CaseWorthy Review

CaseWorthy is a cloud-based case management solution designed for nonprofits and government agencies to turn key data into actionable information and present cases. Key features include e-signature, analytics, reporting, document management, rule-based workflows, and more. With the Spacial Mapping feature, users can define geographic regions and view ongoing customers, suppliers and services across multiple regions. The group e-mail and bulk content functionality allows users to send personalized e-mail messages and event-specific notifications to clients. CaseWorthy‘s reporting and analysis capabilities allow users to create automated charts and export data in multiple formats to visualize efforts. The rules-based eligibility feature allows users to set rules and conditions for adding clients and determining program eligibility.

CASEWORTHY – TUTORIAL

Let’s watch this tutorial to learn how to generate invoices with this social services software:

CASEWORTHY – FEATURES

• Scanning: eliminate paper vouchers to speed up customer identification and check-in, access records, monitor program usage and more
• Bulk content: send group emails or text messages created from a template, such as customer approval notifications, or customize your own
• Mapping: define geographic regions on detailed maps to view customers, suppliers and various services and programs within a specific area
• Signatures: record and attach customer signatures to electronic documents that employees can access from their tablet, smartphone or laptop
• Analytics: easily export data or create automated charts and graphs to instantly see the results of your outreach efforts
• Compliance reporting: the dedicated compliance team is up to date with data capture, eligibility rules, and compliance reporting requirements for HMIS, CAP, Goodwill, HIV / AIDS, Catholic Charities and more, so you can focus on yours. customers
• Document management: organize and manage all your documents in one place: assessments, eligibility, enrollment, funding and more
• Operational reports: analyze the real-time details you need to know about your customers, programs and services: who’s signed up or who’s out, program results, KPIs, retention rates, and more
• Business intelligence dashboard: customize employee and customer facing dashboards to securely capture and display the information you need, when you need it
• Roles: set rules to control who can see and access specific information, depending on the roles in your agency
• Workflows: create your own custom workflows to automate and standardize work processes, such as hiring, in a simple step-by-step format
• Eligibility rules: define eligibility criteria for each program you offer along with the services provided by those programs
• Queries: add searchable data fields to your forms so you can quickly collect and find the specific information you need.