HMIS+ Case Management

Empowering Service Providers to End Homelessness

A purpose-built solution for streamlining HMIS data management and maintaining HUD compliance. Empower data-driven insights, and foster seamless collaboration to solve housing challenges.

HMIS+ Case Management

Support Housing Related Services and Much More

Focus on People, Powered by Data

CaseWorthy is the leading provider of scalable case management software designed to support HMIS+ organizations with housing-related program data management and HUD compliance reporting.

HMIS+ organizations need tools that allow for information sharing with their Continuum of Care as well as other related organizations and services providers.

Built to make your job simpler and your data more transparent, our HMIS+ case management solution has native HMIS specific forms, fields, and data points to ensure you’re capturing the necessary information to coordinate services and accurately report on the services provided.

Streamline HMIS Data Management and Service Coordination

Foster True Collaboration Across the Homeless Service Network

Remove silos and work together with impact with tools designed for greater collaboration with partners, agencies, and more.

Real-time data access with authorized partners simplifies information exchange and reporting.

Collaborate with other providers and agencies through secure messaging, shared calendars, and joint task lists.

Gain immediate visibility into shelter bed availability, resource allocation, and service gaps.

Create cross-agency reports and data analysis to inform systemic change.

HMIS+ Case Management

Efficient and Consistent Intake and Documentation

Streamline intake and assessment to quickly identify service and housing needs and capture the required data to make referrals or set up services.

Customized client profiles allow you to store and manage all the information about your clients in one secure and centralized location. Document basic demographic information or enhance profiles with additional information, such as demographics, family members, income, education, health, and more. You can also attach documents, photos, and notes to your client profiles.

Collect and evaluate the needs and preferences of your clients during the intake process. Collect HUD specific assessments, as well as housing history, employment, and more.

Plan and coordinate the services and interventions for your clients based on their goals and needs. Create and update service plans with different components, and track and monitor the progress and results of your service plans and referrals. You can also create and manage referrals to other agencies and partners.

Document and record the interactions and transactions that you have with your clients and other parties. Create and edit case notes with different formats and predefined templates. You can also attach documents, photos, signatures, and notes to your case notes.

Identify and match the programs and services that are available and appropriate for your clients based on their characteristics and criteria. Create and define eligibility rules and requirements for different programs and services. You can also use program and service eligibility to automate the screening and enrollment process for your clients.

Authorize and request the services and resources that are needed and allocated for your clients. Create and manage service authorizations and service requests with different details. Use service authorizations and service requests to communicate and coordinate with other providers and vendors that deliver the services and resources for your clients.

User-friendly forms and real-time validation ensure accuracy and completeness.


Increase Client Engagement and Collaboration

Our user-friendly portal engages and empowers your clients, staff, and partners through a secure and accessible online platform. Enable your clients to access their own information, request services, complete surveys, and communicate with you. You can also invite your staff and partners to collaborate, share information, and access resources. 

Give your clients access to manage their own information and services through a secure and user-friendly online portal. They can view and update their profiles, forms, assessments, service plans, referrals, and case notes. They can also request and schedule services, complete surveys, and access resources and support.

Communicate and interact with your clients by sending and receiving messages, emails, notifications, and alerts. Leverage client communications to provide feedback, guidance, and coaching to your clients. You can also conduct video calls, webinars, and online meetings with your clients.

Collaborate and coordinate with your staff and partners across different programs and agencies. Share and exchange information, documents, and data with your staff and partners. Assign and delegate tasks, roles, and responsibilities to your staff and partners. You can also create and join groups, teams, and networks.

The CaseWorthy web portal provides you with a collection of resources and materials that can help you and your clients with your case management and service delivery. You can access and download various resources, such as templates, guides, manuals, best practices, and more.

Web Portal

Improve Data Quality, Reliability, and Security Issues

Stay compliant and secure with an out-of-the-box HMIS compliance configuration and our commitment to ensuring safe, reliable, and compliant data that is backed up, encrypted, and audited. The CaseWorthy HMIS API ensures seamless data exchange and compliance with HUD standards.

Modify and tailor your case management software to fit your specific needs and preferences. Create and edit your own data fields, forms, and workflows using a simple and intuitive interface. You can also choose from various options and settings to customize the appearance, behavior, and functionality of your data fields, forms, and workflows.

Control and manage the access and permissions of your data and features. Create and assign roles to your users and groups, and grant or revoke permissions to access and modify data, forms, queries, dashboards, workflows, and other features. You can also set different levels of access and permissions for different types of data and features, such as view, edit, delete, and more.

Comply with HMIS standards and CoC regulations that apply to your case management and service delivery. Use predefined HMIS templates and formats to generate and submit reports that meet the requirements and expectations of your funders, partners, and stakeholders. You can also use data validation and verification tools to ensure the accuracy and quality of your data.


Breakdown Data Silos and Fragmentation

Leverage over 40 integration capabilities to connect and synchronize your data with other systems and platforms. Import and export data from various sources, such as Excel, CSV, XML, JSON, and APIs. You can also integrate with third-party applications, such as Salesforce, DocuSign, QuickBooks, Google Maps, and more.

Refine your imported/exported data by mapping and transforming it to match your data fields and forms. Tailor the format and apply filters to ensure the data meets your specific requirements.

Keep your data consistent and updated across different systems and platforms. Connect and synchronize your data with other systems and for accurate and current data. You can also set the frequency and timing of your data synchronization and monitor and manage your data sync status and logs.

Enhance and extend the functionality and capability of your case management software. Easily integrate with 40+ third-party applications that provide complementary or specialized features and services for your case management and service delivery. You can also access and use the features and services of the third-party applications within your case management software interface.


Get Full Visibility and Insight into Program Data and Impact

Show the data you need in real time with custom reports and dashboards. Easily track and measure your program performance, client outcomes, and organizational goals. Showcase your impact by exporting and sharing your reports with funders, partners, and stakeholders.

Meet CoC reporting needs and stay compliant with common reports such as:

  • HUD CSV Export – for importing data into CoC system
  • Coordinated Entry APR
  • And more

Access and analyze your data as soon as it is available and updated. See the latest and most accurate data in your reports and monitor the changes and trends in your data over time. You can also use real-time data to make timely and informed decisions and actions.

Export your data and reports to various formats, such as Excel, PDF, CSV, and more, and save them to your device or cloud storage. You can also share your data and reports with others via email, social media, or online platforms.

Explore and discover patterns, insights, and relationships in your data. Leverage intuitive data visualizations to highlight program success or identify opportunities for improvement.

HMIS+ Case Management
HMIS+ Case Management

Use Cases

HMIS+ organizations have many needs including Approval Processes, Calendars/Event Scheduling, CRM, Volunteers, Donor Management, etc.

These use cases are just a few of the ways CaseWorthy helps simplify tasks.

Centralized intake, assessment, and referral process

Emergency shelter and/or meal services (as needed/first come first served)

Longer term shelter/Transitional Housing

Rapid Re-Housing (market-based housing w/ rental assistance) and Permanent Housing

Street Outreach

Ready to Get Started?

Learn why health and human service organizations thrive with CaseWorthy. Our expert team is ready to consult with you on the unique needs of your organization.

We wanted a community-based system for vulnerable populations and to support coordinated assessments/intakes. CaseWorthy has exceeded our expectations with its ease of use, level of customer support, and ability to report out data needed by our community partners.

Director of Fragile Families Initiative, Community Council of St. Charles County

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