There are thousands of social workers and case managers working in the field. Therefore, non-profit organizations need to be data-driven, so the percentage of social workers increasing consistently is supported. Case management is crucial because there are innumerous resources involved. It is a collaborative process that evaluates plans, executes, coordinates, and monitors a client’s health and care service needs.

Key components of case management software

PlanStreet Gantt chart PMS allows managers to manage their workloads and resources. Besides, its case management software helps to eliminate the manual processes as well as paperwork offering every caseworker as a secure and safe platform.


The first meeting between the new client and caseworker is called ‘Intake’. The caseworker gathers information about the new client’s demographic, identifies instant needs, and makes attempt to establish trust.

This initial communication helps the caseworker to identify whether the client will benefit from the organization’s offered services. If they identify they will then try to assess the customer’s individual needs. All the information gets documented in the case management software’s intake form.

Needs assessment

The information gathered in the Intake stage is studied deeply to identify the client’s issues, interests, and success risks. It helps the caseworker to prepare for upcoming challenges and thus offer efficient services

Service planning

This stage is crucial for the client’s success and failure. Specific actions and goals are established to fulfill a set of achievable goals in a case plan. It includes the outcomes and outputs that will be used to reveal clients’ success. The goal target is set using PlanStreet’s case management software.

Monitoring & evaluation

Applying the outcome and output metrics as planned, the caseworker monitors and evaluates the client’s progress using the timesheet tracking tool. Kanban Board can be used because it reveals a diamond when significant milestone approaches. You don’t wish to miss a milestone, which is crucial for your case plan. Consistent monitoring ensures that the success of the client is qualified and quantified instead of just hearsay or circumstantial.

Features of case management software

Case management and service delivery

You can manage cases and programs along with service delivery on one platform. Non-profit organizations can create programs that offer helpful and sustainable services to their current and prospective members. Keep track of the entire lifecycle of case management and successful service delivery.

Forms, approvals, workflow, and alerts

The software helps to configure the forms as needed. It features validation of time-saving data. Intuitive workflow, digital signature, and alert feature simplify the processes. Easily share the data and integrate it with open API.

Compliance & configurations

Nonprofit organizations can increase their impact via the evaluation and management of the outcomes. Every participant gets the services needed to attain their goal.

Configurable dashboards

Customers can get an end-to-end view through a configurable dashboard. The dashboard helps to plan programs and offer intuitive user experience.

Case management software offers centralized documents that make management easy to segment and access. There is no need to waste time searching for critical details. Just like Scrum board, centralized data allows a new caseworker to be familiar with the case from a single source.

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