Clarifying Case Management

Social Solutions Blog

Clarifying Case Management

Caseworkers who work at health and human services nonprofits are passionate about their work and care deeply about their clients. Unfortunately, caseworkers are also often overburdened, finding themselves catering to a community with unlimited needs, while they themselves have a finite amount of time and resources. Case management is a complex facet of this landscape, but understanding its value is vital to the success of nonprofits. Read on to learn exactly what case management means and how to address some of its most common problems.

What is case management?

“Case management” refers to the management of clients in a health and human services nonprofit. Case management is collaborative, and covers all kinds of areas of service, from keeping medical records to scheduling appointments to maintaining program enrollment records. In short, case management is about making sure no client slips through the cracks during the day-to-day business of running a health and human services nonprofit.

What are the challenges of case management?

There are 3 common problem areas in nonprofit case management: collecting data, tracking progress, and generating proof of impact. Because case management requires caseworkers to regularly reference a wealth of information, keeping track of things like records and schedules can be a real challenge. Likewise, duplicate records are a common problem in case management, leading to the inability to execute accurate assessment tracking. As a result, the danger of a client’s records getting lost in the shuffle is a real concern for many nonprofits. Additionally, when dealing with such an enormous amalgam of information, it can be hard to provide concise, comprehensive information to funders to prove your organization’s impact. Outcomes reporting can also be time-consuming without the right resources to compile client data in a succinct and easy-to-understand report.

How can a nonprofit make case management simpler?

Providing solutions to these common problem areas requires a system tailored to meet the needs of an individual nonprofit. Although these needs can be addressed with a multitude of spreadsheets and paper records, it is usually difficult to maintain that information within an organization, especially over multiple programs and/or locations. Because of this, a flexible software is often a more efficient solution. Case management software with the right features can greatly facilitate more effective case management. Customizable data collection platforms allow caseworkers to both manage clients’ services and track clients’ progress, and built-in progress assessment tools and outcomes reporting make proving your mission to funders a much simpler process.

Share Your Case Management Story with CTK

What challenges has your nonprofit faced when managing clients? Have you used case management software to facilitate your casework? Click here to share your story or submit a topic suggestion on the Mission Accomplished blog.

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