Click to enlarge

Streamline Service Delivery

Sumac 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 mandate.

Click to enlarge

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.

Click to enlarge

Top-Notch Security

Sumac makes it possible to restrict access to particular types of client information. 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. You can even specify, on a per client basis, exactly which users are allowed to see specific types of information.

Click to enlarge

Build Action Plans For Each Client

Use Sumac Reminders to identify client needs and build action plans for services appropriate to each client. Maybe, for example, you want to build an action plan for screening, risk and needs assessment, service delivery, discharge, re-entry, and aftercare. Reminders makes it easy to schedule tasks and also build multiple custom action plans to help you stay on track.

Click to enlarge

Simple Scheduling

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

Click to enlarge

Track Time Spent On Activities

Tracking the time spent by case worker allows you to report man-hours for internal use and for funding bodies. Sumac supports time tracking and reporting to help you manage all these processes.