What is a case management tool?
A case management tool is a software solution or application designed to manage many individual cases within a standardized framework or process. Case management tools contain fields for data about each case — such as names, contact information, risk factors, financial data, or medical records — in a way that can be stored and retrieved easily by many team members. Many case management tools integrate automated workflows to improve efficiency and reduce burdens on individual team members.
Many industries utilize case management tools, but nonprofit organizations often use them to document clients’ needs and goals, as well as the organization’s funding and outcomes. Any organization hoping to improve the well-being of a particular community or group must break down their challenges and solutions to the individual level. Serving individuals on a case-by-case basis will uplift the community as a whole while building lasting relationships with clients served.