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What is CaseXellence?

Enhance the case management process and applicant experience through a unified platform. • Streamline the integration of knowledge, communication, workflows, and resources to effectively oversee caseloads. • Offers robust security features and can be implemented on a FedRAMP certified cloud with adherence to PCI, NIST, and ADA standards. • Incorporates integrated fraud prevention measures and identity verification systems. • Adapt quickly to meet the increasing expectations of citizens. Accelerate: Resolve cases more efficiently with immediate access to data and collaborative tools. • Streamline workflows to boost overall productivity. • Cut down on operating expenses. • Automate processes for heightened efficiency and reduced costs. • Leverage data analytics for informed decision-making to maximize return on investment. Connect: • Gather customer information while gaining insights through comprehensive analytics and reporting capabilities. • Utilize AI and machine learning for enhanced document processing and customer support. • Foster improved communication and engagement with citizens. • Deliver superior services to the community, ensuring their needs are met effectively.

What is CHARMS?

CHARMS is a robust online case management platform designed to oversee every element of record maintenance for various services, including foster care, adoptions, residential care for children, supported housing, and recruitment for foster carers. Operating as a non-profit entity, SCN remains under private ownership and is guided by sociocratic principles, ensuring that all staff and clients contribute to the evolution and enhancement of the CHARMS Community. This inclusive approach allows everyone—employees, customers, suppliers, and especially the users of CHARMS—to voice their opinions on the platform's development and functionality. By prioritizing the safeguarding of sensitive information, CHARMS empowers educators, social workers, and other care providers to concentrate on their vital responsibilities without concern. Ultimately, this commitment to privacy and community engagement fosters a supportive environment for all stakeholders involved.

Media

Media

Integrations Supported

Salesforce
HubSpot CRM
Matter Center for Office 365
Oracle PeopleSoft

Integrations Supported

Salesforce
HubSpot CRM
Matter Center for Office 365
Oracle PeopleSoft

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$50 per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Speridian Technologies

Date Founded

2003

Company Location

United States

Company Website

casexellence.speridian.com

Company Facts

Organization Name

Social Care Network

Date Founded

1996

Company Location

United Kingdom

Company Website

www.socialcarenetwork.com

Categories and Features

Social Work Case Management

Case Notes
Client Management
Document Management
Forms Management
Goal Setting / Tracking
Program Management
Referral Management
Reporting & Statistics
Scheduling
Volunteer Management

Categories and Features

Foster Care

Adoption Management
Automated Reminders
Available Families Database
Case Management
Checklists
Child Intake
Education Requirements Tracking
Family Portal
Foster to Adopt
Online Applications
Online Licensing Forms
Payments Tracking
Placement Management
Reporting
Respite Credits Tracking
Treatment Management

Government

Budgeting & Forecasting
Code Enforcement
Compliance Management
Fixed Asset Management
Inventory Management
License Issuance
Permit Issuance
Purchasing & Receiving
Self Service Portal
Taxation & Assessment
Utility Billing
Work Order Management

Human Services

Case Management
Certification & Licensing
Child Welfare Management
Document Management
Reporting & Statistics
Scheduling
Time Tracking
Training Management

Nonprofit

Accounting
Committee Management
Donor Management
Dues Management
Event Management
Fundraising Management
Member Database
Membership Management
Social Media Management
Volunteer Management

Social Work Case Management

Case Notes
Client Management
Document Management
Forms Management
Goal Setting / Tracking
Program Management
Referral Management
Reporting & Statistics
Scheduling
Volunteer Management

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