What is Case Management Software?

by Madeline Lang

With an ever-growing list of software options, it can be hard to even decide what type of software you need. Do you need case management software, or productivity software? Or, is there something more specific to your industry? Without a clear understanding of what you’re looking for, software searches can feel frustrating.

The rest of this article will focus on defining case management software for social services.

What is Case Management Software?

Case management software is a program that allows you to track all of a client’s information in one place. Case notes, appointments, client communication, scheduling, and billing can all be handled in case management software.

What does Case Management Software Do?

The process of case management involves a lot of information collection. Case managers are often working with dozens of clients and collecting data on hundreds of fields. Without the proper tools, all this information can be lost, forgotten, or left unused. Employing case management software means this data is in one accessible location. With the right system, it should be easy to pull out this data, create reports, and leverage the information you collect.

Case management software also makes collaboration between case workers easy. Anyone who is part of a case can have access to the client information they need. Communication about a client/patient can usually be done within the software and attached to their case file. In some softwares (like Penelope), direct client communication can be done in the platform. This has the added bonus of making sure all client communication gets recorded.

For managers and higher-level employees, case management software gives them a place to oversee the agency’s operations. They can use the software to make sure that staff stay on track and nothing gets missed. This one-stop shop helps to improve accountability in an organization.

To learn more about what our case management software can do, visit our features page.

Do I Need Case Management Software?

If you are currently working in a social services, human services or non-profit organization that still uses paper as their primary recording method, it might be time for an upgrade.

Lots of organizations use a combination of paper and software. This can be confusing and take lots of time. For these companies, implementing a case management system can have a serious positive impact.

Organizations working with an outdated and/or unsupported system (or series of systems) might want to think about making the switch to a current case management system.

If your current software is not meeting your needs, or does not offer the support you want, it might be time to change the software you use. Change can be painful, but if you get a software more tailored to your needs, the rewards are well worth it.

What to Look for in Case Management Software

There are many case management software options out there. You’ll want to make sure that you get one that meets your agency’s needs. Software features are an important thing to consider, but they’re not the only thing to base your decision on.

Here are a few key things to look for when deciding on a case management software:

  • It can be configured to your organization’s needs
  • The company offers quality, ongoing support
  • It is easy to retrieve and report on the data you collect
  • The software (and provider) can grow and adapt with your organization
  • After the initial software deployment you don’t need to rely on the provider for minor changes

For more information about Penelope case management software, please contact us!

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