Company Website

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 69 Ratings

Total
ease
features
design
support

What is Vertex Case Records Manager?

Vertex Case Manager is a cloud-based software solution that facilitates efficient electronic case management. This cutting-edge platform was purposefully crafted for organizations that support individuals with disabilities in various settings, including community, employment, and residential. The system meticulously records data throughout each stage of a client’s experience, from the moment of enrollment to their eventual discharge. Utilizing our specialized social work case management software, information is systematically gathered as clients navigate through different programs, allowing for timely logging of service hours and progress notes during the day. If any documentation is found to be missing or insufficient, the system promptly alerts service providers, thereby assisting in the upkeep of compliance standards. Our case management solution is designed to provide a seamless user experience while ensuring that your agency remains organized and meets all documentation requirements. The user-friendly dashboard enables staff to monitor notifications, document arrival times, and adjust client details, all from a single interface for optimal efficiency. In addition to improving workflow, Vertex Case Manager fosters enhanced communication among team members, which ultimately bolsters the quality of service delivery within your organization. By refining these operational processes, Vertex Case Manager significantly boosts the overall effectiveness of the services provided by your agency.

What is NewOrg?

NewOrg serves as a comprehensive platform designed for non-profit organizations to consolidate information from various aspects of their operations. This integration enhances their ability to efficiently oversee clients, volunteers, services, donors, donations, and outcomes. Moreover, it facilitates the scheduling of activities, sign-ups, communications, surveys, and fundraising efforts. By utilizing NewOrg, organizations can effectively manage their committees, donors, events, and memberships, ultimately leading to smoother operations and improved organizational effectiveness. Additionally, this platform empowers non-profits to streamline processes, fostering a more engaged community and better achieving their missions.

Media

Media

Integrations Supported

Google Maps
Microsoft Excel
Microsoft Outlook
Moodle
PayPal
Regroup Mass Notification
SendGrid
Waystar
Zapier

Integrations Supported

Google Maps
Microsoft Excel
Microsoft Outlook
Moodle
PayPal
Regroup Mass Notification
SendGrid
Waystar
Zapier

API Availability

Has API

API Availability

Has API

Pricing Information

$2500 one-time payment
Free Trial Offered?
Free Version

Pricing Information

$350/month for 5 users
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

Vertex Systems

Date Founded

1981

Company Location

United States

Company Website

vertexsystems.com/software/vertex-case-manager/

Company Facts

Organization Name

NewOrg Management System

Date Founded

2006

Company Location

United States

Company Website

www.neworg.com

Categories and Features

Human Services

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

Categories and Features

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

Nonprofit

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

Social Work Case Management

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

Speech Therapy

Assessment Management
Billing & Invoicing
Care Plan Management
Insurance Management
Patient Scheduling
Progress Tracking
SOAP Notes

Popular Alternatives

Foothold Reviews & Ratings

Foothold

Foothold Technology

Popular Alternatives

Collaborate Reviews & Ratings

Collaborate

Network Ninja
CHARMS Reviews & Ratings

CHARMS

Social Care Network
Sumac Reviews & Ratings

Sumac

Societ