alliance 2017 - technology premiere: what's new and coming up in case management
TRANSCRIPT
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What’s New and Coming Up in
Case Management# A L L I A N C E 2 0 1 7
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2 YOUR PRESENTERSChris CarreSolution EngineerJoined Sparkrock in ‘12
David PopovichCRM Product Manager Joined Sparkrock in ‘16
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AGENDA
I N T R O D U C T I O N S W H A T ’ S N E W W H A T ’ S N E X T
D E M O Q & A
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What ’s New
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THE CASE MANAGEMENT STORY
INCREASED NEED FOR SOLUTION • The Robin Hood Association• Client, Contact, Medical
Information, GSP, and ISP • 150 users
FIRST LIVE CASE MANAGEMENT ORGANIZATION• Brampton Caledon Community
Living• Client, Contact, and Medical
information• 200 users
2014
2015/2016
2017
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What ’s Next
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THE CASE MANAGEMENT STORY
INCREASED NEED FOR SOLUTION • The Robin Hood Association• Client, Contact, Medical
Information, GSP, and ISP • 150 users
FIRST LIVE CASE MANAGEMENT ORGANIZATION• Brampton Caledon Community
Living• Client, Contact, and Medical
information• 200 users
2014
2015/2016
WHAT’S NEXT
2017
2017Client Registration Client Inquiry Client RoutingReferrals
Client Intake ManagementInitial Needs Assessment Wait Lists
Assessments/ ConsultationsServicesCare Plans Programs
Client Discharge
Recall Lists
Case Reporting
Goals Management Client Interaction TrackingActivity Tracking Caseload Management Restrictive Procedures Incident Management
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APPLICANT TRACKINGApril 2017
CASE MANAGEMENTAutumn 2017
DONOR MANAGEMENTJanuary 2017
09.01
09.01
09.01
ENGAGE (CRM) ROADMAP
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DONOR MANAGEMENTConstituent MergeDonation ProcessingBulk Print ReceiptingDynamics 365
CASE MANAGEMENTClient Registration Client Inquiry Client RoutingReferralsClient Intake ManagementInitial Needs Assessment Wait Lists
Assessments/ ConsultationsServicesCare Plans ProgramsClient DischargeRecall ListsCase Reporting
Goals Management Client Interaction TrackingActivity Tracking Caseload Management Restrictive Procedures Incident Management
APPLICANT TRACKINGRequisition Management Job Posting ManagementApplicant Management Application Submission Job Interviews & Offer ManagementApplicant Reporting
ENGAGE (CRM) ROADMAP
APPLICANT TRACKINGApril 2017
CASE MANAGEMENTAutumn 2017
DONOR MANAGEMENTJanuary 2017
09.01
09.01
09.01
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Case ManagementDemo
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C L I E N T P R O F I L E
Capture personal information in a single record. Allow your users
to update information that benefits the whole organization
M E I D C A L A N D E M E R G E N C Y I N F O R M A T I O N
An easily accessed record that can provide medication and
emergency contact information to support staff.
This removes the burden of sorting through paper files to get to information in serious
situations.
P R O G R A M S A N DS E R V I C E S
Track programs and services provided to clients at your
organization.General and Individual Support Plans can manage progress and
goal information in a single form.
A SINGLE GO-TO SOLUTIONInformation is captures within a single database and a single record,
minimizing manual entry and barriers to information
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EVALUATIONSP L E A S E TA K E 5 M I N S T O C O M P L E T E A S E S S I O N E VA L U AT I O N .
WIN ME!One lucky survey will take home a
Ecobee Smart Wi-Fi Thermostat
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THANK YOU FOR LISTENING
@ S PA R K R O C K I N CW W W. S PA R K R O C K . C O
M