Who Uses This Software?

Organizations engaged in Patient Case Management that want a cost effective, robust and flexible solution configured to their specific needs plus integrated Donor and Volunteer management options.


Average Ratings

14 Reviews

  • 4.5 / 5
    Overall

  • 4 / 5
    Ease of Use

  • 4.5 / 5
    Customer Service

Product Details

  • Starting Price
    Not provided by vendor
  • Free Trial
  • Deployment
    Cloud, SaaS, Web
    Mobile - Android Native
    Mobile - iOS Native
  • Training
    Documentation
    Webinars
    Live Online
    In Person
  • Support
    Online
    Business Hours
    24/7 (Live Rep)

Vendor Details

  • New Org
  • www.neworg.com/
  • Founded 2003
  • United States

About NewOrg Management System

NewOrg uniquely integrates "tailored to you" patient & service delivery management, compliance, service and goal plans, volunteers, scheduling, mass e-mail, pre/post testing, electronic signatures, billing/grant management, user dashboards, website integration and more plus robust custom reporting. NewOrg covers you from Intake/Referral through service completion. Reduce your per client costs while providing staff with an intuitive, easy to learn tool that lets them focus on client interactions.


NewOrg Management System Features

  • Activity Tracking
  • Assessment Notes
  • Billing & Invoicing
  • Calendar Management
  • Candidate Identification
  • Case List Management
  • Eligibility Verification
  • HIPAA Compliant
  • Medical History Records
  • Patient Records
  • Referral Management
  • Treatment Planning

NewOrg Management System Reviews Recently Reviewed!


We Love NewOrg

Oct 02, 2018
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: One of the best things we like about NewOrg is that it is easy to access information. NewOrg affords our agency the ability to organize all program data in one database. Many of our clients access multiple program services. With the NewOrg Management System, our clients are entered only once as contacts but then 'admitted' to various programs streamlining the data entry process.

The implementation process was designed to meet our specific agency needs. It was clearly outlined with customization, beta testing, training, timelines and benchmark meetings.

The comprehensive training was well received by our staff. The Training Video Library on the NewOrg website offers brief tutorials and ongoing updates on the system's features and functionality.

The Duplicate Wizard is a great tool to help us eliminate multiple data entry of client information.

Cons: What we like least is the industrial appearance of the reports. We would like them to be more relective of our agency and the services we provide. It would be great if they were colored and had our logo.

Also there are a couple of additional customizable features that we would like such as adding/changing colors on the screen and the ability to select a 24 hour clock instead of just a 12 hour clock.

Overall: Overall we love NewOrg, its capabilities and features. We especially appreciate the NewOrg Support Team. They are amazing! They have been responsive to our ever changing needs and oh so helpful in finding solutions as challenges arise.

Vendor Response

by New Org on October 07, 2018

Thank you Jyl. You have provided a couple great "Feature" suggestions and we will be discussing including them possibly in some future updates to all our NewOrg partners. Suggestions like these are how we enhance NewOrg to match the needs of our partners.

NewOrg Review - Habitat for Humanity of Palm Beach County

Oct 02, 2018
4/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: The software is a good value alternative to more expensive donor management solutions. I particularly like that it can incorporate all of the many different elements we work with, including donors, volunteers, homeowners, properties and organizations.

Cons: The reporting function can seem counter-intuitive. I would love to see more options for capturing the information I am looking for perhaps as radio buttons (ex. list of donors and total gift with emails or with addresses etc.) Often I find that the report I need only give part of the information I'm looking for.

Additionally, reports take a LONG time to run. I would love to see this further optimized to have reports run much faster.

Overall: Overall I am happy with NewOrg, and have no plans to change systems. Their support staff is fantastic, and has always responded quickly, and offered solutions. They have been willing to work with me and make sure they understand exactly what I'm needing. Any time that they have been unable to deliver something it has been because of a technical limitation of the software.

There may be better solutions out there, but none that are a better value in terms of budget.

Vendor Response

by New Org on October 19, 2018

Thanks Jeni for taking the time to share your knowledge of NewOrg. We will be passing on your suggestions and comments to the technical side folks!

Good midmarket option with great customer service

Oct 01, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: The NewOrg system can be pretty customized to meet your needs, and I found that the customer service was excellent and they were willing to go the extra mile. It has already made our lives easier in reporting, communicating with our participants, and managing our data. I also like that you can add on different modules as you go, which gives us the opportunity to grow with the software. My research found that it is the most reasonably priced of the customizable data management options (obviously more expensive than the strictly out of the box options, but a lot less expensive than a number of the other highly customizable options). Of course, that means that there are some features/customizations that aren't available, but for us it is doing the majority of what we would like it to!

Another huge pro is that they create a customized manual for your organization, which helps a lot with training and implementation of the software.

Cons: The implementation process took a bit longer than we were hoping it would, but the customer service was good throughout! There are a few features (texting, for example) that we would like to have but the software doesn't yet have.

Overall: We've only just started using it but overall were happy with how the implementation went and the flexibility of the software and the willingness of the company to customize and work with you. We've also gotten good feedback from our participants about their experience using the software.

Vendor Response

by New Org on October 19, 2018

Caroline, thank you for your input and observations and sharing your NewOrg experience.

One stop shop

Sep 28, 2018
4/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Incredibly Flexible

Support always there to help

Able to track volunteers, clients and donors all in one system

Cons: The mail function is great, but a little cumbersome to create template emails (newsletters for example)

The Donor module is good, but not quite as robust as stand alone donor modules

Would like the ability to import data without going through support

Overall: We have been able to combine 4 systems into one, and creating mailing lists takes a fraction of the time.

Vendor Response

by New Org on October 19, 2018

Sandi, as a multi-year partner, we appreciate you sharing your knowledge and user experience with NewOrg.

Social Work Database

Oct 02, 2018
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: This system does a wonderful job of storing your data in such a way that you can see at a quick glance the history of individuals in events. It is very user friendly. Love the calendar system! No matter where you are it is easy to pull up any information needed.

Cons: Case status in top of the event sheet instead of at the end which forces you to go back through. Donor portion not as flexible to work with.

Overall: New Org Management System, great customer service. Provides you with manuals so that you can do your job easily.

Vendor Response

by New Org on October 19, 2018

Thank you for your rating and comments. We take your observations to heart as much of the NewOrg system is crafted based on input from our users just like you.

Overall

Sep 26, 2018
3/5
Overall

4 / 5
Ease of Use

3 / 5
Features & Functionality

3 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
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Pros: Online capabilities. I love that the volunteers can enter their own hours via the portal. I enjoy entering client data when out in the field using a tablet. Updates continue to improve capabilities.

Cons: Mailing labels have to be downloaded into Avery online and more time consuming than it should. Updates sometimes affect our current data.

Vendor Response

by New Org on October 19, 2018

As a multi-year partner with NewOrg, we appreciate your assessment of what we do well and where you suggest improvements. Thanks!

NewOrg has given us the ability to keep track of all our sites and clients results

Mar 29, 2016
5/5
Overall

5 / 5
Ease of Use

5 / 5
Customer Support

Comments: Pros:

Easy of using the program

Ability to change and customize our screening reports as needed

Flexibility of reports

Quick response time when requesting changes or additions to our reports

The Support person I deal with has always been very helpful and friendly

Web based - I can also look up info on my cell phone

Cons:

Reports sometimes take longer than usual to populate during certain times of the day.

Monthly fees seem high since my department is the only one using this program and I don't need all that NewOrg has to offer.

Overall, I love working with NewOrg and the services they provide.

Vendor Response

by New Org on October 19, 2018

Cynthia, thanks for taking the time to share your experience with NewOrg and we appreciate our long time partnership with Marion Downs Center.

FABULOUS

Mar 29, 2016
5/5
Overall

4 / 5
Ease of Use

5 / 5
Customer Support

Comments: Pros: Customer service is excellent! Timely responses and quick resolution to problems. The staff takes a very "hands on" approach to providing service and someone is always available to assist you. Con: As with any database software, it can't do "everything" we want, BUT PRO: it does nearly everything we want, and the staff is willing to collaborate to solve challenges or provide "work arounds" to get us everything we want. We love the system and recommend it to others who need to capture complex data. Their implementation and design team is unsurpassed!

Vendor Response

by New Org on March 29, 2016

Thanks Lori!

Intuitive CRM with many features and ample flexibility

Jul 15, 2015
5/5
Overall

5 / 5
Ease of Use

5 / 5
Customer Support

Comments: We use NewOrg to track our prospects, donors, grants, donations and volunteer activities. We also input numerous other types of constituents. The integrated eCommunications module is a key to our success in keeping in contact with all of our constituencies. It is easy to segment groups for reporting or eblasts, and to attach multiple groups to a single constituent record. 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.

Flexible data base system which can be customized to fit agency's needs.

Jul 16, 2015
4/5
Overall

4 / 5
Ease of Use

4 / 5
Customer Support

Comments: Data base system has capabilities to track clients we serve, volunteers who serve the clients and supporters of our agency. As the data base is built, think about the end result, what information is necessary to report. Features of the system include shared contact records, documents can be attached to records, surveys to groups of contacts, email/mail function, and flexible reporting. The mail/email module is a little difficult to navigate, but does have the ability to create templates for recurring communication.

This software has provided our Ministry with much needed accountability and tracking.

Jul 15, 2015
5/5
Overall

4 / 5
Ease of Use

5 / 5
Customer Support

Comments: Pros:

Quick response time in NewOrg Support!

Easy to learn and use the program

NewOrg Support is very eager and willing to help you and to provide what you need!

Cons:

Reports can be confusing if you don't direct exactly what you need and want to see as the outcome. So it's very important to know up front what you want when asking for a specific report to be made. That is more a Con on our side than on NewOrg.

Great asset to our program

Apr 08, 2010
5/5
Overall

5 / 5
Ease of Use

5 / 5
Customer Support

Pros: Be patient until you can trust yourself with the system. I personally love the system for the reports we are able to generate. We rely solely on the vendor for any problems. We use this system to keep all of our data pertaining to our program.

Cons: At times the system slows up, not sure why.

Overall: It's great and is very economical for a non-profit organization.

Functional, customizable, and attentive service team

Aug 07, 2015
3/5
Overall

3 / 5
Ease of Use

4 / 5
Customer Support

Comments: Pros:

- Friendly to needs of non-profits, without the bloat that comes with software for enterprises

- Dedicated team, care about serving customers

- Flat monthly fee with everything included

Cons:

- Limited to certain browsers

- Reports run slow , building them not very intuitive

- Mailing tool not always reliable / intuitive

Data Manager

Apr 27, 2010
5/5
Overall

5 / 5
Ease of Use

5 / 5
Customer Support

Pros: We customize to our needs, this help us in the measurements of our program as well the areas that we need to improve.

Cons: Maybe in the future i will be able to said a Cons, for now in my point of view is an ongoin process

Overall: I will recomend it for your implementation and use, is a user friendly enviroment.