2. Choose Add-on Options
The second step in customizing your CRM is to choose your Add-on Options. Sumac has more Add-on Options than any other non-profit software. Each piece not only integrates with the Basic CRM, but they all integrate with each other as well.
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 supports all the technical requirements that enable an organization to be in compliance with the requirements of the HIPAA standard, and is designed for human services organizations.
Do I Need It?
If you manage clients, case notes, or service delivery, then you need this Add-on. It can also be used for legal, or medical case management, but does not support integrated time capture or medical charting.
- Streamline service delivery
- Client information at your fingertips
- Simple Scheduling
- Track data unique to your nonprofit
- Run outcome-based reports
- Build action plans for each client
- Track time
- Top-notch security
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 Add-on - Highlights
Streamline Service Delivery
Sumac case management 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.
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.
Track Data Unique to Your Nonprofit
Unlike other case management solutions 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!
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
Track Time Spent On Activities
Sumac supports all the technical requirements that allow a nonprofit to be in compliance with the HIPPA standard.
Sumac case management software allows you to restrict access to particular types of client information 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.
There aren’t enough positive things I can say about Sumac… communications, donations, memberships, and contacts are all far better organized than they ever were with Raiser’s Edge.
– Administrator, PEN Canada