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CaseWorthy

Reviews of CaseWorthy

4.5 (43)
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Pros

  • 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.

  • 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.

  • We are very pleased and consider our selection of CaseWorthy to be a very worthwhile investment which will gain tremendous efficiencies in our operation.

  • 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.

Cons

  • I recently had to write a function that would stop people from editing notes if the note was over 30 days old.

  • The inability to upload csv files. Some of the forms are standard reports are hard coded with the inability to make changes.

  • Additionally if there is a problem, CaseWorthy fixes it right away- often before the next month code release.

  • 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.

Showing Most Helpful

Showing 25 of 43 reviews

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Ashley I. avatar
Ashley I.
Manager of Impact and Strategic Initiatives
Non-Profit Organization Management, 51-200 employees
Used the software for: 2+ years
Overall Rating
5.0
Ease of Use
5.0
Features
5.0
Likelihood to Recommend
10/10
Reviewer Source
Source: Capterra
November 6, 2019

"We Love CaseWorthy"

Overall: We have been with CaseWorthy since 2012 and have had a great partnership. We needed a software that would grow as we grew and they have definitely delivered. There is an abundance of functionality that truly helps our staff stay organized, efficient, and accountable. Our development team also appreciates the copious amount of data we are able to deliver that helps showcase what our organization does. We are very thankful for CaseWorthy!

Pros: There is a lot to love but most of all we love how easy it is to customize. I have very little technical background and am able to create lists and fields with ease. We also love the scan card function! It helps keep our facilities safe and our outputs accurate.

Cons: There can be a lot of navigating and clicks to get somewhere.

Vendor Response

By CaseWorthy on November 7, 2019
Thank you so much for your review! We love and appreciate your organization as part of our CaseWorthy family!
Danielle S.
Director of Innovation and Continuous Improvement
Non-Profit Organization Management, 201-500 employees
Used the software for: 1-2 years
Overall Rating
5.0
Ease of Use
5.0
Customer Service
5.0
Features
5.0
Value for Money
5.0
Likelihood to Recommend
9/10
Reviewer Source
Source: Capterra
September 3, 2020

"A Flexible Partner and Strong Baseline Product"

Overall: CaseWorthy provides strong customer support. Our project manager, [SENSITIVE CONTENT HIDDEN] and analyst, [SENSITIVE CONTENT HIDDEN] worked extensively to make our implementation experience the best possible. I highly recommend their work. They helped us to identify baseline and custom solutions that will grow with our agency. By figuring out our 'must-haves' and 'nice-to-haves', they supported a phased go-live experience over the course of 1.5 years. We have what we need now and are structured to keep evolving the system. Thank you, CaseWorthy!

Pros: CaseWorthy caters to clients with diverse needs. The product's scalability is unique compared to its competitors. Unlike Netsmart or Social Solutions, which focused on either electronic medical records or case management records, CaseWorthy bridged our requirements for billing Medi-Cal and recording day-to-day case management. For the large nonprofit that straddles multiple social service, market segments (housing, aging, immigration, youth development), CaseWorthy offers us a rare, one-size-fits-all solution. The depth and breadth of its features fit our 35 programs' needs. Now, we store and analyze information in one place, and have the ability to streamline operations with innovation.

Cons: CaseWorthy is continuing to refine its implementation process. Document your requirements, workflows and data fields to help this partnership. You will get the most out of implementation if you have a dedicated team internally. CaseWorthy will listen and respond to suggestions for improvement.

Alternatives Considered: Bonterra ETO
Reasons for Switching to CaseWorthy: CaseWorthy responded to our RFP. Their baseline solution met the most of our requirements. Several Catholic Charities' use CaseWorthy. Our references spoke highly of the product. In addition, CaseWorthy allows customers to share and build off of each other's solutions. This makes the product better over time. Plus, the customer saves time and money, developing their system. It is a win/win for CaseWorthy and the customer.
Sherry E.
HMIS PRoject Manager
Non-Profit Organization Management, 51-200 employees
Used the software for: 1-2 years
Overall Rating
3.0
Ease of Use
3.0
Customer Service
4.0
Features
3.0
Likelihood to Recommend
7/10
Reviewer Source
Source: Capterra
August 27, 2019

"Review of Caseworthy from HMIS Project Manager"

Overall: Our current account manager is knowledgeable, supportive and prompt with followup.

Pros: What I like the most is that it is a web based system.

Cons: The software has so much flexibility to be setup for many things, but this causes trouble for our user base as they get confused by all the options they don't use. Would like to see more documentation, videos etc on the portal for how to use it.

Reasons for Choosing CaseWorthy: I came into the program after the product was chosen and initially implemented.

Vendor Response

By CaseWorthy on September 6, 2019
Thank you, Sherry, for your review; we really appreciate it! It's great to see that your AM has been so helpful for you and your organization and we'll be sure to share your feedback on the setup and documentation with our Training & Customer Success depts to make improvements for your team and others moving forward. Please don't hesitate to reach out if you need anything!
Mary G.
Data Specialist
Non-Profit Organization Management, 51-200 employees
Used the software for: 1-2 years
Overall Rating
4.0
Ease of Use
3.0
Customer Service
3.0
Features
4.0
Value for Money
5.0
Likelihood to Recommend
7/10
Reviewer Source
Source: Capterra
August 14, 2020

"Very Customizable"

Overall: Started out shaky due to high turnover of CaseWorthy staff. 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.

Pros: Very customizable to fit our needs. We now have functionality to meet the needs of our residential programs, as well as our Mental Health Clinic. The alternative would've been to use two different software programs.

Cons: It's a little more complicated to use for an end user than our previous software, however, there are more checks and balances to ensure accurate data, and it has more functional capability. So it's a trade-off. Ad-hoc reporting is also more complex than what we've used in the past.

Reasons for Choosing CaseWorthy: Through customization, CaseWorthy could meet the case management and residential needs we had, as well as the needs of our Mental Health Clinic.
Reasons for Switching to CaseWorthy: ClientTrack was not able to meet the needs of our new Mental Health Clinic, which had requirements similar to a medical clinic such as scheduling appointments on a front desk calendar, approving case notes, and doing referrals from other programs.

Vendor Response

By CaseWorthy on August 21, 2020
Thank you, Mary, for your honest review and feedback. We really appreciate it and the partnership we have with the Union Gospel Mission! CaseWorthy continues to pride itself in supporting our partners with custom solutions, providing accurate and efficient data. We also offer in-depth, virtual training classes on everything for system admin, form building, reporting and more, to help support the needs of our partners.
Joseph G.
Data Quality Manager
Non-Profit Organization Management, 51-200 employees
Used the software for: 2+ years
Overall Rating
4.0
Ease of Use
4.0
Customer Service
4.0
Features
5.0
Value for Money
4.0
Likelihood to Recommend
9/10
Reviewer Source
Source: Capterra
August 25, 2021

"St. Patrick Center Review"

Overall: CaseWorthy's customer service continues to improve over the 3 years I have worked with them. They are responsive and do their best to meet the needs of my organization. Their product meets the needs of my agency and is reasonably priced compared to other vendors.

Pros: The level of customization is unparalleled, and the baseline features launched with the product provide an excellent skeleton and sandbox for the introduction of new tools. Additionally, it strives to make system administration easier.

Cons: Latency and outages happen during normal hours of operation. Unclear data mapping; specifically regarding reporting. Inability to communicate with other systems via API.

Reasons for Choosing CaseWorthy: A balance of cost, logistics, and feature usefulness. Key product features were reviewed to see which vendors would be capable of meeting our agency's needs. Then, the contractual increase in price was leveraged against integration and migration to move data to onboard a new system. As of last year, staying with CaseWorthy was determined to be the most reasonable decision.
Amelia L.
Program Director & Social Worker
Non-Profit Organization Management, 1-10 employees
Used the software for: 6-12 months
Overall Rating
5.0
Ease of Use
5.0
Features
5.0
Likelihood to Recommend
9/10
Reviewer Source
Source: Capterra
January 16, 2022

"Customizable Software with Great Support"

Pros: Our organization chose CW after much consideration of many options, and as a whole we are so pleased with our choice. From the beginning, we have had great support - I loved having a dedicated team member to help us through the ETL and go-live process, and having an account manager has made all the difference in being able to resolve any questions and learn how to best use our database. 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. As a system admin, I love being able to create what agency staff identify as necessary. It makes their lives easier to have forms and workflows that are exactly what they need. Moving to a new system, our users were understandably nervous about having to learn a whole new way of doing things. I can confidently say that CW is intuitive and even our most tech-averse staff have found the system easy to navigate. When there are issues, our account manager and the support team are responsive and solve issues quickly. I particularly love that our account manager shares the process that they took to resolve the issue, so that we can learn the system better. One reason we chose CW is because we will likely never grow out of its capabilities. Eight months in, we are only just starting to get a sense of what we can do with this system, and it's exciting to keep customizing the system and making it fit our needs exactly.

Cons: Overall, we have been impressed with CW, and I would say that these cons are more things that I think CW could improve, rather than things that they are lacking. I will note that CW seems to be on the right path in this sense - it seems that they are constantly adding new features, offering additional trainings for system admins, and listening to their customers about what we want out of the system. I found the initial system admin training a little overwhelming, and felt that the trainers don't necessarily realize that people new to the database are not familiar with it. As time went on, this ceased to be an issue, but more because I was more familiar with the system, not because the trainers improved their methods. Other concerns I had initially were a lack of documentation. This was resolved when we were given access to the portal, where there is a ton of documentation, but it would have been nice to have received this access earlier in the process.

Reasons for Switching to CaseWorthy: We switched due to outgrowing our legacy system and no longer being able to make it work for our needs.
Peter D.
Director of Data Management
Higher Education, 201-500 employees
Used the software for: 6-12 months
Overall Rating
5.0
Ease of Use
5.0
Customer Service
5.0
Features
5.0
Value for Money
5.0
Likelihood to Recommend
10/10
Reviewer Source
Source: Capterra
January 24, 2017

"If you want to have evidence driven service, then CaseWorthy is the Best."

Overall: I used this very site (Capterra) to vet 42 or so products. After several months and elimination rounds, CaseWorthy emerged as the clear leader. I have designed and used primary data collection systems for 26 years, helped many non-profits "work-around" the limitations in their off-the shelf software products. Hence my main objective was to find a product that could be customized without going back to the vendor to pay and pay. You will not need to create work-arounds with CaseWorthy. CaseWorthy is a different level of architecture, the design is uniquely flexible and expandable. You can add almost anything you can imagine, most likely without having to go back to the vendor or pay anything additional. Flexibility is great, but what is even better is a system that has been the beneficiary of all that have come before (CaseWorthy incorporates lessons learned from every aspect of every customer for the benefit of all). Off the shelf this system is probably 80% ready for exactly what you need, which can get you up and running quickly. The best decisions are based on data, CaseWorthy was designed to connect your services to the outcomes, so you can tell which work and which do not, allowing you to focus likely limited resources where they will be most effective. If you have a complex organization, setup may take several months to be complete. Having knowledge of SQL reporting and relational database design will be very helpful. If you are big enough, you will eventually need desktop support on staff, and likely a reporting specialist to analyze and report so you can take full advantage of all that evidence. I highly recommend CaseWorthy.

Pros: Flexibility, staff support, built in features and reports (thousands of them), vendor maintains many common required reports for funder requirements. Security, role assignment, ability to add multiple organizations, etc. the list goes on.

Cons: They would benefit from investing in documentation and written training materials. Training is via online meeting, and in person meetings. Documentation would be nice, so you could refer back to it. Likely the product is expanding and improving so fast, that it is difficult to keep up with written training materials.

Vendor Response

By CaseWorthy on May 9, 2018
Thank you for your review and feedback Peter. We are proud to be the software that you selected after working with so many others. We are currently in the process of drafting more documentation to help our customers understand how to CaseWorthy better.
Tawnya C.
CSBG Manager, System Admin
Non-Profit Organization Management, 1-10 employees
Used the software for: 2+ years
Overall Rating
4.0
Ease of Use
4.0
Customer Service
3.0
Features
4.0
Value for Money
3.0
Likelihood to Recommend
10/10
Reviewer Source
Source: Capterra
December 4, 2019

"Fighting Poverty in Idaho"

Overall: We have loved building our knowledge in customizing the database, and using CaseBot to harvest data the way we want. In three years, we've had at least five Customer Account Managers, all with different levels of influence and skill to resolve issues and teach their product. The account manager experience definitely impacts the overall experience. Currently [SENSITIVE CONTENT HIDDEN] is our account manager and we have been very satisfied with not only the efficiency of issue-resolution, but the details he shares about the resolution that will help us in the future.

Pros: Some CSBG Managers shrunk time spend on the CSBG Annual Report from two weeks to two days. We processed over 35,000 LIHEAP payments in four months. Working with CaseWorthy, we built an interface from the database, to the Idaho Department of Health and Welfare to process LIHEAP checks. This reduced double-entry and improved efficiencies for users and community members receiving the benefits.

Cons: It is very customize-able, which we all know can be a blessing and a curse. Customizations created at implementation or before current staff started are challenging to find, understand, and learn. Customizations are challenging to track and manage during upgrades, because customized forms, fields, workflows, etc, are essentially not upgraded and may break after an upgrade, requiring a 'fresh' customization from the upgraded baseline form, field, or workflow.

Vendor Response

By CaseWorthy on December 6, 2019
Thank you, Tawnya, for your review and wonderful insight into how CaseWorthy has been able to work so well with CAPAI. We really appreciate it and the partnership we have with you!
Verified Reviewer
Associate Director for Data and Quality Improvement
Non-Profit Organization Management, 11-50 employees
Used the software for: 6-12 months
Overall Rating
5.0
Ease of Use
4.0
Customer Service
5.0
Features
5.0
Value for Money
5.0
Likelihood to Recommend
10/10
Reviewer Source
Source: Capterra
August 24, 2020

"CaseWorthy is a great platform, especially if you can take full advantage of it"

Overall: We are managing an online referral making/tracking network primarily, along with some case management for social service clients and other projects related to resource distribution and workforce development. We are leveraging the CaseWorthy web portal to roll out functionality to all our users. Our interactions with CaseWorthy staff have been excellent, they've been very helpful and responsive.

Pros: CaseWorthy is extremely powerful and flexible, and administrators are given access to all the tools needed to modify or extend the platform. We have been able to adapt CaseWorthy to all our data collection and process management needs.

Cons: With the degree of freedom you're afforded as an administrator, the documentation has a lot of room for improvement. CaseWorthy provides a lot of training and hands-on support, but a complete reference guide would be a God-send.

Reasons for Choosing CaseWorthy: Cost and flexibility, mainly.
Reasons for Switching to CaseWorthy: Needed more features/flexibility
Ashley I. avatar
Ashley I.
Manager of Impact and Strategic Initiatives
Non-Profit Organization Management, 51-200 employees
Used the software for: 2+ years
Overall Rating
5.0
Ease of Use
5.0
Customer Service
5.0
Features
5.0
Value for Money
5.0
Reviewer Source
Source: Capterra
March 16, 2018

"CaseWorthy is worth every penny"

Pros: The software is easy to use, easy to customize and design how we need it to be for us. The company is always willing to help solve issues when they arise and talk through different and new needs to build out in the database.

Cons: I can't think of anything. If I had to pick something it would be that the web camera software still uses silverlight which only works on firefox, but I am pretty sure they are working on getting this updated.

Vendor Response

By CaseWorthy on May 9, 2018
Thank you so much for the kind words Ashley! We are so proud to have you as a partner. We are currently working on the silverlight issue and will reach out to you as soon as this is resolved.
Ryan S.
junior developer
Computer Software, 201-500 employees
Used the software for: 1-2 years
Overall Rating
4.0
Ease of Use
3.0
Customer Service
3.0
Features
5.0
Likelihood to Recommend
8/10
Reviewer Source
Source: Capterra
August 12, 2020

"Caseworthy Review"

Pros: It's overall pretty easy to use and teach. also very customizable.

Cons: The part I like least is making things happen through using javascript, specifically dates. I recently had to write a function that would stop people from editing notes if the note was over 30 days old. This is incredibly easy to do in javascript but caseworthy does not appear to be able to recognize javascript on dates, so I had to figure out how to turn the three separate parts of the date (year month and day) into integers and then turn them into strings so that they could be concatenated and then turn the combined string back into an integer so that math could be done on it. This all could have been significantly faster and easier if caseworthy could simply let you do addition and subtraction on dates, or if it already can then that should be communicated in some way.

Vendor Response

By CaseWorthy on August 21, 2020
Thank you, Ryan, for your review and insight into how CaseWorthy has been able to meet your needs and allow your organization to grow. I reached out to our development team regarding your insight on the date and received the following feedback: "We do have a formula form element that allow you to do date differentials for all components of a date (years, months, days, hours, minutes, seconds). We can also solve this particular use case in our form validation rules where we can either render the form in view only mode or lock down certain fields based off that date differential. We are looking to simplify our rules engine in the coming months to make this level of configuration much simpler." We appreciate you taking the time to share and the partnership we have with you!
Rose H.
CFO
Non-Profit Organization Management, 201-500 employees
Used the software for: 2+ years
Overall Rating
5.0
Ease of Use
5.0
Customer Service
4.0
Features
5.0
Value for Money
5.0
Likelihood to Recommend
10/10
Reviewer Source
Source: Capterra
November 21, 2019

"Great Value and Highly Customizable"

Overall: CaseWorthy takes its customer service relationships very seriously. They assign an account manager to work with you so that you have a single touch point to go to with any issues or questions. They also provide a portal where you can log issues and download training materials. They survey customers frequently and listen to and act on the feedback.

Pros: We purchased this software after a fairly extensive search and chose it based on the ability to customize it and also on price. We have complex client documentation requirements and have been able to configure the system to do pretty much everything we need it to do and more. We can make many of our own changes to tables and forms, which helps us keep the system updated without having to pay for additional customization. Additionally, CaseWorthy offers regular system updates that include new features. Customer service is generally very good, and we get quick responses when there are issues.

Cons: The learning curve can be steep for people without a technical background; however, once we learned the system we appreciated the ability to make our own changes rather than have to rely on tech support.

Vendor Response

By CaseWorthy on November 22, 2019
Thank you, Rose, for your wonderful feedback! We greatly appreciate your review and your tremendous partnership with CaseWorthy!
Nina G.
HMIS Senior Manager
Non-Profit Organization Management, 201-500 employees
Used the software for: 2+ years
Overall Rating
5.0
Ease of Use
5.0
Customer Service
4.0
Features
5.0
Value for Money
5.0
Likelihood to Recommend
10/10
Reviewer Source
Source: Capterra
July 5, 2023

"Great Homeless Management Information System"

Overall: Overall, we are pleased with the ease of use and aesthetics of the CaseWorthy HMIS application. It meets our federal requirements while also including additional features that facilitate the service delivery for both large and small organizations in our community.

Pros: We like that CaseWorthy's HMIS application provides the tools and resources our community needs to understand homelessness at the macro level and the micro level. The features available help case managers understand each individual's unique experiences, while also allowing researchers and grant writers to understand trends in homelessness and project performance.

Cons: We do not like that there is not a mobile application. Our community had to purchase an external platform to fill this gap, because much of the work we do is out in the field and not sitting behind a computer.

Reasons for Choosing CaseWorthy: Unsure, the switch occurred prior to my employment.
Reasons for Switching to CaseWorthy: Unsure, the switch occurred prior to my employment.
Jeff B.
Non-Profit Organization Management, 201-500 employees
Used the software for: 6-12 months
Overall Rating
5.0
Ease of Use
5.0
Customer Service
5.0
Features
5.0
Value for Money
5.0
Likelihood to Recommend
10/10
Reviewer Source
Source: Capterra
January 19, 2017

"Great case management suite"

Overall: We moved over a bunch of homegrown databases into Caseworthy in order to offer a unified experience to end users while maintaining security/privacy. Since it is maintained in the cloud, we are able have end users access the data they need almost anywhere without the need for a vpn or remote desktop connection. Our trainer was great and made sure we knew all the areas of the system and even came on site to learn about our programs and processes of each one to better understand how they all work. He worked with us getting up to speed on how to customize the pieces and parts we need and supported us through the entire migration process and beyond. The programs we offer all have different aspects of data that is important. This made customization and report a very important part of our selection process. Once we saw the apBuilder tool, we knew this could provide what we needed. After working with it, we are able to self maintain a very large portion of our customization needs including rules, workflows, reports, queries, and our own tables and columns. This allows you to add/edit/remove these changes almost immediately and push them out to your end users when you see fit. Reporting is also great. There are a large number of reports already made available but you have the ability to create your own if you are familiar with SQL and the SSRS tool. We added a handful of our own and the apBuilder interface makes it too easy to upload that report and add query parameters on the form. We now have a solution that makes it easy for end users to enter in and access anything they can think of. For a total case management solution, look no further.

Pros: Ease of customization and the staff are great!

Vendor Response

By CaseWorthy on May 9, 2018
Thank you Jeff! We are so happy you enjoyed working with your trainer. Isn't the apBuilder amazing? Thank you so much for being our partner!
Stephen C.
HMIS System Administrator
Non-Profit Organization Management, 11-50 employees
Used the software for: 2+ years
Overall Rating
5.0
Ease of Use
5.0
Customer Service
5.0
Features
5.0
Value for Money
5.0
Likelihood to Recommend
10/10
Reviewer Source
Source: Capterra
December 5, 2019

"ARCH CaseWorthy"

Pros: I definitely like the user friendly interface and case management work space. I also like that we use certain workflows for certain tasks and it keeps users focused on completing that particular workflow so that all data is entered as it should be. I have worked with this software and this company since 2012 and I have greatly enjoyed working with the developers and all of the Support staff that I have had interaction with. They have always come through for me when I've needed them and I have been able to learn a great deal from each of them.

Cons: Although the system comes with a great number of "Canned" reports, having the ability to create new reports when necessary and doing it with great ease and simplicity would be most helpful, especially when you are crunched for time or when your skills may be rusty or you have never developed the skills to do that type of task.

Vendor Response

By CaseWorthy on December 6, 2019
Thank you, Stephen for your review; we love having you and your organization as a partner of CaseWorthy and very much enjoy working with you, as well. Also, thank you for your reporting suggestions; we are always looking for ways to enhance the product.
Hannah D.
Product
Human Resources, 51-200 employees
Used the software for: 2+ years
Overall Rating
4.0
Ease of Use
3.0
Customer Service
4.0
Features
3.0
Value for Money
4.0
Likelihood to Recommend
7/10
Reviewer Source
Source: Capterra
June 30, 2023

"Cw"

Overall: Currently, we are looking to solve technology gaps for our clients within the system. This list is what we are currently working off of with our support team.

Pros: The ability to provide our clients a self-sufficient solution to managing their participants in recovery programs is what we like most about CW. This includes features and product that is easy to use and understandable to the general public, but sophisticated enough to be tailored to the unique needs of the client. Things like the Calendar, Random templates, Alert notifications, concise reporting, are all key.

Cons: At times it can be difficult to extract data from the system and provide built-in customizations that we can let our clients manage instead of our internal teams. But we have a plan moving forward for this and are looking forward to it's implementation

Donnell J.
Data Manager
Consumer Services, 501-1,000 employees
Used the software for: 2+ years
Overall Rating
4.0
Ease of Use
5.0
Customer Service
3.0
Features
4.0
Value for Money
5.0
Likelihood to Recommend
9/10
Reviewer Source
Source: Capterra
December 11, 2019

"The Wonderful World of CaseWorthy"

Overall: The ability to report in real-time our companies outcomes and goals as it relates to placement and intensive services.

Pros: Ease of use and customization of the input screens. The ability to do reporting based on the form inputs.

Cons: The inability to upload csv files. Some of the forms are standard reports are hard coded with the inability to make changes.

Alternatives Considered: Salesforce Sales Cloud

Vendor Response

By CaseWorthy on December 12, 2019
Thank you so much, Donnell, for your review and your feedback. We really appreciate it! We love to hear suggestions like this and I will share with the team.
mary C.
Coordinator of Homeless Programs
Government Administration, 51-200 employees
Used the software for: 2+ years
Overall Rating
5.0
Ease of Use
4.0
Customer Service
5.0
Features
4.0
Value for Money
5.0
Likelihood to Recommend
10/10
Reviewer Source
Source: Capterra
August 18, 2021

"CaseWorthy for recording and tracking the homeless population"

Overall: CaseWorthy provides us the tools we need to comply with state and federal reporting requirements, as well as assisting with providing the data necessary for grant writing.

Pros: Negotiating with upper management and working with customer service have both been easy and rewarding. The system provides us with insight on the movements of the homeless through the continuum. The data is invaluable in community discussions.

Cons: I can only say that the migration from one software vendor to another was difficult but more because the other vendor's software was "homegrown." There was some miscommunication in the beginning, but it was resolved quickly and easily.

Reasons for Choosing CaseWorthy: price, convenience, and it seemed to be the superior product
Reasons for Switching to CaseWorthy: HousingWorks was getting out of the business and Simtech was only for reporting, not data entry/recordkeeping.
Emily H.
Database Administrator
Non-Profit Organization Management, 201-500 employees
Used the software for: 6-12 months
Overall Rating
5.0
Ease of Use
5.0
Customer Service
5.0
Features
5.0
Value for Money
5.0
Likelihood to Recommend
10/10
Reviewer Source
Source: Capterra
February 15, 2017

"CaseWorthy is fantastic!"

Overall: Our organization needed a solution to replace our aging, not-user-friendly case management system and chose CaseWorthy after reviewing multiple other software options. CaseWorthy has been wonderful from the start - from the in-depth discovery process to the extremely knowledgeable and easily reachable implementation specialist we were able to built out a custom system for our exact needs. Every user that was involved in the implementation process had an intimate knowledge of the system and played a key role in the go-live and roll out of the system that we were able to have a pretty flawless transition from our old system to CaseWorthy. We are currently working on building out additional services that we provide and plan to transition all of our services into CaseWorthy. In addition to how impressively in-depth the implementation process is, the implementation specialist was extremely responsive to any issues that we experienced and was always able to help in a timely manner. We have been so impressed and excited with this entire process and look forward to our continued work with CaseWorthy. I absolutely recommend CaseWorthy to any organization that needs a concise, custom, and user friendly case management solution.

Pros: Very user friendly Easy to customize by end-users Responsive support team

Cons: None that I can think of.

Vendor Response

By CaseWorthy on May 9, 2018
Thank you so much for the kind words Emily. We are proud to be your partner and hope to continue to assist you anyway possible.
Sheldon K.
IT Director
Non-Profit Organization Management, 201-500 employees
Used the software for: 2+ years
Overall Rating
5.0
Ease of Use
5.0
Customer Service
5.0
Features
5.0
Value for Money
5.0
Likelihood to Recommend
10/10
Reviewer Source
Source: Capterra
November 13, 2019

"Highly Recommend CaseWorthy"

Overall: We highly value CaseWorthy as not just a software vendor but as a partner. Over the years as our organization has changed, CaseWorthy has adapted and been a pleasure to work with.

Pros: The software provides a very friendly and quick way to create and edit forms. The system also allows you to quickly create forms to generate reports.

Cons: When we first started with CaseWorthy there were several bugs or system issues. However over the past year we have seen significant changes with how updates are released resulting in very few issues. Additionally if there is a problem, CaseWorthy fixes it right away- often before the next month code release.

Vendor Response

By CaseWorthy on November 15, 2019
Sheldon, thank you so much for your review and also for sticking through the growing and overall organizational improvements over the years. We tremendously value you as a customer and partner and love the impact you're having on your community!
Mike S.
HMIS Administrator
Non-Profit Organization Management, 1-10 employees
Used the software for: 2+ years
Overall Rating
5.0
Ease of Use
5.0
Customer Service
5.0
Features
5.0
Value for Money
5.0
Likelihood to Recommend
10/10
Reviewer Source
Source: Capterra
November 6, 2019

"Outstanding software with excellent customer support"

Overall: Personally I have used several different HMIS software applications and find CaseWorthy second to none.

Pros: The design of the software insures ease of use from end user level all the way to administration of the system for our area. The reporting functionality was instrumental in allowing us to track the data to have been able to declare Ending Veteran Homelessness in West Tennessee.

Cons: None. Any negative feedback that we have received from the end users we have been able to resolve with the assistance of the software vendor.

Reasons for Choosing CaseWorthy: The design is both aesthetically pleasing and the workflows are easy to use for the end user.
Reasons for Switching to CaseWorthy: Ease of use.

Vendor Response

By CaseWorthy on November 7, 2019
Thank you so much for your review! We really appreciate you and your organization as a loyal member of our CaseWorthy family!
Jenny T.
Senior Director
Non-Profit Organization Management, 1,001-5,000 employees
Used the software for: 2+ years
Overall Rating
5.0
Ease of Use
5.0
Customer Service
5.0
Features
5.0
Value for Money
5.0
Likelihood to Recommend
10/10
Reviewer Source
Source: Capterra
April 9, 2017

"Can't beat the portal"

Overall: We have worked closely with CaseWorthy for both the database and our customized portal for employment and training programs to support our mission to put people to work. The software is unparalleled in the social services technology realm and vastly outperforms the competition.

Pros: When clients of CaseWorthy develop new functionality, some of it becomes available through baseline. This keeps the product fresh and up-to-date with enhancements directly from the field. Intuitive for users - both database administrators, staff users, and program participants/job-seekers.

Cons: Custom reports are time-consuming, but the CW team is working on an OEM solution for better utilization by the average user.

Vendor Response

By CaseWorthy on May 9, 2018
Thank you so much Jenny for your kind words and feedback, we are extremely proud to be your partner. CaseWorthy is on a mission to continually improve the tools we provide to our partners, and we are excited to announce "CaseBot." "CaseBot" places all the reporting tools you will need directly in your hands, making data-mining easy and accessible. This will be available with our next release, CaseWorthy 8.0.
Judy B.
University Student
Used the software for: 1-2 years
Overall Rating
4.0
Ease of Use
3.0
Customer Service
2.0
Features
4.0
Value for Money
3.0
Likelihood to Recommend
8/10
Reviewer Source
Source: Capterra
September 25, 2017

"This is an excellent programm, which handles many different programs well; however, it is clunky."

Pros: It meets the needs of many of our case management programs--collecting data can be extremely detailed and thorough, or it can be basic and quick.

Cons: Some of its clunkiness makes it much harder to use. For instance, not being able to add case notes directly can slow down the case management process. Writing case notes is also a slow process: there many minor details which must be added before submitting a case note, and it bogs down the case management process. Streamlining the case note writing process would make this program much more efficient and user-friendly.

Vendor Response

By CaseWorthy on May 9, 2018
Thank you so much for your review Judith! We are constantly working on making each users experience as smooth and stress free as possible. We take our reviews very seriously and will look into streamlining the case note writing process.
Tomeka R.
Good Partner Coach
Professional Training & Coaching, 51-200 employees
Used the software for: 1-2 years
Overall Rating
5.0
Ease of Use
5.0
Customer Service
5.0
Features
5.0
Value for Money
5.0
Likelihood to Recommend
10/10
Reviewer Source
Source: Capterra
August 11, 2021

"Services Review"

Overall: I absolutely LOVE IT!!

Pros: I like the service plans, case notes, demographics tracking and all the features.

Cons: The print options. I need to be able to print all forms in a single print selection

Alternatives Considered: Bonterra Case Management
Reasons for Choosing CaseWorthy: The functions provided.
Verified Reviewer
co-Founder & President
Non-Profit Organization Management, 1-10 employees
Used the software for: 6-12 months
Overall Rating
1.0
Ease of Use
1.0
Customer Service
3.0
Features
1.0
Value for Money
1.0
Likelihood to Recommend
1/10
Reviewer Source
Source: Capterra
April 19, 2018

"the software not for all type of businesses"

Overall: i cannot answer this question

Pros: there is nothing that I can say that I like most about the software. It looks like it is software for the medical profession and not versatile enough for other industries

Cons: not made for the non-profit financial services industry; not user friendly; slow to respond to load information

Vendor Response

By CaseWorthy on May 9, 2018
The CaseWorthy team would like to apologize that your experience with our software has been anything less than Excellent. CaseWorthy prides our selves on being an enterprise wide solution for all types of Non-profit and Government organizations. I assure you our software does assist with financial services, as well as an extremely broad spectrum of all services that non-profit organizations offer. Please reach out to me personally so we can try to resolve these issues you are having. You can reach me at dshaffer@caseworthy.com I look forward to hearing from you, so we may take care of these problems in a timely manner. -Drew