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Ratings and Reviews 0 Ratings
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What is Sumac?
Sumac Case Management serves as a comprehensive solution designed specifically for organizations involved in human and social services.
With ease, you can oversee client intake, maintain case notes, coordinate service delivery and schedules, track clients, caseworkers, volunteers, and donors, while also generating reports on essential metrics for funder communication.
This platform is fully compliant with HIPAA and PIPEDA regulations and offers features such as:
- Exceptional customer support
- A mobile-friendly case portal for managing clients and cases on the move
- Integrated mass email capabilities
- Customizable client intake forms
- Helpline and referral tracking
- Outcome-based reporting
If you require additional functionalities, you can integrate Sumac Donations, Grant Management, Volunteer Management, and more into your system.
Sumac Case Management is an ideal choice if you seek solutions for:
- Case management software suitable for social workers
- Software tailored for social work case management
- Human services management solutions
- Software for social services
- Case management software specifically for human services
- Social services case management software
- Nonprofit-focused case management solutions
- Case management software for various nonprofit organizations
Furthermore, it’s particularly beneficial for nonprofits operating in sectors such as Food Banks, Social Welfare Organizations, Community Services, Child and Family Services, Shelters, Health Services, Mental Health Organizations, and Hospice care.
What is Casewatch Millennium?
Casewatch Millennium® is a dynamic database management system designed for multiple users, serving a diverse range of organizations, including those engaged in direct healthcare services, managing social services, or supervising care providers. This system is capable of overseeing an entire organization, operating as a departmental solution, or enabling a network of related entities. Its modular design permits users to choose only the functionalities that are pertinent to their individual needs. Furthermore, Casewatch Millennium® adheres to HIPAA regulations, safeguarding sensitive information effectively. Customizable to align with the specific demands and workflows of each organization, the system provides a broad range of personalization options across all its modules. Created by Automated Case Management Systems (ACMS) Incorporated, Casewatch Millennium® is purposefully crafted to assist professionals in case management and managed care services. With a focus on user experience, this system not only simplifies processes but also boosts operational efficiency. As a result, organizations can enhance their service delivery and better meet the needs of their clients.
Integrations Supported
Amazon Web Services (AWS)
Constant Contact
Gmail
Google Calendar
Mailchimp
Microsoft Edge
QuickBooks Online
QuickBooks Online Advanced
Stripe
iATS Payments
Integrations Supported
Amazon Web Services (AWS)
Constant Contact
Gmail
Google Calendar
Mailchimp
Microsoft Edge
QuickBooks Online
QuickBooks Online Advanced
Stripe
iATS Payments
API Availability
Has API
API Availability
Has API
Pricing Information
$99 per month
Free Trial Offered?
Free Version
Pricing Information
Pricing not provided.
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
Societ
Date Founded
1995
Company Location
Canada
Company Website
www.societ.com/sumac-case-management-promo/
Company Facts
Organization Name
ACMS
Date Founded
1987
Company Location
United States
Company Website
www.acmsinc.com/casewatch_millennium.html
Categories and Features
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Donation Management
Campaign Management
Donation Tracking
Donor Database
Event Management
Gift Management
Grant Management
In-Kind Donations
Matching Donations
Mobile Donations
Online Donations
Pledge Management
Receipts / Statements
Recurring Donations
Volunteer Management
Fundraising
Alumni Management
Auction Management
CRM
Campaign Management
Contribution Tracking
Donor Management
Event Management
Gift Matching Management
Grant Management
Membership Management
Mobile Giving
Payment Processing
Pledge Management
Prospect Management
Raffles / Lotteries
Recurring Giving
Volunteer Management
Human Services
Case Management
Certification & Licensing
Child Welfare Management
Document Management
Reporting & Statistics
Scheduling
Time Tracking
Training Management
Membership Management
Application Management
Automatic Renewals
Committee Management
Dues Management
Email Marketing
Event Management
Member Directory
Member Portal
Member Types
Membership Database
Nonprofit Membership
Payment Processing
Website 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
Categories and Features
Human Services
Case Management
Certification & Licensing
Child Welfare Management
Document Management
Reporting & Statistics
Scheduling
Time Tracking
Training Management
Patient Case Management
Activity Tracking
Assessment Notes
Billing & Invoicing
Calendar Management
Candidate Identification
Case List Management
Eligibility Verification
HIPAA Compliant
Medical History Records
Patient Records
Referral Management
Treatment Planning