Do you work in social services management and need a way to improve workflow, streamline and automate tasks, facilitate communication, and help manage client information and track cases? If so, you should consider implementing software that performs case management and that can be widely used throughout your organization by social workers, managers, and support personnel. Choosing the right software, however, is key to the success of using it.
Here are some of the top features you should look for in case management software to help you make a solid decision.
Form Building
You can save time and eliminate paper documents when you choose case management software that intuitively creates personalized forms to your organization’s specific needs. These not only reduce the burden on your administrative staff; but they also help you deliver meaningful and impactful results to your clients.
Built-In Custom Reports
Manual reporting can be a headache and opens up room for human error. When you choose case management software with built-in custom reports and data mapping software capabilities, you receive critical data insights to help you make data-driven decisions in a fraction of the time and without having to worry about mistakes.
Service Planning
Top-notch case management software will help you develop, keep track of, and adopt service plans in one centralized platform. This will help improve your client outcomes and allow for flexibility and coordination among team members no matter how your needs evolve.
Scheduling and Notifications
Scheduling can be one of the most cumbersome tasks for social service organizations. With case management software that has reliable scheduling and notifications features, you can ensure everyone is on the same page and that appointments, deadlines, and tasks are easy to keep track of and that no opportunities are missed.
Workflows and Messaging
Communication is the heart and soul of your social services organizations and is one of the crucial components that is often dropped when you don’t have a reliable case management software tool. With the right program, you can task assignments; provide a place for real-time collaboration among team members, and integrate messaging so that everyone on the team can communicate effectively. Scattered conversations and dropped messages will be a thing of the past when you use the right software.
An Intuitive User Experience
Case management software is not effective if your entire team cannot easily utilize it. That’s why the best software provides an intuitive user experience with small learning curves, a user-friendly platform, and an effortless training process. If you’re not sure about how intuitive of a user experience a particular type of software has; ask for a free demo so you can see for yourself how well it will work for your team.
Choosing Your Case Management Software
Ready to streamline your social services organization and ensure that everyone communicates effectively? If so, it’s time to look at case management software for social workers. When you choose software that offers features like messaging, customized reports, scheduling tools, and is intuitive and easy for your team to use; you will be able to take your organization to the next level by saving everyone time and money.