As somebody who works for a nonprofit or social companies organization, you’ve probably realized that there’s an awesome number of software options for managing your client information. Do you want a case administration system, or a client information management system? What a few observe or agency management system? Are these all just completely different phrases for the very same thing? Without a transparent understanding of what you’re looking for, your software search will be very frustrating.

Keep reading to discover what case management software is, how it can assist your organization, 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 includes things like contact information, case notes, appointment scheduling and history, client communications, and billing.

What does Case Administration Software Do?

The process of case management involves a lot of information collection. Case managers are often working with dozens of clients 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 your entire client information in a single place makes it easy to visualize the data, create reports, and leverage the information you collect.

Case management software also makes collaboration between case workers easy. Anyone who’s part of a case may be given access to the information they need. Communications concerning a shopper can usually be sent within the software and automatically connected to their case file. In some softwares, like Penelope, case workers may even ship communications directly to their clients. Since these communications are despatched from within the system, they’re automatically tracked, so that you never have to fret that you just’re missing something.

Another major benefit of case management software is that shopper progress and other metrics will be easily tracked and displayed utilizing varied report types. This offers managers and different senior employees an outline of how the agency is performing and assist to pinpoint the place and the way operations will be made more efficient.

Do I Need Case Management Software?

In the event you work for a human companies or nonprofit organization that still makes use of paper as their major technique for recording client information, the answer is “yes”.

Many organizations use a combination of primary software and paper to record client 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 resolution would permit these organizations to improve the accuracy of their data, making certain that each one workers have access to detailed and constant consumer information.

Ask your self if your current process, whether or not you’re using software or paper tracking, is assembly your needs. If not, it is likely to be time for an upgrade. Change isn’t always easy, but it’s price 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 talked about earlier, there are many case management software options out there, and it’s essential to seek out one which meets your agency’s tracking, reporting, and communication needs. And while features are crucial to look at when deciding which system to choose, there are many different questions to consider.

Does the provider provide quality, ongoing support?

Is it easy to retrieve and report on the data you collect?

Can the system be configured to fit your organization’s distinctive wants?

Can you make minor system adjustments without having to undergo the provider?

Can the software (and the provider) develop and adapt with your group?

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