Case Management for Health and Social Services: Overview
Sumac's Mental Health Case Management Module is built with the needs of a Mental Health organization in mind. It allows you to keep a record of clients' cases, manage workflow tasks, track program participation for the clients to report to funders, meet HIPAA/PIPEDA requirements, track outgoing referrals, record the calls coming into your Help Line, and more.
With the Mental Health Case Management add-on, you can track and report on:
Client demographics such as gender, date of birth, age.
Client intake information such as ethnicity, employment status, education completed, referral source, emergency contact information.
Manage Client’s Lifecycle
5. Track incoming referrals.
6. Manage outgoing referrals.
7. Track incoming calls to Mental Health Crisis Helpline.
8. Manage workflow tasks
Assigning users to a certain workflow/task
Viewing the Assigned Tasks for yourself and other system users
Automate email communication to clients associated with tasks
What is a "client" in Sumac?
"Client" refers to an individual receiving support services from your organization. Sumac can keep track of your organization's activity and program usage of clients.
You should now move on to these articles to learn more about using Sumac Case Management for Mental Health:
- Managing Client's Lifecycle
- Tracking Referrals
- Tracking Mental Health Crisis Line Activity
- Reporting in Sumac Case Management for Mental Health
Reporting in Sumac Case Management for Health and Social Services
Sumac has many built-in reports, as well as precise searching and flexible export options to customize your reporting. Using search and export for custom ad-hoc reporting This article tells you how to search using the search panel. You can also ...
This article explains how you can use Sumac Case Management for Tracking incoming and outgoing referrals. Sumac Case Management for Mental Health includes a dedicated area to record incoming and outgoing referrals. You can record the organization the ...
Partner Academy - Sumac Case Management
Sumac Case Management Series This series of four short webinars will teach you everything you'll need to know about using Sumac for Case Management. We've kept each segment short so you can work these sessions into your schedule. You can register for ...
Health & Social Services Configuration Data Preparation Instructions
Introduction This page is meant to provide you with information on how to populate your health & social services case management specific data into the Health & Social Services build template that you downloaded from the template-based migration ...
Tracking incoming calls to your Crisis Helpline
This article explains how you can use Sumac Case Management for Mental Health to keep track of your Mental Health Crisis Helpline. Whenever your Mental Health Crisis Helping receives calls, you may wish to track and record the activity. To record ...
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