The Case for Improving Your Organization’s Data Performance

Social Solutions Blog

The Case for Improving Your Organization’s Data Performance

Data is the key to unlocking your organization’s full potential. While it can sometimes feel like taking the time to input data into a system takes time away from your clients, using comprehensive case management documentation can drastically change your service delivery.

Keeping detailed case notes in an outcomes or performance management technology is proven to have a significant impact on the long-term success of both your organization and the people it serves. Face-to-face interaction with your clients is important to the work you do, but in order to do that work to the best of your ability, maintaining detailed records should be your next priority.

Case management software is a great way to document and track important information that is useful at all levels of an organization. Having the proper software tools in place can also greatly ease your organization’s case management efforts and help keep the focus where it belongs: on creating successful outcomes for your clients.

Benefits of a Having a Case Management System

A good case management system for human and social services is more than just a place to store your notes — it’s a place where you can begin your data journey. With a system in place, you can store your data, report on it, and make informed decisions that can benefit your clients and your organization’s bottom line. Along with that, having the right case management tools for your organization is essential for streamlining the processes.

Funders are increasingly turning their attention to outcomes data and it’s important for organizations to be able to provide evidence that points to all the great work they are doing for their community. The evidence you provide can then point funders to exactly where their funds impart the most change. A case note documentation system that’s built for collaboration on the web can provide your organization with the foundation it needs to prove your impact.

The right software program can take you far beyond document management and basic client tracking. It can enable your organization to analyze data in a more efficient manner, and the data, in turn, can yield important insights into what methodologies or programs are working best and how to improve the ones that are not accomplishing their objectives.

A case note management system, rather than adding additional work for your team, can also help streamline processes and actually reduce the amount of time spent on paperwork and client tracking. In most cases, well-kept case records are a valuable asset and will enable your organization to continuously do more with less.

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Utilizing the right case management documentation software can remove much of the guesswork and room for error from the equation. A case management documentation software system can be configured to require the client record case notations needed.  Case notations can be entered digitally, maintaining standardized responses, and reducing the time to document cases – especially with online case management documentation software. Cutting down documentation time also allows case workers to maintain a focus on what they do best — helping individuals in need.

Online case note documentation is the first step towards effectively using outcomes management to improve services. By finding the right solution for your nonprofit organization, you can increase the amount of time you can invest in clients and eliminate much of the hassle that is normally associated with the documentation process.

Did you know?

Apricot’s reporting platform allows you to create and share reports securely within the system. Reporting happens in real time so that you can monitor results and be responsive when it matters.

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With Apricot, your data is right at your fingertips in a cloud-based solution that gives your organization freedom from paper files, spreadsheets, local hardware, and monthly maintenance downtimes.

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Apricot is hosted on a best-in-class Amazon Web Services (AWS) environment so your data is secure, backed up, and compliant. User-based permissions and audit trails further enable secure access to data.

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Apricot allows you to easily track volunteers as well as clients. Utilize guest user modules and webforms to further engage your constituents.

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Track, report, and assess your organization’s mission! Apricot allows you to track clients, volunteers, services, and more.

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