CaseMate is the NFP case management platform that helps people, help people. What this means in practice is software that focuses on the person as the centre of all interactions, rather than a person’s individual issues or the programs they’re eligible for.
This intentional re-focus supports case workers across all types of advocacy organisations.
See the whole person on a single page
CaseMate can sync with your email system, providing case workers with immediate access to all communication with the client, all case notes, and all client documents, as well as the person’s details, demographic, risks, assessments and open cases.
It makes sense doesn’t it? You can see the entire web of support and interactions connected to that person on the one record, and respond to them as the whole person they are.
One source of truth for all client information
From that same client record, case workers can review case progression, assign tasks, check alerts and see time logs. All interactions are visible, you can see when contact was last made and next steps are much easier to action.
As a Salesforce Agentforce Nonprofit platform, CaseMate has great integration capability with the most common software products used by NFPs including Microsoft, G Suite and Xero. For you, this means sensitive client information is no longer siloed but still immensely secure. Most importantly, it’s usable.
No more rummaging through spreadsheet tabs or opening multiple files to cross-check your client’s details. You have one single platform and one single client record that takes care of everything that needs to be done for this person.
Check in on yourself from one dashboard
Case workers have a role that requires them to be both compassionate and supremely organised. The top 2 drivers for happiness at work in Australia are purpose (‘when work is interesting’) and day-to-day responsibilities (‘when I’m being productive’)*.
While an employer can’t have too much sway over your personal interest in your work, satisfaction with personal productivity can be improved when you have access to efficient tools and technology. It’s not too far a reach then, to assume that as a case worker, you’ll feel much more interested in your work when you can spend less time doing admin tasks, and more time actually talking to the people you’re trying to support.
CaseMate allows you to see the whole person you’re supporting, and it also gives you a dashboard overview of your own case load and work priorities. View your case count, see high priority cases, check case types, view your important tasks and see any calendar events for that day.
CaseMate is support, simplified. It’s the case management platform that helps people, help people.