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How To Create a Client Intake Process Flow Chart

Intake is arguably the most critical aspect of the social work process. It gives you a chance to identify the client's needs, limitations, and case management goals.
by Trevor Norkey 1 min read

Reporting Impact and Communicating to Grant Funders

The previous post outlined the primary types of capacity-building projects and reviewed how transformational successful capacity-building implementation have been, for example, nonprofits. In this post, we’ll delve into reporting as well as the need for positive and...
by Sade Dozan 2 min read

AI Tools for Human Services Nonprofits

Following are some AI tools for you to consider. There are many others available as well. These solutions will take some of the heavy lift off staff so your organization, and those you serve, can thrive!
by Casebook Editorial Team 1 min read

Buy or Build Your Own Case Management System for Human Services?

You run a social services organization and you're keeping all of your records in a spreadsheet, and now you are wondering if the investment in a case management solution is right for you. You're probably already having trouble getting the reports you need and making...
by Andrew Pelletier 2 min read

Best Practices

How To Build Healthy Relationships With Funders

In previous posts, we’ve reviewed best practices regarding grantwriting and communicating your story to funders. We’ve even talked about the importance of third-party validation. Another key to success is understanding how to build stronger relationships with funders. Funders co...

Secure Your Funding Pt. 3 — Emphasis On The Data

So far, we’ve reviewed watchdog sites’ standards, detailing indicators for a nonprofit’s success, and articulating metrics. What do all of these have in common? DATA! Ratings, program development, case-making…all are driven by a drumbeat of qualitative and quantitative data. How the public v...

Reporting Impact and Communicating to Grant Funders

The previous post outlined the primary types of capacity-building projects and reviewed how transformational successful capacity-building implementation have been, for example, nonprofits...

by Sade Dozan4 min read

Capacity-Building Grants | Nonprofit Case Studies

In the previous post, we touched on how capacity-building grants are identified and developed in an effort to better position organizations for growth. Now, we’ll review the power of capacity-building g...

by Sade Dozan4 min read

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Latest Blogs

Do You Deliver on DEI for Clients?

Working in the human services sector can be complicated and overwhelming, which is why many organizations use case management systems. These platforms and apps help improve case management practices b...
by Maryellen Hess Cameron 1 min read

Creating a Culture of Continuous Learning in Human Services Organizations

Continuous learning has become a hot topic in many sectors, especially amid industry and protocol shifts. Whether you work in medical care, the government, or social work, continuing your education wi...
by Trevor Norkey 1 min read

How To Create a Client Intake Process Flow Chart

Intake is arguably the most critical aspect of the social work process. It gives you a chance to identify the client's needs, limitations, and case management goals.
by Trevor Norkey 1 min read

Discharge Planning Checklist for Case Managers

As a case manager, you play a critical role in ensuring effective discharge planning for your clients. With the increasing focus on care coordination and care transitions, a comprehensive discharge pl...
by Dipesh Dhital 1 min read

Can You Define Homelessness? The Four Types of Homelessness

Is your client homeless? How do you define homelessness? In human services It’s not a simple yes or no answer. Instead it’s multiple choice. There are four categories of homelessness used for federal ...
by Maryellen Hess Cameron 1 min read

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