CiviCore Client & Case Management

Human services and social work case management solution

About CiviCore Client & Case Management

Neon CCM, formerly known as CiviCore, helps human, victim, and child service organizations with their daily client and case management tasks. Organizations can streamline administrative tasks such as data entry and access client data and information from one centralized platform. There is a built-in activity tracking tool that helps users to track attendance for activities and case notes allow interactions with clients to be logged in order to provide effective customer service. Surveys and assessments can be administered to aid in running programs and gathering client information. Volunteers can be tracked and managed directly within the system.

The solution allows organizations to create reports with graphs and the data can be exported directly to Excel. Organizations can manage access to the system, with the ability to assign users different role levels to protect sensitive information. HIPAA guidelines are followed and implemented within the solution to ensure that users remain compliant.

Devices

Business size

S M L

Markets

United States, Canada

Supported Languages

English

Features

Total features of CiviCore Client & Case Management: 32

  • Access Control
  • Activity Management
  • Activity Tracking
  • Ad hoc Reporting
  • Assessment Management
  • Attendance Management
  • Attendance Tracking
  • Case Management
  • Client Management
  • Client Portal
  • Compliance Management
  • Custom Forms
  • Customizable Reporting
  • Data Capture and Transfer
  • Data Visualization
  • Digital Signature
  • Document Management
  • Enrollment Management
  • Forms Management
  • Goal Setting / Tracking
  • HIPAA Compliance
  • Partner Portal
  • Permission Management
  • Records Management
  • Referral Tracking
  • Reporting & Statistics
  • Role-Based Permissions
  • Self Service Portal
  • Survey Management
  • Training Management
  • User Management
  • Volunteer Management

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Reviews

Overall rating

4,4 /5
(10)
Value for Money
4,8/5
Features
4,6/5
Ease of Use
4,7/5
Customer Support
5/5

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Showing 5 reviews of 10
Bradley K.
Overall rating
  • Industry: Education Management
  • Company size: 11-50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

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

Tremendous service, extremely user-friendly, intuitive to the max

Reviewed on 2017/08/16

- Greater ability to serve our students
- Enhanced tracking of student performance
- Volunteer...

- Greater ability to serve our students
- Enhanced tracking of student performance
- Volunteer management capabilities that have aided and improved our recruitment efforts
- Improved volunteer retention due to easier access to their data and relevant issues in programming
- Increased funding due to enhanced data tracking

Pros

CiviCore is a delight to use from both a functionality and aesthetic standpoint. The means by which they organize the data on the back-end translates perfectly to maximizing its utility for the end-user. As a former software healthcare software trainer, I appreciate the ease of navigation for new users, but also the advanced functionality capabilities for superusers and admins. This is a direct result of their outstanding customer support. It is both timely and very effective. I have full confidence that no matter when I contact them (from a different time zone mind you), a response will be received in short order. These queries are rarely related to any issues with the system itself, but more modifications on our end due to program changes. The staff is friendly and works diligently on any project until it is completely to our satisfaction.

Aesthetically, they do a tremendous job of not making it feel like a data cave with a few lanterns hung up. Users tend to dread entering data, but having a user-friendly site that looks and feels good helps tremendously.

Cons

The only real change I would like to see would be expanded reporting capabilities for the 1% of the time that I want to run multi-sectioned reports from within the database. Otherwise, I am extremely pleased with my experience.

Katie M.
Overall rating
  • Industry: Health, Wellness & Fitness
  • Company size: 51-200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

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

Civicore has provided our project with an extremely user friendly patient tracking system.

Reviewed on 2017/09/19

We are able to track patients participating in a clinic intervention in locations throughout our...

We are able to track patients participating in a clinic intervention in locations throughout our county. We benefit by being able to monitor program fidelity, patient attendance, contact attempts, and other data crucial to our project's implementation. It also helps us track staff productivity and program reach.

Pros

Our Civicore database is extremely easy to use. It is also easy to train new users on its functionality. My experience with their project managers has always been top notch. They respond quickly and are able to explain complex issues in ways the day to day user can understand. The system is reliable and intuitive.

Cons

Setting up new reports/queries can be confusing. However, the customer support staff and project managers are always willing to help and guide me when issues arise.

Frank M.
Overall rating
  • Industry: Mental Health Care
  • Company size: 11-50 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Much Needed Support

Reviewed on 2019/10/26

The software makes our job easier to provide required information to our various funding sources.

The software makes our job easier to provide required information to our various funding sources.

Pros

We are required by our funding sources to collect a lot of data on the individuals we serve. This software enables our organization to evaluate the effectiveness of our services, identify trends that need to be addressed, market our services, etc.

Cons

In order for the software to meet our specific needs, we had to spend several weeks communicating (i.e.: email, phone, etc.) with our assigned company representative to identify our needs. We finally arranged for our company representative to spend time at our work site which was very helpful.

Maria A.
Overall rating
  • Industry: Telecommunications
  • Company size: 51-200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

What do I need to know to see how each department works

Reviewed on 2019/04/17

My experience focuses on knowing what needs are not currently covered within the company. A lot of...

My experience focuses on knowing what needs are not currently covered within the company. A lot of information through reports, statistics to know at all times how the company is organized and focused. After that, the necessary decisions are taken to analyze in detail possible improvements.

Pros

Users can download the information in spreadsheets for further analysis.
It allows companies to manage their financial transactions, product life cycles and supply chain activities.

Cons

Complexity with which the program is built. My company implements one feature or function of the software at a time, allowing employees to become familiar with the software before moving forward.
The full implementation process can take several months.

Jonathan G.
Overall rating
  • Industry: Civic & Social Organization
  • Company size: 2-10 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

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

Excellent & Versatile Product

Reviewed on 2018/11/26

The entire process was excellent with consistent communication, highly competent and skilled staff...

The entire process was excellent with consistent communication, highly competent and skilled staff and and end product that perfectly suits both our needs and our budget as a relatively small human services organization. We highly recommend them for consideration for any sized organization no matter what your specific needs.

Pros

Extremely user friendly compared to many other options, minimizing training and user error. Highly customizable for any human service need. This is the third time I have been involved with a completely customized and extremely varied builds with Civicore and each experience has been excellent.

Cons

The only downside is that highly customized and complex reporting often requires direct help from Civicore, occasionally adding a communication step in report building, but by no means limiting the possibilities. I'm sure this challenge could be eliminated, however, with more highly skilled staff within our own organization.

Showing 5 reviews of 10 Read all reviews

CiviCore Client & Case Management FAQs

Below are some frequently asked questions for CiviCore Client & Case Management.

CiviCore Client & Case Management offers the following pricing plans:

  • Pricing model: Subscription
  • Free Trial: Not Available

Contact Neon One for pricing information.

CiviCore Client & Case Management offers the following features:

  • Case Management
  • Client Management
  • Document Management
  • Forms Management
  • Goal Setting / Tracking
  • Reporting & Statistics
  • Training Management
  • Volunteer Management

CiviCore Client & Case Management has the following typical customers:

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

CiviCore Client & Case Management supports the following languages:

English

We do not have any information about what devices CiviCore Client & Case Management supports

We do not have any information about what integrations CiviCore Client & Case Management has

CiviCore Client & Case Management offers the following support options:

Phone Support, Online Support

Related categories

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