Case Management for Health and Social Services
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 ...
Tracking Referrals
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 ...
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 ...
Managing Client's Lifecycle
Intake There are two steps to recording a client's intake: Create a Contact record for the client Fill out the Intake tab in the client's contact record Create a Contact record In Sumac, the Contact record is where you begin. The Contact record ...
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, ...