CASE MANAGEMENT SOFTWARE

With Sumac Case Management software, you will increase the accuracy of client information records, streamline service delivery, and reduce paperwork.

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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
  • International Relief
  • Human Services
  • Food Banks
  • Shelters
  • Outreach
  • Education
  • Mediation
  • Residential 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. 

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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 you can’t change, 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, 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 case management software supports all the technical requirements that allow a nonprofit to be in compliance with the HIPAA and PIPEDA standards. 

Data is secure, and you can restrict access to particular types of client data 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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You can do this all with the Basic CRM and the Case Management Add-on.

Download Your Free Guide on Choosing CRM Software for Your Nonprofit!

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Premium Memberships Package

Take your program further by integrating fundraising.
Includes:

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

All Standard features:

  • Membership registration webforms

Plus:

  • Donations & fundraising
  • Donation webforms
  • Pledges & monthly donations
  • Fundraising campaigns
  • Event management
  • Automatic receipting
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 Memberships Package

Membership purchases flow from your web forms, through payment processing, and into your database, so there's less effort and less errors.
Includes:

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 registration 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
  • Pledges & monthly donations
  • Event management
  • Receipting
  • Reporting
  • Communication tracking
  • Workflow management
  • Quickbooks integration
  • Cloud-based access
  • Phone & email support

All Standard features:

  • Donation webforms

Plus:

  • Grant Management
  • Major Gift Proposals
  • Prospecting
  • Volunteer Management with online signup

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
  • Pledges & monthly donations
  • 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!

Basic Memberships Package

Manage your members and membership campaigns, engage members, and increasing revenue.
Includes:
  • 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
  • Pledges & monthly donations
  • 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!

Premium Case Management Package

Take your program to the next level by integrating your fundraising.
Includes:

All Basic features:

  • Client profile & case intake definition
  • Complete case lifecycle tracking
  • Resource management
  • Service tracking
  • Email marketing
  • Reporting
  • Communication tracking
  • Workflow management
  • Quickbooks integration
  • Cloud-based access
  • Phone & email support

All Standard features:

  • Specialized Case Management setup (configured for health & social services, transition & emergency shelters, hospice & palliative care)
  • Client registration & intake webforms

Plus:

  • Donor management
  • Donation webforms
  • Pledges & monthly donations
  • Automatic receipting
  • Fundraising campaigns
  • Event management

Includes: Up to 750 contacts; Up to 5GB of storage capacity
(cloud-based); Up to 13 concurrent users

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

Standard Case Management Package

Pre-configured client management modules fit your exact program and make your administration even easier.
Includes:

All Basic features:

  • Client profile & case intake definition
  • Complete case lifecycle tracking
  • Resource management
  • Service tracking
  • Email marketing
  • Reporting
  • Communication tracking
  • Workflow management
  • Quickbooks integration
  • Cloud-based access
  • Phone & email support

Plus:

  • Specialized Case Management setup (configured for health & social services, transition & emergency shelters, hospice & palliative care)
  • Client registration & intake webforms

Includes: Up to 750 contacts; Up to 5GB of storage capacity
(cloud-based); Up to 8 concurrent users

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

Basic Case Management Package

Manage intake forms and client data securely so data transitions seamlessly from when a case opens to its close.
Includes:
  • Client profile & case intake definition
  • Complete case lifecycle tracking
  • Resource management
  • Service tracking
  • 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!

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