Chapter 4: Automating Case Management for Better Human Services
Case management is to people what program management is to programs. Case management streamlines workflows and tracks client progress for human services. It is a paid tool that leverages standard Salesforce Account, Case, and Contact objects, custom objects from the Nonprofit Success Pack (NPSP) and the Program Management Module (PMM), and new custom objects for case management.
In this chapter, we're going to cover the following main topics:
- What is the use case for case management?
- Key objects and features of case management
- Tracking and reporting for case management
For nonprofits that provide human services, their outcomes and impact can be even more difficult to understand. Case management, along with PMM, provides an application that works from client intake through to client assessments in a streamlined, 360 view of the client. When configured appropriately, case managers spend their...
