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

    • Related Articles

    • Volunteer Add On - Overview

      The Volunteer Add-on has three components: • Volunteer Types • Volunteer Facts • Volunteer & Staff Tasks List Volunteer Types Volunteer Types are checkboxes in volunteers' contact records. In the contact record, on the Basic tab, you'll see the ...

    • Societ Academy - Sumac Donations

      This series of six short webinars will teach you everything you'll need to know about using Sumac Donations. We've kept each segment short so you can work these sessions into your schedule. You can register for all 6 below! Sumac Donations Part I - ...

    • Receipt template service for Partner DMS Cloud

      In order to process receipts in Partner DMS Cloud, you need to set up 6 receipt forms: Official Print Unofficial Print Gift in Kind Print Official Email Unofficial Email Gift in Kind Email. Setting up templates is finicky and can require HTML ...

    • Societ Academy - Sumac for Volunteer Management

      In this 15-minute webinar, you'll learn how to manage volunteer types, volunteers, and how to match the best available volunteer to a volunteering opportunity. Sumac for Volunteers Hosted by Penny Rolinski About this webinar Learn the basics of Sumac ...

    • Sending emails and receiving notifications with Sumac

      There are a few types of emails that Sumac can send: Sumac can send email notifications to you and other members of your team about activities that happen in your database, You can launch a one-off email from you to a single contact in your Sumac ...
    Societ Academy

    Learn what you need to know, any time. Free!
    ​


    • High quality training on demand - sessions are available every day, so you can access training that fits into your schedule.
    • Training sessions that are easy to follow - helpful tips throughout each session, and access to training moderators ensure your questions get answered.
    • A certificate of completion - you can request a certificate of completion for every session you attend.