CaseWorthy Features

CaseWorthy

A Scalable Case Management Solution For All Non-Profit Needs

4.48/5 (40 reviews)

Competitor Feature Comparison

API
Access Controls/Permissions
Activity Dashboard
Activity Tracking
Ad hoc Reporting
Administrative Reporting
Alerts / Escalation
Alerts/Notifications
Appointment Management
Assessment Management
Case Management
Case Notes
Charting
Child Welfare Management
Client Management
Client Portal
Committee Management
Compliance Management
Contact Database
Contact Management
Customizable Fields
Customizable Forms
Customizable Reports
Dashboard Creation
Data Import/Export
Document Management
Document Storage
Donor Management
Dues Management
Electronic Signature
Email Alerts
Event Management
For Nonprofits
Forms Management
Goal Setting / Tracking
Grant Management
HIPAA Compliant
Member Database
Membership Management
Multi-Location
Program Management
Progress Reports
Progress Tracking
Real Time Reporting
Records Management
Referral Management
Referral Tracking
Reminders
Reporting & Statistics
Reporting/Analytics
Role-Based Permissions
SSL Security
Scheduling
Self Service Portal
Time Tracking
Training Management
Volunteer Management
Workflow Management
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API
Access Controls/Permissions
Activity Dashboard
Activity Tracking
Ad hoc Reporting
Administrative Reporting
Alerts / Escalation
Alerts/Notifications
Appointment Management
Assessment Management
Case Management
Case Notes
Charting
Child Welfare Management
Client Management
Client Portal
Committee Management
Compliance Management
Contact Database
Contact Management
Customizable Fields
Customizable Forms
Customizable Reports
Dashboard Creation
Data Import/Export
Document Management
Document Storage
Donor Management
Dues Management
Electronic Signature
Email Alerts
Event Management
For Nonprofits
Forms Management
Goal Setting / Tracking
Grant Management
HIPAA Compliant
Member Database
Membership Management
Multi-Location
Program Management
Progress Reports
Progress Tracking
Real Time Reporting
Records Management
Referral Management
Referral Tracking
Reminders
Reporting & Statistics
Reporting/Analytics
Role-Based Permissions
SSL Security
Scheduling
Self Service Portal
Time Tracking
Training Management
Volunteer Management
Workflow Management
Visit WebsiteCompare App
API
Access Controls/Permissions
Activity Dashboard
Activity Tracking
Ad hoc Reporting
Administrative Reporting
Alerts / Escalation
Alerts/Notifications
Appointment Management
Assessment Management
Case Management
Case Notes
Charting
Child Welfare Management
Client Management
Client Portal
Committee Management
Compliance Management
Contact Database
Contact Management
Customizable Fields
Customizable Forms
Customizable Reports
Dashboard Creation
Data Import/Export
Document Management
Document Storage
Donor Management
Dues Management
Electronic Signature
Email Alerts
Event Management
For Nonprofits
Forms Management
Goal Setting / Tracking
Grant Management
HIPAA Compliant
Member Database
Membership Management
Multi-Location
Program Management
Progress Reports
Progress Tracking
Real Time Reporting
Records Management
Referral Management
Referral Tracking
Reminders
Reporting & Statistics
Reporting/Analytics
Role-Based Permissions
SSL Security
Scheduling
Self Service Portal
Time Tracking
Training Management
Volunteer Management
Workflow Management
Visit WebsiteCompare App

CaseWorthy Feature Reviews

25 reviewers had the following to say about CaseWorthy's features:

Anonymous
(Nonprofit Organization Management company, 11-50 employees)

CaseWorthy is a great platform, especially if you can take full advantage of it

2020-08-24

We are leveraging the CaseWorthy web portal to roll out functionality to all our users.

Pros

We have been able to adapt CaseWorthy to all our data collection and process management needs.

Cons

With the degree of freedom you're afforded as an administrator, the documentation has a lot of room for improvement. CaseWorthy provides a lot of training and hands-on support, but a complete reference guide would be a God-send.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
mary c.

CaseWorthy for recording and tracking the homeless population

2021-08-18

CaseWorthy provides us the tools we need to comply with state and federal reporting requirements, as well as assisting with providing the data necessary for grant writing.

Pros

Negotiating with upper management and working with customer service have both been easy and rewarding.

Cons

I can only say that the migration from one software vendor to another was difficult but more because the other vendor's software was "homegrown." There was some miscommunication in the beginning, but it was resolved quickly and easily.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Stephen C.

ARCH CaseWorthy

2019-12-05

Pros

I definitely like the user friendly interface and case management work space.

Cons

Although the system comes with a great number of "Canned" reports, having the ability to create new reports when necessary and doing it with great ease and simplicity would be most helpful, especially when you are crunched for time or when your skills may be rusty or you have never developed the skills to do that type of task.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from CaseWorthy


Thank you, Stephen for your review; we love having you and your organization as a partner of CaseWorthy and very much enjoy working with you, as well. Also, thank you for your reporting suggestions; we are always looking for ways to enhance the product.

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Judith B.

This is an excellent programm, which handles many different programs well; however, it is clunky.

2017-09-25

Pros

It meets the needs of many of our case management programs--collecting data can be extremely detailed and thorough, or it can be basic and quick.

Cons

For instance, not being able to add case notes directly can slow down the case management process.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No

Response from CaseWorthy


Thank you so much for your review Judith! We are constantly working on making each users experience as smooth and stress free as possible. We take our reviews very seriously and will look into streamlining the case note writing process.

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Danielle S.

A Flexible Partner and Strong Baseline Product

2020-09-03

Our project manager, [SENSITIVE CONTENT HIDDEN] and analyst, [SENSITIVE CONTENT HIDDEN] worked extensively to make our implementation experience the best possible.

Pros

Unlike Netsmart or Social Solutions, which focused on either electronic medical records or case management records, CaseWorthy bridged our requirements for billing Medi-Cal and recording day-to-day case management.

Cons

Document your requirements, workflows and data fields to help this partnership.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Caroline B.

Easy to enter all information and attach documents for clients and BCHR decisions.

2017-05-15

Pros

Keeping track of incident reports for the BCHR Committee is easy as well as documenting committee decisions.

Cons

Since I don't always have all the required information I am unable to complete some forms. In addition, at one point in time I could not perform some functions for entry but the error was corrected.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No

Response from CaseWorthy


Thank you for your review Caroline! We are excited at how well CaseWorthy can expedite your processes.

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Alex P.

Great experience with Caseworthy

2016-04-26

Caseworthy have been easy to work with and provided impeccable customer service.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No

Response from CaseWorthy


We are so happy you enjoyed working with your project manager! Thank you so much for the kind words.

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Jeff B.

Great case management suite

2017-01-19

After working with it, we are able to self maintain a very large portion of our customization needs including rules, workflows, reports, queries, and our own tables and columns.

Pros

Ease of customization and the staff are great!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from CaseWorthy


Thank you Jeff! We are so happy you enjoyed working with your trainer. Isn't the apBuilder amazing? Thank you so much for being our partner!

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Mary H.

Above and Beyond - the product and staff exceeded our expectations.

2016-04-04

CaseWorthy meets the needs of diverse community organizations in our Continuum of Care, that is, both small and large agencies and both those with simple or complex case management needs.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No

Response from CaseWorthy


Thank you Mary! We are so happy you're enjoying our easy to use tools, and working with our friendly staff.

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Joseph G.

St. Patrick Center Review

2021-08-25

CaseWorthy's customer service continues to improve over the 3 years I have worked with them.

Pros

Additionally, it strives to make system administration easier.

Cons

Inability to communicate with other systems via API.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Dottie K.

Exceeded expectations

2016-04-01

Our mid-size community was seeking a robust case management system with the ability to be "HMIS/HUD compliant".

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No

Response from CaseWorthy


Thank you so much for the kind words Dottie! We are proud to be your partner.

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Emily H.

CaseWorthy is fantastic!

2017-02-15

Our organization needed a solution to replace our aging, not-user-friendly case management system and chose CaseWorthy after reviewing multiple other software options.

Pros

Very user friendly Easy to customize by end-users Responsive support team

Cons

None that I can think of.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering CaseWorthy

Be prepared to spend a lot of time in discovery and implementation - but it is absolutely worth it! Investing the time to make the product exactly as you need it will prove to be the best ROI once the system is ready to go-live.

Source: Capterra
Helpful?   Yes   No

Response from CaseWorthy


Thank you so much for the kind words Emily. We are proud to be your partner and hope to continue to assist you anyway possible.

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Jenny T.

Can't beat the portal

2017-04-09

We have worked closely with CaseWorthy for both the database and our customized portal for employment and training programs to support our mission to put people to work.

Pros

When clients of CaseWorthy develop new functionality, some of it becomes available through baseline. This keeps the product fresh and up-to-date with enhancements directly from the field. Intuitive for users - both database administrators, staff users, and program participants/job-seekers.

Cons

Custom reports are time-consuming, but the CW team is working on an OEM solution for better utilization by the average user.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from CaseWorthy


Thank you so much Jenny for your kind words and feedback, we are extremely proud to be your partner. CaseWorthy is on a mission to continually improve the tools we provide to our partners, and we are excited to announce "CaseBot." "CaseBot" places all the reporting tools you will need directly in your hands, making data-mining easy and accessible. This will be available with our next release, CaseWorthy 8.0.

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Tawnya C.

Fighting Poverty in Idaho

2019-12-04

We have loved building our knowledge in customizing the database, and using CaseBot to harvest data the way we want. In three years, we've had at least five Customer Account Managers, all with different levels of influence and skill to resolve issues and teach their product. The account manager experience definitely impacts the overall experience. Currently [SENSITIVE CONTENT HIDDEN] is our account manager and we have been very satisfied with not only the efficiency of issue-resolution, but the details he shares about the resolution that will help us in the future.

Pros

Working with CaseWorthy, we built an interface from the database, to the Idaho Department of Health and Welfare to process LIHEAP checks.

Cons

Customizations are challenging to track and manage during upgrades, because customized forms, fields, workflows, etc, are essentially not upgraded and may break after an upgrade, requiring a 'fresh' customization from the upgraded baseline form, field, or workflow.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from CaseWorthy


Thank you, Tawnya, for your review and wonderful insight into how CaseWorthy has been able to work so well with CAPAI. We really appreciate it and the partnership we have with you!

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Tomeka R.

Services Review

2021-08-11

I absolutely LOVE IT!!

Pros

I like the service plans, case notes, demographics tracking and all the features.

Cons

The print options. I need to be able to print all forms in a single print selection

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Peter D.

If you want to have evidence driven service, then CaseWorthy is the Best.

2017-01-24

I have designed and used primary data collection systems for 26 years, helped many non-profits "work-around" the limitations in their off-the shelf software products.

Pros

Flexibility, staff support, built in features and reports (thousands of them), vendor maintains many common required reports for funder requirements.

Cons

They would benefit from investing in documentation and written training materials. Training is via online meeting, and in person meetings. Documentation would be nice, so you could refer back to it. Likely the product is expanding and improving so fast, that it is difficult to keep up with written training materials.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering CaseWorthy

With great power comes great responsibility. Be aware that as you build evidence, it may not give the answer you want, so be open to change based on where the truth guides you. Data may dislodge beliefs, and that can only help your clients.

Source: Capterra
Helpful?   Yes   No

Response from CaseWorthy


Thank you for your review and feedback Peter. We are proud to be the software that you selected after working with so many others. We are currently in the process of drafting more documentation to help our customers understand how to CaseWorthy better.

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Amanda P.

CaseWorthy review

2021-08-11

It makes our life’s a lot easier keeping track of information

Pros

We love how easy the system is to use, it is very user friendly in the computer!

Cons

I wish that it was easier to use on a mobile device.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Matthew G.

Great Customization and Support

2016-03-28

It also requires some technical ability and awareness from the agency's project lead to ensure that programs and services are correctly linked to the compliance reports for accuracy.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No

Response from CaseWorthy


Thank you!

Read more
Mike S.

Outstanding software with excellent customer support

2019-11-06

Personally I have used several different HMIS software applications and find CaseWorthy second to none.

Pros

The design of the software insures ease of use from end user level all the way to administration of the system for our area.

Cons

None. Any negative feedback that we have received from the end users we have been able to resolve with the assistance of the software vendor.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from CaseWorthy


Thank you so much for your review! We really appreciate you and your organization as a loyal member of our CaseWorthy family!

Read more
Rebecca G.

This database has been such a relief in functionality compared to our previous databases.

2017-05-10

Pros

Our staff were able to learn how to document their efforts much faster than they did with previous databases.

Cons

I dislike the fact that we have to skew some of the data in order to fit the necessary criteria that the database requires for documentation.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No

Response from CaseWorthy


Thank you for your review and feedback Rebecca! We are happy you're enjoying using CaseWorthy. We will definitely look into the data skewing issue.

Read more
Donnell J.

The Wonderful World of CaseWorthy

2019-12-11

The ability to report in real-time our companies outcomes and goals as it relates to placement and intensive services.

Pros

The ability to do reporting based on the form inputs.

Cons

Some of the forms are standard reports are hard coded with the inability to make changes.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No

Response from CaseWorthy


Thank you so much, Donnell, for your review and your feedback. We really appreciate it! We love to hear suggestions like this and I will share with the team.

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Lori S.

Social Services Non profit gives Case Worthy high marks

2016-04-08

We are in the implementation phase with Case Worthy.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No

Response from CaseWorthy


We are glad to hear that your implementation went smoothly, and hope you enjoy using CaseWorthy to it's full potential!

Read more
Sheldon K.

Highly Recommend CaseWorthy

2019-11-13

Over the years as our organization has changed, CaseWorthy has adapted and been a pleasure to work with.

Pros

The system also allows you to quickly create forms to generate reports.

Cons

When we first started with CaseWorthy there were several bugs or system issues. However over the past year we have seen significant changes with how updates are released resulting in very few issues. Additionally if there is a problem, CaseWorthy fixes it right away- often before the next month code release.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from CaseWorthy


Sheldon, thank you so much for your review and also for sticking through the growing and overall organizational improvements over the years. We tremendously value you as a customer and partner and love the impact you're having on your community!

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Mary G.

Very Customizable

2020-08-14

There was excellent communication, quick response, and a willingness to work through any challenges.

Pros

Very customizable to fit our needs.

Cons

Ad-hoc reporting is also more complex than what we've used in the past.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No

Response from CaseWorthy


Thank you, Mary, for your honest review and feedback. We really appreciate it and the partnership we have with the Union Gospel Mission!

CaseWorthy continues to pride itself in supporting our partners with custom solutions, providing accurate and efficient data. We also offer in-depth, virtual training classes on everything for system admin, form building, reporting and more, to help support the needs of our partners.

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Rose H.

Great Value and Highly Customizable

2019-11-21

They also provide a portal where you can log issues and download training materials.

Pros

Customer service is generally very good, and we get quick responses when there are issues.

Cons

The learning curve can be steep for people without a technical background; however, once we learned the system we appreciated the ability to make our own changes rather than have to rely on tech support.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from CaseWorthy


Thank you, Rose, for your wonderful feedback! We greatly appreciate your review and your tremendous partnership with CaseWorthy!

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