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-...


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Supported Operating System(s):

Windows XP, Mac OS, Web browser (OS agnostic), Windows 8, Windows 10

37 Reviews of CaseWorthy

Average User Ratings

Overall

4.49 / 5 stars

Ease-of-use

4.5

Value for money

4.5

Customer support

4.5

Functionality

4.5

Ratings Snapshot

5 stars

(22)

22

4 stars

(13)

13

3 stars

(1)

1

2 stars

(0)

0

1 stars

(1)

1

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 37 results

November 2019

User Profile Picture

Ashley from Denver Rescue Mission

Verified Reviewer

Company Size: 51-200 employees

Industry: Non-Profit Organization Management

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Functionality

5.0

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

Replied November 2019

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

September 2020

Danielle from Catholic Charities Marin, San Francisco, San Mateo

Company Size: 201-500 employees

Industry: Non-Profit Organization Management

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

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.

August 2019

Sherry from Mid-America Regional Council

Company Size: 51-200 employees

Industry: Non-Profit Organization Management

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

3.0

Customer support

4.0

Functionality

3.0

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

Replied September 2019

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!

August 2020

Mary from Union Gospel Mission

Company Size: 51-200 employees

Industry: Non-Profit Organization Management

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

3.0

Value for money

5.0

Customer support

3.0

Functionality

4.0

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

Replied August 2020

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.

January 2017

Peter from Brown School of Social Work, Washington University in St. Louis

Company Size: 201-500 employees

Industry: Higher Education

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

January 2017

If you want to have evidence driven service, then CaseWorthy is the Best.

I used this very site (Capterra) to vet 42 or so products. After several months and elimination rounds, CaseWorthy emerged as the clear leader. I have designed and used primary data collection systems for 26 years, helped many non-profits "work-around" the limitations in their off-the shelf software products. Hence my main objective was to find a product that could be customized without going back to the vendor to pay and pay. You will not need to create work-arounds with CaseWorthy. CaseWorthy is a different level of architecture, the design is uniquely flexible and expandable. You can add almost anything you can imagine, most likely without having to go back to the vendor or pay anything additional. Flexibility is great, but what is even better is a system that has been the beneficiary of all that have come before (CaseWorthy incorporates lessons learned from every aspect of every customer for the benefit of all). Off the shelf this system is probably 80% ready for exactly what you need, which can get you up and running quickly. The best decisions are based on data, CaseWorthy was designed to connect your services to the outcomes, so you can tell which work and which do not, allowing you to focus likely limited resources where they will be most effective. If you have a complex organization, setup may take several months to be complete. Having knowledge of SQL reporting and relational database design will be very helpful. If you are big enough, you will eventually need desktop support on staff, and likely a reporting specialist to analyze and report so you can take full advantage of all that evidence. I highly recommend CaseWorthy.

Pros

Flexibility, staff support, built in features and reports (thousands of them), vendor maintains many common required reports for funder requirements. Security, role assignment, ability to add multiple organizations, etc. the list goes on.

Cons

They would benefit from investing in documentation and written training materials. Training is via online meeting, and in person meetings. Documentation would be nice, so you could refer back to it. Likely the product is expanding and improving so fast, that it is difficult to keep up with written training materials.

Response from CaseWorthy

Replied May 2018

Thank you for your review and feedback Peter. We are proud to be the software that you selected after working with so many others. We are currently in the process of drafting more documentation to help our customers understand how to CaseWorthy better.