centre Help Desk Articles System Status Training Webinars Demonstation Videos New User New User Start up Packages Custom Fields/ Form Building A powerful feature within ChilliDB is the ability to easily create your own forms and add fields into those forms without the need for application development. Reporting Reporting allows for parameterised and professional reports to be created and then uploaded into ChilliDB for other ChilliDB users to view. Alerts & Notifications Alerts and Notifications can be set to add reminders and drive workflow activities, ensuring an activity can be followed up at a later date. Membership Management Simplify your membership management with support for unlimited members, paid and non-paid membership and renewal tracking. Visualisations Visualisations allows you to visualise your data using charts and graphs. Event Management ChilliDB Events are ideal for managing your training, workshops and events. Distribution Lists Use the distribution stats page to show your lists performance and sources of your subscription and un-subscriptions. Automate who should be added and removed from your lists based upon your criteria by using the subscription rules feature. Notes Use notes to record all communications and interactions that you have with your Contacts, Clients and Organisations. Notes can include file attachments also. Maintain Users & Roles Assign roles to users and restrict who sees what, for sensitive documents using the Notes Sensitivity function. Appointments Search and create appointments for your staff. Set up alerts to remind them. Reference Data (Categorisation) Set categories for contact, organisations and more to keep your data organised. Contact & Organisation Management Capture and manage any information you may wish to store on stakeholders, clients, and their staff through Organisations and Contacts. Surveys & Feedback Use surveys to capture anything from assessments and evaluations to information updates. Provide online pre-populated forms to your clients and have their responses automatically merged back into ChilliDB Data Mining Mine, group, aggregate and summarize information within ChilliDB using Data Mining module. News Add news items to your home page to ensure staff see any important notifications. OPTIONAL MODULES Asset Register Our Asset Register module lets you track your assets and calculate their depreciation using either the prime cost or diminishing value method. It also allows you to extend the information gathered to include your staff and clients. Case Management ChilliDB provides full Case Management integration, which allows Case Workers and Case Managers to assess, plan and monitor the delivery of support to the client, and adhere to milestones. Module Builder The Module Builder lets you easily create new modules that are fully integrated into ChilliDB. The modules can be used to store your required information by adding custom fields and offers built in search and control over access. Modules created by the module builder can run independently on other ChilliDB modules or the information can be linked as required. Staff Timesheets The Staff Timesheet module offers tracking of Staff time and leave requests including support for RDO/TOIL time if needed. Approval process with email notification workflow is also provided. All licensed users are supported. Client Administration Our Client Administration module allows you to isolate clients that are provided services into individual programs, implement security around who can work with those clients in each of those programs, and then build all of the forms that you need to support that program using a collection of features to fast track your setup. Document Register Store your internal documents, procedures and policies using Document Register. Review dates and the lead staff member which can also be defined for each policy. Outlook Enterprise Edition Enabling this feature will extend the ChilliDB Outlook plugin to include additional features such as creating Contact/Organisation and storing Outlook events as events in ChilliDB. Contract Management Our Contract Management module will manage all of your contracts, from opportunity through to contract execution and delivery. Centrally manage all contracts and activities around the contracting process and once executed, you can manage all deliverables through to the contract end. Donor Tracking This module enables tracking of donations against both contacts and organisations. Once enabled, a tab will appear on the organisation and contact pages, allowing donations to be recorded. QI This module enables the management of Programs/Projects and associated PDSAs to support Improvement Plans. GET STARTED Request a free short 30 minute demonstration to learn more about what ChilliDB could do for you! REQUEST A FREE DEMO

By Industry Health Services Community Services Not for Profit Associations By Category Features Home and Community Modules Demonstration Demonstation Videos Demonstation Request By Need Client Administration Case Management Donor Relationship management Client Management Event Management Marketing Automation Contract Management Membership Management Add ins Outlook SMS messaging Website forms Custom Fields Website Forms Pricing Store About ChilliDB What is ChilliDB? Our Story News What's New Features NFP, Community, Health What is a CRM? Contact Us Help Help Centre Help Desk Articles System Status Training Webinars Demonstation Videos New User New User Start up Packages Initial Steps Free Trial Thank you for sigining up for a free trial this webpage will be a day to day guide that will help you get the most out of your ChilliDB Trial. Get started with ChilliDB r Set up a new password r Set up password recovery Personalise ChilliDB layout r r Register for ChilliDB Community Via Help Centre Looking to advance to the next section? Getting Started with ChilliDB Looking to Upgrade to a plan? Wanting to continue to use ChilliDB? View our pricing and plans so we can best suit your every need. PLANS

Leading Australian CLIENT MANAGEMENT SOLUTION An Australian-designed and hosted client management solution tailored to the NFP, Community and health industry. TRY FOR FREE Department of Seniors, Disability Services and Aboriginal and Torres Strait Islander Partn PHN-Brisbane-North-Logo_JPEG_2x Show More About ChilliDB Elevate your performance with Chillidb's Client management solutions. Our platform offers a comprehensive set of tools that empower and are tailored to non-profits, health, community and associations to streamline their operations, enhance their fundraising capabilities, and managing contact data and more. Data management simplified, mission impact amplified See All Programs Health Services Not For Profit Community Services Associations Domestic Violence Football Community Key Features See All Features Membership Management Web Forms Messaging Contact Management Custom Fields Case Managment Contract Management Event Management Client Administration Marketing Integrations Outlook Xero myob Gmail funraisin Keep Up To Date AI Revolutionising Client Management Systems: A Comprehensive Guide 59 0 comments 0 1 like. Post not marked as liked 1 The Future of Client Management: ChilliDB at the Forefront of 2023 Trends 59 1 comment 1 2 likes. Post not marked as liked 2 Industry Insights: Empowering Domestic Violence Support Organisations 61 0 comments 0 1 like. Post not marked as liked 1 To ensure you stay in the loop of update notes, helpful tips and insightful articles subscribe here: SUBSCRIBE TO CHILLIDB NEWS LOOKING FOR PRICING? Choose from a variety of pricing options that best suit your company and your needs PRICING Stay up to date

By Industry Health Services Community Services Not for Profit By Category Features Home and Community Modules Demonstration By Need Client Administration Donor Relationship management Add ins Outlook Case Management Client Management SMS messaging Event Management Marketing Automation Website forms Pricing Store About ChilliDB What is ChilliDB? Our Story News What's New Features NFP, Community, Health What is a CRM? Contact Us Help Help Centre Training Webinars Help Desk Demonstation Videos Articles New User System Status New User Surveys Get started with ChilliDB Configuring the Survey Module r Free Trial Thank you for sigining up for a free trial this webpage will be a day to day guide that will help you get the most out of your ChilliDB Trial. r Ensure user(s) have access to Survey tickets so they can access module features r Practice restricting user access to surveys Create Survey r r Enter survey details r Create your own template if necessary r Choose survey options r Choose submission, save & review options r Set up Sender notifications r Set up Staff notifications r Set up Responder notification options r Choose invitation options r Save survey r Duplicate Survey Map Out Survey r r Experiment with adding sections and questions to ChilliDB survey r Experiment with the survey layout/header etc r Preview survey to check it appears as you would like r Publish survey (if you didn’t include a date to be published when creating the survey) Send Out Survey Invitations r r Create a list of invitees to send invitations to r Send invitations Survey Follow-up r r Send a reminder (if necessary) r Search survey responses for a particular survey - find results r View survey responses/analysis/visualisations Looking to advance to the next section? Getting Started with ChilliDB Looking to Upgrade to a plan? Wanting to continue to use ChilliDB? View our pricing and plans so we can best suit your every need. PLANS

Automate your marketing TODAY ! Although ChilliDB focuses on Client Management features we also offer some Marketing Automation features for organisations that regularly send out campaigns and communicate with their clients. By Industry Health Services Community Services Not for Profit Associations By Category Features Home and Community Modules Demonstration Demonstation Videos Demonstation Request By Need Client Administration Case Management Client Management Event Management Donor Relationship management Marketing Automation Contract Management Membership Management Add ins Outlook SMS messaging Website forms Custom Fields Website Forms Pricing Store About ChilliDB What is ChilliDB? Our Story News What's New Features NFP, Community, Health What is a CRM? Contact Us Help Help Centre Help Desk Articles System Status Training Webinars Demonstation Videos New User New User Start up Packages MARKETING AUTOMATION FREE DEMO TRY FOR FREE ChilliDB Messaging allows professional personalised communications to be sent through ChilliDB. Messages can be sent as Emails, SMS and Faxes and you can create Distribution Lists for managing your regular communications. Email ChilliDB has its own email system and integrates with Mailchimp for e-marketing. All messages sent through ChilliDB are categorised and recorded as notes which are linked to your contacts and clients so you can keep a history of all your communications. You can track opening of emails as well as read receipts and request delivery receipts. Distribution List Easily communicate with your clients, stakeholders and suppliers by using distribution lists. Set Up Reminders Use Notification Rules to set up reminders and alerts for form submissions, membership subscriptions etc. Web Forms Create contact forms and online enquiries by using web controls to capture new contacts. Use custom fields to capture the right information for your data.Our web control forms allow you to quickly create forms on your website that directly integrate into ChilliDB avoiding the need to re-enter the data and can alert staff when forms are completed. SMS Messaging ChilliDB SMS provides Hosted ChilliDB clients with a simple to use and fully integrated SMS solution, allowing ChilliDB clients to send SMS messages to any Contact or Organisation held in ChilliDB. Segmentation Keep your data organised and easily target your clients by segmenting through groups, membership and distribution lists. Mailchimp Integration Integrate with Mailchimp and link your distribution lists in ChilliDB to a MailChimp list. Workflow Processes Drive workflow activities and ensure an activity can be followed up at a later date by using ChilliDB Alerts. GET STARTED Request a free short 30 minute demonstration to learn more about what ChilliDB could do for you! REQUEST A FREE DEMO