A cloud-based case management software for nonprofits and case workers offering client tracking, calendar, and reporting tools.

Product Overview

CaseWorthy is a comprehensive case management software designed to serve the non-profit and public sectors. It aims to assist these organizations in managing, tracking, and reporting on their clients and services. With a focus on adaptability, it offers organizations the tools needed to handle various tasks, from client intake to outcome tracking.

Pros

  • Advanced integration with EHRs and financial systems
  • Top-notch user experience
  • Highly customizable to accomodate growing organizations
  • Provides an extensive training library

Cons

  • Complex interface can be overwhelming for new users
  • Occasional glitches and slow response times

Target Market

It’s best for non-profit organizations and public sector agencies. These include social service agencies, human services organizations, governmental departments, and community action programs.

Video Overview

Key Features

  • Client Tracking and Management: Allows organizations to manage client data, track their progress, and access their history.
  • Reporting Tools: Customizable reports to track outcomes, funding, and other crucial metrics.
  • Integrated Modules: Features like calendar, task manager, and messaging are integrated for a streamlined experience.
  • Security and Compliance: Ensures data privacy with robust security measures.
  • Customizable Dashboards: Lets organizations tailor their interface according to their unique needs.
  • Client Portal: Allows client self-service, communication, access to resources, and staff collaboration.

Benefits

  • Efficiency: Centralized system reduces redundancy and streamlines operations.
  • Data-Driven Decision Making: Robust reporting helps in making informed decisions.
  • Scalability: Adapts to the growing needs of the organization.
  • Client-Centric: Provides tools that help in better serving and understanding clients.

Integration Options With CaseWorthy

  • Enables input from scan cards and scanned/uploaded documents
  • Enables the mass input of data and efficient organizational techniques
  • Accepts electronic signatures and biometric data
  • Includes spatial mapping software, including Google integration
  • Allows multi-device, online support
  • Works well with other software to import and organize essential information

Product Overview

Developer Overview

  • Name CaseWorthy
  • Headquarters Salt Lake City ,Utah ,USA
  • Type Private
  • Est. Size 50-200 employees
  • Est. Revenue $1M-$10M

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User Reviews of CaseWorthy

John Morarie
Overall
★★★★★
★★★★★

They are dependable, constantly solving problems

February 24th, 2022 • Roles: Purchaser & End User

We chose CaseWorthy because of their advanced technology–constantly growing its case management software. They are dependable, constantly solving problems, and always keep up with our needs at the Denver Rescue Mission.

There’s no pocket of our organization that doesn’t use CaseWorthy in some form or version. Most of us use it as an integral part of our everyday business.

Tawnya Clark
Overall
★★★★★
★★★★★

CaseWorthy reduced double entry and greatly improved efficiencies

February 24th, 2022 • Roles: Purchaser & End User

CaseWorthy reduced double entry and greatly improved efficiencies for the end users entering applications. Not only that, but recipients of the LIHEAP benefits received their checks within seven business days instead of fourteen business days.

One manager said she used to spend two full weeks on the CSBG annual reports. Now, with CaseWorthy, the report is down to two business days or less because she basically just has to push a button and fill in the blanks. I heard similar feedback from other managers that it’s just a game changer.

Sheldon Kepiro
Overall
★★★★★
★★★★★

The flexibility in CaseWorthy is my favorite feature

February 24th, 2022 • Roles: Purchaser & End User

The flexibility in CaseWorthy is my favorite feature. The ability to just pop in fields on the fly as we evolve and see what new type of questions or items we want to track. Adding that to an assessment cause is simple. Even building some simple reporting is pretty easy.

Because the information lives in a single database, there’s less duplication of records and profiles, which helps to increase efficiency across multiple organizations working together to help those who need it.

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