Software for case management in human services

There are many affordable cloud-based solutions that help automate the different time- and money-consuming operations. In this buyers guide, we'll explore the different kinds of human services tools, their core features and use cases. We'll also look at the top considerations for buyers when purchasing the software. What Is Human Services Software? Market Trends to Understand. Human services software helps businesses improve operational efficiency, with better visualization of project outcomes and centralized access of client-related information.

A key use of human services software is the automation of routine tasks such as data collection. The software has pre-built forms and survey templates that help assistants quickly capture client details. Digital surveys speed up the process, reducing errors that often creep up when agents collect information manually. Once field agents capture client details on the digital forms, the system stores the information in a central location.

This information can then be accessed on multiple devices, including tablets and smartphones. Human services software has many features that help social service organizations engage with clients, track employee tasks and manage case documentation. These software features help all kinds of human services organizations—whether a foster care home, mental healthcare center or life skill counselor—improve operational efficiency.

Businesses should keep their organization's size and budget in mind when evaluating human services software. We've identified the three typical types of buyers and their chief concerns, expectations and requirements below:. Small private human services agencies: Generally speaking, small business buyers get very concerned about pricing and usability.

These buyers want an affordable, plug-and-play solution that their employees find easy to use. Typically, they prefer cloud-based solutions with low monthly subscription charges over on-premise solutions that demand an large, upfront fee. While they want a simple human services tool, it must offer the adequate functionality. Must-have features include case documentation and client tracking, which are essential for automating manual paperwork.

Nonprofit organizations: As nonprofits run on donations, these buyers need human services software that offers not only member management but also member engagement functionalities. For instance, the solution should offer built-in email marketing tools that allow nonprofits to communicate with potential donors or invite existing clients to a fundraising event. They also need nonprofit accounting features and third-party integration with payment processing tools to collect and track donations.

To meet the requirements of your nonprofit organization, consider going for a specialized tool. Large agencies and government institutions: Such organizations need to handle multiple cases as well as numerous compliance regulations at the same time. As a result, they need advanced functionalities such as workflow automation and detailed reporting. For instance, workflow automation eases the workload of employees in large companies. You can set rules to move tasks along such as the automatic sequencing of steps for an agent to complete a new client registration.

Likewise, reporting is a key functionality for government bodies. The detailed performance reports help them handle a ton of compliance documents and track project outcomes. Human service organizations are changing how they create and deliver programs to their clients. For instance, a recent study found that day care centers were using video streaming technology to let parents monitor their child's activities in the classroom.

Small businesses that adopt new technologies will gain a competitive advantage in the market. Here are four trends from our Top 10 Technology Disruptors for Small Business report that are changing the human services market:. Get Advice. Other Software.

CharityTracker CharityTracker is a cloud-based case management tool that helps non-profit organizations manage statistical data, referrals, collaboration and alerts. Visit Website Learn More. Casebook Casebook is a SaaS platform created for human and social services that is browser-based, providing secure remote access and flexible per-user pricing. Apricot Social Solutions Apricot by Community TecKnowledge is an all-in-one suite of comprehensive applications that any size or type of nonprofit can utilize to manage their donors and constituents, outcomes, and volunteers.

CaseWorthy CaseWorthy is a cloud-based case management solution designed for nonprofit organizations and government agencies to transform key data into actionable information and present cases. Penelope Penelope is a cloud-based case management solution for nonprofits, governments, universities and health and social services providers. Exponent Case Management Exponent Case Management is a cloud-based solution that helps human service agencies with outcomes management, client lifecycles, service planning and referral tracking.

NewOrg NewOrg is a configurable cloud-based solution designed to help small and midsize nonprofits manage donors, volunteers, marketing efforts, events and grant management in an integrated suite. TheraNest TheraNest is an HIPAA compliant web-based mental health solution used by solo practitioners, large mental health practices, and nonprofit organizations. Platform Configured, scaled, and tailored to meet your specific needs.

Can be changed or customized by your team -- or ours. Supported by data scientists and social workers who understand your mission. Protection Simplified cost tracking, billing, medication management, and more. This can be easy to overlook when choosing a case management software for nonprofits, but the best case management software offers excellent customer support to ensure your nonprofit can effectively use the software and deliver your mission — at no extra cost.

Great customer service is more than troubleshooting and fixes, it also includes ongoing training opportunities for staff to refine their skills or to train new staff when they come on board Consider what other customer support that case management software can offer your nonprofit, like ongoing training to improve skills as well as webinars and exclusive professional development opportunities.

In human services nonprofit organizations you may have some volunteers who are working on client services, or who need to access case records for other purposes. An important feature in case management software for nonprofits is the ability to manage staff and volunteers with one system. Human services case management software for nonprofits should offer your organization the ability to track service delivery, scheduling, and access levels for both staff and volunteers who are working with clients.

This includes reporting on the service outcomes of both staff and volunteers. The best case management software for nonprofits gives you the ability to manage both your nonprofit staff and volunteers, including controlling access levels.

Human services nonprofit organizations typically fund their mission through donations from corporate partners, foundations, and individuals. With the right communication strategy, and case management software, nonprofits can keep their beneficiaries in the loop and turn them into donors. Former clients of your nonprofit would probably love to hear about how they can support your mission and help others like them. Keep these people informed with a case management software that has email integration to send out e-newsletters and solicitation emails.

The best case management software has email integration that ensures you are reaching out to the right constituents, and saves you time importing and exporting a lot of data to send out emails. Keep your former clients informed, and find new donors for your nonprofit, with case management software for nonprofits, like Sumac , that has an email integration feature. Finally, the best case management software allows you to not only track your client interactions, but also report on the outcomes of your client programs.

Reporting features in human services software allow you to analyze:. Outcome-based reporting is a key feature in the best case management software, especially case management software for nonprofits.

Nonprofit human service organizations often have to report back to government agencies, foundations, and individual donors who have funded their programs. Book a demo today to learn more about how Sumac can help you fulfil your mission and streamline service delivery with case management software.

Join 50, other nonprofits in getting the BEST nonprofit tips, tools, and how-to guides delivered right to your inbox! By Cassandra Steele. Online fundraising and digital marketing communications professional. What is Case Management Software? Online access means Case managers can access client information securely on the go Staff can update the client record during and immediately after an appointment so information is up-to-date and accurate Prevents service interruptions when a case worker is unable to travel to the office A very important consideration during the COVID pandemic 3: Tracks Client History The best case management software will give your staff the ability to track the history of your clients , and case management software for nonprofits is no different.

Get a free demo of Sumac Case Management Software. Get a Demo. Work From home Like a Champ. Learn More. This field is for validation purposes and should be left unchanged. Time for a Spreadsheet Intervention? April 12,