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Complete Client/Case Management for Nonprofits - 50,000 users in US/Canada since 2006. HIPAA/PIPEDA compliant. 100% flexible for complex programs + unlimited free support/training. Organize + thrive!
Health & Human Services Govt Agencies, HMIS & Housing, Veterans, Refugees, Employment, Education, Victims Services, Domestic Violence, Child Family Srvcs, Senior Srvcs, Multi-Service, Meal Delivery
The ability to add custom fields and have them appear selectively depending upon group assignments is awesome. It helps to have someone tech-savvy for self-driven customizations.
The only downside for me is the reporting application. I don't find it user-friendly.
It's reporting features are fabulous and I love how much customization they allow. The support we get from NewOrg is amazing.
There's a few features that we feel are missing, in particular re: internal communication platform options and data import.
New Org is completely customizable. The staff was amazing as they helped us implement a system that was perfect for our implementation.
For example if someone moves from homelessness to housed, and our housing status field is updated we loose the historical data that the client was ever homeless.
And the team is very supportive in doing all they can to satisfy our needs. They do not exist to make money, but to provide a good quality service that meets the customer's demands.
Some features such as the Dashboard, seem limited/ aren't as intuitive.
However, once I was assigned a strong project manager and analyst, things moved pretty smoothly. There was excellent communication, quick response, and a willingness to work through any challenges.
The inability to upload csv files. Some of the forms are standard reports are hard coded with the inability to make changes.
The features are fantastic, and the ability to customize pretty much everything has been game-changing for our ability as an agency to track very specific items.
Since I don't always have all the required information I am unable to complete some forms. In addition, at one point in time I could not perform some functions for entry but the error was corrected.
The greatest advantages for us with regards to CaseWorthy is the ability to customize forms, workflows, and roles so that we can utilize the system exactly as we would like.
Additionally if there is a problem, CaseWorthy fixes it right away- often before the next month code release.
We are very pleased and consider our selection of CaseWorthy to be a very worthwhile investment which will gain tremendous efficiencies in our operation.
I recently had to write a function that would stop people from editing notes if the note was over 30 days old.
NewOrg
Top FeaturesCaseWorthy
NewOrg
CaseWorthy
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