Exponent Case Management Pricing, Features, Reviews & Comparison of Alternatives

Exponent Case Management

Case management solution for human services agencies

4.78/5 (9 reviews)

Exponent Case Management overview

What is Exponent Case Management?

Exponent Case Management is a cloud-based case management solution which assists program managers and agency leaders with intake assessment and service tracking. Its key features include records management, outcome reporting, referral tracking, compliance and incident tracking.

The application comes with a module which enables case workers to collect data and manage metrics for different programs. Managers can use this system to identify outcomes, set goals for clients and track and assess client progress. With the record management feature, teams can monitor a client’s participation in a program and link client records to case records.

Exponent Case Management includes tailored intake forms which allow team members to capture assessment data for client and case records. Staff can record external and internal referrals, send emails to referral recipient organizations and request updates through a secure portal. A drag-and-drop interface lets users create custom reports which connect outcomes to client indicators.
www.exponentpartners.com

Pricing

Pricing options
Value for money
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Devices

Business size

S
M
L

Markets

United States, Canada

Supported languages

English
Exponent Case Management screenshot: Case record moduleWelcome to Exponent Case ManagementExponent Case Management screenshot: Dashboard for case managementExponent Case Management screenshot: Service tracking moduleExponent Case Management screenshot: Intake formsExponent Case Management screenshot: Reporting feature displays outcomes

Exponent Case Management reviews

Excellent
7

Very good
2

Average
0
Poor
0
Terrible
0
Value for money
Features
Ease of use
Customer support
  4.9
  4.8
  4.8
  4.9
Jonathon Sherwood

Exponent Partners has provided us with a powerful tool to improve our organizational performance

Used daily for 2+ years
Reviewed 2018-01-22
Review Source: Capterra

see comments on review

Pros
There is plenty to like about ECM- Usability, flexibility, structure, reporting, reliability, automation and much more! The software has become integral into our efforts on tracking program outcomes, streamlines processes, and reporting on the impact of our programs and services. The underlying structure of the software is excellently matched to case management processes and practices. This makes tracking all of the data for our various programs easy and much more efficient. I am also able to easily tailor ECM to match the unique needs of each program. Overall, I find more ways to utilize ECM to allow our teams to work more efficiently and drive better outcomes for the individuals in our programs and services on a regular basis.

Cons
Most of the minor cons I have are related to limitations with Salesforce rather than ECM. Overall, ECM is meeting our needs.

Rating breakdown

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Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Dorothy E. "Dolly" Higgins

ECM makes our users happy and it makes me feel like a rockstar!

Used daily for 1-2 years
Reviewed 2018-01-10
Review Source: Capterra

Pros
What I like most about ECM is it makes our users happy! My goal is to streamline processes and produce accurate information to our funders, administration, and program directors. Reduce the burden on the service provider so they can assist those in need. I love that it's built on Salesforce and it's modifiable without adding expense. In the non-profit world, there are too many applications that are created by unstable companies and we could not afford the cost of re-implementation. Not only does ECM deliver the features we need we can integrate features across the organization (client-facing services, finance, marketing, administration) and report that data all from one application. Exponent Partners has structured the application well so that modifications are easily accomplished by the user.

Cons
All those features can sometimes be a little overwhelming. However, there are thousands of users in the forums to assist you. Regardless, I find using this application more fun (yes, fun) than any I can remember.

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Andrea Cote

Great product with complex functionality

Used daily for 2+ years
Reviewed 2018-02-03
Review Source: Capterra

Pros
Cara implemented ECM in 2014 alongside Exponent. We purchased ECM when it was still an unmanaged package, and as a result we do not pay ongoing license fees (beyond our Salesforce licenses) and do not receive any ongoing extensions or upgrades to functionality. The features that have been most beneficial to Cara are: the configurable "Service Entry" model of entering data across several objects on one form without having to navigate to those objects, the configurable Case Record Status Bar, and Group/Class functionality.

Cons
ECM comes loaded with complex functionality spanning a variety of potential human services and workforce needs. We utilize some of that functionality, but much of it is not relevant or fully aligned to our needs. We've been able to leverage Salesforce to adapt ECM's pre-built functionality in our own way or just completely build around ECM, but many of these realizations came long-after implementation and launch, and as a result we are slowly untangling some of the overly complex functionality that was running behind the scenes in our instance and sometimes taking up unnecessary data storage space or processing power. We were an early adopter of ECM and, at that time, the range of functionality wasn't fully documented and the length and depth of our consulting engagement wasn't necessarily sufficient to allow us to digest our options and repercussions of our decisions. All that said, we get a lot of value out of ECM!

Response from Exponent Partners


Hi Andrea, thanks so much for the review! You are right that since you adopted the 'beta'/unmanaged product at the time, our functionality was still evolving. Since we've moved to a managed package, we've added many features, simplified the structure, written full product documentation for every feature, built a significant amount of workforce development-specific functionality for organizations like yours, and more. New clients automatically get all these features plus any additional new features that we develop in the future. Thank you for being an early adopter and helping make this possible!

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Kai Harris

Exponent has been great to work with!

Used daily for 6-12 months
Reviewed 2018-02-22
Review Source: Capterra

Pros
Exponent Case Management gives program staff an effective case management system built around our processes and workflows, helping staff deliver better services to clients. It gives executive staff real-time performance data for better planning and fast corrections. We really like how quickly we can build out new programs and update fields and settings. We really like the Salesforce ecosystem that Exponent Case Management is part of, including the great community of nonprofits who use Salesforce and share their best practices. We also look forward to taking advantage of the large ecosystem of other applications that integrate with Salesforce.

Cons
Some of our staff are coming from pen and paper systems. The shift to an online database with lots of relationships between different kinds of fields and objects has taken some additional training and time.

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Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Patricia Ritchings

Implementing ECM was a "game changer" for our organization!

Used daily for 2+ years
Reviewed 2018-02-20
Review Source: Capterra

Pros
It's flexibility. We are a fairly large multi-service nonprofit with a very complex funding situation that requires us to collect A LOT of data and report on it in many different ways. We get new grants all the time and it is really easy to add new programs and their data reporting requirements to ECM. Before ECM, we had to pay our software company every time we needed to make a change, now we are self-reliant. ECM also allowed us to standardize our data collection across programs so we can report agency-wide outcomes.

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Exponent Case Management pricing

Pricing options
Subscription
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Contact Exponent Partners for pricing details.

Exponent Case Management features

API
Activity Tracking
Billing & Invoicing
Calendar Management
Case Management
Custom Forms
Customizable Reporting
Data Import/Export
Document Management
Records Management
Reporting & Statistics

Activity Dashboard (14 other apps)
Automatic Notifications (12 other apps)
Equipment Tracking (11 other apps)
Geographic Maps (17 other apps)
Inventory Management (12 other apps)
Self Service Portal (12 other apps)
Third Party Integration (12 other apps)
Work Order Management (15 other apps)
Workflow Management (14 other apps)

Additional information for Exponent Case Management

Key features of Exponent Case Management

  • Assessment & Treatment Plans
  • Assessment Notes
  • Authorization Tracking
  • Candidate Identification
  • Case List Management
  • Case Notes
  • Child Welfare Management
  • Client Chart Audit Tools
  • EDI
  • Eligibility Verification
  • Grant Management
  • Graphical Assessments
  • Group Notes
  • HIPAA Compliant
  • Member Database
  • Patient Account Management
  • Patient Records
  • Payment Processing
  • Program Management
  • Referral Management
  • Scheduling
  • Team Notes
  • Time Tracking
  • Treatment Planning
  • Utilization Management
  • Wait List Management
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