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Sumac Case Management
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Health & Social Services Software
Focus On Personalized Client Care
Sumac Case Management Health & Social Services software allows you to effortlessly manage client lifecycles, calls, and referrals; track caseworkers, caregivers, volunteers, mentors, and donors; and report on case plans, activities, and outcomes.
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Health & Social Services Software To Help You Provide The Best Care
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Deliver Personalized Care
- Track detailed information about each client, including referrals, calls, services delivered, and case plans so you have a complete view of their history, and can deliver personalized care
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Streamline Service Delivery
- Build action plans for each client, assign and track incoming and outgoing referrals, and record staff and volunteers’ calls to streamline service delivery for social services, including crisis helplines.
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Accelerate Your Impact
- Use outcome-based reporting to track key metrics, and get immediate feedback on service delivery and the status of clients in your care, so you can report back to funders and donors.
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Hosted on AWS, so you can access your database from anywhere.
- “Before Sumac, we were using one software for case management and another for donations. It was expensive and didn’t always work. Now we have a single solution to manage clients, donors, volunteers, and more! We love Sumac because it’s dependable, fast, and we can easily customize it for our needs. Sumac also makes it really easy to enter case notes, run reports, and send emails which saves us lots of time. I would 100% recommend Sumac to other nonprofits doing Case Management”
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- Tanya De La Mare, Admin and Volunteer Coordinator, Stop Abuse in Families (SAIF)
Track All Clients & Activity With Ease
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Sumac Health & Social Services software allows you to maintain a central record for each client your organization serves, including all activity, communications, and documents.
Click to expand any contact record, and you can see the client's complete history with your organization in a glace.
Create Efficiencies In Client Care & Service Delivery
- Use workflows to ensure critical steps are followed for intake, client care, and service delivery.
- Record all case activity and services delivered to each client for better reporting.
- Allow caseworkers to enter detailed case notes securely in the office or in the field.
Keep Clients Informed & Engaged
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Built-in mass email with a sleek HTML template builder lets you send mass email, including updates, newsletters, notices, and more right from your database.
Sumac also integrates with MailChimp and Constant Contact.
Measure What Matters
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Track and report on key client and program metrics with ease, including client admission, discharge, and program usage, to help inform decisions, and report back to donors, funders, and your board.
Sumac includes hundreds of built-in reports, along with the ability to create custom ad-hoc reports, and save your favorite reports for easy access.
Health & Social Services Software That Fits Your Nonprofit
Because every social service organization is unique, we'll configured Sumac to meet your specific workflow and data needs.
- Patient care action plans will be created to match the exact step-by-step workflow needs of each of your programs or client types.
- Programs and services will be customized to match the ones your nonprofit delivers.
- Client records will be configured to hold any unique data you require, and field names customized to match the terms you use.
- “Switching to Sumac was the best decision! Our operations are now streamlined and automated and we are saving time. We love that we now have a centralized place to manage everything – donations, case management, memberships, and training courses and that our staff can access Sumac from anywhere.”
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- Financial Controller & Assistant Director of Operations, Ontario Brain Injury Association
“We have been using Sumac as our donor
database since January of 2014. I have found it
much easier to use than our previous database.”
Executive Assistant, KW Counselling Services
Essential Health & Social Services Software Capabilities
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Client Lifecycle
- Manage and track case lifecycles, from initial referral through to goals and activities, outgoing referrals, and help line or client waitlist.
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Secure Data Management
- Keep data secure with user permissions that control who can access client data in a solution that is PIPEDA and HIPAA compliant.
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Track Client Data & Assign Tasks
- Define and track action plans for each case to avoid missing important deadlines, and assign duties to workers or volunteers as needed.
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Advanced Health & Social Services Software Capabilities
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Online Webforms
- Embed client intake forms directly on your website that integrate with your Sumac CRM, so data is captured in your database automatically, creating less effort and less errors.
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Donations & Fundraising
- Take your programs to the next level by integrating donor management and fundraising. Track donors, and collect monthly gifts and pledges online to increase donations and meet your fundraising targets.
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Volunteer Management
- Allow new volunteers to sign up on your website via online webforms, and manage your pool of volunteers by tracking their skills, preferences, and availability, and assigning them to specific events or tasks.
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Pricing That's Tailored For Your Needs
Prices for Sumac Health & Social Services start at just $158/month
Included:
- Case Management Specialized Solution
- Client profile and case intake definition
- Case lifecycle tracking and resource management
- Service delivery planning and tracking
- Client communication tracking
- Cloud-based Sumac CRM
- Bulk and individual email
- Workflow management
- Reminders
- Outcome-based reporting
- Accounting integration
- 1,000 record capacity
Add-on Options:
- Client Intake Webforms
- Donations & Donation Webforms
- Volunteers & Volunteer Signup Webforms
- Memberships & Member Signup Webforms
- Prospecting
- Grant Management
- Specialized Extension
- Specialized Webforms
- Additional record capacity up to 200k
Included With Every Health & Social Services Software Plan
Simple Configuration
Easily configure drop-down lists, checkboxes, tabs, and fields in minutes to fit your data.
Cloud-Based Access
Access critical data at any time from anywhere there is an internet connection.
Free Support
Unlimited phone, email, client area support portal, and in-app support access.
Free Live Training
Personalized live training to get up and running fast with annual refresher sessions.
Free Webinars
Unlimited access to live and pre-recorded webinars covering basic functionality to highly specialized features.
Free Version Upgrades
Free automatic updates to the latest software versions, features and releases.
Ready To Take A Closer Look?
Talk to an expert about your nonprofit’s needs:
- See a demo
- Get your questions answered
- Discuss your specific goals
- Find out about our onboarding services
Need More? Contact Us Today!
More Functionality: including Memberships, and Donations.
More Services: including support, training, data migration, and configuration.
