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 client information. Do you need a case administration system, or a shopper information management system? What a couple of practice or agency administration system? Are these all just totally different terms 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 administration software is, how it might help your group, and whether or not you really want it.

What’s Case Administration Software?

Case management software provides your organization with one central location to store and track all shopper data. This includes things like contact information, case notes, appointment scheduling and history, shopper communications, and billing.

What does Case Management Software Do?

The process of case management involves numerous information collection. Case managers are sometimes working with dozens of shoppers and amassing 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 whole shopper information in one place makes it straightforward to visualize the data, create reports, and leverage the information you collect.

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

One other main benefit of case administration software is that consumer progress and other metrics can be easily tracked and displayed using numerous report types. This provides managers and other senior workers an overview of how the agency is performing and help to pinpoint where and how operations could be made more efficient.

Do I Need Case Administration Software?

In case you work for a human services or nonprofit group that still makes use of paper as their main methodology for recording consumer information, the answer is “sure”.

Many organizations use a combination of fundamental software and paper to file client information, which makes it very troublesome to have full visibility into their data. Other organizations work with outdated or unsupported systems which provide them with only basic functionality and will forestall them from producing the reports and insights they need. Deploying a comprehensive software answer would permit these organizations to improve the accuracy of their data, ensuring that each one staff have access to detailed and consistent shopper information.

Ask your self in case your present process, whether you’re utilizing software or paper tracking, is meeting your needs. If not, it may be time for an upgrade. Change isn’t always simple, however it’s price it—especially when the payoff is a software system that will make it easier to improve the lives of your clients.

What to Look for in Case Management Software

As we talked about earlier, there are numerous case management software options out there, and it’s essential to seek out one that meets your company’s tracking, reporting, and communication needs. And while features are crucial to look at when deciding which system to choose, there are lots of different inquiries to consider.

Does the provider offer quality, ongoing help?

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

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

Are you able to make minor system modifications without having to go through the provider?

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

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