FEATURES

Case manager features

Case Manager is packed with features to suit all kinds of users.

 

Some are standard features, increasing the efficiency and effectiveness of a wide range of services, while others are specific to the different sectors we work with.

When you buy Case Manager, we will work with your team to configure Case Manager to do exactly what you need it to do – and the initial configuration work is included in the annual subscription fee. All purchases come with the standard features and optional features can be enabled to suit your needs.

Case Manager is cloud-based, so there’s no need to install software, all you need is a web connection.

Above all, Case Manager is secure, reliable, flexible and simple to use.

STANDARD FEATURES

  • Workflow icon

    Workflow

    Case Manager is configured to match your processes, there’s no need to change how you work to fit with the software.

  • Integration icon

    Integration

    Case Manager will integrate with Office 365, to manage and store emails and appointments, Googlemaps and Sharepoint, to make collaboration even easier.

  • Configuration icon

    Configuration

    Your administrator can configure Case Manager easily, to reflect any changes to your processes or requirements

  • Custom dashboards

    All the key information you need at a glance. Configure dashboards to suit your requirements and share them within your teams.

  • Reporting icon

    Reporting

    Configure the reports you need for your organisation and produce them at the touch of a button.

  • People and organisations icon

    People and organisations

    Record the involvement and contact details of everyone involved in a case. List assets, third parties and individuals involved.

  • Time recording

    Time recording

    Easily record the time spent on individual cases.

  • Accessibility icon

    Accessibility

    Case Manager will work on a desktop PC, laptop, tablet or smartphone.

SUPPORTING SPECIFIC ACTIVITIES

  • Money advice icon

    Money advice

    Captures all the information you need to produce the Standard Financial Statement and assist clients in managing their income, expenditure and debts.

  • Welfare benefits icon

    Welfare benefits

    Captures all the information you need to help clients to claim benefits.

  • Support planning icon

    Support planning

    Assess your clients' needs and risks, develop personalised plans to help them achieve their desired outcomes, share data with partners and report progress.

  • Grants icon

    Grants

    Captures the information you need to assess and apply for relevant grants for your clients.

  • Education icon

    Education

    Our reseller partner MSL  (www.ukmsl.com) provides Student Case Manager to support education to provide effective advice and advocacy services - online and face to face.

  • Home improvements icon

    Home improvements

    Our reseller partner Foundations (www.foundations.uk.com) provides Foundations Case Manager to Home Improvement Agencies across the UK.

FEATURES AVAILABLE AT EXTRA COST

  • Portals and e-forms icon

    Portals and e-forms

    Integrate Case Manager with your website, to accept self-referrals for your services, or allow non Case Manager users to provide data required for service delivery and reporting.

  • Messaging icon

    Messaging

    Text customers manually or automatically. Keep records of all SMS communications for reporting and audit purposes. Remind clients about appointments and communicate case updates.

    (Incurs a usage cost)

  • Postcode look-up icon

    Postcode look-up

    Improve the speed and accuracy of your data capture by automatically finding a client’s full address from their postcode.