CASE MANAGEMENT
- Track Service Delivery
- Access Client Data Anywhere
- Manage Staff & Volunteers
- Get Outcome-based Reporting
- Endless Configuration Options
- HIPAA Compliant
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
Overview
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.
Highlights
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.
Customize Your Database
Streamline Service Delivery
Client Information at Your Fingertips
Top-Notch Security
Build Action Plans For Each Client
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.
Simple Scheduling
You can do this all with the Basic CRM and the following Add-ons: Case Management, and Reminders.