Case management software has numerous benefits for organizations and clients, including unified record keeping; continuity of information among staff members; increased ability to meet compliance obligations; and increased ease in conducting monitoring, evaluating, and reporting. However, understanding what software best fits your programmatic needs and effectively implementing it can be complex.
This guide, developed by Switchboard, presents considerations for programs and providers when thinking about new case management software, with an accompanying sample worksheet to prioritize software options and functionality. This document is not intended to replace consultants with specialized knowledge or to recommend any specific software. Program staff are encouraged to think through their specific data collection needs and reporting requirements before exploring what reporting capabilities and data visualizations new software can offer.