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            Get Started with Program Management and Case Management

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            3. Nonprofit Cloud

            Get Started with Program Management and Case Management

            Use Program Management to increase productivity, eliminate data silos, and empower staff who manage and deliver programs to make timely decisions. Enable Case Management to equip your team with tools for intake, assessments, and guided care plans. Explore a trial org and learn about what's included, the recommended setup, and how to get ready for your implementation.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Performance, and Developer Editions with Nonprofit Cloud.

            Program Management banner

            Play button in a circle

            Get Oriented

            Program and Case Management

            Create a Nonprofit Cloud Trial Org

            Wrench in a circle

            Dive In: Learn About Recommended Core Features

            Create Programs, Benefit Types, and Benefits

            Enroll Program Participants

            Manage Benefit Schedules and Sessions

            Attendance and Benefit Disbursement Tracking

            Summaries of Program Participants and Benefit Disbursements

            Gears in a circle

            Go Deeper: Learn About Features for Specific Business Needs

            Track Tasks and Documents with Action Plan Templates

            Manage Case Referrals and Participant Intake

            Create and Assign Care Plans to Participants

            Complaint and Incident Tracking

            Provider Management

            Connector in a circle

            Extend Further: Learn About Additional Capabilities & Add-Ons

            Measure Program Performance with Outcome Management

            Determine Participant Eligibility with Business Rules Engine

            Evaluate Participant Needs with Discovery Framework for Assessments

            Automate the Conversion of Assessments to Digital Assessments with Assessment Generation

            Gain Program Insights with Data 360

            Rollup Definitions for Record Rollups

            Play button in a circle

            Get Ready for Your Implementation

            Set Up Nonprofit Cloud

            Program Management Prerequisites

            Program Management Editions and Permissions

            Nonprofit Program Management Example: School Kit Distribution

            Nonprofit Program Management Example: Youth Job Readiness Program

            Arrow in a circle

            Know Your Resources & Get Help

            Trailhead: Manage Programs with Nonprofit Cloud

            Program Management Developer Guide

            Case Management Developer Guide

            Trailblazer Community: Nonprofit Cloud
             
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