Case Management social services and nonprofit organizations

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Don't Let Anything Fall thru the Crack

Smart Forms

Our smart forms are flexible, powerful, and easy to create and update on your own with no need for expensive and time-consuming customization. Create an unlimited number of forms, outcomes assessments, letter templates, and surveys, for ultimate flexibility in tracking intake information and demographics, consent forms, as well as client history, demographics, treatment planning, and goal tracking.

Automated Workflow

CaseWise allows you to create custom automated workflows with action triggers that send notifications and alerts to staff or clients via email or SMS. This improves efficiency by allowing your staff to spend less time on manual tasks and ensures that the right information gets to the right people at the right time. Workflows are defined by the user and there’s no limit to the number you can create.

Report Library

Access over 130 pre-built reports types in CaseWise, including reports on client demographics, service provision statistics, worker activity, client outcomes, billing, referrals, and more. This collection of reports has been curated over our 21 years working with agencies like yours. Take advantage of the Penelope global report library which is included in your licensing fee.

Powerful Features

Limitless possibilities. What will you create?

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    Media Management
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