What are the most useful features and functions of case management software for your role and goals?

1 Client data and intake

One of the most essential features of case management software is the ability to store, access, and update client data and intake information. You need a software that allows you to create and customize forms, fields, and workflows that capture the relevant data for your cases. You also need a software that ensures data security, privacy, and compliance with the applicable laws and regulations. A good case management software will also enable you to import and export data from other sources, such as spreadsheets, databases, or web services.

2 Case planning and monitoring

Another important feature of case management software is the ability to create and manage case plans and monitor progress and outcomes. You need a software that helps you set goals, objectives, and tasks for each case, assign roles and responsibilities, and track deadlines and milestones. You also need a software that allows you to communicate and collaborate with your clients, colleagues, and stakeholders, using features such as messaging, notes, alerts, and notifications. A good case management software will also provide you with tools to measure and evaluate the impact and effectiveness of your interventions, such as surveys, feedback, and reports.

3 Reporting and analytics

A third useful feature of case management software is the ability to generate and analyze reports and insights from your data. You need a software that helps you create and customize reports that suit your needs and preferences, using features such as filters, charts, graphs, and dashboards. You also need a software that enables you to perform data analysis and visualization, using features such as queries, formulas, pivot tables, and maps. A good case management software will also allow you to share and export your reports and insights to various formats, such as PDF, Excel, or PowerPoint.

4 Integration and automation

A fourth beneficial feature of case management software is the ability to integrate and automate your workflows and processes. You need a software that connects and syncs with your other tools and platforms, such as email, calendar, CRM, or ERP. You also need a software that automates and streamlines your tasks and actions, such as sending reminders, generating invoices, or updating records. A good case management software will also offer you flexibility and customization, such as using APIs, webhooks, or plugins.

5 User experience and support

A fifth valuable feature of case management software is the user experience and support. You need a software that is easy to use, navigate, and learn, with a clear and intuitive interface and design. You also need a software that provides you with reliable and responsive support, such as online help, tutorials, FAQs, or chat. A good case management software will also solicit and incorporate your feedback and suggestions, such as using surveys, reviews, or forums.

6 Cost and value

A sixth and final feature of case management software is the cost and value. You need a software that fits your budget and offers you a fair and transparent pricing model. You also need a software that delivers you a high return on investment and a positive impact on your outcomes. A good case management software will also provide you with a free trial, a demo, or a guarantee, so that you can test and evaluate its features and functions before committing.

7 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?