Case Management for Human Services

Focus on your work and keep your clients' needs front and center by using Case Management for Human Services.

As a case manager, your work is defined by the need to track and make sense of a seemingly unending chain of complex challenges as you serve your clients. Understanding a client's needs requires building a trusted relationship so you can support them as they progress or experience sidetracks or setbacks. To serve each client, you need the right information at the right time. But too often, keeping up with the necessary paperwork and administrative tasks can feel like a full-time job.

Nonprofit Cloud Case Management makes it easier for case managers like you to get back to what you do best—helping people. And to keep your clients' needs at the center of your work, Case Management is here to help you:

• See your daily events, open tasks, and client watchpoints all in one place.

• Develop comprehensive case plans to support your clients' progress.

• Track your clients' progress using client notes and assessments. 

• Schedule and log client calls, meetings, and other interactions.

• Log and track incidents involving clients.

• See which programs and services your clients are using.

• Manage a pipeline of incoming and outgoing client referrals.

• Evaluate and assist potential clients using a customizable intake process.

• See reports summarizing common case plan action items and goals, the status of inbound referrals, and the status and results of client intakes.

Case Management also helps you provide high-quality service using program management tools that help you: 

• Define the programs and services that you provide.

• Track the people, households, organizations, or other entities that have applied for and enrolled in programs, including those on a waitlist.

• See service recipients grouped by common criteria, such as those who receive services at the same location. 

• See the number of services distributed or delivered, and to what recipients.

• Report on program utilization and other trends to see how well your programs and services are performing.

Case Management works in any Salesforce environment, although it works best with NPSP. Case Management uses the standard Salesforce Account and Contact objects and includes several custom objects tailored for case management and program management.