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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

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.

Description

Vertex Case Manager is a cloud-based software solution designed for electronic case management. This innovative platform was specifically developed for organizations that assist individuals with disabilities across community, employment, and residential environments. The system captures data at each phase of a client's journey, from enrollment to discharge. With our dedicated social work case management software, information is collected as clients progress through various programs, ensuring that service time and progress notes can be logged throughout the day. Should any documents be missing or incomplete, the system provides reminders to service providers, aiding in maintaining compliance. Our case management solution aims to deliver a seamless user experience while keeping your agency well-organized and compliant with documentation requirements. The intuitive dashboard allows users to view notifications, record arrival times, and edit client information, all from a centralized location for maximum efficiency. By streamlining these processes, Vertex Case Manager enhances the overall effectiveness of service delivery within your agency.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Box Yes 
DailyPay Yes 
Salesforce Yes 

Integrations

Box No 
DailyPay No 
Salesforce No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

$2500 one-time payment
Free Trial No 
Free Version 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 

Deployment

Web-Based No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
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 No 
Live Training (Online) No 
In Person Yes 

Vendor Details

Company Name

Exponent Partners

Founded

2005

Country

United States

Website

www.exponentpartners.com

Vendor Details

Company Name

Vertex Systems

Founded

1981

Country

United States

Website

vertexsystems.com/software/vertex-case-manager/

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 

Product Features

Human Services

Case Management Yes 
Certification & Licensing No 
Child Welfare Management No 
Document Management Yes 
Reporting & Statistics Yes 
Scheduling Yes 
Time Tracking No 
Training Management Yes 

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