I'm looking for a fairly simple case management system for a local charity that offers support/advocacy for people with mental issues and disabilities. So the only service offered is advocacy, but that advocacy is often used to obtain services from other providers for the client.
In terms of Case Management, there is no need for any specialist workflow found in some legal or medical systems - we're talking about generic functionality to track information on clients, on the interaction with clients (calls, emails, visits), and ideally with some generic, user-definable workflow capabilities. The overlap with CRM is significant, so a generic CRM system might fit the bill.
Registration of clients
Assessment of individual issues & needs
Provision of advocacy services
Regular review and termination or referral out
Currently, most of the client records are in Excel, Word & emails, so I'm trying help them evolve into using a case management tool that is more suited to the job.
simple to use
simple to setup and administer
standard case management functionality, summarised as the ability for multiple users to record information about and interactions with any number of clients
export functionality, so can quickly and easily output all info on given client
Bonus points for:
free hosting (for registered U.K. charities), if such services exist
user-defined workflow (trigger actions/activities when criteria met or certain events occur)
- inbuilt backup facility