Watch Our Demos
- Case Management Hub Overview
- Top 7 Case Management Hub Features
- Dashboard Overview
- Getting Started Checklist
- How to Add a New Client
- How to Create a Client Assessment or Intake
- Class: Getting Started in Case Management Hub
- Unlock Insights from Case Management Hub Reports
- Tutorial: Conducting Intakes & Assessments
Would you like to schedule a live demo? Schedule here
Do you have questions or feedback about our demos? If so, contact us, we would love to hear from you.
Case Management Hub Overview
Welcome to this quick introduction to Case Management Hub, an all-in-one cloud-based solution designed to support every step of the client journey, from initial intake and assessment to treatment and final discharge.
In this video, we’ll explore key aspects of the platform, including how to set up a new client, complete a digital intake, invite team members to collaborate, and access valuable tools such as communication, assessments, reports, and more.
Top 7 Case Management Hub Features
This video will walk you through 7 essential features of our Case Management Hub, showing why it’s the ultimate all-in-one solution for streamlining client management, saving time, and boosting productivity. We’ll guide you through a typical workflow using our demo caseworker and demonstrate how the platform simplifies client and agency management through:
- Digital intakes without the paperwork
- A comprehensive view of client progress
- Efficient task organization
- Ready-to-use templates for faster workflows
- Program and site monitoring
- Access to educational tools
- Centralized document storage and organization
Dashboard Overview
In demo video, we take a quick tour of the platform’s dashboard to get you familiar with your top navigation icons, the “Quick Create” area, the sidebar and other key areas of the platform.
Do you have questions or feedback about our demos? If so, contact us, we would love to hear from you.
Getting Started Checklist
In this account setup checklist demo, we’ll cover key onboarding tasks including how to add your Organizational Corporate Details, Programs, Site Locations, Staff, Clients, Key Org Details, and Referral Directory.
Do you have questions or feedback about our demos? If so, contact us, we would love to hear from you.
How to Add a New Client to Your Case Management Software
In this demo, we’ll demonstrate how to set up a new client profile in Case Management Hub. You’ll discover how to connect the client with a staff member, enroll them in a designated site or program, send intake or assessment forms directly to their email, and explore additional key steps for successful onboarding.
Do you have questions or feedback about our demos? If so, contact us, we would love to hear from you.
Creating a Client Assessment or Intake
In this demo, we’ll guide you step-by-step through the process of setting up a client assessment or intake using Case Management Hub. You’ll learn:
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- How to select the appropriate assessment or intake form
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- How to save or print the completed form
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- How to send the form to the client via email
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- How to track when the client submits the online form
Setting Started with Your Case Management Hub Account
Need a hand setting up your Case Management Hub account? This video is just what you need! Follow along at your own pace and get your account fully set up in no time.
Here’s what we’ll cover:
Setting Up Your Profile and Preferences
Configuring Your Organization’s Information:
- Organization details
- Sites and programs
- Referral directory
- Adding Staff Members and Clients
Exploring Key Features:
- Assessment and intake templates
- Communication tools
- Free resources and tools
Questions or feedback? Contact us
Unlocking the Power of Case Management Hub Reports
Our Case Management Hub offers advanced data visualizations, including unique reports like the exclusive ecomap report! With these reporting tools, you can make informed decisions on key areas such as:
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- Assigning the right staff to clients
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- Identifying programs that need additional resources
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- Evaluating whether programs are effectively reaching the intended population
What sets our Case Management Software apart is that these real-time insights and visualizations are automatically generated as you manage clients—no extra work needed! In this video, we’ll give you a tour of the platform’s reporting capabilities and show you how to use them to boost your decision-making and overall effectiveness.
Questions or feedback? Contact us
Mastering Intakes and Assessments in Case Management Hub
Intakes and assessments are essential for charities, non-profits, social workers, case managers, therapists, coaches, teachers, tutors, and counselors. That’s why we’ve designed Case Management Hub to provide both functionality and flexibility to streamline this critical process.
In this tutorial, you’ll discover:
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- Where to access built-in intake and assessment templates
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- 3 methods for conducting intakes and assessments: email, print, and online
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- How to create custom intake and assessment templates tailored to your needs
Do you have questions or feedback about our case management software demos? If so, contact us, we would love to hear from you.
Image sources: https://stock.adobe.com/images
Create an Account Now - Add Your Team to Try Case Management Hub for Free
Get your entire team to try out Case Management Hub for free in minutes. Work smarter, not harder - free for 21 days. No credit card needed. If you decide to move forward is when you can subscribe.Follow These 5 Simple Steps:
Step 1: Create your free trial account here: Create Account.
Step 2: From the left sidebar, scroll down to the Organization dropdown menu and click Staff Management
Step 4: Copy and send this email to your team members (so they know how to log in).
⚠️ Important: Ask your team members not to create new accounts. They should log in using the details you create for them.
Email Template to Send Your Team
Subject: You’ve been added to our new All-in-One Case Management tool!
Hi Team,
I've set up a free trial account for our team with the Case Management Hub software, an all-in-one case management software. I've already added you to the account, so you can start exploring immediately.
Please don't create a new account. Instead, use the login details I've shared with you to access the platform here: https://app.casemanagementhub.org/
This platform centralizes and improves everything we do, from case management, standardized assessment forms, client care, scheduling & appointments, reporting & analytics, and more all in one secure, collaborative tool. We have 21 days to test it out for free and see how it fits our needs.
Learn more about the platform here: Explore Features
Looking forward to exploring this together.
Best,
[Your Name/Signature]
Step 5: Request a customized discounted quote.