Case Management Collage
Featured in Nten Ideaware Capterra Cnet

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


Sumac is a leading case management and services delivery system designed for a broad range of human service organizations including: counselling, support groups, mental and behavioral health, hospices, disability support, international relief, human services, food banks, shelters, outreach, education, mediation, and residential services.

Sumac 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. 

With Sumac Case Management, you will increase the accuracy of client information records, streamline service delivery, and become less reliant on paper files and reduce paperwork.

Note: Sumac supports all the technical requirements that enable an organization to be in compliance with the requirements of the HIPAA standard.


Fundraising Software

Access Your CRM from Anywhere

Enable 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.

All Sumac CRM databases are hosted on AWS, a world class cloud infrastructure. 

W-Case-ManagementCustomize your Database 2S

Customize Your Database

Unlike other systems 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!
W Case Management Streamline Service 3S

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.
W-Case Management Client Information 4S

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.
Nonprofit CRM Case Management Top Notch Security

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.
W-Case Management Build Action plans 6S

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.

Built-in Client Reports

Sumac comes with hundreds of built-in reports, so you can analyze operations and provide reports to external bodies responsible for funding 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.

Case Management Simple Scheduling

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.

You can do this all with the Basic CRM and the following Add-ons: Case Management, and Reminders.

Get started today!

Featured in Nten Ideaware Capterra Cnet
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