CaseWorthy Features

CaseWorthy

A Scalable Case Management Solution For All Non-Profit Needs

4.5/5 (28 reviews)

CaseWorthy Feature Summary

  • Child welfare management
  • Custom dashboard / portal
  • Electronic signature
  • Foster home licensing
  • Learning management (LMS)
  • Scheduling
  • Time tracking
  • Certification & licensing
  • Community data portal
  • Membership management
  • Member database
  • Social media management
  • Dues management
  • Integration capabilities
  • Client portal
  • Custom forms
  • Real time data
  • Real time reporting
  • Secure data storage
  • Workflow management
  • Continuous backup
  • Visual analytics
  • Case management
  • Grants management
  • Role-based permissions
  • Business intelligence
  • Dashboard creation

Government & Social Services Feature Comparison

Most popular features of all Government & Social Services apps

API (16 other apps)
Activity Dashboard (13 other apps)
Activity Tracking (13 other apps)
Automatic Notifications (10 other apps)
Billing & Invoicing (11 other apps)
Calendar Management (10 other apps)
Case Management (13 other apps)
Custom Forms (10 other apps)
Customizable Reporting (15 other apps)
Data Import/Export (11 other apps)
Document Management (11 other apps)
Equipment Tracking (10 other apps)
Geographic Maps (16 other apps)
Inventory Management (11 other apps)
Records Management (10 other apps)
Reporting & Statistics (15 other apps)
Self Service Portal (11 other apps)
Third Party Integration (10 other apps)
Work Order Management (14 other apps)
Workflow Management (13 other apps)

Competitor Feature Comparison

CaseWorthy Feature Reviews

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

Judith Beaver

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.

Read more
Jeff Bloes

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!

Read more
Alex Price

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.

Read more
Mary Hutchison

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.

Read more
Jenny Taylor

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.

Read more
Emily Hickman

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.

Read more
Caroline Blackmer

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.

Read more
Joseph Gregory

St Patrick Center's Experience with CaseWorthy

2019-10-03

It has been very pleasant. Having interacted with nearly department of the organization, not a single experience was unpleasant. It seems that every employee is interested in the success of our organization.

Pros

The fact that it can track/report whatever is needed.

Cons

It ships with multiple similar functions which can be difficult to differentiate in the system when designing forms and reports.

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 for your review, Joseph! We greatly appreciate your feedback and value you and your organization as a CaseWorthy client.

Read more
Dottie Kastigar

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.

Read more
Peter Dore

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.

Read more
Sheldon Kepiro

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 software provides a very friendly and quick way to create and edit forms. 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!

Read more
Mike Smith

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
Matthew Gallion

Great Customization and Support

2016-03-28

The greatest advantages for us with regards to CaseWorthy is the ability to customize forms, workflows, and roles so that we can utilize the system exactly as we would like.

Rating breakdown

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

Response from CaseWorthy


Thank you!

Read more
Lori Steiner

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
Rebecca Gill

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

2017-05-10

Pros

It is also much easier for the supervisors and managers to track the staff documentation and hold staff accountable for errors or missing data.

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
Rose Hanson

Great Value and Highly Customizable

2019-11-21

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

Pros

We can make many of our own changes to tables and forms, which helps us keep the system updated without having to pay for additional customization.

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!

Read more
john gosnell

Helped with the discovery, design, and implementation for multiple cw builds across our organization

2017-05-09

Pros

Flexibility to add new features, build custom forms, user-interface is extremely clean especially when working with staff who have varying levels of computer skill, ability to quickly and easily assign user roles to multiple individuals throughout the organization based on job requirements and needs to access data, extremely thorough discovery and implementation process.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Source: Capterra
Helpful?   Yes   No

Response from CaseWorthy


Thank you John! We are so happy CaseWorthy is living up to your expectations.

Read more
Ashley Irwin

CaseWorthy is worth every penny

2018-03-16

Pros

The software is easy to use, easy to customize and design how we need it to be for us.

Cons

I can't think of anything. If I had to pick something it would be that the web camera software still uses silverlight which only works on firefox, but I am pretty sure they are working on getting this updated.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No

Response from CaseWorthy


Thank you so much for the kind words Ashley! We are so proud to have you as a partner. We are currently working on the silverlight issue and will reach out to you as soon as this is resolved.

Read more
Jonathan Capp

CaseWorthy Review

2016-06-10

We really aren't using the software yet but are excited to get started. We have been pleased with what we have seen in the demos

Pros

Customizable off the shelf.

Cons

A little pricey.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

9/10

Recommendations to others considering CaseWorthy

No

Source: Capterra
Helpful?   Yes   No

Response from CaseWorthy


Thank you Jonathan! We hope you are enjoying how customizable CaseWorthy can be!

Read more
Ashley Irwin

We Love CaseWorthy

2019-11-06

Our development team also appreciates the copious amount of data we are able to deliver that helps showcase what our organization does.

Pros

There is a lot to love but most of all we love how easy it is to customize. I have very little technical background and am able to create lists and fields with ease.

Cons

There can be a lot of navigating and clicks to get somewhere.

Rating breakdown

Ease of use
Features

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 love and appreciate your organization as part of our CaseWorthy family!

Read more
Judson Bliss

Early-adopter...user since 2011

2016-03-28

The ability to customize the system is excellent.

Rating breakdown

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

Response from CaseWorthy


Thank you!

Read more
Sherry Ellis

Review of Caseworthy from HMIS Project Manager

2019-08-27

Our current account manager is knowledgeable, supportive and prompt with followup.

Pros

What I like the most is that it is a web based system.

Cons

Would like to see more documentation, videos etc on the portal for how to use it.

Rating breakdown

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, Sherry, for your review; we really appreciate it! It's great to see that your AM has been so helpful for you and your organization and we'll be sure to share your feedback on the setup and documentation with our Training & Customer Success depts to make improvements for your team and others moving forward. Please don't hesitate to reach out if you need anything!

Read more
Diana Phillips

Former Executive Director

2017-02-21

Great solution to manage organizational data. Staff is very responsive to the needs of the customer.

Pros

The unlimited application of the software

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

Response from CaseWorthy


Thank you Diana! We are so happy you're enjoying our software.

Read more
Anonymous
(Financial Services company, 51-200 employees)

the software not for all type of businesses

2018-04-19

i cannot answer this question

Pros

there is nothing that I can say that I like most about the software. It looks like it is software for the medical profession and not versatile enough for other industries

Cons

not made for the non-profit financial services industry; not user friendly; slow to respond to load information

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

1/10
Source: Capterra
Helpful?   Yes   No

Response from CaseWorthy


The CaseWorthy team would like to apologize that your experience with our software has been anything less than Excellent. CaseWorthy prides our selves on being an enterprise wide solution for all types of Non-profit and Government organizations.
I assure you our software does assist with financial services, as well as an extremely broad spectrum of all services that non-profit organizations offer.
Please reach out to me personally so we can try to resolve these issues you are having. You can reach me at dshaffer@caseworthy.com
I look forward to hearing from you, so we may take care of these problems in a timely manner.
-Drew

Read more
Melissa Wilson

I use CW for referral assignment

2018-04-24

Pros

I like the ability to customize the site for our own individual needs.

Cons

As a user of CW I haven't found anything that I didn't like that we weren't able to have fixed/resolved.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No

Response from CaseWorthy


Thank you for the review Melissa! We are so happy you're enjoying how customizable CaseWorthy can be!

Read more