CaseWorthy

A Scalable Case Management Solution For All Non-Profit Needs

About CaseWorthy

CaseWorthy is a provider of scalable case management software designed to support the community-led services of nonprofit organizations, government agencies and public administrations within the US. Promising a flexible, broadly customizable solution to match diverse deployment needs, CaseWorthy's outcomes-focused, organization-wide platform automates and streamlines data management and funder compliance processes. Organizations can therefore reconfigure key areas of the solution including workflows, forms, role-based access, data dashboards, service eligibility rules, searchable queries and more using a codeless apBuilder development tool. This flexibility makes case data management and service provision across a multitude of community programs possible such as employment, youth & family, senior services, homeless management, volunteer management, reentry, education, health center management, grants management, utility assistance, and more.

Additional general product features extend to integration capabilities for scan cards, template-based mass email / SMS communications and electronic signature capture. Reporting facilities enable the running of analytics and the automated generation of charts or graphs, compliance and operational reports, ad hoc reporting, plus business intelligence for arriving at actionable insights. The latter is augmented by configurable dashboards, while automated workflows, centralized document management and custom eligibility rules are cited as key differentiators. CaseWorthy Connect also delivers a two-way web portal to provide secured 24/7 database access to client information, promising convenient self-registration and includes alerts and notifications plus the ability to self complete assessments and enroll in classes and programs.

Key benefits of CaseWorthy

• CaseWorthy is a cloud-based case management platform designed to support the deployment of community social services by public administrations, councils, nonprofit & human services organizations and government agencies within the USA.

• Serves community case programs including general case management, data collection & data management for programs including employment services, homeless management, youth & family services, developmental disability services, grants management, volunteer management, senior services, behavioral health/mental services and energy assistance. Case workers can manage each case with ease utilizing the overview dashboards and notification features.

• Offering a fully configurable system, CaseWorthy can have its workflows, forms, look and general usability to be reconfigured to match specific usage requirements via its integrated apBuilder development tool.

• CaseWorthy Connect provides a two-way, secured web portal for granting employees, employers & partners, and clients anytime anywhere access to services information and resources, promising self-registration and enrollment, assesment completion & class registration, controls over data sharing plus the setup of SMS/email alerts and notifications.

• Reporting options span automated analytics with exportable charts and graphs, compliance and operational reports leveraging real time data, plus business intelligence capabilities with custom client-facing dashboard creation.

Devices

Business size

S M L

Markets

United States

Supported Languages

English

Images

The apBuilder development tool enables aspects of the system to be configured to meet specific user needs including access roles, dashboard displays, custom workflows, forms, eligibility rules and data query fields
CaseWorthy Connect is a two-way web portal for granting staff and clients 24/7 secured online access to the viewing and management of information in a controlled way, with convenient self-registration
Reporting facilities leverage data for creating a range of operational, compliance, ad hoc, and custom reports that can be accessed on any device and shared with all stakeholders
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CaseWorthy video
CaseWorthy screenshot: The apBuilder development tool enables aspects of the system to be configured to meet specific user needs including access roles, dashboard displays, custom workflows, forms, eligibility rules and data query fields CaseWorthy screenshot: CaseWorthy Connect is a two-way web portal for granting staff and clients 24/7 secured online access to the viewing and management of information in a controlled way, with convenient self-registration CaseWorthy screenshot: Reporting facilities leverage data for creating a range of operational, compliance, ad hoc, and custom reports that can be accessed on any device and shared with all stakeholders

Features

Total features of CaseWorthy: 16

  • API
  • Business Intelligence
  • Case Management
  • Charting
  • Client Portal
  • Collections Management
  • Custom Forms
  • Dashboard Creation
  • Email Alerts
  • Grants Management
  • Real Time Data
  • Real Time Reporting
  • Role-Based Permissions
  • Secure Data Storage
  • Visual Analytics
  • Workflow Management

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Reviews

Overall rating

4,5 /5
(37)
Value for Money
4,4/5
Features
4,5/5
Ease of Use
4,5/5
Customer Support
4,4/5

Already have CaseWorthy?

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Showing 5 reviews of 37
Ashley I.
Overall rating
  • Industry: Nonprofit Organization Management
  • Company size: 51-200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Ease of Use
  • Likelihood to recommend 10.0 /10

We Love CaseWorthy

Reviewed on 2019/11/06

We have been with CaseWorthy since 2012 and have had a great partnership. We needed a software that...

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.

Response from CaseWorthy

Thank you so much for your review! We love and appreciate your organization as part of our CaseWorthy family!

Danielle S.
Overall rating
  • Industry: Nonprofit Organization Management
  • Company size: 201-500 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

A Flexible Partner and Strong Baseline Product

Reviewed on 2020/09/03

CaseWorthy provides strong customer support. Our project manager, [SENSITIVE CONTENT HIDDEN] and...

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.

Sherry E.
Overall rating
  • Industry: Nonprofit Organization Management
  • Company size: 51-200 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support
  • Likelihood to recommend 7.0 /10

Review of Caseworthy from HMIS Project Manager

Reviewed on 2019/08/27

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

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.

Response from CaseWorthy

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.
Overall rating
  • Industry: Nonprofit Organization Management
  • Company size: 51-200 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 7.0 /10

Very Customizable

Reviewed on 2020/08/14

Started out shaky due to high turnover of CaseWorthy staff. However, once I was assigned a strong...

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.

Response from CaseWorthy

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.

Peter D.
Overall rating
  • Industry: Higher Education
  • Company size: 201-500 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

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

Reviewed on 2017/01/24

I used this very site (Capterra) to vet 42 or so products. After several months and elimination...

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.

Response from CaseWorthy

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.

Showing 5 reviews of 37 Read all reviews

CaseWorthy FAQs

Below are some frequently asked questions for CaseWorthy.

CaseWorthy offers the following pricing plans:

  • Pricing model: Subscription
  • Free Trial: Not Available

CaseWorthy is a scalable customizable solution, therefore pricing can vary due to the needs of each organization. Schedule a demo and request full pricing information.

CaseWorthy offers the following features:

  • Business intelligence
  • Case management
  • Certification & licensing
  • Child welfare management
  • Client portal
  • Community data portal
  • Continuous backup
  • Custom dashboard / portal
  • Custom forms
  • Dashboard creation
  • Dues management
  • Electronic signature
  • Foster home licensing
  • Grants management
  • Integration capabilities
  • Learning management (LMS)
  • Member database
  • Membership management
  • Real time data
  • Real time reporting
  • Role-based permissions
  • Scheduling
  • Secure data storage
  • Social media management
  • Time tracking
  • Visual analytics
  • Workflow management

CaseWorthy has the following typical customers:

Small Business, Large Enterprises, Public Administrations, Non Profit, Mid Size Business

CaseWorthy supports the following languages:

English

We do not have any information about what devices CaseWorthy supports

We do not have any information about what integrations CaseWorthy has

CaseWorthy offers the following support options:

Phone Support, Online Support, Forum, Video Tutorials

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