Case Management for Health and Social Services: Overview

Case Management for Health and Social Services: Overview

Sumac's Health and Social Services Case Management Module allows you to keep a record of clients' cases, manage workflow tasks, track program participation for the clients to report to funders, meet HIPAA/PIPEDA requirements, track outgoing referrals, record the calls coming into your Help Line, and more.

With the Health and Social Services Case Management add-on, you can track and report on:
  1. Client demographics such as gender, date of birth, age
  2. Client intake information such as ethnicity, employment status, education completed, referral source, emergency contact information
  3. Health background 
  4. Manage Client’s Lifecycle
    1. Intake & Screening
    • Assessment of Needs & Risks
    • Services Definition and Delivery
    • Discharge, Re-entry, & Aftercare
      5. Track incoming referrals
      6. Manage outgoing referrals
      7. Track incoming calls to Crisis Helpline
      8. Manage workflow tasks

  • Assigning users to a certain workflow/task 

  • Viewing the Assigned Tasks for yourself and other system users

  • Automate email communication to clients associated with tasks


What is a "client" in Sumac?
"Client" refers to an individual receiving support services from your organization. Sumac can keep track of your organization's activity and program usage of clients. 

You should now move on to these articles to learn more about using Sumac Case Management for Health and Social Services:
  1. Managing Client's Lifecycle
  2. Tracking Referrals
  3. Tracking Crisis Line Activity
  4. Reporting in Sumac Case Management for Health and Social Services

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