CASE MANAGEMENT SOFTWARE
A listing of features supervisors would
expect in an ideal system
- What you want is some sort of
graphical "mission-control" type user interface that gives quick and easy one-stop access to ALL information and documents
relevant to particular client cases.2. CALENDARING
- The program should have a sophisticated calendaring component that is
seamlessly linked to the user's primary calendaring program (such as
must have the ability to easily "tag" events that are relevant to
cases so that those events can
be viewed and manipulated directly from the
"mission-control" interface for the case in question.
- As with calendaring, there must be a way to tag relevant email
messages to link them to specific cases so that they can be viewed and
manipulated directly from the "mission-control" interface for the case in question. This feature requires
the ability to have seamless integration with programs like Outlook or
4. CASE NOTES.
The ability to enter case status notes and view them from the "mission control" user interface for the case in question.5. PHONE LOG.
The program must have the ability to log phone calls. The
feature should be user friendly so that notes can easily be taken
contemporaneously while the user is speaking on the phone. The phone log
for particular case should viewable from the "mission
control" screen (along with all the other information relevant to the
case in question).
There must be a capability of "tagging" electronic files relevant
to particular client cases so that they can be viewed an manipulated
from the "mission control" screen for the case in question. The user
must have the ability to open, edit, and save particular files directly
from "mission control" (without having to first separately download the
file from a server then separately upload it back again when finished).
"Documents" include digital files such as:
* word processing files
* scanned documents
* image files
* pdf files
- The ability to design document templates for
everything from rejection letters to pleadings. The ability to then use
these templates to extract information from the database (e.g. names,
addresses, etc) and insert the information into the designated
fields. The ideal system would be fully integrated with the
word processing program most familiar to the user.
(electronic rolldex) - The program must be able
to give case handlers easy and user-friendly access to a comprehensive
database of all of their contact information (eg names, addresses,
phone numbers, etc.). IT IS CRITICAL THAT USERS BE ABLE TO
EASILY MERGE CONTACT DATA (SUCH AS ADDRESSES) INTO WORD PROCESSING
DOCUMENTS. As with the email and calendar integration, the program must
have the ability to "tag" entries that are relevant to particular cases
(so that they can be viewed and manipulated from the mission-control
interface). There must be seamless integration with programs like Word
or WordPerfect so that data can easily be merged into documents
9. CLIENT INTAKE
- This would include all of the stuff that you would expect to see such
as income eligibility determinations and sophisticated conflict checks.
There should be a pre-set list of questions to ask clients in
particular situations during intake. The questionnaires can be linked
to problem type, thus, presenting the intake worker only with those
question that are relevant. There should be the ability to install
specialized sub-screens that would automatically appear for particular
kinds of cases.
REPORTS OF CASE RELATED DATA
- The ability to view and
display data. There needs not only to be an ability to report required
information to funders but also the ability to use data to track
patterns of client problems or to analyze information about strategies
used and outcomes achieved. There should be a capability to
generate charts and graphs.