Modernize Nonprofit Case Management

Yes! One of the critical features of the Sagitec case management solution is how easily you can customize and configure it to fit your nonprofit's needs.

Your staff or administrator can create and administer programs your nonprofit offers. Staff start the process by naming the program and creating questions for program applicants. Once complete, the staff end user makes the application available for applicants. You can easily configure the program setup to determine eligibility automatically based on how the individual answers the questions or can create workflows for staff to review the applications before manually determining the eligibility of the individual.

Sagitec's case management solution automatically assigns a case manager when users apply for programs. Within the case, the case manager can:

• Make the individual eligible for various programs through assessments.
• View the program application.
• Add or modify activities associated with the individual's journey throughout a program.
• Create and manage a participant budget.
• Record notes and set alerts or reminders.
• Reassign the case to another case manager.
• Upload documents relevant to the case.
• Schedule meetings with the individual and record them on the individual and staff calendars.
• Record the outcome of the program.

Sagitec's Case Management system does not require paper documentation. Staff can upload any documentation and attach them to cases, if necessary. Any system-generated documentation is stored in the individual's portal. A notification is sent to the individual when a system-generated document is available, instructing them to log into their portal to see it.

Sagitec's Case Management solution can easily track funds and user-configurable 'administrative expenditures' and prevents allocating funds greater than predefined percentages by various categories (equipment/supplies/travel/etc.).

Sagitec's Case Management system allows staff to choose from on-demand reports, scheduled reports, or dashboards. Based on the data category they want to collect; the dashboard displays the data in visually insightful charts.

Yes! Sagitec's Case Management system provides the ability to assign and reassign cases and robust notes to facilitate clear communication among team members.

The platform uses standards-based authentication/ authorization using OAuth2.0 and OpenID Connect. With password encryption and Multi-Factor Authentication (MFA), multiple layers of verification help ensure only the right people can log into the system and confidential information remains secure.

Authorization and application rights are managed by a role-based authorization framework. Users can view or edit data on a need-to-know basis. The platform encrypts data in transit using TLS 1.2 or higher transport layer encryption. The platform also encrypts data at rest with limited usage of cache and CDN capabilities.

Absolutely yes!

The platform automatically creates full database backups weekly, differential backups every 12 hours, and transaction log backups every 5-10 minutes. We can restore our database to any point within the retention period, typically 7-35 days. The platform can also perform manual backup for additional retention.

The platform provides disaster recovery capabilities to help us maintain business continuity during a disaster. It provides geo-replication for our databases, which creates asynchronous replicas of our database in a different Azure region. If our primary region experiences a disaster, we can fail over to the geo-replicated database in the secondary region to minimize downtime and data loss. This is configured with automated failover in the event of a disaster, reducing downtime and manual intervention.

The system is intuitive and easy to navigate. It has a simple UI, self-service features, and appropriate notifications and emails for the user. Additionally, online, context-based intuitive help content (wizards) will be available to guide the user and provide a detailed walkthrough. Sagitec will assist the organization with any additional questions or support.

Yes! Sagitec’s Case Management is Software as a Service (SaaS), and users can access it from anywhere, on the web, or on their smartphones.