As someone who works for a nonprofit or social companies group, you’ve probably realized that there’s an amazing number of software options for managing your shopper information. Do you need a case management system, or a shopper information management system? What a couple of observe or company management system? Are these all just totally different terms for the exact same thing? Without a clear understanding of what you’re looking for, your software search will be very frustrating.
Keep reading to discover what case administration software is, how it might help your group, and whether or not you really need it.
What’s Case Administration Software?
Case administration software provides your group with one central location to store and track all consumer data. This contains things like contact information, case notes, appointment scheduling and history, client communications, and billing.
What does Case Administration Software Do?
The process of case administration involves loads of information collection. Case managers are sometimes working with dozens of shoppers and gathering data on hundreds of data points. It’s hard to keep track of this information without the help of a reliable software tool. Having all of your client information in one place makes it straightforward to visualize the data, create reports, and leverage the information you collect.
Case administration software also makes collaboration between case workers easy. Anybody who is part of a case can be given access to the information they need. Communications relating to a client can usually be sent within the software and automatically hooked up to their case file. In some softwares, like Penelope, case workers may even send communications directly to their clients. Since these communications are sent from within the system, they’re automatically tracked, so you by no means have to worry that you simply’re missing something.
Another main benefit of case administration software is that consumer progress and other metrics will be easily tracked and displayed utilizing numerous report types. This offers managers and different senior employees an outline of how the agency is performing and help to pinpoint where and the way operations might be made more efficient.
Do I Want Case Administration Software?
If you happen to work for a human companies or nonprofit group that still makes use of paper as their major methodology for recording shopper information, the answer is “sure”.
Many organizations use a combination of basic software and paper to document consumer information, which makes it very difficult to have full visibility into their data. Other organizations work with outdated or unsupported systems which provide them with only fundamental functionality and will forestall them from producing the reports and insights they need. Deploying a complete software answer would permit these organizations to improve the accuracy of their data, ensuring that every one workers have access to detailed and consistent client information.
Ask yourself if your present process, whether or not you’re utilizing software or paper tracking, is meeting your needs. If not, it may be time for an upgrade. Change isn’t always easy, however it’s worth it—especially when the payoff is a software system that will assist you improve the lives of your clients.
What to Look for in Case Administration Software
As we mentioned earlier, there are many case management software options out there, and it’s important to search out one that meets your agency’s tracking, reporting, and communication needs. And while features are essential to look at when deciding which system to choose, there are many different inquiries to consider.
Does the provider provide quality, ongoing assist?
Is it easy to retrieve and report on the data you collect?
Can the system be configured to fit your group’s unique wants?
Are you able to make minor system modifications without having to undergo the provider?
Can the software (and the provider) develop and adapt with your group?
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