CaseXellence Description

Streamline : Comprehensive case management process and applicant view with one platform.

• Streamline the coordination of knowledge, communications, workflows, and resources to manage caseloads.
• Highly secure and can be deployed on a FedRAMP certified cloud with PCI, NIST and ADA compliance.
• Built-in fraud prevention and identity-proofing integrations.
• Become responsive and agile to satisfy the growing demands of citizens.

Transform : Resolve cases faster with real-time data and tools for collaboration and communication.

• Automate processes for increased productivity.
• Reduce operating costs.
• Automate processes for increased productivity and lower operating costs
• Make data-driven decisions and achieve greater ROI.

Engage:
• Collect customer data, but also understand it with 360-degree views, analytics, and reporting.
• AI/ML based document processing and customer service
• Better citizen engagement & communications.
• Improved service delivery to citizens

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Spend less time digging through stacks of papers and more time serving. Your client documents can now be accessible from anywhere. CharityTracker offers more than secure storage—it’s a smart, seamless way to optimize your case management. CharityTracker is simple to implement and cost-effective. You will love the speed at which you can get up-and-running with CharityTracker’s cloud-based, hosted solution. You’ll have CharityTracker’s beautifully-designed interface operational quickly. CharityTracker is a cloud-based, HIPAA compliant software that’s easy to use for nonprofits of all sizes. With no setup fees, hidden fees, or contracts, you can cancel anytime! Our time saving solution provides a secure way to streamline how you manage cases, record case notes & assistance, create reports, collaborate, set goals, measure outcomes, make referrals & prove your impact with change-over-time reports for your funders. We're at work in with thousands of communities! Book a free demo. Pricing starts at just $20/mo. user
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Pricing

Pricing Information:
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Free Trial:
Yes

Integrations

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Company Details

Company:
Speridian Technologies
Year Founded:
2003
Headquarters:
United States
Website:
casexellence.speridian.com
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Product Details

Platforms
Web-Based
Windows
Mac
Linux
iPhone App
iPad App
Android App
Chromebook
Types of Training
Training Docs
Live Training (Online)
Webinars
In Person
Training Videos
Customer Support
Live Rep (24/7)
Online Support

CaseXellence Features and Options

Social Work Case Management Software

Case Notes
Client Management
Document Management
Forms Management
Goal Setting / Tracking
Program Management
Referral Management
Reporting & Statistics
Scheduling
Volunteer Management

CaseXellence User Reviews

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