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Case Management

Custom case management for a large not-for-profit training organization in Ontario. Staff follow a participant from intake through several stages, keep documents and signatures on the file, and hand a long-term client to the next person with a privacy-preserving note already drafted.

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What it covers

  • Intake, tracking, and follow-up on one caseload, with more than one stage and more than one level of complexity.
  • Document upload and signature by the participant, kept with the file.
  • Privacy-preserving notes that help with transitions and long-term clients, and that help identify barriers.
  • Referral partners, other organizations, and custom software integrations on the same record.
  • CaMS, CMS, and provincial tool data input.
  • Executive dashboards, plus data migration and integration with the systems already in place.