On-Demand: Case Management Automation

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Human service organizations find themselves facing a rapidly changing landscape. Innovative technology has made it possible for organizations to improve outcomes, deliver impactful experiences, and support their staff in more efficient ways. Those stuck with paper files, point solutions, and custom databases often find that they have data silos, costly maintenance, a lack of efficiency, and ultimately ineffectiveness as a result. Without a consolidated case management system, caseworkers have to rely on manual, outdated, and inefficient tools to manage caseloads, drive action, and resolve issues. We invite you to discover a better way with case management process automation. Fill out the form to access this on-demand recording!

Imagine if you could work within a single client, program, and impact management platform so robust that it could automate the case management process and ensure compliance with standards. Well, that game-changing tool is here. It’s time to take the guesswork out of case management with Program Navigation.

Exponent Case Management’s Program Navigation is a game changer for nonprofits and human services organizations. It’s a sophisticated digital workflow that guides agency staff through a program’s model of care and fosters program fidelity.“Fidelity is the extent to which an intervention is delivered as intended” or follows a program model, according to research from U.S. National Institutes of Health’s National Library of Medicine. It’s a structure that aims to preserve the components of evidence-based practices that directly impact the success of desired outcomes. In short, program fidelity helps human services organizations reproduce results and understand the elements within a program that leads to radically better outcomes.

Program Navigation not only provides guidance for staff in their day-to-day tasks but also tracks their progress against established milestones—allowing you to see exactly how they’re doing and ensure that no client falls through the cracks. Let’s just say an easier, more effective day is waiting for you. Interested in learning more?

Access this on-demand this webinar to learn how to:

  • Automate case management and streamline efficiencies
  • Foster program fidelity and adhere to your model of care
  • Drive better outcomes for the people you serve
  • Ensure consistency of care throughout your programs

Speakers include:

Josie Alleman
Product Manager

Josie is passionate about helping human services organizations use data to ensure that the work they are doing is truly making a difference in people’s lives. Applying her experience in human services as a case manager and QA manager as well as her many roles at technology companies for nonprofits, she has been instrumental in leveraging her knowledge to enhance ECM.

She holds a BA in Psychology and a Masters in Social Work and Public Policy from Ohio State University. Josie lives in Cleveland, Ohio with her family and cat.

Mira Greene
Solution Engineer, Exponent Partners

Mira spent over a decade working in nonprofit management for both arts and human services organizations before joining the Exponent Partners team. Her first-hand experience as a lone Salesforce Admin juggling many other responsibilities allows her to work with customers to quickly understand their unique business processes and data needs, with an emphasis on reducing administrative work through process automation and using dashboards and reporting to help program staff take ownership of data.

When not at work trying to keep her cat from walking across her keyboard, Mira enjoys baking, reading, reading about baking, and aggressively hugging her training partners in Brazilian jiu jitsu.

Marthe Rana
Marketing Manager, Exponent Case Management 

Marthe Rana has spent the last 5 years working with social enterprises. Prior to that, she spent a decade working in the market research and software industry. She’s a multifaceted marketer skilled in event planning, creative design, project management, client services, social media and integrated marketing.

When she’s not doing the marketing thing, you can find her coast side with her French Bulldog, Aurora.