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Description
CaseFlow® ensures that every detail is accounted for, preventing any oversights in your workflow. Keep track of all important deadlines and appointments seamlessly. Receive notifications for follow-ups required by external organizations you rely on. Instantly identify the next steps for any case at hand. Whether you’re using an iPad or smartphone, you can effortlessly upload new case details. Don't let being in the field hinder your paperwork—simply take a photo, note down the essentials, and continue your work. Caseworkers can maintain a sense of control and professionalism, as they are constantly reminded of upcoming tasks and can access case information instantaneously. Automation tools significantly reduce the time spent on documentation, streamlining the process. Your data remains secure, with encryption and backup solutions ensuring easy recovery. Role-specific access guarantees that team members have just the right information they need, eliminating unnecessary clutter. With robust reporting features, you can take a proactive approach to your responsibilities rather than merely reacting to situations as they arise. Stay informed about ongoing developments and make strategic decisions on where to direct your efforts. This system is specifically designed for effective case management in health and human services. With CaseFlow®, you can optimize your workflow and enhance your service delivery.
Description
Transforming the relationship between nonprofits and data is at the heart of our mission for social change. We enhance your organization's effectiveness and broaden its influence through expert Salesforce consulting tailored for human services, philanthropy, and educational institutions. In the realm of social services, agencies often grapple with significant administrative challenges. The demand for clear, data-driven results to satisfy multiple funders can be particularly daunting, especially when navigating disparate databases that hinder effective tracking and analysis. Our comprehensive solutions are designed to unify your data across the entire organization, equipping you with the necessary tools to gauge your impact in various areas, including programs, fundraising, and overall operations. By drawing on our vast experience in creating custom solutions for human services, we proudly offer Exponent Case Management—a robust case management tool complete with advanced workflow capabilities, insightful analytics, and a contemporary interface that allows seamless integration with other systems. This innovative approach not only alleviates administrative burdens but also empowers organizations to focus on their mission more effectively.
API Access
Has API
No
API Access
Has API
No
Integrations
Box
No
DailyPay
No
Salesforce
No
Pricing Details
$49 per month
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
CaseFlow
Founded
2017
Country
United States
Website
caseflow.global
Vendor Details
Company Name
Exponent Partners
Founded
2005
Country
United States
Website
www.exponentpartners.com
Product Features
Adoption Agency
Accreditation / Compliance Management
No
Automated Notifications
No
Case Management
No
Communications Management
No
Family Portal
No
Fundraising / Donations Management
No
Home Studies Management
No
Mobile Access
No
Online Checklists
No
Volunteer Management
No
Camp Management
Attendance Management
Yes
Billing & Invoicing
No
Customer Management
Yes
Food Service Management
Yes
For Campgrounds
Yes
For Summer Camps
Yes
Medical Management
Yes
Online Registration
Yes
Parent Portal
No
Program Management
Yes
Registration Management
Yes
Scheduling
Yes
Staff Management
Yes
Foster Care
Adoption Management
No
Automated Reminders
No
Available Families Database
No
Case Management
No
Checklists
No
Child Intake
No
Education Requirements Tracking
No
Family Portal
No
Foster to Adopt
No
Online Applications
No
Online Licensing Forms
No
Payments Tracking
No
Placement Management
No
Reporting
No
Respite Credits Tracking
No
Treatment Management
No
Human Services
Case Management
Yes
Certification & Licensing
Yes
Child Welfare Management
Yes
Document Management
Yes
Reporting & Statistics
Yes
Scheduling
No
Time Tracking
Yes
Training Management
Yes
Social Work Case Management
Case Notes
Yes
Client Management
Yes
Document Management
Yes
Forms Management
Yes
Goal Setting / Tracking
Yes
Program Management
Yes
Referral Management
Yes
Reporting & Statistics
Yes
Scheduling
No
Volunteer Management
Yes
Product Features
Human Services
Case Management
Yes
Certification & Licensing
No
Child Welfare Management
Yes
Document Management
Yes
Reporting & Statistics
Yes
Scheduling
Yes
Time Tracking
Yes
Training Management
Yes
Nonprofit
Accounting
No
Committee Management
No
Donor Management
No
Dues Management
No
Event Management
Yes
Fundraising Management
No
Member Database
Yes
Membership Management
No
Social Media Management
No
Volunteer Management
Yes
Social Work Case Management
Case Notes
Yes
Client Management
Yes
Document Management
Yes
Forms Management
Yes
Goal Setting / Tracking
Yes
Program Management
Yes
Referral Management
Yes
Reporting & Statistics
Yes
Scheduling
Yes
Volunteer Management
Yes
