CaseWorthy Software

CaseWorthy Software

Find out more:

Find out more:

About CaseWorthy

CaseWorthy is a cloud-based case management solution designed for nonprofit organizations and government agencies to transform key data into actionable information and present cases. Key features include spacial mapping, e-signature, analytics and reporting, document management, rule-based workflows and more. With the Spacial Mapping feature, users can define geographic regions and view clients, providers and ongoing services in multiple regions. The group emailing and mass content feature allows users to send customized emails and event specific notifications to clients. CaseWorthy's reporting and analytics features allows users to create automated charts and export data in multiple formats to display efforts. The rules-based eligibility feature allows users ...
Close

Image 1 of 6

Family Dashboard

CaseWorthy User Reviews

OVERALL RATING

SECONDARY RATINGS

Ease-of-use

4.5

Value for money

4.5

Customer support

4.5

Functionality

4.5

Showing 1 - 5 of 41 reviews

User Profile

Ashley

Verified reviewer

Company size: 51-200 employees

Industry: Non-Profit Organization Management

Time used: More than 2 years

Review Source: Capterra

5

Ease-of-use

out of 5
5

Functionality

out of 5

November 2019

We Love CaseWorthy

We have been with CaseWorthy since 2012 and have had a great partnership. We needed a software that would grow as we grew and they have definitely delivered. There is an abundance of functionality that truly helps our staff stay organized, efficient, and accountable. Our development team also appreciates the copious amount of data we are able to deliver that helps showcase what our organization does. We are very thankful for CaseWorthy!

Pros

There is a lot to love but most of all we love how easy it is to customize. I have very little technical background and am able to create lists and fields with ease. We also love the scan card function! It helps keep our facilities safe and our outputs accurate.

Cons

There can be a lot of navigating and clicks to get somewhere.

Response from CaseWorthy

Thank you so much for your review! We love and appreciate your organization as part of our CaseWorthy family!

Replied November 2019

Joseph

Company size: 51-200 employees

Industry: Non-Profit Organization Management

Time used: More than 2 years

Review Source: Capterra

4

Ease-of-use

out of 5
4

Value for money

out of 5
4

Customer support

out of 5
5

Functionality

out of 5

August 2021

St. Patrick Center Review

CaseWorthy's customer service continues to improve over the 3 years I have worked with them. They are responsive and do their best to meet the needs of my organization. Their product meets the needs of my agency and is reasonably priced compared to other vendors.

Pros

The level of customization is unparalleled, and the baseline features launched with the product provide an excellent skeleton and sandbox for the introduction of new tools. Additionally, it strives to make system administration easier.

Cons

Latency and outages happen during normal hours of operation. Unclear data mapping; specifically regarding reporting. Inability to communicate with other systems via API.

Reasons for choosing CaseWorthy

A balance of cost, logistics, and feature usefulness. Key product features were reviewed to see which vendors would be capable of meeting our agency's needs. Then, the contractual increase in price was leveraged against integration and migration to move data to onboard a new system. As of last year, staying with CaseWorthy was determined to be the most reasonable decision.

Sherry

Company size: 51-200 employees

Industry: Non-Profit Organization Management

Time used: Less than 2 years

Review Source: Capterra

This review was submitted organically. No incentive was offered
3

Ease-of-use

out of 5
4

Customer support

out of 5
3

Functionality

out of 5

August 2019

Review of Caseworthy from HMIS Project Manager

Our current account manager is knowledgeable, supportive and prompt with followup.

Pros

What I like the most is that it is a web based system.

Cons

The software has so much flexibility to be setup for many things, but this causes trouble for our user base as they get confused by all the options they don't use. Would like to see more documentation, videos etc on the portal for how to use it.

Reasons for choosing CaseWorthy

I came into the program after the product was chosen and initially implemented.

Response from CaseWorthy

Thank you, Sherry, for your review; we really appreciate it! It's great to see that your AM has been so helpful for you and your organization and we'll be sure to share your feedback on the setup and documentation with our Training & Customer Success depts to make improvements for your team and others moving forward. Please don't hesitate to reach out if you need anything!

Replied September 2019

Danielle

Company size: 201-500 employees

Industry: Non-Profit Organization Management

Time used: Less than 2 years

Review Source: Capterra

5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

September 2020

A Flexible Partner and Strong Baseline Product

CaseWorthy provides strong customer support. Our project manager, [SENSITIVE CONTENT HIDDEN] and analyst, [SENSITIVE CONTENT HIDDEN] worked extensively to make our implementation experience the best possible. I highly recommend their work. They helped us to identify baseline and custom solutions that will grow with our agency. By figuring out our 'must-haves' and 'nice-to-haves', they supported a phased go-live experience over the course of 1.5 years. We have what we need now and are structured to keep evolving the system. Thank you, CaseWorthy!

Pros

CaseWorthy caters to clients with diverse needs. The product's scalability is unique compared to its competitors. Unlike Netsmart or Social Solutions, which focused on either electronic medical records or case management records, CaseWorthy bridged our requirements for billing Medi-Cal and recording day-to-day case management. For the large nonprofit that straddles multiple social service, market segments (housing, aging, immigration, youth development), CaseWorthy offers us a rare, one-size-fits-all solution. The depth and breadth of its features fit our 35 programs' needs. Now, we store and analyze information in one place, and have the ability to streamline operations with innovation.

Cons

CaseWorthy is continuing to refine its implementation process. Document your requirements, workflows and data fields to help this partnership. You will get the most out of implementation if you have a dedicated team internally. CaseWorthy will listen and respond to suggestions for improvement.

Reasons for switching to CaseWorthy

CaseWorthy responded to our RFP. Their baseline solution met the most of our requirements. Several Catholic Charities' use CaseWorthy. Our references spoke highly of the product. In addition, CaseWorthy allows customers to share and build off of each other's solutions. This makes the product better over time. Plus, the customer saves time and money, developing their system. It is a win/win for CaseWorthy and the customer.

Mary

Company size: 51-200 employees

Industry: Non-Profit Organization Management

Time used: Less than 2 years

Review Source: Capterra

3

Ease-of-use

out of 5
5

Value for money

out of 5
3

Customer support

out of 5
4

Functionality

out of 5

August 2020

Very Customizable

Started out shaky due to high turnover of CaseWorthy staff. However, once I was assigned a strong project manager and analyst, things moved pretty smoothly. There was excellent communication, quick response, and a willingness to work through any challenges.

Pros

Very customizable to fit our needs. We now have functionality to meet the needs of our residential programs, as well as our Mental Health Clinic. The alternative would've been to use two different software programs.

Cons

It's a little more complicated to use for an end user than our previous software, however, there are more checks and balances to ensure accurate data, and it has more functional capability. So it's a trade-off. Ad-hoc reporting is also more complex than what we've used in the past.

Reasons for choosing CaseWorthy

Through customization, CaseWorthy could meet the case management and residential needs we had, as well as the needs of our Mental Health Clinic.

Reasons for switching to CaseWorthy

ClientTrack was not able to meet the needs of our new Mental Health Clinic, which had requirements similar to a medical clinic such as scheduling appointments on a front desk calendar, approving case notes, and doing referrals from other programs.

Response from CaseWorthy

Thank you, Mary, for your honest review and feedback. We really appreciate it and the partnership we have with the Union Gospel Mission! CaseWorthy continues to pride itself in supporting our partners with custom solutions, providing accurate and efficient data. We also offer in-depth, virtual training classes on everything for system admin, form building, reporting and more, to help support the needs of our partners.

Replied August 2020

Popular CaseWorthy Comparisons