Looking for the right case management software can be a challenge for anyone in the nonprofit sector. After all, there are so many choices and few that actually address the needs of a human services agency at a price that is affordable. When looking, it is tempting to simply look at the price tag first and then see what the software can accomplish. "What can I get for the money...?" while an important question is probably not the most important... at least when starting off.
Having access to the right information at the right time is at the heart of a social worker's ability to do his or her job in a timely and efficient manner. Being able to process and organize information received helps ensure that productivity increases, even as the industry as a whole is seeing more pressure.
If you’re like most agencies, the people you serve have come to you through a referral process. Being able to track where you get your “clients” or “kids” or “students”, etc. (for this article let’s refer to them as clients) is vitally important to your business model. Clients may be referred to you through the schools, courts, hospitals, jails, DHS, and other organizations that provide complimentary services.