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Nonprofit Cloud Case Management

Deliver personalized services to help clients progress towards their goals.

Gain a Single View of Your Clients, Services, and Programs

Nonprofit Cloud Case Management Features

Plan Your Day

Better Manage Your Day as a Provider

  • Case Manager Home Page: Service Providers plan out their limited time with a single view of upcoming client meetings, tasks, or incidents that are in need of immediate attention.
  • Client Snapshot: Get up to speed on a client quickly by viewing key information such as their picture, pronouns, preferred name, critical alerts like allergies and more.
  • Client Search: Find a specific client by searching on partial information like their first name, last name, nickname, birthdate or client ID.
  • Client Notes: Create a note from a template that prompts you on what information you have to capture, save it as a draft, and tag it with specific topics.

Client Support

Deliver Personalized Client Support

  • Relationship Management: Provide the best holistic support by understanding how clients, and their family members, are engaging with the organization and its programs.
  • Case Plans: Create a personalized service plan with just a few clicks. Choose the best next steps for where a client is in their journey and manage their progress.
  • Incident Reporting: Keep incidents like missed appointments or important changes front and center so you’re always up to date on who may made need a little extra attention.
  • Assessments: Determine your client’s baseline status when they enter your program and visualize how their circumstances change over time by using assessments.

Case Plans

Give Clients Agency in Their Case Plans

  • Client Experience: Create a customizable mobile-friendly portal for clients to view information relevant to just their journey – anytime, anywhere.
  • Tasks and Action Items: Allow clients to view any upcoming tasks and action items, upload associated documents and update statuses.
  • Communication Tools: Give clients an easy way to communicate with their case managers in between meetings with them.

Program Management

Create Efficiencies in Program Management

  • HIPAA Compliant: U.S.-based organizations ensure client data is kept safe and compliant with regulations.
  • Intake and Referrals: Reduce the time to enroll a client into a program by streamling intake with templates that differ by program or easily refer them to another organization.
  • Services and Attendance Tracking: Save manual data entry when setting up recurring services for groups or individuals, track attendance, and view how services connect across all programs.
  • Analytics and Reporting: Make data-driven decisions about staffing and program impact easily by visualizing outcomes and identifying trends and share with funders.
nonprofit case management customer 360

The Platform

Build a Complete Program Management Solution

Nonprofit Cloud enables organizations to measure and manage their programs more effectively to amplify program impact.

OC United customer story

Customer Story: OC United

Empowering Individuals, Families, and Communities on One Platform

“We love how customizable Salesforce is but that it also allows for standardization. Previously case managers worked in silos with no transparency or consistency. Now there are standards on how our case managers create service plans and capture information.”

Renae Dupuis
Director of Trauma and Whole-Person Care

Resources to Help You with Case Management

Deep Dive into the Product

Learn about the Programs Data Model

See the Technical Details

Streamline tasks and improve client service

Additional Support Services

No Matter Where You’re at on Your Journey

Amplify Program Impact

Nonprofit Cloud Case Management is purpose-built to help service providers deliver personalized services to clients and give them access to their own case plans so they can make progress towards their goals, anytime.

Case Management FAQs

Have a question? Here are some popular frequently asked questions about case management for nonprofit organizations who deliver services.