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Streamline Case Management!

Sumac is perfect for any human service organization, allowing you to track client information, service delivery, and run outcome-based reports!

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Streamline Case Management!

Sumac is perfect for any human service organization, allowing you to track client information, service delivery, and run outcome-based reports!

Case Management Collage

Request a Demo

  • Hidden
  • This field is for validation purposes and should be left unchanged.
Volunteer-management-hospice-peterborough

After doing extensive research on several software solutions, we chose to go with Sumac because it allowed us to keep track of our clients, donors, and volunteers all in the same database. Also, we are able to collect the statistics that we need to report back to the Ministry of Health and Long-Term Care and our Local Health Integration Network.

– Hospice Peterborough

Case Management Software - Overview

Sumac is a leading case management and service delivery solution designed for a broad range of client service, and social service organizations, including:

  • Counselling
  • Support Groups
  • Mental and Behavioral Health
  • Hospices
  • Disability Support
  • Internatinal Relief
  • Human Services
  • Food Banks
  • Shelters
  • Outreach
  • Education
  • Mediation
  • Residental Services.

Sumac Case Management software integrates all aspects of your organization’s scheduling, calendaring, clinical notes, service planning, service delivery tracking, billing, outcomes evaluation, reporting, referrals, wait-listing and document management needs in one innovative and intuitive package.

 

Case Management Software - Highlights

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Streamline Service Delivery

Sumac case management software supports the entire life cycle of a client from referral, through screening, risk and needs assessment, service delivery, discharge, re-entry, and aftercare, so you can focus on delivering your mission.

Get Client Information at Your Fingertips

With one click, see a client’s complete history with your organization: when they were admitted, staff members assigned to them, history of treatment, case notes, and any other involvement with your organization. With this information at their fingertips, staff can quickly assess a client’s background and entire history with your agency.
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Access Client Data from Anywhere

Sumac case management software is hosted on AWS, a world class cloud infrastructure, enabling your staff to securely access critical data from anywhere there is an internet connection.

No more need to email lists back and forth. Staff and volunteers can access the same database at the same time from anywhere. 

Track Data Unique to Your Nonprofit

Unlike other case management solutions that have standard fields that you cannot alter, Sumac gives you complete flexibility to define what client information is important to your organization. In a few minutes, change the names of fields, add your own, and organize them into tabs to track the data you need for your organization. No IT staff required!

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Outcome-Based Reports

Run Outcome-Based Reports

Sumac case management software comes with hundreds of built-in reports, so you can analyze operations and produce reports on service delivery, client demographics, and staff time spent with each client.

In addition, Sumac supports ad hoc reporting so you can quickly and easily create custom, one-off reports, or export data to other programs.

Build Action Plans For Each Client

Use Sumac Reminders to build action plans for each client. For example, maybe you want to build action plans for screening, risk & needs assessment, service delivery, discharge, re-entry, and aftercare. Build multiple custom action plans to streamline case management and help you stay on track

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Simple Scheduling

Sumac case management software also handles the scheduling of work for staff, counsellors, medical, and other staff. You can define tasks, schedule staff members, create reminders, and keep everything organized with Sumac’s built-in calendar.

Top-Notch Security

Sumac supports all the technical requirements that allow a nonprofit to be in compliance with the HIPPA standard. 

Sumac case management software allows you to restrict access to particular types of client information for different users. For example, you may only want case workers to be able to see certain types of case notes, but you want all users to have access to clients’ names and addresses.

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Get started today!

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Included in the Premium Memberships Package:

All Basic features:

  • Phone & email support
  • Member & membership tracking
  • Payment processing
  • Receipting
  • Email marketing
  • Event management
  • Cloud-based access
  • Reporting

All Standard features:

  • Donation webforms

PLUS:

  • Donations
  • Pledges

Includes: Up to 750 contacts; Up to 5GB of storage capacity (cloud-based); Up to 3 concurrent users
Need more contacts, storage, or users? Just ask us!

Included in the Standard Memberships Package:

All Basic features:

  • Manage member lifecycles
  • Member & membership tracking
  • Custom membership level definition
  • Email marketing
  • Reporting
  • Communication tracking
  • Workflow management
  • Quickbooks integration
  • Cloud-based access
  • Phone & email support

Plus:

  • Membership webforms

Includes: Up to 750 contacts; Up to 5GB of storage capacity (cloud-based); Up to 3 concurrent users
Need more contacts, storage, or users? Just ask us!

Premium Donations Package

Manage complex donations for planned giving and larger gifts.

What's included:

All Basic features:

  • Donor & donation tracking
  • Email marketing
  • Fundraising campaigns
  • Event management
  • Receipting
  • Reporting
  • Communication tracking
  • Workflow management
  • Quickbooks integration
  • Cloud-based access
  • Phone & email support

All Standard features:

  • Donation webforms

Plus:

  • Grant Management
  • Proposals
  • Prospecting
  • Volunteer management

Includes: Up to 750 contacts; Up to 5GB of storage capacity (cloud-based); Up to 3 concurrent users
Need more contacts, storage, or users? Just ask us!

Standard Donations Package

Donations flow from your website forms straight through payment processing and to your database, so there's less effort and less errors.

What's included:
All Basic features:
  • Donor & donation tracking
  • Email marketing
  • Fundraising campaigns
  • Event management
  • Receipting
  • Reporting
  • Communication tracking
  • Workflow management
  • Quickbooks integration
  • Cloud-based access
  • Phone & email support
Plus:
  • Donation webforms

Includes: Up to 750 contacts; Up to 5GB of storage capacity (cloud-based); Up to 3 concurrent users
Need more contacts, storage, or users? Just ask us!

Included in the Basic Memberships Package:

  • Manage member lifecycles
  • Member & membership tracking
  • Custom membership level definition
  • Email marketing
  • Reporting
  • Communication tracking
  • Workflow management
  • Quickbooks integration
  • Cloud-based access
  • Phone & email support

Includes: Up to 750 contacts; Up to 5GB of storage capacity (cloud-based); Up to 3 concurrent users
Need more contacts, storage, or users? Just ask us!

Basic Donations Package

Manage your donations and fundraising campaigns, engage donors, and increase revenue.
What's Included
  • Donor & donation tracking
  • Email marketing
  • Fundraising campaigns
  • Event management
  • Receipting
  • Reporting
  • Communication tracking
  • Workflow management
  • Quickbooks integration
  • Cloud-based access
  • Phone & email support

Includes: Up to 750 contacts; Up to 5GB of storage capacity (cloud-based); Up to 3 concurrent users

Need more contacts, storage, or users? Just ask us!

Included in the Premium Case Management Package:

All Basic features:

  • Phone & email support
  • Case management intake, screening, assessment
  • Service tracking
  • Workflows
  • Email marketing
  • Event management
  • Cloud-based access
  • Reporting

All Standard features:

  • Specialized Case Management (pre-configured for Mental Health, Hospice, Shelter)
  • Webforms

PLUS:

  • Donations
  • Pledges

Includes: Up to 750 contacts; Up to 5GB of storage capacity (cloud-based); Up to 3 concurrent users
Need more contacts, storage, or users? Just ask us!

Included in the Standard
Case Management Package:

All Basic features:

  • Phone & email support
  • Case management intake, screening, assessment
  • Service tracking
  • Workflows
  • Email marketing
  • Event management
  • Cloud-based access
  • Reporting

PLUS:

  • Specialized Case Management (pre-configured for Mental Health, Hospice, Shelter)
  • Webforms

Includes: Up to 750 contacts; Up to 5GB of storage capacity (cloud-based); Up to 3 concurrent users
Need more contacts, storage, or users? Just ask us!

Included in the Basic Case Management Package:

  • Phone & email support
  • Case management intake, screening, assessment
  • Service tracking
  • Workflows
  • Email marketing
  • Event management
  • Cloud-based access
  • Reporting

Includes: Up to 750 contacts; Up to 5GB of storage capacity (cloud-based); Up to 3 concurrent users
Need more contacts, storage, or users? Just ask us!

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