The Case Management system is a customizable, web-based client management and outcomes reporting program. Whether you are a direct service provider or running a wide-scale initiative with partner agencies, data collection and reporting is important to your work. Our system is securely hosted and organizes client files within your agency, or across multiple agencies working together.

The Case Management system will help you produce powerful reports and increase client outcomes.

Your system, made to order

You have specific data collection and reporting requirements. A one-size-fits-all approach to case management software doesn’t work. That’s why we custom-make each Case Management system for every agency we work with. You decide what variables to collect and how your intakes are designed. We even customize your reporting queries, so you have a streamlined process of reporting data.

Organize client files (yes, all of them)

The Case Management system is web enabled and securely hosted so authorized users can access files from anywhere. Keyword search makes searching thousands of client records easy, and system privilege settings protect client privacy while granting users access to the files they need.

Case study - Inland Valley Hope Partners

Idealistics partnered with the Inland Valley Hope Partners, a Southern California non-profit organization that runs two food distribution programs and a homeless shelter, to build a custom Case Management system to help better track outcomes and streamline reporting to funders. Click here to see how the Idealistics Case Management system helps improve service delivery and reporting for the Inland Valley Hope Partners.