Oasis Insight Erfahrungen

Ease of use and versatility of number of things I can track.

Search. I have discover when a search brings up nothing, if I add the person’s birth date and search again, it finds the info. Why is this happening?

I love this software. Checked out a lot of different software programs before choosing this one. I love being able to get info on clients quickly. Some people dont like adding dependents, but it is helpful for me to flag potential duplicate names and addresses

Sometimes I have trouble printing reports, but the support team is always quick to respond to my problems.

Oasis allows you to train your staff quickly on features and use. They keep client information safe and secure!

Customization is pretty limited and reports are sometime slow. Data can't be pulled all together; ex. case report and application report info do not talk to each other.

The ability to query reports customized to the needs of the Food Bank. We can filter to get the date ranges or specifics we need. We can detail the aggregate numbers we need. If we need to go deeper, we can export as a CSV file and manipulate through Excel.

A few little areas for improvement, but the Simon Solutions team is very open to feedback and makes improvements whenever we suggest something.

Queries and Reporting. This is a relational database, so most fields are can be selected. The database is used to gain important information on years of clients, active and inactive, who receive monthly assistance of food. Reports are often run to see how many are under 60 or how many receive federal assistance in several different areas.
The data entry is easy, but the resulting information is what make this a very valuable database to our organization.

There is not much wrong with this software. Limited training was required, though online help is available. The Greater Boston Food Bank oversees all use.

very easy to manage and teach others how to use
can customize each user to specify things there able to do

wish this software was mobile friendly other wise nothing i would change works wonderful works well on tablets

I like that fact that we have some sort of software to attempt to track the clients.

The software is not "user friendly". All food pantrys/banks have access to all clients' data and can change the data. Clients move around frequently and go to various food banks. I recently had a food bank "delete" the client number that was given by our food pantry. It took me an hour to figure out why the number in our records had been deleted. There should be an auto notification in the software to related food pantries where the client has visited that the number was deleted/changed. Relationships are linked to clients and the cross linking from client to client causes issues. The software will not accept income changes when the two clients are linked through relationships. This is only one of too many issues I encounter. I spend so much wasted time trying to "figure out" what is going on in the software. Also, the Pantry Intake Form questions do not match the fields to fill in on the software. The software is also very slow. Searching for a client number takes too long.

Very easy to use and keep track of all our customer information. Great for setting reminders and staying on task.

Easier to use on some browsers over others.

WE LOVE THE EASE OF CHECKING CLIENTS STATUS.

HOWEVER, WHEN WE NEED TO MOVE SOMEONE TO ANOTHER ACCOUNT, IT GIVES THAT PERSON ANOTHER CASE #. THIS CAUSES CONFUSION WHEN WE ARE LOOKING FOR A PARTICULAR CLIENT. WHAT WE DO IS US THE FIRST CASE # FOR ANOTHER CLIENT.

Love using oasis. It really helps keep me on track when it comes to client management, quotes, etc.

Initial learning curve was a bit tricky, but once you learn the basics it's a very easy system.

All of the various reports that can be generated with the data that has been input.

that there is not a feature to track scheduled appointment date and times when it comes to SNAP applications

Nothing yet. I use is because I am a partner agency and was asked to use it.

Very cumbersome. perhaps I need more training

Oasis insight is great for tracking data on clients over an extended period of time. The reports that can be quickly generated have proven to be extremely valuable for our team.

I would like to see some type of check in process added to the software, that has been our only negative.

Easy and quick to input transactions for our church food pantry. Allows multiple users. Allows us to generate reports to fulfill regional food bank required reporting

Point of use does not allow data reports or generation of listings for us to use. For instance, a list of weekly users by name, list of all clients for a certain period with how many times by date assistance was provided.

Easy to use. It doesn't take too much time to enter a new person's information and demographics. I'm able to locate client's data with easiness.

Generating reports to specific data when trying to narrow down to one or two options.

I like that Oasis "remembers" tasks that you have been doing consistently. I also like the fact that it is easy to use, very user friendly, easy to pull up reports.

I have had some slow down issues recently and I remember one time during the mobile market where the system crashed, but it was resolved quickly.

There is nothing to say about the site except it's entirely to slow

It is entirely to slow
I hate that I even have to do entry

Ability to search using different approaches to the client information.

The drill down process to generate reports is cumbersome.
Adding a barcode reader has been a challenge and we have not been able to get it to regularly operate.

Ease of use for most users to understand and use.

That i have to put the barcode scanner down to use the mouse to confirm. Would be much easier if I had a barcode on the wall called confirm, that could be scanned.

The software is very user friendly. It works great with the barcode scanner, and the signature pad. Our clients are able to go through the line much faster.

When our clients have to sign the Release of Information form we also have to sign it. It would be nice to have our signatures automatically show up. It would make the process a little faster.

We should be able to delete duplicate clients.