- 1 - Basic CRM
- 2 - Add-ons
- 3 - We Configure
Case Management
Overview
Sumac Case Management helps streamline service delivery, increase the accuracy of client information, and assist with tasks like client intake and assessment. Built-in tools provide analysis for your operations, reporting for internal use and external governments and funding bodies, allowing your staff to focus on service delivery.
Sumac Case Management is designed for human services organizations. It can also be used for legal, or medical case management, but does not support integrated time capture or medical charting. Note: Sumac supports all the technical requirements that enable an organization to be in compliance with the requirements of the HIPAA standard.
Do I Need It?
If you manage clients, case notes or service delivery, then you need this Add-on Option.
Highlights
- Streamline service delivery
- Client information at your fingertips
- Top-notch security
- Build action plans for each client
- Simple scheduling
Case Management Highlights In Detail
Streamline Service Delivery
Client Information At Your Fingertips
Top-Notch Security
Build Action Plans For Each Client
Simple Scheduling
Track Time Spent On Activities
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