Nonprofit Cloud Case Management.
Provide personalized client services.
A Single View of Your Clients, Services, and Programs
Nonprofit Cloud Case Management enables service providers to understand exactly where a client is in their journey through an organization’s programs and guide them through next steps. Having programs, services, and clients in a single system helps service providers manage large caseloads while maintaining personalized care, ensuring no one slips through the cracks.See The Snapshot
Features & Benefits
Simplify Intake and Referrals
In a time when the demand for services is higher than ever, reduce the time and steps needed to enroll a client. Streamline intake with pre-configured templates that differ by program and start delivering services or easily refer them to another organization.
Start Your Day Off Right
The Case Manager Home Page gives service providers a snapshot of upcoming client meetings, tasks, or incidents that are in need of their immediate attention. With lots of demands on their time, this helps service providers plan out their day.
Personalize Case Plans and Assess Progress
Case plans help service providers keep their clients on track. With just a few clicks in the case management tool, service providers can select from commonly used goals and action items or create custom ones unique to their clients’ needs. In a single view, providers can track what’s complete and what’s still outstanding. Assessments help service providers understand clients’ progress throughout the program.
Draft and Tag Case Notes
Case notes are part of a service provider’s daily operations and Case Management is designed to make it as easy as possible. Service providers can create a note from a pre-configured template that differs by program so they no longer have to remember the specific information they need to capture for each note. They can save it as a draft to come back to later and tag notes with specific topics so they’re easier to find later on.
Intuitively Search for Clients
Service providers can ensure they are updating the right record by searching a refined list of clients. Search by legal or preferred name, client ID, or birth date.
Set Up Recurring Services and Track Attendance
Save time and manual data entry when setting up recurring services for groups or individual participants and tracking attendance. Service schedules allow program staff to setup multiple offerings of the same service (eg. a Monday & Wednesday Group and a Tuesday & Thursday Group).
Visualize Outcomes and Identify Trends
Nonprofits have limited time and resources and need to make sure they’re spending them the right way, especially when when they’re working with large caseload of clients. It is easier than ever to start viewing and analyzing program data whether an organization simply wants to tell funders how many clients they served this month or take a long view of trends in their data with Tableau Starter Dashboards for Program Management.
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