Case Management

Overview

Social service agencies providing programs in the community gather detailed information to form client profiles that help render assistance to those in need. Managing the data involved is a top priority to ensure the right people are receiving the correct services. Client information requires tracking and organizations need to record and report services delivered.

Sumac Case Management enables recording and tracking of service delivery information with ease. Built-in tools provide analysis for your operations, reporting for purposes of internal use and for external reporting to governments and other funding bodies, allowing your staff to focus on delivering your mandate and raising more funds.

Features

• Customize constituent profiles to gather accurate information about each client.
• Manage client intake, recording information as required.
• Specify data access privileges to provide security for sensitive information, preventing client workers from viewing donation information and fundraising staff from viewing private client information.
• Record and organize different types of communications with clients.
• Produce statistical reports based on service delivery, client demographics, and client needs.
• Integrate with Sumac Reminders to identify client needs and build action plans for services appropriate to each client.
• Integrate with Sumac time tracking to monitor time spent on providing service, linking each client to employees or volunteers.