CaseWorthy Reviews

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. We also love the scan card function! It helps keep our facilities safe and our outputs accurate.

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

Thank you so much for your review! We love and appreciate your organization as part of our CaseWorthy family!

The level of customization is unparalleled, and the baseline features launched with the product provide an excellent skeleton and sandbox for the introduction of new tools. Additionally, it strives to make system administration easier.

Latency and outages happen during normal hours of operation. Unclear data mapping; specifically regarding reporting. Inability to communicate with other systems via API.

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

The software has so much flexibility to be setup for many things, but this causes trouble for our user base as they get confused by all the options they don't use. Would like to see more documentation, videos etc on the portal for how to use it.

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!

CaseWorthy caters to clients with diverse needs. The product's scalability is unique compared to its competitors. 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. For the large nonprofit that straddles multiple social service, market segments (housing, aging, immigration, youth development), CaseWorthy offers us a rare, one-size-fits-all solution. The depth and breadth of its features fit our 35 programs' needs. Now, we store and analyze information in one place, and have the ability to streamline operations with innovation.

CaseWorthy is continuing to refine its implementation process. Document your requirements, workflows and data fields to help this partnership. You will get the most out of implementation if you have a dedicated team internally. CaseWorthy will listen and respond to suggestions for improvement.

Very customizable to fit our needs. We now have functionality to meet the needs of our residential programs, as well as our Mental Health Clinic. The alternative would've been to use two different software programs.

It's a little more complicated to use for an end user than our previous software, however, there are more checks and balances to ensure accurate data, and it has more functional capability. So it's a trade-off. Ad-hoc reporting is also more complex than what we've used in the past.

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.

Our organization chose CW after much consideration of many options, and as a whole we are so pleased with our choice. From the beginning, we have had great support - I loved having a dedicated team member to help us through the ETL and go-live process, and having an account manager has made all the difference in being able to resolve any questions and learn how to best use our database. The features...

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Overall, we have been impressed with CW, and I would say that these cons are more things that I think CW could improve, rather than things that they are lacking. I will note that CW seems to be on the right path in this sense - it seems that they are constantly adding new features, offering additional trainings for system admins, and listening to their customers about what we want out of the system....

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Flexibility, staff support, built in features and reports (thousands of them), vendor maintains many common required reports for funder requirements. Security, role assignment, ability to add multiple organizations, etc. the list goes on.

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.

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.

Some CSBG Managers shrunk time spend on the CSBG Annual Report from two weeks to two days. We processed over 35,000 LIHEAP payments in four months. Working with CaseWorthy, we built an interface from the database, to the Idaho Department of Health and Welfare to process LIHEAP checks. This reduced double-entry and improved efficiencies for users and community members receiving the benefits.

It is very customize-able, which we all know can be a blessing and a curse. Customizations created at implementation or before current staff started are challenging to find, understand, and learn. 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.

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!

CaseWorthy is extremely powerful and flexible, and administrators are given access to all the tools needed to modify or extend the platform. We have been able to adapt CaseWorthy to all our data collection and process management needs.

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.

The software is easy to use, easy to customize and design how we need it to be for us. The company is always willing to help solve issues when they arise and talk through different and new needs to build out in the database.

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.

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.

It's overall pretty easy to use and teach. also very customizable.

The part I like least is making things happen through using javascript, specifically dates. I recently had to write a function that would stop people from editing notes if the note was over 30 days old. This is incredibly easy to do in javascript but caseworthy does not appear to be able to recognize javascript on dates, so I had to figure out how to turn the three separate parts of the date (year month and day) into integers and then turn them into strings so that they could be concatenated and then turn the combined string back into an integer so that math could be done on it. This all could have been significantly faster and easier if caseworthy could simply let you do addition and subtraction on dates, or if it already can then that should be communicated in some way.

Thank you, Ryan, for your review and insight into how CaseWorthy has been able to meet your needs and allow your organization to grow. I reached out to our development team regarding your insight on the date and received the following feedback: "We do have a formula form element that allow you to do date differentials for all components of a date (years, months, days, hours, minutes, seconds). We can also solve this particular use case in our form validation rules where we can either render the form in view only mode or lock down certain fields based off that date differential. We are looking to simplify our rules engine in the coming months to make this level of configuration much simpler." We appreciate you taking the time to share and the partnership we have with you!

We purchased this software after a fairly extensive search and chose it based on the ability to customize it and also on price. We have complex client documentation requirements and have been able to configure the system to do pretty much everything we need it to do and more. 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. Additionally, CaseWorthy offers regular system updates that include new features. Customer service is generally very good, and we get quick responses when there are issues.

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.

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

Ease of customization and the staff are great!

No cons were added to this review

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!

I definitely like the user friendly interface and case management work space. I also like that we use certain workflows for certain tasks and it keeps users focused on completing that particular workflow so that all data is entered as it should be. I have worked with this software and this company since 2012 and I have greatly enjoyed working with the developers and all of the Support staff that I have had interaction with. They have always come through for me when I've needed them and I have been able to learn a great deal from each of them.

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.

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.

Ease of use and customization of the input screens. The ability to do reporting based on the form inputs.

The inability to upload csv files. Some of the forms are standard reports are hard coded with the inability to make changes.

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.

Negotiating with upper management and working with customer service have both been easy and rewarding. The system provides us with insight on the movements of the homeless through the continuum. The data is invaluable in community discussions.

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.

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

None that I can think of.

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.

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.

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.

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!

The design of the software insures ease of use from end user level all the way to administration of the system for our area. The reporting functionality was instrumental in allowing us to track the data to have been able to declare Ending Veteran Homelessness in West Tennessee.

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.

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

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.

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

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.

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

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

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.

Some of its clunkiness makes it much harder to use. For instance, not being able to add case notes directly can slow down the case management process. Writing case notes is also a slow process: there many minor details which must be added before submitting a case note, and it bogs down the case management process. Streamlining the case note writing process would make this program much more efficient and user-friendly.

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.

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

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

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

The program is extremely user friendly and the CaseWorthy staff has been very supportive.

Issues with updates effecting usability features.

I love how versatile it can be for the user and how easy it is to navigate. Our staff were able to learn how to document their efforts much faster than they did with previous databases. It is also much easier for the supervisors and managers to track the staff documentation and hold staff accountable for errors or missing data.

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.

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.