Impact measurement 101: defining and collecting data
- Coordinating social services
- Nonprofits
- Case Management
- Human services
Technology is the key to accelerating social change. Rather than relying on dated systems like paper-based documentation and spreadsheets, nonprofit organizations and other social good organizations require powerful digital tools that can adapt to their needs. Specifically, case management software is a viable solution for many organizations to keep detailed records and manage their workflow.
In this guide, we’ll explain the importance of investing in a system that can handle your programs, cases, and projects with ease.
Review these common questions to discover what case management software is and how it can help your organization. With this foundational knowledge, your software search should be a breeze!
Case management software provides your organization with one central platform where you can track and store client data, such as contact and billing information, case notes, appointment scheduling and history, and client communications.
There are three main functions of case management software:
From gathering information to streamlining your workflow, adopting a case management system will help expand your bandwidth for client care.
Case managers often work with dozens of clients and collect hundreds of data points. Keeping track of these interactions and metrics can be difficult without the help of a reliable tool like case management software.
A case management system stores your client information in one place, making it easy to:
With case management software, you’ll spend less time keeping track of your tasks, lists, notes, and deadlines, and more time on building meaningful connections with your clients.
From customer service representatives to doctors’ offices, any organization looking to bring order to an otherwise complicated workflow can benefit from case management software.
Human services and nonprofit organizations that still use paper to record client information can also benefit from case management software. Rather than storing records in file cabinets, with the right software, everything you need is available in a searchable database.
Employing a comprehensive software solution allows organizations to improve the accuracy of their data, ensuring that all staff has access to detailed and consistent client information.
The right case management platform should meet the unique needs and processes of your organization. Keep these key features in mind when searching for the best solution:
These effective case management tools will help your team improve their workflow and ensure clients receive the best possible service.
With so many case management software options out there, choose one that meets your agency’s tracking, reporting, and communication needs. While features are important to look at when deciding which system to choose, there are also many other questions to consider, such as:
Finding a new case management system can take time and resources, but the right solution will make up the investment with increased productivity and impact. Explore Bonterra Program Management Case Management solution (formerly Social Solutions) to see if it meets your needs.
Ask yourself if your current process, whether you’re using software or paper tracking, is meeting your needs. If it’s time for an upgrade, start researching case management solutions to find a comprehensive, flexible platform to automate administrative processes and help you manage your workflow.
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