Summary

Nonprofit Cloud's case management application is a paid addition that extends the capabilities of PMM. Case management provides tracking and reporting and case management for individual clients over some time. In the use case referenced at the beginning of this chapter, families are struggling with hunger. Case management picks up where program management leaves off; program management meets the immediate need of feeding a family, whereas case management creates a coaching and learning environment to teach families how to feed themselves better.

With case managers in mind, the critical record objects around goals and action items help create case plans so that case managers and clients can work together to move forward. The standard Salesforce Contact object acts as the center point of client work. As we discussed in Chapter 3, Tracking Impact with the Program Management Module, PMM adds Programs, Services, Service Schedules, Service Sessions, and Service Delivery...