I like to drop down boxes for ease of use when searching for clients.

This  software is very easy to maneuver through. It allows access to various case files at your fingertips.

It was very easy to integrate Casebook into our organization.

In the past we were utilizing paper files. It is a great benefit  to have when enduring situations such as the current pandemic, where staff have to work remotely from home.

What is most helpful about Casebook is that the Community Culinary School of Charlotte can capture all of our participant's information, from employment history to the medications that they are on.

The software is very disjointed. They do not allow you to look around in the demo.

The limited customization options and features.

Casebook has been unbelievably helpful as an organization in getting us started. Their customer support is fantastic.

We would rather have to work around this lack of flexibility than have the product devolve into something over-complicated.

I like the overall layout of Casebook. It is nice to have a data base for the students that I work with.

We have had a wonderful experience from our first interaction with the team at Casebook. We highly recommend this platform for anyone that wants ease of use and superb customer service and support.

The easy-to-create forms, the customization and excellent customer service (thanks, [sensitive content hidden]) has made our integration into Casebook a more positive one.

The advantage of using Casebook is that you will capture data on all of your clients smoothly and effectively. Thanks, Casebook, for such amazing software.

This was a horrible experience and a waste of thousands of dollars.

We had 45 minutes/or 60 minutes and we had to get it or not but she was moving on. She made a bad situation much worst.

The team assembled has been very supportive throughout the process. I appreciate their willingness to listen to our needs and work to meet those needs.

The people at Casebook are great to assist, also the use of the system is great.

Overall, Casebook has been a great addition to our nonprofit. We have found that we are able to keep everything in one location which makes communication and efficiency much better.

We found that if you really have no experience at all in creating stuff on the web, that it is alot harder than it seems.

The main missing feature is being able to attach files directly from the casebook casefile. Currently, you must download a file to your local computer and then attach them from there.

Great but needs more flexibility for customization.

Casebook staff have been great. They respond promptly to my many questions as well as welcome feedback to improve the product.

What I appreciate most about this software is how it growing with our organization. Casebook is listening to what we need and adapting the platform to meet those needs.

The team is awesome, its been a great experience for us.

Casebook is user friendly and simple to navigate.

I think it will grow with us well as we work to expand to other areas of the state, allowing our staff to work remotely and still have the info they need as we recruit and support foster families.

We have appreciated the staff that has been onboarding us and helping us to go live as we navigate the system.

Sales pushed us to choose the DIY onboarding which was horrible.

Set up the product that firvus was very frustrating and wish it came with more consultation.

Having to store custom data in Form.io forms, which are rigid to work with and difficult to report on, is by far our biggest limitation right now.

There should be a way to hide what we don't need. Additionally, there are many fields that we need that we can't rename or find a place to universally put them.

The problems that I can solve with Casebook are excellent. From tracking participants' employment history, career coaching sessions, graduation dates, etc.

Features are easy to use, the dashboard is very visually appealing and the reports are customizable.

Runs very slow (especially in lightning view), Salesforce functions are not intuitive, pulling reports was very difficult at first.

We also look forward to taking advantage of the large ecosystem of other applications that integrate with Salesforce.

ECM is easy to use and the Salesforce platform provides amazing portability and reporting capabilities.

Most functions work intuitively, which makes for efficient user trainings and pretty smooth adoption.

Exponent Partners has provided us with a powerful tool to improve our organizational performance.

The support team is knowledgeable, professional, and helpful.

I administrate it but I wasn't around for when we installed it, so I have no comparison at this organization. I must say that the folks who respond to our support emails respond very quickly.

Exponent has done a great job of distilling widely varied practices into a basic framework that  can work for any organization.

There is plenty to like about ECM- Usability, flexibility, structure, reporting, reliability, automation and much more.

The learning curve has been steep for me (system administrator) since I didn't have previous Salesforce experience. There is so much to learn it can be hard to know where to start.

A very flexible and powerful system providing a strong backbone to any Case Management Flows.

We discussed this with the Exponent team, and they immediately jumped in to help us craft a re-integration strategy, with terrific support from their management and development teams.

We were looking to implement a case mgt system for all our social workers handling foster, adoption, crisis pregnancy , hostel and child care residential services.

That we were able to accomplish so much within the scope of our annual support package is a testament to (see below...).

Exponent Case Management, much like Salesforce system it is built on, is a very powerful product that allows any organization to map and fits its proprietary business processes to the system.

We started simple with ECM features and design and then continued to adopt more and more of it's features over time at now additional cost.

Fully customizable, excellent customer service, responsive to needs, lightning vs. classic views, value for cost is unbelievably good.

We have been able to set up efficient solutions for our end users to easily enter data and report it out.

The process is intuitive and straightforward. I'm happy when our instructors are happy.

US Dollar

Bring it all together. Casebook is nonprofit human services software is designed to be flexible and adaptable to your organization's needs, whether you're working in social services, healthcare, education, or government agencies. You can manage cases, clients, and services from any device on a HIPAA compliant platform. Streamline processes with reporting, notifications, case notes, and smart workflow automation. Casebook helps you manage your clients' cases and track their progress, collaborate with your team, and effectively manage data securely. 

You can easily analyze data and track outcomes to improve service delivery. The platform provides a wealth of information that allows you to generate custom reports and share data with stakeholders. You can monitor your clients' progress and outcomes, identify trends, and make data-driven decisions to improve service delivery and outcomes.

With Casebook, you can transform your human service organization's service delivery and improve the lives of your clients.

If you're ready to take your organization's service delivery to the next level, contact us today to learn more about how Casebook can help you achieve your mission. 


LongDescription

Real-Time Analytics

Document Templates

Employee Management

Case Management

Email Alerts

Customizable Reports

Document Storage

Access Controls/Permissions

Activity Tracking

HIPAA Compliant

Progress Tracking

Referral Tracking

Task Scheduling

Ad hoc Reporting

SSL Security

Electronic Signature

For Nonprofits

Customer Database

Calendar Management

Customizable Fields

Scheduling

Data Import/Export

Assessment Management

Multi-Location

Certification & Licensing

Self Service Portal

Contact Management

Mobile Access

Dashboard Creation

Training Management

Role-Based Permissions

Client Portal

Real-Time Notifications

Forms Management

Workflow Management

Website Integration

Child Welfare Management

Activity Dashboard

Alerts/Notifications

Reporting & Statistics

Reminders

Administrative Reporting

Volunteer Management

Program Management

Interaction Tracking

Alerts/Escalation

Real Time Reporting

Referral Management

Goal Setting/Tracking

Reporting/Analytics

Case Notes

Contact Database

Progress Reports

Customizable Forms

Appointment Management

Records Management

Summary Reports

Client Management

Drag & Drop

Third-Party Integrations

Task Management

Document Management

Communication Management

Collaboration Tools

Member Database

Event Scheduling

Web Forms

Attendance Management

Email Reminders

Email Tracking

Email Management

Casebook is available across four pricing plans, outlined below. 


Email/Help Desk

FAQs/Forum

Knowledge Base

Phone Support

24/7 (Live Rep)

Chat

Self-Employed

2-10

11-50

51-200

201-500

501-1000

1000+

Casebook

In Person

Live Online

Webinars

Documentation

Videos

Exponent Case Management is a cloud-based solution that helps mid-to-large nonprofits and human service agencies drive radically better impact with outcomes management, client lifecycles, service planning and referral tracking. The solution provides a unified platform enabling users to automate data entry and connect data to results.

Primary features of the platform include a visual dashboard, child welfare management, document management, reporting and statistics, scheduling, time tracking, training management, goal-setting indicators and more. Additionally, it allows custom intake forms, assessment generation, case notes, service planning, baseline tracking, and reporting and analytics.

Exponent Case Management integrates with Outlook, allowing users to send communication along with configurable email alerts and one-click data exporting. Pricing of Exponent Case management is available on request and support is extended via phone, an online help desk and documentation.


Real Time Analytics

Electronic Payments

Committee Management

Recurring/Subscription Billing

Time Tracking

Dues Management

Social Media Management

Credit Card Processing

Registration Management

Project Time Tracking

Compliance Management

Grant Management

Membership Management

Fundraising Management

Social Media Integration

Event Management

Customizable Templates

Billing & Invoicing

Receipt Management

Accounting Integration

Customizable Branding

Donor Management

Campaign Management

Web browser (OS agnostic)

Licensing from $240 per user, per year.  Implementation cost varies depending on the number and complexity of your programs. Typically starts at $50,000. Contact Exponent Partners for pricing details on implementation.

Casebook vs Exponent Case Management

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