The Four Must Have Features for Any Case Management Software

In this day and age, many non-profits have started to use or have looked into Case Management Software to automate tasks and to boost the efficiency of their organizations. Though what does the software exactly do?

Case management software provides a safe and secure platform that case managers can take with them anywhere. The ability to upload documents, organize notes, reference previous documentation, and manage the specific needs of a wide variety of clients is a game-changer. The fact that today’s software can be taken anywhere and accessed anytime is just one more advantage of the modern tool.

Case management software is an amazing tool, though with one google search you will find yourself in a wide set of software suppliers. You may ask yourself just what is the best software, what are the features to look out for? Well in this article I have narrowed down the question to FOUR must-have features for any premier case management software (and how PlanStreet has all four in spectacular fashion)

1. Accessible: How Accessible is the Case Management Software?

In a post-quarantine world, many organizations have realized the need to be flexible in where they work. Even for those non-profits with everyone under the same roof, there are still times when users will need to access the system away from a centralized, archaic server. This is why easy online access to the Case Management Software is paramount for flexibility and contingency.

Many Case Management Software providers offer the services on their own servers, though PlanStreet operates through a cloud-based server allowing reliable access from anywhere at any time.

2. Security: How Does the Software Keep my Data Secure?

When you are dealing with personal and sensitive information, the client information tracked in human services software, security is very important. The best case management software for nonprofits offers top-notch security that is HIPAA and FEDRamp compliant.

Most countries have laws that cover the privacy of personal information and especially health information. In the United States, this law is called the Health Insurance Portability and Accountability Act – also known as HIPAA.

For organizations that deal with sensitive healthcare information about their clients or patients, it’s imperative to have the right security measures in place to ensure HIPAA compliance. Any entity that provides healthcare treatments has the access to patients’ personal information, and/or operates in the healthcare sector is required to be HIPAA compliant. By definition, this also covers nonprofits and human services bodies that operate in the healthcare sector.

So, it’s important that the case management solution that your organization uses is also HIPAA compliant so you can rest assured that the investment you’re making is right and for the longer run. Although industry compliance is mandatory for many other sectors, it’s more critically and repeatedly scrutinized in the healthcare sector as the lives and wellbeing of the people are at stake. If you’re considering moving to a digital case management solution, HIPAA compliance must be checked.

PlanStreet has come up with a security model that covers all aspects of cloud-based systems. Our policy is that no one other than PlanStreet developers can access the data of clients and this is only done if it is deemed necessary to solve client-related issues. plan street development and customizations are performed in-house and the platform is hosted on a Microsoft Azure cloud with redundancy in both the east and west coast regions using azure geo-replication.

This cloud format enables plan street to offer 99.99% uptime SLAs and virtually eliminates unplanned service outages. upgrades are performed in off-peak weekend hours and notification is provided in advance if it is expected to impact the system. recovery time from one site to another is virtually instantaneous. This level of security allows PlanStreet to maintain both HIPAA and FedRamp compliance using Microsoft Azure cloud infrastructure. To find out more about how Azure cloud keeps your information safe, you can visit here.

3. Customization: How Customizable is the Software?

No one glove fits all, and no set UI will fit the needs of every non-profit’s needs. That is why it’s important for a premiere case management software system to be flexible, especially in its UI. The cream-of-the-crop systems are those that can be customized to fit any unique organization’s needs.

Though being able to customize won’t mean much if the process is overly complicated. This is why PlanStreet’s flexible UI is not only supremely customizable but also incredibly simple to do so.

4. Customer Support: What Kind of Support Should I Expect?

Something that goes unsung when hunting for case management software for nonprofits, is great customer support. Though the greatest case management software includes customer assistance for absolutely no additional cost to ensure that your organization can properly use the software and accomplish its objectives. It’s paramount that your employees and volunteers have convenient access to customer service.

Great customer service entails more than just troubleshooting and repairs; it also entails continuing training opportunities for users to hone their craft or train new hires. Consider the additional customer assistance that case management software can provide, such as ongoing development training and webinars.

For example, PlanStreet offers numerous one-to-one training sessions with your team in order to identify your needs and how the software can best address those needs. PlanStreet conducts end-user training with a focus on improving the adoption of the system. training is not a one-time activity but is a continuous process that will continue during all phases of implementation.

PlanStreet also offers an extremely helpful support site that can answer many of the questions that users have. You can find this support site here.